以下文章来源于三联电子厂Pro ，作者波旁 三联电子厂Pro . 有限解释车间 都是几万块，不比开剁椒鱼头强多了 成为了有车一族， 可惜有的是烂尾车。 文 ｜ 波旁 编辑 ｜ 梅卡 来源｜ 三联电子厂（ID: cyberlife2024 ） 封面来源 ｜ pexels 在各个城市的街头，你总能看见一些品牌倒闭的稀有车型，一边在街头继续服役，一边被车主无奈地贴上"小心追尾，没有配件"的贴纸。 当初花费二三十万购入的代表着未来感的车身和理念，在车机停止在线服务的一瞬间，似乎都已经归零，只剩下失去了配件支持的紧张和局促。 殊不知在市场的另一端，当车的价格跌入谷底，一波年轻人正摩拳擦掌，准备购入自己的第一台性能猛兽。 北京东五环外一处不起眼的停车场里，正停着几十辆贴着"特价处理"标签的极越07。 它们曾是对标极氪001的"智能轿跑"，如今却像超市临期商品一样被停放在角落，车身落满灰尘，车窗上贴着"原价22.99万，现价14.8万"的标签。有网友去 那里探过，"不到15万，就能提一辆准新的标续极越07，当然，包含了风险折价。" "我赌的不是这个品牌能复活，我赌的是宁德时代的电芯不会坏。" 程序员小林在一辆极越前来回摩挲 ...

Core Viewpoint - The article discusses the emergence of a new second-hand car ecosystem in China, where young consumers are increasingly purchasing defunct electric vehicles from bankrupt brands, focusing on hardware specifications rather than brand loyalty or after-sales service [12][18][24]. Group 1: Market Dynamics - Many cities have become graveyards for defunct electric vehicles, which were once seen as pioneers in smart technology but are now being sold at steep discounts, often between 30% to 70% off their original prices [14][18]. - Young consumers are capitalizing on these "zombie cars," viewing them as cost-effective options despite the risks associated with the lack of brand support and service [7][12][20]. Group 2: Consumer Behavior - The perception of value among younger consumers has shifted from brand prestige to practical hardware specifications, with many willing to accept the risks of purchasing vehicles from bankrupt companies as long as the core components remain functional [24][25]. - The trend reflects a broader change in consumer attitudes, where the focus is on the utility of the vehicle rather than its brand image or advanced features [20][22]. Group 3: Industry Outlook - The number of electric vehicle brands in China is expected to decline significantly, with projections indicating a reduction from over 400 brands in 2018 to around 40 by 2025, and potentially down to 19 by 2030 [38]. - As technology continues to evolve, older models may face obsolescence, raising concerns about the long-term viability of current purchases [38].

Core Viewpoint - The article discusses the emerging trend of young consumers purchasing defunct electric vehicles at significantly reduced prices, highlighting a shift in perception towards the value of cars and the components that make them functional rather than brand loyalty [5][10][18]. Group 1: Market Dynamics - The market for defunct electric vehicles is evolving, with young consumers viewing these cars as opportunities to acquire high-performance vehicles at low prices, often disregarding the brand's viability [6][10]. - Vehicles like the Jiayue 07, originally priced at 229,900 yuan, are now being sold for as low as 148,000 yuan, indicating a drastic price drop and a shift in consumer interest towards value rather than brand reputation [8][13]. - The number of electric vehicle brands in China has drastically decreased from over 400 in 2018 to around 40 by 2025, with projections suggesting further consolidation in the coming years [24]. Group 2: Consumer Behavior - Young consumers are increasingly focused on the hardware and specifications of vehicles rather than the brand's longevity, often referring to their purchases as "hardware gambles" [9][15]. - The perception of cars has shifted from being a status symbol to a practical means of transportation, with consumers prioritizing essential functionalities over advanced features [18][19]. - The trend of modifying defunct vehicles for basic utility reflects a pragmatic approach to car ownership, where consumers are willing to forgo brand prestige for practical benefits [16][20]. Group 3: Industry Challenges - The article highlights the challenges faced by consumers of defunct electric vehicles, including the lack of parts and support from manufacturers, leading to the emergence of informal repair and parts markets [19][20]. - There is a call for the establishment of a "post-sale responsibility fund" to support consumers of defunct brands, indicating a need for systemic changes in the industry to protect consumers [20]. - The rapid technological advancements in the electric vehicle sector pose a risk for current defunct models becoming obsolete, as companies like CATL plan to produce solid-state batteries with significantly improved performance by 2027 [24].

Core Viewpoint - The article discusses the emergence of a new second-hand car ecosystem in China, where young consumers are increasingly purchasing defunct electric vehicles from bankrupt brands, focusing on hardware quality rather than brand reputation or advanced features [15][35][52]. Group 1: Market Dynamics - Many once-prominent electric vehicle brands have collapsed, leading to a surplus of their vehicles in the second-hand market, often sold at steep discounts [19][25]. - The price of certain models has plummeted, with examples like the HiPhi X dropping from 730,000 to 180,000 yuan, making them attractive to younger buyers [21]. - The article notes that by 2025, the number of Chinese electric vehicle brands is expected to decrease significantly, from over 400 in 2018 to around 40 [52]. Group 2: Consumer Behavior - Young consumers are prioritizing the core hardware of vehicles, such as batteries and chips, over brand loyalty or advanced technological features [38][35]. - The shift in consumer mindset reflects a broader trend where practicality and cost-effectiveness take precedence over brand prestige [24][30]. - Many buyers are willing to accept the risks associated with purchasing vehicles from defunct brands, as long as the essential components remain functional [29][36]. Group 3: Aftermarket and Support - The collapse of these brands has led to a rise in informal aftermarket support, with communities forming around shared knowledge for repairs and modifications [48][40]. - There is a growing market for third-party services that cater specifically to these defunct models, including insurance and parts sourcing [46][52]. - The article suggests the need for an industry-wide "after-sales responsibility fund" to support consumers of bankrupt brands [48]. Group 4: Future Outlook - The rapid technological advancements in the electric vehicle sector pose a risk that today's discounted models may become obsolete in the near future [53]. - The article highlights the potential for a significant number of current popular models to also face similar fates as the market continues to evolve [53].