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新能源汽车维修垄断
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新能源汽车维修围墙该拆了
经济观察报· 2025-09-15 12:10
Core Viewpoint - The article discusses the ongoing debate regarding the monopolization of after-sales services by Chinese electric vehicle (EV) manufacturers, highlighting the challenges faced by independent repair shops and the implications for the EV market in China [2][4]. Group 1: Regulatory Issues - Five Chinese EV companies were fined AUD 10 million (approximately RMB 47 million) by Australian regulators for not providing independent repair shops with timely and complete diagnostic, software, and technical information, raising concerns about compliance in overseas markets [2]. - The article emphasizes that the after-sales market for EVs in China is underdeveloped, with a shortage of repair facilities and skilled personnel, making it difficult for independent repair shops to participate effectively [2][6]. Group 2: Safety and Legal Concerns - The high safety standards required for repairing EVs are cited as a reason for manufacturers to control the repair process, as demonstrated by a case where two repair workers were sentenced for tampering with a battery management system [3][4]. - The article questions whether the justification of safety is being used as a pretext for monopolistic practices, referencing China's Anti-Monopoly Law and regulations against monopolizing the vehicle repair market [4][5]. Group 3: Market Dynamics - The current trend of vertical integration in the EV industry has led manufacturers to consolidate after-sales services, which were traditionally handled by dealers, into their own operations, driven by the need for profitability in a competitive market [5]. - The article points out that the high costs and lack of choice in repair services, along with rising insurance costs and a chaotic used car market, pose significant challenges to the sustainable development of the EV industry [5][6]. Group 4: Recommendations for Improvement - The article calls for clearer legal regulations regarding EV repairs and urges collaboration among regulatory bodies, manufacturers, and industry organizations to promote data sharing with third-party repair shops, fostering a competitive market environment [6].
中国新能源汽车澳洲受指控,“维修权”究竟该归谁?
经济观察报· 2025-09-14 04:34
Core Viewpoint - The article discusses the challenges faced by consumers of electric vehicles (EVs) regarding high maintenance costs and limited repair options due to monopolistic practices by manufacturers, which contradicts the lower operational costs that attract consumers to EVs [1][6]. Group 1: Issues in EV Maintenance - Consumers are surprised by high maintenance and insurance costs for EVs, which are controlled by manufacturers, despite the lower operational costs that initially motivated their purchase [1][6]. - A report from the Australian Automotive Service and Repair Authority (AASRA) accuses five Chinese EV manufacturers of monopolistic practices by restricting access to independent repair services and withholding essential diagnostic software and technical data [2][8]. - The limited availability of authorized repair centers and parts leads to consumer frustration, as seen in the experience of an Australian industry worker who faced significant delays in repairs for a Chinese EV [2][3]. Group 2: Market Dynamics and Manufacturer Concerns - The high profit margins from after-sales services, particularly from the "three electric systems" (battery, motor, and electronic control), account for over 40% of EV manufacturers' after-sales profits, leading to reluctance in opening data to third-party repair services [6][8]. - The Chinese automotive industry faces scrutiny for its closed after-sales service model, which clashes with international regulations that require transparency and access for independent repair shops [9][10]. - The lack of penalties for Chinese EV manufacturers under existing regulations in China highlights a gap in enforcement compared to international standards, where violations can lead to significant fines [10][11]. Group 3: Future Directions and Recommendations - A balanced approach involving manufacturers, independent repair shops, regulatory bodies, and insurance companies is necessary to create a fair and competitive after-sales ecosystem for EVs [11]. - The article emphasizes the need for a shift towards a more open and competitive market that prioritizes consumer choice while ensuring safety and compliance with regulations [11].