Group 1 - Tuhu Car is collaborating with Huawei to explore "automatic car washing," allowing vehicles to autonomously drive to wash stations without owner intervention, enhancing service automation and digitalization in the automotive aftermarket [1] - Honda has lowered its electric vehicle sales target for 2030 from 30% to 20% and is pausing the development of certain EV models, indicating a shift in strategy amid a global market adjustment [2] - Tesla has launched the long-range rear-wheel-drive version of Model Y in China, priced at 288,500 yuan, which is expected to enhance its market competitiveness and challenge rivals in the 250,000 to 300,000 yuan segment [3] Group 2 - The auction volume of new energy vehicles in China increased by 52.6% in the first three quarters of the year, driven by strong sales and trade-in policies, indicating a growing second-hand market and improved lifecycle value for EVs [4] - The rapid growth of the second-hand EV auction market reflects the maturation of the entire lifecycle value system for new energy vehicles, with implications for brand value and opportunities in battery recycling and certification services [4]

Core Insights - The automotive aftermarket in China is experiencing significant changes due to the increasing penetration of new energy vehicles (NEVs), with a retail penetration rate of 55.2% in August, up 1.5 percentage points year-on-year, marking a new high for the year [1] - The total scale of China's automotive aftermarket is projected to reach 1.9 trillion yuan by 2025, with an average compound annual growth rate of 5% from 2022 to 2025 [2] - The market for NEV aftermarket services is expected to grow rapidly, with the maintenance and repair service sector projected to reach 229.3 billion yuan in 2024, reflecting a year-on-year growth of 25.1% [3] Industry Trends - The number of NEVs in China has surpassed 36 million and continues to grow, indicating a forthcoming explosion in the NEV aftermarket [1] - The average age of passenger vehicles in China has reached 6.8 years, with a high willingness among owners of vehicles aged 4-9 years to enter the independent aftermarket [3] - The user base for NEV transactions on platforms like Tuhu has grown significantly, with a reported 340 million users in the previous year, representing an 83.5% increase [3] Challenges in the Market - The automotive maintenance and repair industry faces challenges such as insufficient price transparency, additional charges, and a need for improved digital service experiences [4] - There is a significant talent gap in the industry, particularly regarding the professional skills required for NEV after-sales services [4] - The industry is experiencing issues with service quality, including unclear service project communication and price transparency, which negatively impacts consumer trust [4] Company Strategies - Tuhu is focusing on digitalization and standardization to address industry challenges and is replicating its successful operational model from the fuel vehicle market to the NEV sector [4][5] - Tuhu has established a closed-loop service model for NEVs, covering detection, repair, and ancillary services, and has partnered with 16 battery manufacturers for warranty and out-of-warranty repairs [5] - Tuhu's franchise model offers a net profit-sharing approach, reducing financial pressure on new stores during their initial operating period [5]

如果说传统燃油车后市场的利润核心是发动机、变速箱的维修保养，那么，新能源汽车后市场的核心就是"三电系统"的养护。当前，掌握维修高 价值含量部分的主机厂、电池企业等纷纷入局，一场新能源汽车后市场的角力赛打响。 近日，商务部召开汽车后市场发展暨汽车流通消费改革工作座谈会。据悉，商务部将会同有关部门推动清理汽车后市场消费领域限制性措施，进 一步释放汽车后市场消费潜力。受访人士认为，随着政策红利释放、市场需求激活、行业规范度增强，新能源汽车后市场将成为汽车产业的重要 增长点。 （原标题：2000万辆新能源车，将带动3.9万亿元后市场？多方混战！｜人民智行） 新能源汽车保有量持续攀升，一个蕴藏潜力的后市场正在崛起。 各方参与者涌入 新能源汽车的售后服务产业链上游为零部件和维修设备供应商，中游是各类维修服务提供商，下游是车主和用户。从国内汽车服务市场的发展历 程看，售后市场早期主要参与者是零散的汽修厂，此后，经销商、4S店和第三方维修平台等各方参与者并存。 近年来，造车新势力将直营模式推向市场，这一模式也延伸至售后市场。"很多新势力在发布新车时就推出了售后服务，包括电池维修、免费喷 漆、内饰养护等。"汽车行业分析师吴坤告 ...

