宁德时代、比亚迪、途虎三股势力争相入局,谁能破解新能源后市场“千亿蓝海”的盈利密码?
Zheng Quan Shi Bao·2025-10-30 07:29

Core Insights - The article highlights the emergence of a significant after-sales market for electric vehicles (EVs) as over 3 million EVs are expected to be out of warranty by 2025, leading to a potential market worth hundreds of billions [1][8] - Major players like CATL, BYD, and Tuhu are competing for market share in the after-sales service sector, each adopting different strategies to capture the needs of out-of-warranty users [1][5] Group 1: Company Strategies - CATL: Focuses on technology-driven services with its "Ningjia Service," which extends from B2B to B2C, leveraging proprietary non-destructive testing technology for quick fault detection [1][2] - BYD: Develops a closed-loop ecosystem from battery production to dedicated repair centers, ensuring quality control and a unified customer experience, but faces limitations due to its closed service model [3][4] - Tuhu: Concentrates on the out-of-warranty market through platform integration, offering services across all brands and regions, while also innovating in supply chain management for EV-specific products [4][7] Group 2: Market Dynamics - The after-sales market for EVs is transitioning from a warranty-based model to a more diversified service ecosystem, with increasing competition from various players including insurance companies and traditional service groups [8][10] - The rapid growth of the out-of-warranty user base is creating a supply-demand imbalance, leading to challenges in service accessibility and quality, particularly for independent service providers [6][9] - Tuhu's extensive network of over 7,200 service locations positions it advantageously in the market, especially in less urbanized areas where demand for out-of-warranty services is rising [7][9] Group 3: Future Outlook - The article suggests that the after-sales service landscape for EVs will evolve, with companies that can integrate resources and establish trust with consumers likely to achieve significant value growth [10] - The increasing regulatory scrutiny and technical requirements in the industry will favor well-established players with professional qualifications and sustainable service capabilities [8][10]