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告别修车博弈 途虎持续提升汽车后市场品牌影响力
Zhong Guo Zheng Quan Bao·2025-08-28 20:16

Core Insights - The automotive aftermarket is characterized by a lack of trust and high information asymmetry, leading to significant price discrepancies and concerns over parts quality [1][2] - Tuhu has established a high-quality development loop focused on efficiency and trust, addressing the industry's challenges through supply chain, technology, and service improvements [1][4] Market Dynamics - As of June 2025, the total number of motor vehicles in China is projected to reach 460 million, with 359 million being cars, driving increased demand for maintenance and repair services [2] - The market share of independent aftermarket (IAM) is expected to surpass that of 4S stores by 2027, indicating a shift in consumer preferences towards efficiency, transparency, and cost-effectiveness [3] Company Performance - Tuhu has achieved a registered user base of over 150 million and an annual transaction user count of 26.5 million, reflecting a year-on-year growth of 23.8% [3] - The number of Tuhu's service centers has reached 7,205, covering 320 cities and 1,855 counties, showcasing its extensive market presence [3] Technological Advancements - Tuhu has restructured the supply chain through digitalization, creating a closed-loop system that includes inventory, transportation, order, and store management [4] - The company has developed a database covering 9.5 million SKUs, significantly enhancing its inventory management capabilities [4] New Energy Vehicle (NEV) Strategy - Tuhu's user base for NEVs has exceeded 3.4 million, marking an 83.5% year-on-year increase, with NEV users accounting for over 12% of total transactions [5] - The company has launched specialized repair projects in 54 cities, resulting in a more than 200% increase in related orders [5] Service Quality Enhancement - Tuhu is focused on improving service quality by enhancing the professional skills of franchisees and technicians, which in turn boosts user experience and brand recognition [6] - The company has initiated a 1 billion yuan subsidy program to lower operational barriers for new stores, aiming to increase their survival rate and competitiveness [6] Ecosystem Integration - Tuhu is integrating the fragmented automotive aftermarket into a cohesive, efficient, and transparent service ecosystem, leveraging its robust infrastructure and technological capabilities [7]