清算零公里二手车
3 6 Ke·2025-12-18 10:47

Core Viewpoint - The phenomenon of "zero-kilometer used cars" in the Chinese automotive market represents a complex issue driven by overproduction and inventory management strategies, leading to significant market disruptions and potential risks for consumers and manufacturers alike [1][4][10]. Group 1: Definition and Mechanism - "Zero-kilometer used cars" refer to vehicles that have either never been driven or have only been driven a few hundred kilometers, and can be either registered or unregistered [2]. - This practice allows manufacturers and dealers to sell new cars as used cars at substantial discounts, often between 3% to 8% below the original dealership price, with some prices dropping as low as 57% of the new car invoice price [4][6]. Group 2: Market Impact - The estimated transaction volume for "zero-kilometer used cars" in 2024 could reach nearly 1 million units, accounting for 5% of the entire used car market [7]. - The export of these vehicles has surged from 15,000 units in 2021 to an expected 436,000 units in 2024, with projections suggesting it will exceed 500,000 units in 2025 [7]. - The prevalence of "zero-kilometer used cars" is causing a collapse in the pricing structure, leading to unhealthy competition and market inefficiencies [9]. Group 3: Regulatory Response - New regulations set to take effect on January 1, 2026, will require vehicles registered for less than 180 days to have a "Post-Sale Service Confirmation" from the manufacturer, which will significantly impact the export of these vehicles [10][11]. - The new rules aim to eliminate the gray market and ensure that only vehicles with proper after-sales support can be exported, thereby promoting a healthier used car export ecosystem [11]. Group 4: Future Outlook - The automotive industry is urged to address the root causes of the "zero-kilometer used car" phenomenon by improving standards across design, manufacturing, and sales processes [13]. - The industry is entering a critical transition period towards standardization and quality improvement in the used car market, with future initiatives expected to enhance logistics, finance, and warranty services [11].