四部门发布！规范纯电动乘用车出口秩序

Core Viewpoint - The Chinese government has announced the implementation of export licensing management for pure electric passenger vehicles starting January 1, 2026, aiming to regulate export order, reduce low-price competition, and promote a shift towards technology competition in the industry [1][2]. Group 1: Export Licensing Management - The export licensing management will require pure electric passenger vehicles to go through an official licensing process, which is expected to increase operational costs for companies in the short term [1][2]. - This measure is designed to avoid disorderly competition and low-price dumping, ensuring product quality and promoting healthy development of the new energy vehicle trade [2][3]. Group 2: Market Impact and Growth - China is a major manufacturing, trading, and consuming country for electric vehicles, with exports surpassing 2 million units for the first time in 2024, and a year-on-year increase of 102.7% in new energy passenger vehicle exports in August 2023 [2]. - The share of new energy passenger vehicles in total passenger vehicle exports reached 40.9%, with pure electric vehicles accounting for 66% of new energy exports [2]. Group 3: Industry Standardization and Supply Chain - The export licensing management is expected to enhance the standardization of the industry, adjust international market competition strategies, and create synergistic effects within the supply chain [3]. - The management will lead to a more stable supply chain by binding upstream lithium resource layouts with licensed export companies, while increasing demand for logistics and certification services in downstream sectors [3].