上海市商务委数据显示，上海当下汽车消费已经从"新增消费"进入"更新消费"的阶段。在"更新消 费"阶段，消费者报废、转让旧车后购买新车的占比达30%，其中燃油车更新消费占比超过五成。庞大 的汽车保有量和更新需求，加之汽车以旧换新补贴，为上海二手车出口提供了相对足量和稳定的车源。 在生产端，上海完备的汽车产业链也为二手车出口新赛道"保驾护航"。公开数据显示，上海汽车产 业链企业超1万家。二手车出口企业与具备汽车改装资质的企业合作，汽车生产企业与二手车出口企业 共享售后服务网络，能起到提升二手车出口的车源质量、与出口市场的适配性和后期维修保障的水平等 作用，帮助上海的二手车出口形成产业链闭环。 记者 吴卫群 见习记者 高晨辉 你想到过没有，你换下的爱车有一天会漂洋过海，来到非洲或者中东、东南亚继续它的使命？ 上海是我国汽车产业重镇和全球最大贸易口岸城市。记者从上海市商务委获悉，近年来上海二手车 出口业务持续升温，最新数据显示，2025年1—10月，上海二手车出口业务量达1.8万余，同比增长了一 倍还多，这种跨越式增长态势，成为"稳外贸"不可忽视的新兴力量。 二手车出口这条外贸新赛道缘何会一下子红火起来？原因首先是上 ...

Core Insights - The "Qian Kai - Shanghai" shipping route has achieved an import and export value exceeding 5.3 billion yuan, with a total of 197,000 tons of goods traded, significantly boosting Shanghai's foreign trade with Peru by 47.1% in the first ten months of the year [1][2]. Group 1: Shipping Route Impact - The opening of the "Qian Kai - Shanghai" direct shipping route has reduced the shipping time between the two countries from 35-40 days to 23 days, resulting in over 20% savings in logistics costs for businesses [2][3]. - This route serves as an economic corridor between China and Latin American countries, enhancing trade relations [2]. Group 2: Trade Statistics - Peru's foreign trade has shown significant vitality, with export values increasing by 17.3% from January to September 2025, with China being the largest export destination [2]. - Approximately 42% of Peru's exports consist of agricultural products, including avocados and blueberries [2]. Group 3: Customs and Logistics - Shanghai Customs has implemented a "green channel" for high-time-sensitive goods like imported fruits, ensuring efficient customs clearance through a full-process supervision service model [3]. - The customs authority has introduced measures such as advance declaration and consolidated taxation to expedite document review and facilitate rapid inspection of goods [3]. Group 4: Automotive Exports - Since July, over 5,948 vehicles have been exported from Shanghai's South Port to Qian Kai Port in Peru, indicating a strong growth trend in automotive exports [6].

智通财经APP获悉，据中国汽车工业协会整理的海关总署数据显示，2025年1-10月，中国出口到"一带 一路"沿线国家的汽车商品累计金额达到1156.8亿美元，同比增长13.8%，占汽车商品出口总额的 59.6%。其中：出口汽车整车441.4万辆，同比增长23.2%；出口新能源汽车141.8万辆，同比增长 76.2%。 ...

此次《通知》打出"180天注册期+售后确认书"组合拳，从源头遏制"新车二手化"出口套利。同时， 《通知》还提出建立动态管理与退出机制、支持海外售后体系建设、推广"一站式"出口服务等，既截断 违规路径，又为合规企业铺路，助力提升出口质量与服务水平，增强中国汽车的国际竞争力。 新政的落地实施，短期内可能引发行业阵痛，大量缺乏车企合作授权和售后支持的中小型二手车出 口商将面临严峻的生存考验。但从长远看，新政将有效优化海外市场供需结构，推动行业从低价竞争转 向品质竞争，让中国汽车出海之路走得更稳、更远。(本文来源：经济日报 作者：林紫晓) 在汽车市场竞争白热化的当下，部分车企为处理库存或老款车型，以较低价格将车辆批量出售给二 手车出口企业，加速资金回笼。其中，新能源车企因电池衰减问题，处理库存压力更大。还有一些经销 商为完成销售目标，不得不将未售出的新车提前上牌，转为二手车低价售卖。更有甚者，利用二手车出 口关税优惠，套取不正当利益。 "零公里二手车"的无序出口，不仅损害中国汽车的国际声誉，也制约了二手车出口业务的可持续发 展。一方面，这类车辆大多缺乏完善的售后保障体系，一旦出现质量问题，海外车主往往维权无门，易 引 ...