Core Insights - The core viewpoint of the articles is that the after-market for electric vehicles (EVs) is rapidly emerging as a significant growth area, driven by increasing vehicle ownership and evolving consumer demands for maintenance and services related to the "three electric systems" [1][5][6]. Group 1: Market Dynamics - The number of electric vehicles in China has surpassed 20 million, creating a robust demand for after-market services [5]. - The after-market for EVs is characterized by a diverse range of participants, including traditional repair shops, dealerships, and new direct sales models introduced by emerging car manufacturers [2][3]. - The after-market is expected to grow significantly, with projections indicating a total market size exceeding 1.9 trillion yuan by 2024 and potentially reaching 3.9 trillion yuan by 2027, with an average annual growth rate of 25% [5][6]. Group 2: Key Players and Services - Major manufacturers, such as Tesla, are establishing direct service centers to provide comprehensive maintenance services, including battery repairs and bodywork [3][4]. - Battery manufacturers are also entering the after-market space, offering services like battery testing, maintenance, and recycling, which are critical given that batteries account for approximately 40% of the vehicle's value [3][4]. - The after-market is increasingly focusing on high-value services related to the three electric systems, with a growing emphasis on the need for specialized skills and technology [8]. Group 3: Challenges and Opportunities - The current after-market landscape is fragmented, with low industry concentration and varying service quality, leading to challenges for consumers in accessing reliable and cost-effective services [7][8]. - There is a notable skills gap in the workforce, as the demand for technicians with expertise in electric systems and digital services is rising, necessitating collaboration between manufacturers and educational institutions to develop specialized training programs [8][9]. - The government is actively promoting policies to support the development of the after-market, including initiatives to enhance recycling and the overall lifecycle management of vehicles [5][6].

Core Insights - The core viewpoint of the articles is that the after-market for electric vehicles (EVs) is rapidly emerging as a significant growth area, driven by increasing vehicle ownership, policy support, and evolving consumer demands for maintenance and services related to the "three electric systems" [1][4][5]. Market Dynamics - The after-market for EVs is characterized by a shift from traditional fuel vehicle maintenance, focusing on the "three electric systems" (battery, motor, and electronic control) [1][3]. - The number of electric vehicles in China has surpassed 20 million, creating a robust demand for after-market services [4]. - The after-market is becoming increasingly competitive, with various players including manufacturers, battery companies, and third-party service providers entering the space [1][2]. Policy and Growth Projections - The Ministry of Commerce is working to eliminate restrictive measures in the after-market, which is expected to unleash consumer potential [1][4]. - According to a report by CCID Consulting, the total scale of China's EV after-market is projected to exceed 1.9 trillion yuan (approximately 290 billion USD) by 2024, with a forecasted growth rate of 25% annually, potentially reaching 3.9 trillion yuan (approximately 580 billion USD) by 2027 [4][5]. Service and Technology Trends - New energy vehicle manufacturers are increasingly focusing on after-market services, including battery maintenance and repair, to lock in customers and create additional revenue streams [2][3]. - The complexity of the "three electric systems" requires specialized knowledge and technology, leading to a demand for skilled technicians in the after-market [6][7]. Challenges and Recommendations - The after-market remains fragmented with low industry concentration, and many independent service providers struggle to access critical data and technology from manufacturers [6][7]. - There is a need for industry standards to facilitate data sharing and improve service quality, as well as collaboration between manufacturers and educational institutions to address the skills gap [7][8].

