降本超70%!动力电池“以修代换”催生后市场新玩家
第一财经·2026-01-30 09:40

Core Viewpoint - The article discusses the growing market for the after-sales service of electric vehicles (EVs), particularly focusing on battery maintenance and repair, highlighting the significant cost savings and the emergence of new business models in this sector [3][4]. Group 1: Market Growth and Trends - The after-sales market for electric vehicles is expected to grow rapidly, with a projected compound annual growth rate (CAGR) of 20% from 2024 to 2029, reaching a market size of 2.9 trillion yuan by 2029 [3]. - The dominance of power batteries in the EV after-market is emphasized, as the number of vehicles increases and the need for maintenance grows [3]. Group 2: Company Initiatives - Shenzhen Shining Power Technology Co., Ltd. (闪欣动力) has launched the "Xinchian Anyangche" chain brand and introduced a "CTP automatic battery repair production line" that allows for non-destructive disassembly of battery packs [4]. - The company aims to establish 1,000 stores across 100 cities in China by 2026 and is also planning to expand internationally with 11 stores [4]. Group 3: Competitive Landscape - Other players in the EV after-market, such as CATL, are also entering the space with dedicated service brands, indicating a competitive environment [4]. - Shining Power's business model is described as more open, aiming to integrate the entire EV after-market ecosystem, which includes partnerships with car manufacturers, ride-hailing service operators, and insurance companies [4][5].

降本超70%!动力电池“以修代换”催生后市场新玩家 - Reportify