新车秒变二手，价格直接打骨折！你以为"天降馅饼"了？ 你看，有些车膜没撕、座椅套还在，一台几十万的全新电车，"上牌"转身就以"二手车"身份打了七折甚至更多。 表面看，这简直是消费者捡了个大便宜。但这背后，连着的是一张横跨国内外、搅乱整个行业的灰色巨网。而就在2025年即将翻篇之时，一场行业等待已 久的"清算"，终于拉开序幕。 本期《车市物语》年终特别篇，我们就来聊一聊"零公里二手车"——这笔汽车行业里持续多年的"糊涂账"。 反向"挂羊头卖狗肉" 首先，到底什么是"零公里二手车"？中国汽车流通协会专家给我们科普过，说白了就是新车子，出厂后根本就没跑过路，或者只跑了数百公里内的都算， 可以是上过牌，也可以是没上牌的，只是手续不一样。 这就引出了一个灵魂拷问：既然是新车，为啥非要绕这么大个弯子，当二手车卖？答案就一个字：卷。 当前中国汽车市场，总产能已远超实际需求，"淘汰赛"的枪声早已响彻天际，为了活下去，为了消化库存、回笼资金，一些厂商和经销商便想出了这 个"变形计"。 对内，它能消化库存，给新车打个临牌，走个过户流程，就能以"二手车"名义，用低于4S店报价3%-8%，甚至更夸张的折扣快速出货。有二手车商透露， ...

Core Viewpoint - The emergence of "zero-kilometer used cars" in the market has sparked discussions, indicating a trend where new cars are registered but quickly sold as used cars, often without significant usage [1][3]. Group 1: Definition and Background - "Zero-kilometer used cars" refer to vehicles that are registered but have minimal usage before being sold as used cars, a term that has gained popularity in recent years [1][3]. - This phenomenon has historical roots, initially associated with the export of new energy vehicles under the guise of used cars, also known as "parallel export cars" [1][3]. Group 2: Market Dynamics - The increase in zero-kilometer used cars is attributed to manufacturers' excessive focus on sales and the inventory pressure faced by dealers [3][4]. - The average inventory warning index for Chinese car dealers was 57.26% in the first five months of the year, peaking at 62.3% in January, indicating significant inventory challenges [4]. - The shift from a seller's market to a buyer's market has pressured manufacturers and dealers, leading to excess inventory that eventually becomes zero-kilometer used cars [4][5]. Group 3: Reasons for Selling New Cars as Used - Dealers often need to convert unsold new cars into cash, leading them to register these vehicles and sell them as used cars [4]. - Some dealers rush to register cars before policy deadlines to qualify for manufacturer subsidies or bonuses, contributing to the rise of zero-kilometer used cars [5]. - Special circumstances, such as financial issues faced by leasing companies, can also result in new cars being sold as used after registration [5]. Group 4: Consumer Insights - Approximately 80% of zero-kilometer used cars are sold directly to end consumers, with the remainder purchased by professional dealers [5]. - Consumers are advised that as long as a vehicle is registered, it is considered a used car, regardless of mileage, and zero-kilometer used cars may offer better quality than those with higher mileage [5][6]. Group 5: Market Impact and Regulation - The proliferation of zero-kilometer used cars could exacerbate competition in the already challenging automotive market, affecting both new and used car pricing structures [6]. - Regulatory bodies have begun to take notice of this trend, with discussions held among industry stakeholders to address the implications of zero-kilometer used cars [6].

Core Viewpoint - The phenomenon of "zero-kilometer used cars" is a result of intense competition in the automotive market, where new cars are registered and sold as used cars to alleviate inventory pressure and create a false impression of high sales [1][2][3] Group 1: Market Dynamics - "Zero-kilometer used cars" are vehicles that have been registered but have very low or zero mileage, often coming from dealerships as test or display cars [1][2] - The practice of registering new cars as used cars allows manufacturers and dealers to quickly manage inventory and improve cash flow while misleading the market with inflated sales figures [2][3] Group 2: Pricing and Consumer Impact - These vehicles are typically sold at prices 10% to 30% lower than new cars, which may attract consumers but also carries hidden risks [4][5] - Experts warn that while consumers may perceive a bargain, there are potential issues such as aging components and the possibility of odometer tampering [5] Group 3: Export Trends - "Zero-kilometer used cars" are not only prevalent in the domestic market but are also increasingly being exported under the guise of used cars, taking advantage of tax benefits [6][7] - In 2023, over 60% of exported used cars were reported to be "zero-kilometer used cars," indicating a significant trend in this export model [7] Group 4: Regulatory Concerns - The rise of "zero-kilometer used cars" raises concerns about financial reporting and potential manipulation of sales figures by automotive companies [9][10] - Industry experts suggest that regulatory measures similar to those in the U.S. should be implemented to address these practices and ensure transparency in automotive sales [10][11]

Group 1 - The phenomenon of "zero kilometer used cars" has gained attention, referring to new cars that have been registered but not actually used, sold at significantly lower prices than new cars [1] - This issue is a result of intense competition in the automotive industry, particularly in the context of the rapid growth of new energy vehicles, which increased their market penetration from 15% in 2021 to nearly 48% in 2024 [1] - The ongoing price war in the domestic automotive market has led to a significant increase in inventory of traditional fuel vehicles, prompting companies to register these vehicles as used cars to bypass regulatory requirements [1] Group 2 - The "flow-oriented" phenomenon in the new energy vehicle market has led to high-frequency sales rankings influencing consumer purchasing decisions and stock prices [2] - Some manufacturers and dealers are motivated to participate in the "zero kilometer used car" model to clear inventory, avoid price controls, and meet sales targets [2] - The emergence of "zero kilometer used cars" negatively impacts the stability of the new car pricing system and squeezes the survival space of traditional used car dealers, disrupting the healthy cycle of new and used car exchanges [2] Group 3 - There are allegations of sales fraud among some car manufacturers, including fabricating revenue and exaggerating marketing efforts [3] - To prevent excessive competition and maintain market order, strict regulation of sales practices in the automotive industry is necessary to protect consumer interests and mitigate financial risks [3] - The current price competition in the new car market has adversely affected the used car market, hindering the healthy circulation of the automotive market [3]