宁德时代布局电池返修业务，但目前只修自家的

Core Insights - Ningde Times aims to establish Ningjia Service as its third growth curve, focusing on the burgeoning after-market for new energy vehicles (NEVs) [1][3] - The after-market for NEVs is experiencing significant challenges, particularly with high battery replacement costs, which can exceed the price of a new vehicle [1] - The market for NEV after-market services is projected to grow substantially, with estimates suggesting it will exceed 1.9 trillion yuan in 2024 and surpass 3.9 trillion yuan by 2027, reflecting an average annual growth rate of 25% [2] Group 1 - Ningjia Service launched a CTP repair service that significantly reduces battery replacement costs from approximately 100,000 yuan to between 10,000 and 20,000 yuan, although this service is currently limited to Ningde Times batteries [2] - The company has over 1,100 service outlets in 75 countries, with more than 800 located in China, providing various services including battery testing, maintenance, and recycling [2] - The shift towards high energy density batteries has led to increased complexity in repairs, resulting in a maintenance dilemma where battery packs are often replaced rather than repaired [1][2] Group 2 - Ningde Times leverages its advantages in battery technology and market presence to create a closed-loop ecosystem for battery production, usage, recycling, and regeneration [3] - The company envisions expanding its after-market services beyond vehicle repairs to include charging, battery swapping, and other innovative business models [3] - Competitors in the NEV after-market include third-party service providers and major automotive parts companies, indicating a competitive landscape [2]