中国 7.8%、全球 6.5% 增速：工业售后市场，OEM 不可错失的盈利高地

Core Insights - The aftermarket service sector is expected to grow faster than overall product sales and GDP growth due to customers delaying new equipment purchases and focusing on enhancing existing equipment performance [1][2][4] - Original Equipment Manufacturers (OEMs) have opportunities to improve profit margins through strategies such as expanding networks, managing complexity, developing supplier solutions, and optimizing pricing [1][4] Group 1: Market Trends - The global industrial service market is projected to grow at a compound annual growth rate (CAGR) of 6.5% from 2024 to 2030, driven by demand for maintenance, spare parts, and other value-added services [2] - In the North American machinery and new equipment market, the CAGR is expected to be only 1.12% from 2025 to 2029, indicating a stagnation in new equipment sales [2] - The Chinese aftermarket service market is anticipated to grow at a CAGR of 7.8% from 2025 to 2030, surpassing the global average, fueled by industrial upgrades and smart manufacturing [4] Group 2: Profitability and Pricing Strategies - Aftermarket services typically yield higher profit margins, with an average EBITDA margin of 27% compared to just 11% for new equipment sales, highlighting the importance of aftermarket services for OEM growth [4] - Companies often face pitfalls such as inconsistent cross-channel pricing and immature cross-selling strategies, leading to significant value loss, including profit losses of 10% or more [5] Group 3: Pricing Optimization Steps - Five key elements are essential for optimizing aftermarket service pricing capabilities, including price strategy, price setting, price execution, price monitoring, and enabling factors [6][15] - A clear pricing strategy should be established to optimize part pricing, taking into account the unique value propositions of parts and tailoring prices to different customer segments [8] - Price execution is crucial for adapting to market changes, requiring improved governance processes and enhanced contract management capabilities [12] Group 4: Additional Growth Opportunities - OEMs can enhance profitability and customer loyalty by unlocking growth potential in the aftermarket service sector through continuous evaluation and refinement of pricing strategies [17] - Bundling products or services can maximize customer value and increase sales, while upselling higher-value parts can help OEMs capture market share without sacrificing profit margins [17]