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新能源车出海：品质决定未来竞争力

新能源车出海：品质决定未来竞争力 拓策出海
2025-12-13
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导读：五年后，谁的电动车更值钱？电池品质、品牌口碑、售后服务成关键。保值背后是技术与生态的较量，关注新能源车残值分化，看清未来出行竞争新格局。
你有没有想过： 今天街头随处可见的新能源网约车，五年后会变成什么样？ 是折价到只剩两万，还是依然保值坚挺？ 为什么有些车在二手市场“一文不值”，而有些却能卖出高价？
这不是杞人忧天。 随着第一批新能源车进入退役周期，二手车残值分化正在悄然上演。 而这场“价值分水岭”的背后，藏着一个被大多数人忽视的关键问题——不是所有电动车，都经得起时间的考验。
Have you ever wondered: What will the new energy ride-hailing cars we see everywhere on city streets today look like in five years? Will they depreciate to just 20,000 RMB, or will they still hold their value strongly? Why do some electric vehicles become nearly worthless in the secondhand market, while others can still command high prices?
This isn’t baseless worry. As the first batch of new energy vehicles enters their retirement phase, a split in used car residual values is quietly unfolding. Behind this "value divide" lies a critical issue most people overlook —Not all electric vehicles can stand the test of time.

一、便宜≠划算，运营车的“五年之痛”

国内新能源车卖得太便宜了——这是事实。 补贴、竞争、内卷……让很多车型售价压到极致。 但低价的背后，往往意味着成本的压缩：电池降配、材料缩水、品控让步。
对于普通消费者来说，可能只觉得“省了钱”； 但对于每天靠车赚钱的网约车司机而言，这直接影响他们的每小时收入效率。
试想一下：
  • 一辆车一天要充两次电，每次慢充耽误一个多小时；
  • 而另一辆车用优质电池，快充一次搞定，省下两小时接单时间；
  • 按每小时赚50元算，一天就差了100元，一年就是3.6万！
省下的时间，就是赚到的钱。所以，真正跑运营的人，对车辆品质极其敏感。
而这种差异，会在五年后集中爆发—— 当车辆进入二手市场，品质好的车残值更高，维修少、续航稳、口碑好；劣质车则无人问津，沦为“废铁价”。
  1. Cheap ≠ Cost-Effective — The "Five-Year Pain" of Operational EVs
New energy vehicles in China are being sold too cheaply — that’s a fact. Subsidies, fierce competition, and market saturation have driven prices down to the extreme. But behind these low prices often lies cost-cutting: downgraded batteries, cheaper materials, and compromised quality control.
For average consumers, this may feel like “saving money.” But for ride-hailing drivers who rely on their cars to earn daily income, it directly impacts their hourly earning efficiency.
Imagine this:
  • One car needs to be charged twice a day, with each slow charge taking over an hour;
  • Another, equipped with a high-quality battery, can be fast-charged once and ready to go, saving two hours for more rides;
  • At 50 RMB per hour, that’s a 100 RMB daily difference — 36,000 RMB per year!
Time saved is money earned.That’s why professional drivers are extremely sensitive to vehicle quality.
And this difference will come to a head in five years — When these cars enter the secondhand market, high-quality models will retain higher residual value, require fewer repairs, maintain stable range, and enjoy strong reputations; low-quality ones will be ignored, reduced to "scrap metal prices."

