eBay(US:EBAY) 3 6 Ke·2025-12-25 09:28Core Insights - The global automotive aftermarket is undergoing structural changes, with the market size surpassing $2.3 trillion and over 1.6 billion vehicles in operation [1] - North America and Europe are key markets, with aging vehicles and a shift towards online sales driving demand for maintenance, repair, and modification services [1][2] - eBay is facilitating a transition for suppliers from B2B to B2C models, particularly in the commercial vehicle sector, despite challenges in logistics and delivery systems [2] Market Trends - The average vehicle age in North America and Europe has exceeded 12 years, leading to increased demand for repairs and maintenance [1] - High-value components such as engines and differentials are experiencing significant growth, with U.S. sales of engine assemblies increasing by 500% and differentials by over 60% [1] - The commercial vehicle parts market is diversifying rapidly, with heavy-duty truck steering parts seeing a growth rate of over 56% [1] Seller Strategies - Sellers are evolving into three main paths: focusing on a wide range of long-tail SKUs, specializing in high-demand consumables, and targeting performance or aesthetic modifications [3] - The growth strategy is shifting from merely increasing traffic to addressing systemic bottlenecks in logistics and warehousing [3] Regional Insights - The European market is showing characteristics similar to the U.S. market a few years ago, with strong demand for basic repairs and personalized modifications [3] - In the UK, sales of brake discs have increased 16 times, while in Germany, shock absorber sales have grown 9 times [4] Branding and Supply Chain - Branding is seen as crucial for long-term competitiveness, with companies emphasizing the importance of quality and service commitments [4] - Data-driven demand forecasting and supply chain collaboration are essential for managing the complexity of diverse SKUs and inventory [4] Future Outlook - Despite challenges such as global market fluctuations and increasing regulatory requirements, there is cautious optimism about the future of cross-border automotive parts exports [4][5] - eBay plans to explore live-streaming e-commerce in the automotive parts category by 2026 and continue building its ecosystem in key markets [5]