在新能源汽车渗透率持续升高的大背景下，汽车后市场正迎来新变局。 中国汽车流通协会乘用车市场信息联席分会(以下简称"乘联分会")数据显示，8月份，新能源车在国内 总体乘用车的零售渗透率为55.2%，较去年同期提升1.5个百分点。而公开信息更显示，这一数据创下年 内新高。 《中国经营报》记者注意到，在新能源汽车保有量不断攀升的情形下，除了以途虎养车为代表的独立汽 车服务平台外，包括车企、汽车零部件公司等在内的多方势力正纷纷加码汽车后市场，如在车企方面， 公开信息显示，上汽集团将布局1000家"上汽养车"网点。 "当前汽车产业正经历深刻变革，新能源汽车保有量已超3600万辆，且仍在持续增长，这一趋势意味着 新能源车后市场即将迎来爆发期，行业发展机遇广阔。"9月12日，途虎养车总裁胡晓东在2025泰达汽车 论坛上如此表示。 新能源"带火"万亿赛道 拥有万亿级空间的汽车后市场赛道，近年来持续成为各方关注焦点。 罗兰贝格曾预测，中国汽车后市场总体规模在2025年将达到1.9万亿元，2022—2025年平均复合增速达 5%。10年后，2032年的中国汽车后市场总价值规模将超过2.2万亿元。 行业痛点亟待破局 在多方角逐的背 ...

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 ...

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。 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。 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诉证券时报记者， 主机厂逐渐重视后市场，一部分原因是利用售后政策提前锁定客户， ...

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]

Core Viewpoint - The article discusses the challenges and opportunities in the electric vehicle (EV) after-market, particularly focusing on the high costs of battery replacement and the emergence of new services to address these issues [3][4]. Group 1: Market Challenges - The penetration rate of electric vehicles has exceeded 50%, leading to significant after-sales issues, including high maintenance costs and expensive battery replacements [3]. - The average replacement cost for a battery pack in a 200,000 yuan electric vehicle exceeds 100,000 yuan, reflecting a high "zero-to-whole" ratio of 50.96% for battery packs among 59 pure electric models [3][4]. Group 2: New Services and Solutions - CATL launched a battery repair service under its independent after-market brand, Ningjia Service, which offers repair costs significantly lower than full battery replacement, ranging from 10,000 to 20,000 yuan compared to the typical 100,000 yuan [4]. - Ningjia Service has over 1,100 service outlets globally, with more than 800 in China, providing various services including battery testing, maintenance, and recycling [4]. Group 3: Market Growth Potential - The electric vehicle after-market in China is projected to exceed 1.9 trillion yuan in 2024 and is expected to surpass 3.9 trillion yuan by 2027, with an average annual growth rate of 25% [4]. - The after-market maintenance sector for electric vehicles is forecasted to reach 300 billion yuan by 2025 [4]. Group 4: Competitive Landscape - Various players, including third-party service providers like Tuhu and Tmall, as well as parts manufacturers like Bosch and Mobil, are entering the electric vehicle after-market [5]. - CATL aims to leverage its advantages in battery technology and ecosystem to create a closed-loop system for battery production, usage, recycling, and regeneration [6].