"挤水分"？反内卷？大洗牌？记者采访多位一线从业者及专家发现，新规落地后，二手车出口生意的逻辑也要变了。 出口二手车江湖迎来新规，"零公里二手车"生意做不下去了。 近日商务部等四部门联合印发新规，开门见山第一条，便是"严控新车以二手车名义出口"。新规想堵住什么口子？ 今年夏天长城汽车董事长魏建军公开炮轰"零公里二手车"，由此走入公众视野，实际上，"零公里二手车"出口由来时间已久。新规即将生效，出 口二手车企业体感如何？ 新规明年起执行， 想堵住什么口子？ 近日，商务部、工业和信息化部、公安部、海关总署联合印发《关于进一步加强二手车出口管理工作的通知》，将于2026年1月1日起正式实 施。 新规想堵住什么口子？ 新规开门见山第一条，便是"严控新车以二手车名义出口"。这一强制要求，被视为对引发热议的"零公里二手车"这一操作的精准围堵。 《通知》明确，对申请出口距注册登记日期不满180天（含180天）的车辆，出口企业需补充提交车辆生产企业出具的《售后维修服务确认 书》，否则不予发放出口许可证。 来源：商务部网站 如何解读？直白一点来说，申请出口距注册登记日期不满180天的车辆，出口企业需要获得汽车制造商（后文也称" ...

Core Insights - The article highlights the significant growth of Chinese electric vehicle (EV) exports, with 1.203 million units exported in 2023, marking a 77.6% year-on-year increase [1] - The expansion of the EV market is evident in various regions, including South America, the Middle East, and Russia, where Chinese brands are gaining popularity [2][4] - Challenges such as increased competition, patent disputes, and stringent certification requirements are emerging as obstacles for companies in the international market [10][13] Group 1: Export Growth and Market Expansion - In 2023, Chinese EV exports reached 1.203 million units, a 77.6% increase from the previous year, with projections of 1.284 million units in 2024, a 6.7% growth [1] - South America, particularly Brazil, is becoming a key market, with Chinese brands accounting for 91.4% of imported EV sales in the first half of 2024, generating $1.2 billion in sales [2] - Companies like Great Wall Motors are successfully penetrating various international markets, with 229,800 units sold in Russia, capturing approximately 12% of the local passenger car market [2][4] Group 2: Regional Market Characteristics - South American consumers show a preference for larger EVs with advanced technology features, while markets like Egypt favor smaller vehicles due to road conditions [4][5] - The demand for EVs in regions like the Middle East and Russia is driven by the need for spacious vehicles and long-range capabilities, with local consumers valuing these attributes [5] Group 3: Challenges in International Expansion - Patent disputes are a growing concern, with companies like BYD and Geely facing lawsuits over alleged patent infringements in markets like Brazil and Germany [10][12] - Certification processes in international markets, particularly in the EU, are complex and costly, posing additional barriers for Chinese manufacturers [13] - The emergence of "parallel exports," where vehicles are sold as used cars to avoid high tariffs, is becoming a common practice, although it raises concerns about brand integrity [6][7] Group 4: Competitive Landscape and Strategies - The competitive landscape is intensifying, with profit margins shrinking due to increased competition among exporters, leading to a reduction in gross margins from 15% to nearly half [8] - Companies are investing in localizing their products and improving logistics to enhance competitiveness in foreign markets [5][8] - To navigate the challenges, firms are focusing on technological innovation, patent strategies, and enhancing market presence through various promotional activities [13]

Core Viewpoint - Li Auto has officially announced its international expansion as a core strategy for 2025, following the opening of its R&D center in Munich and CEO Li Xiang's personal announcement on social media [1] Group 1: Company Strategy - Li Auto aims to enter overseas markets this year, marking internationalization as a key focus for its growth strategy [1] - The company achieved a total sales volume of 500,500 vehicles last year, a year-on-year increase of 33.1%, with a target of 700,000 vehicles for this year [1] - The company plans to leverage its established luxury brand image in Central Asia to enhance market expansion [4] Group 2: Market Context - The overall export growth of Chinese electric vehicles has slowed, particularly for pure electric models, while plug-in hybrids and range-extended vehicles have shown structural growth [2] - The European Union has imposed tariffs of up to 45.3% on imported electric vehicles from China, prompting some Chinese automakers to adjust their strategies towards hybrid models [2] - Chinese automotive brands are still relatively new in the European market, requiring time and localized operations to build brand recognition [4] Group 3: Sales and Distribution - Li Auto has utilized parallel exports to sell over 30,000 vehicles overseas in 2023, accounting for about 10% of its total sales [5] - The company has opted for a dealer model rather than a direct sales model to reduce costs and leverage local distributors for market penetration [5] - Li Auto has established after-sales service centers in Kazakhstan, Uzbekistan, and the UAE, with plans to expand into the Middle East, Latin America, and Asia-Pacific [5] Group 4: Industry Challenges - The company faces uncertainties as other Chinese brands have experienced setbacks in overseas markets, with some scaling back their international operations [6] - The ability of emerging markets to absorb brand premiums remains untested, necessitating tailored marketing and service strategies [6]