Core Viewpoint - The emergence of "zero-kilometer used cars" in the Chinese automotive market is a response to inventory pressure and sales targets faced by manufacturers and dealers, leading to significant price reductions in the second-hand car market [2][3][24]. Group 1: Definition and Characteristics - "Zero-kilometer used cars" refer to vehicles that have completed registration but have extremely low mileage, often less than 100 kilometers, making them almost new [2][21]. - These vehicles are typically sold by manufacturers directly to used car dealerships, which then resell them to consumers [6][12]. Group 2: Market Dynamics - The current market for "zero-kilometer used cars" is driven by a price war and an imbalance in supply and demand, with these cars serving as a "release valve" for manufacturers and dealers to manage excess inventory [3][24]. - The sales volume of "zero-kilometer used cars" is estimated to account for 5%-10% of the total used car market, translating to approximately 1-2 million units based on projected total used car transactions in 2024 [21][24]. Group 3: Sources and Distribution - The sources of "zero-kilometer used cars" include excess inventory from 4S dealerships, vehicles from rental companies, and those produced to exploit subsidy loopholes [14][15]. - Many used car dealers find it challenging to access these vehicles directly from manufacturers, often relying on established relationships or group purchases to acquire them [15][16]. Group 4: Market Impact - The rise of "zero-kilometer used cars" is expected to intensify competition in the used car market, particularly affecting the sales of "quasi-new cars" [27][28]. - The phenomenon may lead to a decline in the perceived value of traditional used cars, as consumers may prefer the nearly new condition of "zero-kilometer used cars" at similar price points [28][29]. Group 5: Regulatory Considerations - Experts suggest that the lack of regulatory measures for "zero-kilometer used cars" could lead to potential market manipulation, and there are calls for improved oversight from government bodies [32][33]. - Recent discussions among industry stakeholders, including the Ministry of Commerce, aim to address the implications of "zero-kilometer used cars" on the market [33].

点 击 蓝 字 关 注 我 们 乘联分会&I.S. E安路勤 2 大改款(MCE3):指车型的模具和动力都进行改变。 价格调整(MSRP):现有车型官方指导价的变动。 | | 目录 1 | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 生产厂商 | 子车型 | 上市时间 | 细分市场及车身结构 | 工程更改规模 | | 1 | 长安汽车 | 深蓝 S07 | 2025 / 05 / 24 | B SUV | NM | | 2 | 东风乘用车 | 东风风神 奕炫 | 2025 / 05 / 24 | A NB | MCE1 | | 3 | 上汽通用 | 凯迪拉克 XT4 | 2025 / 05 / 25 | A SUV | MCE1 | | র্ব | 蔚来汽车 | 蔚来 ET5 | 2025 / 05 / 25 | B NB | MCE2-1 | | 5 | 蔚来汽车 | 蔚来 ET5T | 2025 / 05 / 25 | B Wagon | MCE2-1 | | 6 | 上汽大众 | 大众 凌渡L | 2025 / 05 / 26 | A NB ...