"If you don't go to sea, you will be out" is not a slogan in 2026, but the life and death line of the industry.

The country has been completely entangled to the point where it is unprofitable, and exports are the only increase, the only high profit, and the only way to survive.

1. Domestic: dead end (eliminated without transformation)

Profits are squeezed out, and every unit you sell will lose

The domestic gross profit margin is 3%-8%. After deducting funds, venues, and labor, it will basically lose money for nothing.

New cars are reduced in price and new energy is impacted, and when a car is collected, it will depreciate.

Prices are transparent, platforms draw commission, and car dealers become porters

The source of the car explodes, which cannot be sold and will crush the money.

The number of cars in China is 359 million. A wave of replacement has erupted, and there has been a serious surplus of fuel vehicles in 3 - 8 years.

Domestic sales cannot be sold, inventory is overstocked, occupying millions of funds

After the new policy for quasi-new cars (180 days), 40% of quasi-new cars returned to China, and the price dropped another 10%-20%.

Supervision is stuck, retail investors have no room to survive

Strengthen supervision in 2026: Qualification, testing, filing, taxation, and environmental protection must all be strictly tightened.

"Zero-kilometer" arbitrage was blocked, and car dealers relying on gray income directly closed down

Leaders, main engine factories, and foreign trade giants entered the scene, and Xiao San was crushed

New energy "dimension reduction attack"

Residual value of fuel vehicles continues to plummet

Domestic consumers abandon oil to buy electricity, and traditional used cars will soon be ignored

2. Exports: the only way to survive (2026 gold window)

Russia, Central Asia, Africa, and Southeast Asia like China used cars.

Fuel vehicles, SUVs, and light trucks that are slow-moving in China for 3 - 8 years may have a premium of 2 - 3 times overseas.

The export gross profit margin is 15%-25%, which is 3 - 5 times higher than that of the domestic market

Comprehensive policy escort (2026 regular army dividend)

One-stop green channel for qualification, customs clearance, foreign exchange, and tax refund

After cracking down on violations, regular car dealers enjoy exclusive market

Ministry of Commerce + local subsidies + training + resource docking

The world is just about to explode, and China cars are the most popular

The Belt and Road Initiative, Eurasian Union, and African automobile popularization trend

China cars are cheap, durable, and have sufficient parts to replace Japanese and European used cars.

Export growth rate is 46%+, exceeding 1 million used cars in 2030.

Digital maturity, small businesses can also become global

Online testing, customs declaration, logistics, and settlement are completed with one click

Ports, freight forwarding, overseas warehouses, after-sales ready-made network

3. 2026: Not going to sea =3 ways to die

Death 1: Return to zero profit → Loss of cash flow → Close the door

Death 2: Inventory is crushed → Capital chain is broken → Collapse

Death 3: Clear by tycoons/policies → Straight out

4. One-sentence conclusion

The country is the Red Sea, and the more you defend it, the more you die.

Exports are the blue ocean. The sooner the more you make, the more you can grab customers and the market.

In 2026, if you don't go to sea, you will be out

Source: Digital export Xiong Yu

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