Core Viewpoint - The current challenges in the maintenance of electric vehicles (EVs) are primarily due to the monopolization of battery packs and software technology by automakers, leading to limited competition for third-party repair services [2][3]. Group 1: Industry Trends - The maintenance market for electric vehicles is expected to become more open and diversified as consumer demands for convenience increase, similar to the evolution seen in the fuel vehicle maintenance market [2][3]. - ExxonMobil's subsidiary, Mobil 1 Car Care, is planning to enhance its presence in the EV maintenance sector through specialized products, service upgrades, store development, and standardization efforts [2][4]. Group 2: Company Strategy - Mobil 1 Car Care aims to improve its brand influence in the EV maintenance market by incorporating new energy elements into its store image and offering specialized training for technicians [4]. - The company has announced a collaboration with the China Automotive Maintenance Industry Association to establish the first industry standard for "electric vehicle oil product service specifications," which will standardize maintenance procedures for EVs [4]. Group 3: Business Performance - Currently, the volume of EV-related services at Mobil 1 Car Care is relatively low, accounting for less than 10% of overall business, primarily focused on car washing and maintenance for hybrid models [4]. - As of the first quarter of this year, Mobil 1 Car Care has over 1,300 selected stores across 251 cities, with more than half of the vehicles serviced being mid-to-high-end models priced at 200,000 yuan and above [4]. Group 4: Future Expansion Plans - The company plans to continue expanding its store network, particularly in key cities, to enhance customer attraction and supply chain efficiency [5].
孚创总经理刘霄:新能源汽车维修走向开放是不可逆的趋势