Jing Ji Guan Cha Wang·2025-09-12 14:58Core Viewpoint - Chinese electric vehicle manufacturers are facing accusations of repair monopolies in Australia, which has sparked discussions about the implications for consumer rights and market competition [1][5]. Group 1: Accusations and Market Dynamics - The Australian Automotive Service and Repair Authority (AASRA) has reported that five Chinese EV companies, including BYD and Xpeng, are limiting consumer access to independent repair services and withholding essential diagnostic software and technical data [1][5]. - The repair market for electric vehicles in China is characterized by a low level of openness, with manufacturers controlling battery packs and software technology, making it difficult for third-party repair services to compete [1][3]. Group 2: Economic Implications - The after-sales service contributes significantly to the profitability of EV manufacturers, with over 40% of their gross profit coming from the three core systems (battery, motor, and electronic control) and software upgrades [3][4]. - The gross profit contributions from after-sales services for independent brand 4S stores in China are reported at 54%, which is substantially higher than new car sales and financial services [4]. Group 3: Regulatory Environment - The accusations against Chinese EV companies in Australia highlight a clash between their traditional "authorized + closed" service model and the local legal requirements, which mandate transparency and access to repair information for independent service providers [5][6]. - The Australian Competition and Consumer Commission (ACCC) enforces the Motor Vehicle Service and Repair Information Scheme (MVIS), which requires manufacturers to provide essential repair data to independent repair shops [6][7]. Group 4: Future Considerations - The long-term development of a fair and open after-sales ecosystem in the EV sector will require collaboration among manufacturers, independent repair shops, regulatory bodies, and insurance companies to establish standards and responsibilities [7].