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网约车退役电车的出海突破口

网约车退役电车的出海突破口 拓策出海
2025-12-13
13
导读：中国新能源二手车出口迎新机遇！政策趋严倒逼合规转型，退役电车凭成本与技术优势出海，拓策出海邀您共掘全球蓝海市场。
最近，不少主机厂朋友私下交流时都在问同一个问题： “出口新规越来越严，新车出海这条路，是不是快走不通了？”
的确，随着国家对新能源汽车出口合规性的重视，许多依赖短期转口模式的企业感到压力倍增。一时间，“新车出口难”成了行业热议话题。
但换个角度看—— 当一扇门关闭时，另一扇窗正在悄然打开。 我们或许正站在一个全新赛道的起点：中国新能源二手车的全球化机遇。
Recently, many automakers have been privately asking the same question: "Export regulations are getting stricter—has the path for new energy vehicles to go overseas become blocked?"
Indeed, as the state places greater emphasis on export compliance for new energy vehicles, putting immense pressure on companies relying on short-term re-export models. Suddenly, "difficulty exporting new cars" has become a hot industry topic.
But from another perspective— when one door closes, another window quietly opens. We may be standing at the starting line of an entirely new race: the global opportunity for China’s used new energy vehicles.

一、为什么说“退役电动车”可能是下一个出海突破口？

  1. 政策倒逼转型：从“伪二手”到“真合规”
过去几年，部分出口车辆以“二手”名义操作，实则为零公里新车，存在合规风险。如今政策收紧，恰恰推动行业走向规范化。 而真正经过运营使用、具备完整数据记录的网约车退役电车，反而因“身份清晰、流程合规”，成为符合国际标准的优质出口资产。
某主机厂已尝试将车辆先用于6个月长租运营，再以“经营性二手车”身份出口——这一模式正在被更多企业研究复制。
2. 成本优势+技术成熟=全球竞争力爆棚
相比燃油车，中国产新能源车在三电系统、智能配置、续航表现上已具备代际优势。即便经过3-5年运营，其残值率和使用体验仍远超海外同价位燃油 车。
更重要的是：
  • 单价低至新车一半甚至更低
  • 电池寿命普遍还有70%以上余量
  • 维修体系逐步完善，配件供应充足
这些都让“中国二手电车”在东南亚、中东、拉美、非洲等市场极具吸引力。
3. 市场需求觉醒：全球正缺“平价好用”的电动车
许多发展中国家正处于交通电动化转型初期，但受限于购买力，难以承受欧美高端电动车价格。 而来自中国的高性价比二手电车，恰好填补了这一空白。
以泰国、印尼、智利为例，当地网约车平台、共享出行公司对低成本电动车需求旺盛。一辆曾在滴滴平台上服役5年的比亚迪或广汽埃安，经过整备后，在当地仍可继续服役3年以上，经济性极强。
Why Could "Retired Electric Vehicles" Be the Next Breakthrough in Going Global?
  1. Policy-Driven Transformation: From "Fake Used" to "Truly Compliant"
In recent years, some exported vehicles were labeled as "used" but were actually zero-mileage new cars, posing compliance risks. Now, tighter regulations are pushing the industry toward standardization. In contrast, retired ride-hailing EVs that have undergone real operational use and have complete data records now gain an advantage—thanks to their "clear identity and compliant processes," they have become high-quality, internationally acceptable export assets.
One OEM has already piloted a model where vehicles are first used in long-term leasing for six months, then exported as "commercial used vehicles"—a model now being studied and replicated by more companies.
2. Cost Advantage + Technological Maturity = Explosive Global Competitiveness
Compared to ICE vehicles, Chinese-made NEVs already have generational advantages in powertrain, intelligent features, and range. Even after 3–5 years of operation, their residual value and user experience still far exceed comparable foreign fuel vehicles.
More importantly:
  • Prices can be half—or even lower—than new models
  • Battery health typically remains above 70%
  • Maintenance systems are improving, with ample spare parts supply
All of this makes "Chinese used EVs" highly attractive in markets across Southeast Asia, the Middle East, Latin America, and Africa.
3. Market Demand Is Awakening: The World Needs Affordable, Reliable EVs
Many developing countries are in the early stages of transportation electrification but cannot afford high-end EVs from Europe or America due to limited purchasing power. Chinese high-value used EVs perfectly fill this gap.
Take Thailand, Indonesia, and Chile as examples—local ride-hailing platforms and mobility-sharing companies have strong demand for low-cost electric vehicles. A BYD or GAC Aion that served on Didi for five years can, after refurbishment, remain in service locally for another three years or more, offering exceptional economics.

