Seven Departments Including MOFCOM Issue Policy to Boost Consumer Goods Spending and Upgrade
nashnova research
China's Ministry of Commerce and six other agencies jointly released an action plan spanning purchase-cap easing, used-car market reform, and charging-infrastructure build-out — a full-chain push to boost auto consumption; whether the measures actually unlock demand is the key watch point ahead.
Easing purchase caps — how far does this go?
The plan calls for "accelerating the removal of unreasonable restrictions" and urges cities to optimize auto purchase-cap policies.
This means → cities still enforcing caps — Beijing, Shanghai, Guangzhou — may further loosen buyer eligibility or release more license plates.
Pilot reforms for auto distribution and retail will also deepen, aiming to cut red tape on the sales side.
Used cars and rentals — where are the bottlenecks?
A key pain point: invoices for cross-regional used-car deals are not mutually recognized. The plan pushes for unified used-car invoice acceptance nationwide.
In plain terms = a car bought in City A could get stuck at registration in City B because of mismatched invoice formats. The fix is one standard set of rules.
Used-car dealers will face tiered, category-based regulation, and a three-year action plan for small passenger-vehicle rentals will launch to raise service quality.
Charging infrastructure — can the grid keep up?
The plan requires better charging and energy-replenishment facilities along highways and at transport hubs, targeting balanced coverage and matched supply-demand.
This means → the policy focus is not just "build more chargers" but fixing the structural mismatch — chargers where there are no cars, cars where there are no chargers.
Highway service areas will be upgraded, with high-standard auto rest stops and consumption clusters along major routes.
The aftermarket — why call it out separately?
For the first time, car modification, motorsport, RV camping, and classic-car certification are included in a national policy framework.
In plain terms = past policies only cared about the "buy" moment. Now the focus extends to "what you do after you buy" — play, maintain, customize — stretching the spending chain.
This reflects a shift from "stimulate purchases" to "cultivate the entire consumption ecosystem around the car."
Data integration and scrappage — the last piece?
The plan proposes a lifecycle data system spanning sales, registration, maintenance, insurance, and scrappage — shared across government agencies.
This means → every data point from factory to junkyard will be linked, aiding transparent used-car valuation and fraud prevention.
A more robust end-of-life vehicle recycling system will underpin trade-in programs already in place.
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