The '15th Five-Year Plan' Drives Full-Chain Upgrading of Automotive Consumption

[Policy Direction] The State Council has approved the '15th Five-Year Plan for Expanding Consumption,' setting a clear target of achieving a total retail sales volume of 60 trillion RMB by 2030, with automotive consumption shifting toward cultivating an end-to-end ecosystem.

Core Policy Shift: From 'Managing Purchases' to 'Managing Usage'

Article 26 of the plan proposes measures to address the vehicle purchase needs of car-less households who have repeatedly failed in license plate lotteries ('long-term lottery losers'), exploring differentiated quota management between urban and suburban areas, optimizing purchase restrictions, and prioritizing convenience and cost-effectiveness in vehicle usage.

Strategic Foundation: Unlocking Aftermarket Potential Across the Entire Chain

Article 8 outlines initiatives to drive innovation throughout the entire automotive distribution chain, with a focus on promoting second-hand vehicle circulation and expanding aftermarket sectors such as vehicle modification, leasing, motorsports, and RV camping, thereby reducing overreliance on new car sales.

Industry Impact: Automobiles as the Central Lever of the Consumption Ecosystem

Rather than relying on subsidies for short-term stimulus, the policy embeds automobiles into broader consumption scenarios—integrating them with cultural tourism, sports, digital services, and green consumption—transforming cars from mere transportation tools into carriers of lifestyle experiences.