CATL(SZ:300750) Xin Lang Cai Jing·2025-08-13 00:35Core Viewpoint - CATL has expanded into the automotive aftermarket, marking a significant move into a trillion-yuan market, with the establishment of its independent aftermarket brand, Ningjia Service, coinciding with the opening of flagship experience centers in Shanghai and Bangkok [1] Group 1: Company Development - Ningjia Service originated from CATL's after-sales service department established in 2015 and was upgraded to an independent brand in 2024 [3] - The service system covers three product lines: passenger vehicles, commercial vehicles, and energy storage, along with six application scenarios, supported by 24 industry standards [3] Group 2: Service Innovations - For electric vehicle users, battery repair is a significant pain point; Ningjia Service has introduced CTP repair services, which are more cost-effective than full battery replacements, addressing the industry's previous "replace only" approach [6] - The company has developed non-destructive testing equipment using ultrasonic wave technology, allowing for fault detection within 15 minutes without disassembling the battery, achieving over 90% accuracy [6] Group 3: Lifecycle Services - Ningjia Service aims to provide comprehensive services throughout the battery's lifecycle, including production, usage, and recycling [8] - The company has established a "72-hour rapid recovery" network for battery recycling, focusing on repair, reuse, or environmentally friendly disposal based on battery condition [8] - Currently, Ningjia Service has opened experience centers in seven cities in China, with Bangkok being the first overseas location, marking a key step in global service collaboration [8]