二、决定电动车长期价值的三大关键

  1. 电池品质：决定续航与寿命的核心
电池是电动车的“心脏”。 不同品牌、不同批次的电池，循环寿命、衰减速度、快充能力天差地别。
  • 用宁德时代或比亚迪刀片电池的车型，5年后还能保持80%以上健康度；
  • 而某些低价车型采用小厂电芯，2-3年就明显衰减，不得不频繁更换。
司机的感受最真实： “充得慢、跑不远、冬天掉电快”——这些都会直接拉低运营效率，也拉低二手车估值。
2.  The Three Key Factors Determining Long-Term EV Value
  1. Battery Quality: The Core of Range and Lifespan
The battery is the "heart" of an electric vehicle. Batteries from different brands and batches vary dramatically in cycle life, degradation rate, and fast-charging capability.
  • Models using CATL or BYD Blade batteries can retain over 80% health after five years;
  • Some budget models using cells from smaller, less reputable suppliers show significant degradation in just 2–3 years, requiring frequent replacements.
Drivers feel it most acutely: “Slow charging, short range, rapid winter discharge” — these issues directly reduce operational efficiency and lower secondhand valuations.
2. 品牌口碑：决定海外市场的入场券
你以为这只是国内的事？ 错。中国新能源车正在大规模“出海”，而二手车残值表现，直接影响海外布局。
比如滴滴，已经在拉美多个国家成为出行平台榜首。 现在它正把国内验证过的成熟车型导入墨西哥、巴西等市场—— 首选谁？广汽埃安的S、Y系列。
为什么？ 因为这些车在国内网约车市场已经跑了多年，故障率低、维修体系完善、司机认可度高。 这种“实战经验”，成了出海时最硬的背书。
2. Brand Reputation: The Gateway to Overseas Markets
Do you think this is only a domestic issue? Wrong. Chinese new energy vehicles are going global at scale, and used car residual value performance directly affects overseas expansion.
For example, DiDi has already become the top ride-hailing platform in multiple Latin American countries. Now, it’s introducing mature, domestically proven models into markets like Mexico and Brazil — And its top choices? GAC Aion’s S and Y series.
Why? Because these models have been operating in China’s ride-hailing market for years, with low failure rates, established maintenance systems, and high driver approval.This “real-world experience” has become the strongest endorsement for overseas deployment.
3. 售后服务网络：决定生态成败的生命线
电动车出海，不只是卖车，更是输出一套服务体系。
想象一下： 一辆中国电动车在巴西街头趴窝，找不到配件、没人会修、等一周才修好—— 司机还会信任中国品牌吗？消费者还会买单吗？
所以，没有完善的售后维修网络，再好的车也撑不起长期口碑。
这正是为什么像广汽埃安、比亚迪等头部品牌，都在海外布局服务网点、培训技师、建立备件中心。 他们卖的不是一辆车，而是一个可持续运营的出行生态。
3. After-Sales Service Network: The Lifeline of Ecosystem Success
Going global isn’t just about selling cars — it’s about exporting an entire service ecosystem.
Imagine this: A Chinese EV breaks down on the streets of Brazil, with no spare parts available, no technicians trained to fix it, and a week-long wait for repairs — Will drivers still trust Chinese brands? Will consumers keep buying?
Therefore, without a robust after-sales and repair network, even the best car cannot sustain long-term reputation.
That’s why leading brands like GAC Aion and BYD are establishing service centers, training local technicians, and setting up spare parts warehouses overseas. They’re not just selling vehicles — they’re building a sustainable mobility ecosystem.

三、如何选择一辆“经得起时间考验”的电动车？

无论你是个人用户、运营司机，还是关注行业趋势的投资人，以下几点值得深思：
✅ 看电池来源：优先选择搭载一线电池厂（如宁德时代、比亚迪）产品的车型。 ✅ 查真实口碑：多看看网约车司机的真实反馈，他们的用车强度远超常人，最能检验品质。 ✅ 关注品牌服务力：是否有全国/全球服务网络？是否支持远程诊断、快速维修？ ✅ 预判残值走势：参考已有车型的二手市场价格，避免“买时便宜，卖时吃亏”。
小贴士：未来二手车评估将不再只看年限和里程，更要看“运营数据”——比如电池健康度、充电次数、故障记录等。
3. How to Choose an EV That Stands the Test of Time?
Whether you’re an individual buyer, a ride-hailing driver, or an investor tracking industry trends, consider the following:
✅ Check battery origin: Prioritize models equipped with batteries from top-tier suppliers like CATL or BYD. ✅ Review real-world feedback: Look at genuine driver reviews — ride-hailing drivers use their cars far more intensively than average users, making them the best quality testers. ✅ Assess brand service strength: Does the brand have a national or global service network? Do they offer remote diagnostics and quick repairs? ✅ Predict residual value trends: Study secondhand market prices of existing models to avoid the trap of “cheap to buy, costly to sell.”
Pro Tip: In the future, used EV evaluations won’t rely solely on age and mileage — they’ll increasingly depend on operational data such as battery health, charge cycles, and fault history.

四、一起关注“新能源车的下半场”

新能源车的竞争，早已过了“谁降价狠”的初级阶段。 接下来的战场，是耐久性、可靠性、服务力的全面比拼。
我们正在见证一个新时代的到来：
  • 五年后，电动车的“品质红利”将全面显现；
  • 品牌之间的差距，将在二手市场彻底拉开；
  • 谁能在海外站稳脚跟，谁就能赢得下一个十年。
敬请关注【拓策出海】
我们持续追踪中国新能源车出海动态，解读政策、剖析案例、预判趋势。 在这里，看见中国智造的真正竞争力。
📌 点击关注，不错过每一次出海机遇。 📌 转发本文，让更多人意识到：一辆好车，不仅要开得快，更要经得起时间的考验。
4.  Let’s Pay Attention to the “Second Half” of the New Energy Vehicle Era
The competition in new energy vehicles has long moved beyond the initial phase of “who cuts prices deeper.” The next battleground is a comprehensive race in durability, reliability, and service capability.
We are witnessing the dawn of a new era:
  • In five years, the “quality dividend” of EVs will fully emerge;
  • The gap between brands will become clear in the secondhand market;
  • Those who establish a solid presence overseas will dominate the next decade.
Follow 【Toctap】 now
We continuously track the global expansion of Chinese new energy vehicles, analyze policies, dissect real cases, and forecast trends. Here, you’ll see the true competitiveness of “Made-in-China Intelligence.”
📌 Click to follow and never miss a global opportunity. 📌 Share this article to help others realize:A great car isn’t just about speed — it must stand the test of time.

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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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