动力电池价值话语权争夺战打响

Core Viewpoint - The rapid proliferation of electric vehicles (EVs) is creating unprecedented opportunities for supply chain companies, leading to a competitive battle for the value discourse of power batteries in the aftermarket [2][8]. Group 1: Company Developments - CATL's aftermarket service brand, Ningjia Service, has opened multiple direct stores in Beijing, Shanghai, and Thailand, indicating its readiness for the burgeoning EV aftermarket [2][3]. - Ningjia Service has expanded to seven cities in China and is now entering Southeast Asia, with Bangkok as its first overseas location [3]. - The service offerings include battery testing, maintenance, recycling, financial insurance, and second-hand vehicle circulation, forming a diversified ecosystem [3][4]. Group 2: Business Model and Technology - Ningjia Service's business model focuses on "technical barriers + ecological collaboration," differentiating itself from traditional 4S stores by emphasizing battery maintenance rather than vehicle sales [4][8]. - The company aims to achieve quick repair times, with general faults fixed within 8 hours and complex issues within 72 hours in China, while ensuring zero-time response in overseas markets [3][4]. - The introduction of ultrasonic guided wave non-destructive testing technology allows for accurate internal damage detection of batteries within 15 minutes, significantly reducing repair costs compared to full battery replacements [6][7]. Group 3: Market Dynamics and Competition - The aftermarket for power batteries is evolving, with a shift from "coarse" repairs to "fine, specialized" services, driven by technological and service innovations [8][11]. - CATL is creating a closed-loop ecosystem for battery lifecycle management, integrating testing, maintenance, recycling, and regeneration [8][9]. - The competition in the battery maintenance market is intensifying, with companies focusing on controlling testing standards and parts supply chains to dominate the aftermarket [10][11].