新规下“猛药”，瞄准“零公里二手车”

Core Viewpoint - The new regulations issued by the Ministry of Commerce and other departments aim to strictly control the export of new cars under the guise of used cars, particularly targeting the controversial "zero-kilometer used cars" practice, which has been prevalent in the industry [2][3][4]. Summary by Sections New Regulations - The new regulations will take effect on January 1, 2026, and require export companies to provide a "Post-Sales Service Confirmation" from the vehicle manufacturer for cars registered less than 180 days before export [3][4]. - This regulation is seen as a direct measure to prevent new cars from being exported as used cars, effectively closing the loophole for "zero-kilometer used cars" [3][4]. Industry Impact - The introduction of these regulations is expected to significantly alter the business logic of used car exports, with many companies likely to face challenges in continuing the "zero-kilometer used car" business model [8][9]. - Companies that previously relied on exporting new cars as used cars may struggle to adapt, as obtaining manufacturer authorization for exports will be difficult for most [10][12]. Market Dynamics - The market for "zero-kilometer used cars" has been characterized by low competition and price transparency, leading to diminishing profits for exporters [14]. - The new regulations are anticipated to lead to a "major reshuffle" in the used car export industry, with smaller companies likely to exit the market while larger, more established exporters may survive [15][16]. Future Outlook - The future of the used car export market is expected to focus on genuine used cars, which could enhance the reputation of Chinese automotive brands abroad [16]. - The regulations are seen as a step towards normalizing the market and ensuring that exported vehicles meet proper standards, which could ultimately benefit both exporters and consumers [16].