“复购”成为新增长引擎！新能源车企竞争转向存量市场

Core Viewpoint - The focus of competition in the electric vehicle (EV) market is shifting from "mileage competition" to "technology competition" with an emphasis on smart cockpits, as companies transition from capturing new market share to deepening their presence in the existing market [1] Group 1: Market Dynamics - As the year-end approaches, some automakers are introducing "repurchase" incentive policies to attract existing customers for additional purchases or trade-ins [1] - Early electric vehicle models are entering a replacement cycle of 4 to 6 years, creating a strong demand for upgrades due to technological advancements [1] Group 2: Competitive Strategy - The introduction of repurchase policies is not merely a promotional tactic but signifies a transformation in industry competition logic [1] - Repurchase competition is forcing automakers to restructure their service models, shifting from a traditional "sales-after-sales" separation to a "full lifecycle user operation" approach [1]