汽车改装新规落地，2500亿元市场即将迎来解禁？

Core Viewpoint - The Chinese automotive modification market is poised for significant growth, driven by supportive policies and regulations that are transitioning the market from a "grey area" to a compliant framework [2][5]. Group 1: Market Potential - The automotive modification market in China is expected to exceed 250 billion yuan, with a compound annual growth rate (CAGR) of 15.8% [2]. - As of September 2025, the total number of motor vehicles in China reached 460 million, with 360 million being cars, indicating a vast potential market for modifications [5]. Group 2: Regulatory Framework - New regulations outline specific compliance requirements for modifications, including permissible changes to appearance, interior, lighting, and performance, while also defining prohibited modifications [3][4]. - The modification registration process has been simplified, allowing vehicle owners to submit materials via the "Traffic Management 12123" app within 10 days post-modification [4]. Group 3: Market Dynamics - The modification market is characterized by a strong preference for aesthetic changes, with exterior modifications accounting for 45% of the market share [6]. - Younger consumers aged 24-35 are driving demand for personalized modifications, with a growing interest in "scene-based modifications" such as camping adaptations [6]. Group 4: Future Outlook - The automotive modification market is anticipated to become one of the fastest-growing segments in the automotive aftermarket, fueled by technological advancements and increasing consumer demand for personalization [7]. - The establishment of a "factory-certified modification" system is expected to enhance collaboration among automakers, parts suppliers, and modification companies, promoting resource sharing and competitive advantages [7][8]. Group 5: Cultural Impact - The rise of automotive modification culture is expected to accelerate, with events such as modification competitions and customization festivals providing platforms for consumer engagement and interest [7]. - Continuous improvement of policies and regulations will guide the standardized development of the automotive modification industry, enhancing overall quality and competitiveness [8].