Core Viewpoint - The article discusses the rapid growth of the new energy vehicle (NEV) after-sales maintenance market in China, particularly as more vehicles exceed their warranty periods, leading to increased demand for maintenance services [5][11][20]. Group 1: Market Growth and Trends - As of the end of 2024, the number of NEVs in China is projected to reach 31.4 million, with a significant increase in sales from 55,000 units in 2017 to 1.074 million units in 2024 [5][6]. - The after-sales maintenance market for NEVs is expected to reach 300 billion yuan by 2025, with over 15% of this market attributed to the maintenance of the three core components (battery, motor, and electronic control) [5][8]. Group 2: Supply and Demand Imbalance - There is a significant supply-demand imbalance in the NEV maintenance market, with approximately 40,000 fuel vehicle maintenance enterprises compared to only 20,000 to 30,000 NEV maintenance enterprises [8]. - Only 2% of surveyed repair shops possess the capability to maintain the three core components, indicating a severe skills gap in the industry [8][11]. Group 3: Cost Dynamics - The cost of battery replacement for NEVs can exceed the vehicle's residual value, discouraging many owners from opting for battery replacement [11]. - The average cost of a battery pack can account for 30% to 70% of the vehicle's total cost, with an average ratio of 50.96% for NEV battery packs compared to the vehicle's overall value [11][12]. Group 4: Competitive Landscape - Four main factions are competing for dominance in the NEV maintenance market: original equipment manufacturers (OEMs), battery manufacturers, independent third-party service providers, and insurance companies [13][14]. - OEMs like BYD and Tesla are establishing closed-loop systems for battery maintenance, while battery manufacturers like CATL are expanding their service networks [14][15]. - Independent third-party providers are emerging but face challenges related to qualifications and technical capabilities [15][16]. Group 5: Regulatory and Policy Environment - Recent regulatory efforts aim to lower maintenance costs and enhance the supply of NEV parts, encouraging collaboration between vehicle manufacturers and battery companies [20]. - The article highlights concerns regarding the monopolistic practices of OEMs that restrict consumer choice in repair options, which may violate anti-monopoly laws [20].

保险公司方面也积极自建或主导维修网络，比如中国人保旗下邦邦汽服打造的"中保智修"连锁体系，提供三电维修、事故维修等一站式服务，并在多地试点 新能源汽车客户服务中心； 4S集团背景的三电维修网络也在悄然崛起，比如中升集团孵化的三电专修连锁品牌"电驴科技"，截至目前已经在全国布局了33家直营维修中心和1家维修基 地。 除此之外，还有一些独立售后的三电维修品牌纷纷建立，比如电动工坊、绿动工坊等等。然而，新能源汽车售后市场的发展依然有其困难性。技术和配件自 成体系，这也导致第三方汽修店维修难度较大；售后门店若发现车辆存在非官方授权的保养记录，便会拒绝提供保修服务，这在一定程度上限制了车主的自 主选择权；"三电"目前暂无统一检测评估标准，维修价格完全由品牌方决定，进而推高了消费者的维修支出。此外，新能源汽车维修门槛高、投入大，尤其 是三电系统维修检测的封闭性，一定程度上制约了第三方售后服务门店规模的扩张。 未来，随着新能源汽车保有量的持续增长和"脱保"车辆的不断增加，三电维保市场必定会迎来前所未有的发展机遇，同时也将迎来挑战。对于新能源行业的 各个玩家而言，这是一个新蓝海，有着无限的商机，而对于消费者而言，无疑是希望未 ...