2000万辆新能源车，将带动3.9万亿元后市场？多方混战！｜人民智行

Core Insights - The core viewpoint of the articles is that the after-market for electric vehicles (EVs) is rapidly emerging as a significant growth area, driven by increasing vehicle ownership and evolving consumer demands for maintenance and services related to the "three electric systems" [1][5][7]. Group 1: Market Dynamics - The after-market for EVs is characterized by a shift from traditional fuel vehicle maintenance, focusing on the "three electric systems" (battery, motor, and electronic control) [1][3]. - The number of electric vehicles in China has surpassed 20 million, creating a robust demand for after-market services [5]. - The after-market is expected to grow significantly, with projections indicating a total market size exceeding 1.9 trillion yuan by 2024 and potentially reaching 3.9 trillion yuan by 2027, with an average annual growth rate of 25% [5][6]. Group 2: Industry Participants - Various participants are entering the EV after-market, including parts suppliers, repair service providers, and battery manufacturers, with a notable trend towards direct sales and service models from new car manufacturers [2][3]. - Major manufacturers like Tesla are establishing direct service centers to provide comprehensive maintenance services, reflecting a shift in consumer expectations for timely and specialized repairs [3][4]. - Battery manufacturers are increasingly involved in after-market services, offering battery maintenance, recycling, and second-life applications, which are critical given the high value and technical complexity of battery systems [3][4]. Group 3: Challenges and Opportunities - The EV after-market remains fragmented, with low industry concentration and varying service quality, leading to challenges for consumers in accessing reliable and transparent repair options [7][8]. - There is a growing need for skilled technicians in the EV sector, particularly those trained in the maintenance of the "three electric systems" and related technologies [8][9]. - Industry experts suggest that establishing standards and improving data access for independent repair shops could enhance service quality and consumer choice in the EV after-market [8][9].