“油医生”治不了“电病人”？宁德时代攻入新能源后市场千亿蓝海

Core Viewpoint - "Ningjia Service" is a new independent brand launched by CATL in 2024, focusing on after-market services for electric vehicle batteries, leveraging CATL's battery technology advantages [1][2]. Group 1: Business Expansion and Market Potential - The establishment of "Ningjia Service" is seen as a new growth point for CATL, aligning with its focus on "battery and zero-carbon new infrastructure" [2]. - The after-market for new energy vehicles is expected to become a new "windfall" market, potentially reaching a scale of hundreds of billions as the penetration rate of new energy vehicles increases and the first batch of vehicles approaches warranty expiration [2][6]. - The current after-market for new energy vehicles faces a supply-demand imbalance, with traditional repair shops declining and authorized service centers being limited in coverage, particularly in rural areas [3]. Group 2: Service Offerings and Innovations - "Ningjia Service" provides comprehensive services including battery testing, maintenance, and recycling, aiming to create a closed-loop ecosystem from R&D to end-user services [1][7]. - The service introduces innovative solutions such as out-of-warranty battery repair using original CATL parts, addressing common issues like battery damage and ensuring safety for users [5]. - The service also offers cost-effective repair solutions for CTP structure battery packs, breaking the traditional "replace only" model in the industry [5]. Group 3: Training and Industry Standards - CATL has established over 1,100 service points globally, with more than 800 in China, and plans to expand its network through direct and authorized service providers [6]. - The company has set up training bases in 18 provinces to meet the training needs of the new energy after-market, having trained over 8,600 industry professionals [6]. - Recent regulations have made maintenance of the three electric systems mandatory, indicating a growing need for professional services in the sector [6]. Group 4: Future Outlook and Ecosystem Development - The battery recycling and secondary utilization market is projected to exceed 1 trillion by 2035, with "Ningjia Service" aiming to create a comprehensive ecosystem for battery lifecycle management [7]. - CATL plans to leverage "Ningjia Service" to unlock new business opportunities centered around batteries, including partnerships in various new energy sectors [7].