Core Insights - The article highlights the emergence of a significant after-sales market for electric vehicles (EVs) as over 3 million EVs are expected to be out of warranty by 2025, leading to a potential market worth hundreds of billions [1][8] - Major players like CATL, BYD, and Tuhu are competing for market share in the after-sales service sector, each adopting different strategies to capture the needs of out-of-warranty users [1][5] Group 1: Company Strategies - **CATL**: Focuses on technology-driven services with its "Ningjia Service," which extends from B2B to B2C, leveraging proprietary non-destructive testing technology for quick fault detection [1][2] - **BYD**: Develops a closed-loop ecosystem from battery production to dedicated repair centers, ensuring quality control and a unified customer experience, but faces limitations due to its closed service model [3][4] - **Tuhu**: Concentrates on the out-of-warranty market through platform integration, offering services across all brands and regions, while also innovating in supply chain management for EV-specific products [4][7] Group 2: Market Dynamics - The after-sales market for EVs is transitioning from a warranty-based model to a more diversified service ecosystem, with increasing competition from various players including insurance companies and traditional service groups [8][10] - The rapid growth of the out-of-warranty user base is creating a supply-demand imbalance, leading to challenges in service accessibility and quality, particularly for independent service providers [6][9] - Tuhu's extensive network of over 7,200 service locations positions it advantageously in the market, especially in less urbanized areas where demand for out-of-warranty services is rising [7][9] Group 3: Future Outlook - The article suggests that the after-sales service landscape for EVs will evolve, with companies that can integrate resources and establish trust with consumers likely to achieve significant value growth [10] - The increasing regulatory scrutiny and technical requirements in the industry will favor well-established players with professional qualifications and sustainable service capabilities [8][10]

Core Insights - The article highlights the emergence of a trillion-level after-sales market for electric vehicles as over 3 million new energy vehicles are expected to be out of warranty by 2025, with nearly 20 million power batteries projected to exceed warranty periods in the next eight years [1][21]. Group 1: Market Dynamics - The after-sales market potential is attracting various players, including battery manufacturers, OEMs, and automotive service chains, leading to a competitive landscape for the new energy after-sales market [2]. - The shift in profit from manufacturing to services in the new energy sector raises questions about which players can accurately capture the needs of out-of-warranty users and dominate the value reconstruction [4]. Group 2: Key Players and Strategies - CATL is leveraging its technical authority to expand from B2B to B2C through its "Ningjia Service," which focuses on battery technology and data, offering a unique non-destructive testing technology with over 90% accuracy [5][6]. - BYD is building a closed-loop ecosystem from battery production to dedicated repair centers, ensuring quality control and a unified customer experience, although its model is limited to BYD vehicles [7][8]. - Tuhu focuses on the expanding out-of-warranty vehicle service market, utilizing its extensive network of over 7,200 stores and a digital platform to provide services across all brands and regions [9][10]. Group 3: Challenges and Opportunities - The out-of-warranty market for new energy vehicles presents challenges, including limited third-party service options and a fragmented service landscape, which creates opportunities for large chain platforms with digital capabilities [17][18]. - The county-level market is emerging as a new growth point, with lower operational costs and increasing service demand from out-of-warranty vehicles [19]. - The rapid growth of the market is accompanied by risks, as some independent service providers may lack the necessary expertise and compliance, leading to potential service quality issues [22]. Group 4: Future Outlook - The article suggests that as the industry transitions to a "post-warranty diversified service era," companies that can integrate resources, establish standards, and gain user trust will likely achieve significant value growth [25].