Core Viewpoint - The joint announcement by the Ministry of Commerce, Ministry of Industry and Information Technology, Ministry of Public Security, and General Administration of Customs aims to strengthen the management of second-hand car exports, ensuring a healthy and orderly development of the industry while addressing issues related to the export of new cars disguised as second-hand vehicles [1][5]. Group 1: Policy Implementation - The new regulations will restrict the export of vehicles registered for less than 180 days, requiring exporters to submit a "Post-Sales Service Confirmation" from the manufacturer, detailing vehicle information and service support [1][7]. - The policy includes a negative list of dishonest behaviors in second-hand car exports and mandates local authorities to enhance credit evaluation systems for exporters [2][6]. Group 2: Industry Impact - Since the pilot program for second-hand car exports began in 2019, the sector has become a significant growth driver for China's automotive industry, supported by a large vehicle ownership base of 359 million [5][6]. - The export of second-hand cars is expected to stimulate domestic vehicle replacement demand, creating a positive cycle of "stock clearance—new car replacement" [5][6]. Group 3: Market Dynamics - The global second-hand car trade has seen substantial growth, with volumes increasing from 5.4 million in 2010 to 10.2 million in 2022, indicating a potential for further expansion [8]. - China's second-hand car export currently accounts for only 7% of total automotive exports, compared to over 30% in Japan and the U.S., suggesting significant growth potential [8]. Group 4: Business Strategy Adjustments - Companies are advised to shift from a "single car sale" model to an integrated "product + service" approach, aligning with market demands and enhancing after-sales support [9][10]. - Building local service capabilities and establishing compliance systems are crucial for enhancing trust among overseas consumers and ensuring adherence to export regulations [9][10].

Core Viewpoint - The recent notification from multiple government departments aims to regulate the export of second-hand cars, particularly addressing the issue of "0-kilometer" second-hand cars, which pose a threat to the healthy development of the industry [1][3]. Group 1: Market Dynamics - The export of second-hand cars in China has seen explosive growth, increasing from 4,300 units in 2020 to 436,000 units projected for 2024, indicating strong international demand [1]. - The rise of "0-kilometer" second-hand cars, defined as those registered for less than 3 months and with mileage under 50 kilometers, has become a significant concern, as they are essentially new or nearly new cars [1][2]. - Some companies are misrepresenting new cars as second-hand to boost sales, creating unfair competition and disrupting the market order [2]. Group 2: Regulatory Measures - The notification introduces a 180-day registration requirement to clearly distinguish between new and second-hand cars, ensuring the authenticity and compliance of second-hand car exports [3]. - Enhanced enterprise supervision will be implemented, including a dynamic management and exit mechanism to monitor dishonest practices, such as exporting prohibited vehicles or falsifying documents [3]. Group 3: Long-term Benefits - The crackdown on "0-kilometer" second-hand car exports is expected to benefit the second-hand car market, new car market, and overseas market by promoting standardization and improving service quality [4]. - Maintaining a reasonable pricing structure for new car exports will allow manufacturers to invest more in research and brand development, ultimately benefiting domestic consumers [4]. - The shift towards high-quality products, including electric vehicles, will support the global transition to sustainable transportation and create a more orderly competitive environment [5].

