经济观察报·2025-05-18 06:25Core Viewpoint - The article emphasizes the need to improve the repairability of electric vehicles, establish transparent repair standards, expand authorization scope, and develop second-hand vehicle residual value management to truly lower ownership costs and enhance convenience, thereby promoting consumption and creating a sustainable automotive ecosystem [1][5]. Group 1: Industry Challenges - The after-sales repair sector for electric vehicles has revealed significant vulnerabilities, with multiple unauthorized repair shops facing lawsuits from automakers over software and data ownership issues [2]. - Automakers impose restrictions on repair choices through user agreements, leading to higher maintenance costs for consumers who feel they lack the right to choose where to repair their vehicles [2][3]. - The monopolistic behavior of automakers in the after-sales service sector is a point of contention, raising questions about market dominance and consumer rights [2][3]. Group 2: Market Dynamics - The combination of technological barriers and automaker operational needs has led to a monopolistic control over after-sales services, with many automakers expanding their repair scope to include non-critical repairs that could be handled by more cost-effective service providers [3]. - Tesla stands out as an exception in the market, having a different approach to after-sales service due to its early market entry and design that lowers repair complexity [3]. Group 3: Market Growth and Regulatory Environment - By the end of 2024, the number of electric vehicles in China is projected to reach 31.4 million, accounting for 8.9% of the total vehicle population, indicating that the industry has moved past its initial growth phase [4]. - The need for a comprehensive and diverse after-sales service system is critical for the continued growth of the electric vehicle sector, as highlighted by regulatory guidance from the Ministry of Transport and other agencies [4]. Group 4: Future Directions - The article calls for electric vehicle manufacturers to align with consumer demands for safety, affordability, and convenience by enhancing repairability, establishing public repair standards, and improving second-hand vehicle management [5]. - There are signs of progress, with companies like BYD beginning to open up repair permissions and share maintenance information, suggesting a potential shift towards a more collaborative and innovative after-sales service model [5].