二、抓住机遇，从业者该怎么做？

✅ 建议一：重新定义“退役车辆”的价值
不要再把运营车辆简单视为“报废资产”。 应建立全生命周期管理机制，从采购、运营到退役评估、整备翻新、出口认证，形成闭环。 让每一辆退役电车，都成为可流通的“全球商品”。
✅ 建议二：联合主机厂共建“合规出口通道”
单打独斗难成气候。建议网约车平台、租赁公司与主机厂、第三方检测机构合作，共同制定：
  • 统一的车况评级标准
  • 国际认可的检测报告模板
  • 符合目的地国法规的整备流程
打造“中国标准”的二手电车品牌。
✅ 建议三：提前布局海外渠道与售后服务
出口不是一锤子买卖。 要思考如何在当地建立：
  • 翻新中心
  • 配件仓库
  • 技术培训体系
只有解决售后痛点，才能赢得长期信任，真正实现“从卖车到服务”的升级。
How Should Industry Players Seize This Opportunity?
✅ Recommendation 1: Redefine the Value of "Retired Vehicles"
Stop treating operational vehicles as mere "scrap assets." Instead, establish a full lifecycle management system—from procurement and operation to retirement assessment, refurbishment, and export certification—to create a closed-loop process. Turn every retired electric vehicle into a tradable "global product."
✅ Recommendation 2: Collaborate with OEMs to Build Compliant Export Pathways
Going solo won’t scale. Ride-hailing platforms and leasing companies should collaborate with OEMs and third-party inspection agencies to jointly develop:
  • Unified vehicle condition grading standards
  • Internationally recognized inspection report templates
  • Refurbishment processes compliant with destination-country regulations
Together, build a "China-standard" brand for used electric vehicles.
✅ Recommendation 3: Proactively Build Overseas Channels and After-Sales Support
Exports are not one-off transactions. Consider establishing locally:
  • Refurbishment centers
  • Spare parts warehouses
  • Technical training programs
Only by solving after-sales pain points can you earn long-term trust and truly upgrade from "selling cars" to "delivering services."

三、从“中国制造”到“中国运营经验输出”

我们常说“中国新能源车出海”， 但真正的出海，不只是把车卖出去， 更是把我们的运营模式、服务体系、数据能力一起带出去。
而那些曾穿梭在城市街头的网约车退役电车， 它们承载的不仅是里程，更是中国智慧出行的实践成果。 当它们驶向海外， 也许正代表着一种更可持续、更普惠的电动化未来。
 The Future Is Here: From "Made in China" to "China’s Operational Expertise Export"
We often talk about "Chinese NEVs going global," but true globalization isn’t just about selling cars abroad— it’s about exporting our operational models, service systems, and data capabilities as well.
Those retired ride-hailing EVs that once roamed city streets carry not just mileage, but the practical achievements of China’s smart mobility revolution. As they roll overseas, they may represent a more sustainable and inclusive future of electrification.
📣一起探索中国二手电车出海新蓝海！
政策在变，市场在变， 唯一不变的是：机会永远属于看得清趋势、动得快的人。
如果你是：
  • 网约车平台运营者
  • 主机厂出海负责人
  • 二手车出口服务商
  • 海外市场渠道商
欢迎在文末加入【拓策出海】行业交流群， 我们将持续分享：
  • 最新政策解读
  • 出口实操案例
  • 海外市场需求洞察
  • 合规路径设计指南
📣 Call to Action: Let’s Explore the New Blue Ocean of China’s Used EV Exports!
Policies are changing. Markets are shifting. One thing remains constant: opportunities belong to those who see trends clearly and act quickly.
If you are:
  • A ride-hailing platform operator
  • An OEM’s international expansion lead
  • A used car export service provider
  • A distributor in overseas markets
Welcome to join Toctap’s industry exchange network. We will continuously share:
  • Latest policy interpretations
  • Practical export case studies
  • Overseas market demand insights
  • Guidelines for compliant export pathways
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本文改编自「拓策出海」直播实录。每周四晚20:15，聚焦汽车出海实战，关注视频号，获取一线产业洞察。

This article is adapted from the live broadcast transcript of "拓策出海(Toctap)". Every Thursday at 8:15 PM, focusing on practical insights into automotive globalization, follow our official WeChat channels for frontline industry intelligence.
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