Core Viewpoint - Xiamen Xinda (SZ000701) experienced a trading halt with a price of 7.21 yuan, marking a 10.08% increase, attributed to strategic adjustments and improvements in cash flow [1][2]. Group 1: Business Transformation - Xiamen Xinda is undergoing a strategic transition, reducing traditional supply chain operations while expanding into emerging sectors like digital technology [2]. - The revenue from the digital technology segment increased by 71%, and automotive exports surged by 167%, indicating the effectiveness of the business restructuring [2]. Group 2: Financial Performance - The company's operating cash flow turned positive, showing a year-on-year improvement of 121.7%, alleviating financial pressures [2]. - Ongoing enhancements in corporate governance, including revisions to company bylaws and improvements in the independent director system, have positively influenced the company's stock performance [2]. Group 3: Market Trends - There is a growing market interest in digital technology and new energy vehicles, aligning with Xiamen Xinda's focus on smart transportation, smart city management, and smart defense sectors [2]. - Related sectors saw varying degrees of stock price increases, contributing to a sector-wide rally [2]. Group 4: Technical Analysis - Technical indicators suggest potential inflows of institutional capital, with the possibility of a MACD crossover or a breakout above key resistance levels attracting more investor attention [2].

Core Viewpoint - The recent notification from multiple government departments aims to regulate the export of second-hand cars, particularly addressing the issue of "0-kilometer" second-hand cars, which pose a threat to the healthy development of the industry [1][3]. Group 1: Market Dynamics - The export of second-hand cars in China has seen explosive growth, increasing from 4,300 units in 2020 to 436,000 units projected for 2024, indicating strong international demand [1]. - The rise of "0-kilometer" second-hand cars, defined as those registered for less than 3 months and with mileage under 50 kilometers, has become a significant concern, as they are essentially new or nearly new cars [1][2]. - Some companies are misrepresenting new cars as second-hand to boost sales, creating unfair competition and disrupting the market order [2]. Group 2: Regulatory Measures - The notification introduces a 180-day registration period to clearly distinguish between new and second-hand cars, ensuring the authenticity and compliance of second-hand car exports [3]. - It emphasizes the need for companies to enhance after-sales service commitments, which is expected to improve the reputation and competitiveness of Chinese second-hand cars in international markets [3]. - A dynamic management and exit mechanism will be established to monitor companies' compliance with regulations, preventing dishonest practices such as falsifying documents [3]. Group 3: Long-term Benefits - The crackdown on "0-kilometer" second-hand car exports is expected to accelerate standardization in the second-hand car industry, prompting companies to reassess their business models and service quality [4]. - It will help maintain a reasonable pricing structure for new car exports, ensuring that manufacturers can achieve necessary profits for research and brand development [4]. - The regulation is anticipated to facilitate the export of high-end products like electric vehicles, contributing to the global transition towards sustainable transportation and fostering a competitive environment focused on quality and service [4].

Core Insights - The Wuhan International Supply Chain Docking Cooperation Exchange event successfully facilitated the signing of 8 procurement and cooperation projects, with a total contract value of nearly 3 billion yuan, showcasing diverse cooperation, business model innovation, regional collaboration, and supply chain complementarity [1][4]. Group 1: Event Overview - The event was part of the 2025 "Hanjiao Conference" and was organized by the Wuhan Municipal Bureau of Commerce, with support from the China Chamber of Commerce for Import and Export of Mechanical and Electrical Products [1]. - The theme of the event was "Linking Resources for a Win-Win Future," aimed at leveraging the "Hanjiao Conference" platform to gather government departments, industry organizations, and key enterprises to support Wuhan's businesses in expanding domestic and international supply chain partnerships [1]. Group 2: Key Projects and Collaborations - The signed projects include the Changjiang Commerce automobile export project, Hubei Chuxiang fertilizer export project, Hubei Guomao beef import project, and Jiuzhou Pharmaceutical medical equipment procurement project, which will enhance international supply chain channels and expand trade scale and share [4]. - A strategic cooperation agreement on digital trade was reached between the International Economic Cooperation and the Wuhan Digital Trade Research Institute, focusing on upgrading the supply chain towards digitalization and collaboration, significantly improving efficiency and resilience [4]. Group 3: Participation and Future Plans - The event was attended by over 200 guests, including officials from embassies of Kenya, Cuba, Mongolia, and Kyrgyzstan, as well as representatives from supply chain platform enterprises, foreign distributors, and well-known brands [5]. - The Wuhan Municipal Bureau of Commerce plans to continue nurturing international supply chain enterprises, improving the comprehensive foreign trade service system, and expanding new spaces for international cooperation to contribute to making Wuhan an inland open highland [4].

"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" ...