Group 1 - The core viewpoint of the article highlights the growth and strategic positioning of Tuhu Car Maintenance in the new energy vehicle (NEV) aftermarket, emphasizing its innovative service offerings and market leadership [1][3]. - As of June 2025, Tuhu Car Maintenance has established over 7,200 service centers and has 150 million registered users, with 3.4 million users specifically for NEV transactions, reflecting an 83.5% year-on-year growth [3]. - Tuhu Car Maintenance is focusing on developing specialized products for NEV owners, including exclusive tires for electric vehicles, dedicated engine oil for extended-range hybrid vehicles, and high-signal penetration films to address smart driving signal interference [3]. Group 2 - The automotive repair industry faces a significant talent gap, with 80% of the shortage attributed to the need for NEV after-sales personnel. Tuhu Car Maintenance has established a comprehensive training system for NEV technicians, combining online and offline training [4]. - Tuhu Car Maintenance aims to enhance collaboration across the entire industry chain, positioning itself as an independent third-party service platform that complements the after-sales capabilities of vehicle and battery manufacturers [4]. - The continuous increase in NEV ownership presents new opportunities for Tuhu Car Maintenance, which is working to provide replicable service models to address supply-demand matching challenges in the burgeoning aftermarket [4].

Core Insights - The forum highlighted the growth and transformation of the automotive aftermarket, particularly in the context of new energy vehicles (NEVs) [1] - Tuhu Car Service is positioning itself as a leader in the NEV aftermarket by enhancing its service capabilities and product offerings [3][4] Group 1: Industry Overview - The number of NEVs in China has surpassed 36 million, indicating a significant growth opportunity in the NEV aftermarket [3] - Tuhu Car Service has established over 7,200 service centers and has 150 million registered users, with 3.4 million users specifically for NEV transactions, reflecting an 83.5% year-on-year growth [3] Group 2: Product Development and Innovation - Tuhu Car Service is focusing on developing specialized products for NEV owners, including exclusive tires designed for electric vehicles and dedicated engine oils for hybrid vehicles [3] - The company is also collaborating with well-known brands to create solutions that address specific challenges faced by NEV users, such as signal interference for smart driving [3] Group 3: Talent Development and Training - There is a significant talent gap in the automotive repair industry, with 80% of the shortage being in NEV after-sales service personnel [4] - Tuhu Car Service has implemented a comprehensive training system for NEV technicians, with over 800 certified low-voltage electricians and more than 4,000 technicians receiving NEV technology training [4] Group 4: Strategic Positioning and Market Opportunities - Tuhu Car Service aims to enhance collaboration across the entire industry chain, positioning itself as an independent third-party service platform to support automakers and battery companies in after-sales service [4] - The company's full-chain layout is designed to provide replicable service models, addressing the supply-demand mismatch in the rapidly growing NEV aftermarket [4]

Core Insights - The rising costs of battery replacement for electric vehicles (EVs) are becoming a significant concern, with reports indicating that battery replacement can exceed the cost of the vehicle itself [1][2] - The complexity of battery technology and the high costs associated with production and repair are key factors driving these expenses [2][5] - The aftermarket for EVs is seen as a new blue ocean market, with various players, including battery manufacturers and third-party service providers, vying for market share [1][12] Group 1: Battery Replacement Costs - The average replacement cost for a battery pack in a 200,000 yuan EV can exceed 100,000 yuan, representing a significant portion of the vehicle's value [1] - The production cost for after-sales battery packs can be three times higher than normal production costs due to the need for specialized production lines [2] - The trend towards higher energy density in batteries complicates repairs, often leading to a "replace rather than repair" mentality [2][5] Group 2: Aftermarket Services - Many manufacturers offer extended warranty services, but these often come with limitations and are primarily available to the first owner of the vehicle [3][12] - Ningde Times has launched its own aftermarket brand, Ningjia Service, to address repair needs outside of warranty coverage, offering services such as battery testing and recycling [3][4] - The company is also working on standardizing repair processes and collaborating with insurance companies to develop tailored insurance products for EVs [14] Group 3: Market Dynamics - The Chinese EV aftermarket is projected to exceed 1.9 trillion yuan in 2024, with an expected annual growth rate of 25% [13] - New regulations are set to enhance the safety and maintenance standards for EVs, which will likely increase demand for battery repair services [13] - The competitive landscape is evolving, with various stakeholders, including manufacturers and service providers, seeking to establish a foothold in this rapidly growing market [12][14]

