Core Viewpoint - The article discusses the rise and fall of "parallel exports" of Chinese cars, highlighting the shift from a booming market to a challenging environment due to increased competition and regulatory changes [1][6]. Group 1: Market Dynamics - The parallel export market for Chinese cars saw significant growth, particularly during the period from 2022 to mid-2023, driven by the demand created by the absence of major international car manufacturers in Russia due to the Ukraine conflict [2][5]. - The influx of new players into the market led to increased competition, resulting in profit margins being squeezed from several thousand dollars per vehicle to just a few hundred yuan [5][6]. - By 2023, the export volume of Chinese used cars reached 275,000 units, a 294% increase year-on-year, with projections for 2024 exceeding 400,000 units [6]. Group 2: Regulatory Changes - Starting in the second half of 2023, Russia implemented restrictive measures that severely impacted the parallel export model, including a law requiring the payment of previously avoided taxes on vehicles imported through the Eurasian Economic Union [6][9]. - These regulatory changes forced exporters to shift their focus from the lucrative Russian market to smaller markets like Uzbekistan and Kazakhstan, which significantly reduced the potential for profit [6][9]. Group 3: Industry Transformation - Many players in the parallel export market are now seeking to transition to more sustainable business models, with some aiming to become authorized distributors for car manufacturers or shifting to parts supply and repair services [11]. - The article emphasizes the potential for pure used car exports to become a new growth area, as this segment requires specialized knowledge and offers less competition compared to new car exports [12][13]. - The market is expected to evolve from a price-driven model to one focused on service quality and professional expertise, providing opportunities for well-prepared teams to establish a foothold [12].
调查:魏建军炮轰的“零公里二手车”是怎么出海的
和讯·2025-06-19 10:12