Core Viewpoint - The article discusses the emerging opportunities and challenges in the electric vehicle (EV) after-sales market, highlighting the role of Ningde Times' independent brand, Ningjia Service, in addressing industry pain points and setting new standards for battery maintenance and repair services [3][4][5]. Group 1: Market Overview - As of June 2023, the total number of electric vehicles in China reached 36.89 million, indicating a significant market potential for the after-sales service sector [3]. - The after-sales market for passenger vehicles is projected to approach 2 trillion yuan by 2025, with the EV maintenance and repair segment contributing approximately 300 billion yuan [3][4]. - A surge in vehicles reaching their warranty expiration is expected starting in 2028, with an annual influx of 4 million vehicles [4]. Group 2: Industry Challenges - The coverage of specialized EV repair shops in China is less than one-third of that for traditional fuel vehicles, particularly in lower-tier cities where service gaps exist [4]. - Fragmented battery testing standards lead to frequent disputes over repair outcomes, and the average battery replacement cost is significantly high, making it financially burdensome for consumers [4]. - The industry faces a talent shortage, with a gap of 824,000 professionals in the EV after-sales sector, complicating repair capabilities [4][5]. Group 3: Ningjia Service's Role - Ningjia Service, a subsidiary of Ningde Times, was established to focus on the EV after-sales market, leveraging the company's expertise in battery technology and service experience [5][7]. - The service aims to address the industry's repair hesitance by providing specialized battery maintenance, ensuring safety and quality through rigorous standards and processes [7][8]. - Ningjia Service has developed low-cost repair technologies for battery packs, significantly reducing repair costs compared to full replacements [10][11]. Group 4: Technological Innovations - The introduction of CTP (cell-to-pack) technology allows for more efficient battery repairs, with costs potentially reduced to one-tenth of traditional replacement prices [10][11]. - The upcoming CTP battery ultrasonic guided wave non-destructive testing technology will enhance detection accuracy and efficiency, allowing for quick assessments without disassembly [11][12]. Group 5: Comprehensive Service Model - Ningjia Service offers a full lifecycle management approach for batteries, including authoritative testing, maintenance, and recycling services, promoting a circular economy [12][14]. - The service also extends to energy storage systems, aligning with national support for energy storage initiatives [14]. Group 6: Industry Standards and Talent Development - Ningde Times and Ningjia Service are actively involved in setting industry standards, having led or participated in the development of 24 standards across various product lines and applications [17][18]. - The company has established training bases across 18 provinces, training over 8,600 professionals to address the talent shortage in the EV after-sales market [18]. Group 7: Strategic Partnerships and Future Outlook - Ningjia Service is exploring collaborative opportunities with various partners, including major companies like JD.com and Bosch, to enhance service offerings and expand market reach [15][16]. - The balance between maintaining service quality and seeking open collaboration will be crucial for Ningjia Service to lead the industry towards a more standardized and professional future [18].

Core Viewpoint - CATL has expanded into the automotive aftermarket, marking a significant move into a trillion-yuan market, with the establishment of its independent aftermarket brand, Ningjia Service, coinciding with the opening of flagship experience centers in Shanghai and Bangkok [1] Group 1: Company Development - Ningjia Service originated from CATL's after-sales service department established in 2015 and was upgraded to an independent brand in 2024 [3] - The service system covers three product lines: passenger vehicles, commercial vehicles, and energy storage, along with six application scenarios, supported by 24 industry standards [3] Group 2: Service Innovations - For electric vehicle users, battery repair is a significant pain point; Ningjia Service has introduced CTP repair services, which are more cost-effective than full battery replacements, addressing the industry's previous "replace only" approach [6] - The company has developed non-destructive testing equipment using ultrasonic wave technology, allowing for fault detection within 15 minutes without disassembling the battery, achieving over 90% accuracy [6] Group 3: Lifecycle Services - Ningjia Service aims to provide comprehensive services throughout the battery's lifecycle, including production, usage, and recycling [8] - The company has established a "72-hour rapid recovery" network for battery recycling, focusing on repair, reuse, or environmentally friendly disposal based on battery condition [8] - Currently, Ningjia Service has opened experience centers in seven cities in China, with Bangkok being the first overseas location, marking a key step in global service collaboration [8]