4月28日，京东汽车与埃克森美孚（中国）投资有限公司（以下称"美孚"）战略升级仪式暨新品发布会在北京举行。会上，双方宣布将在原有基 础上全面深化战略合作，美孚全新升级的美孚1号™曜石黑金系列产品在京东独家首发，同时包括美孚1号极光银在内的多款新品也可在京东线上线 下全渠道专享。活动现场，双方还签署了产品直供协议，通过精简仓储环节实现品牌产品仓库直发，让消费者养车服务效率快人一步。 除平台专供产品升级外，京东汽车与美孚以提升供应链效率和强化正品保障为核心，持续推动养车服务升级。双方签署直供合作协议，由美孚品牌大仓 直接向消费者发货，省去传统分销链路中的多级仓储与转运环节。这一模式通过京东汽车数字化供应链能力实现高效配送的同时，还深度融合"京东养车机 全链路服务再升级，产品直供实现养车服务"即买即装" 推新即爆，京东再次独家首发美孚旗下新品 自2020年达成战略合作以来，京东汽车与美孚的战略合作持续深化，基于京东汽车精准用户洞察与平台资源整合优势，双方成功打造出美孚1号、速霸 等多款平台专供爆品，实现新品上市即爆，斩获销量与口碑双丰收。2024年全新推出的京东线上专享美孚1号™曜石黑金系列表现尤为亮眼，不仅成为京 ...

Core Viewpoint - The automotive aftermarket in China is rapidly expanding, with the market expected to reach 7.5 trillion yuan by the end of 2024, reflecting a compound annual growth rate of 10.79% over the past five years [1] Industry Overview - The total number of motor vehicles in China is projected to exceed 353 million by the end of 2024, creating a vast aftermarket opportunity [1] - Despite significant market growth, traditional aftermarket sectors face challenges such as excessive diagnostics and redundant maintenance projects, indicating a need for improved service standards and quality [1] Company Insights - Tuhu Car, a representative of vertical platforms, is leveraging technology and supply chain integration to reshape the automotive service ecosystem [1] - Tuhu's founder, Chen Min, introduced transparency in pricing and service quality, revolutionizing the way automotive parts are sold online [2][3] - Tuhu has established a comprehensive logistics network with 39 regional warehouses and 267 front-end warehouses, ensuring timely delivery of genuine parts [3][6] Supply Chain Innovation - Tuhu has adopted a direct procurement model with major tire manufacturers, eliminating middlemen and allowing for competitive pricing of genuine products [6][7] - The company reported a 10.4% growth in tire and chassis components, with sales of Michelin and Bridgestone tires increasing by 60% and 50% respectively [6] - Tuhu's commitment to sourcing directly from manufacturers has transformed consumer perceptions of genuine products, making them more accessible and affordable [7][8] Market Transformation - Tuhu's approach has shifted the automotive aftermarket from a "passive repair" model to a "proactive care" service, enhancing customer experience through data-driven solutions [8][9] - The rise of Tuhu's private label products signifies a move towards consumer equality, challenging foreign brands with competitive pricing without compromising quality [9]

Group 1 - The 2025 Shenzhen Jiuzhou Automotive Ecological Expo successfully concluded, attracting 383,000 visitors, including 6,800 overseas buyers, and covering an exhibition area of 420,000 square meters [1] - The event showcased 1,500 vehicles and 20,000 innovative exhibits, with Douyin platform exposure reaching 1.8 billion times, ranking 11th on the national hot search list [1] - FUNCTECH, a high-end brand under Xingen Technology, gained significant recognition for its product quality and innovative technology during the expo [1] Group 2 - FUNCTECH's booth stood out due to its unique design and brand style, attracting a large number of visitors [3] - The showcased products, including TPU invisible car wraps and TPU color-changing wraps, met diverse consumer needs for vehicle protection and personalization [3] - The imported upgraded flagship invisible car wrap demonstrated strong scratch and corrosion resistance, offering 7 to 10 years of free repair service, enhancing consumer confidence [3] Group 3 - FUNCTECH staff engaged warmly with visitors, providing professional explanations and live demonstrations, which highlighted the product's superior quality [5] - There was significant interest from professional audiences, dealers, and car enthusiasts, leading to in-depth consultations regarding product features and collaboration opportunities [5] - The brand's innovative strength and development potential in the automotive paint protection film sector attracted media attention, further enhancing brand awareness and industry influence [5] Group 4 - The successful participation in the Shenzhen Jiuzhou Expo marks an important milestone in FUNCTECH's brand development, showcasing its leading position in automotive care products [7] - The company plans to continue its commitment to innovation, increasing R&D investment, and launching more high-quality automotive care products [7] - FUNCTECH aims to actively participate in various industry exhibitions and events to strengthen collaboration with industry peers and promote the prosperity of the automotive aftermarket [7]

1、新能源汽车与电网融合互动是新能源汽车规模化发展的必然要求。"十四五"以来，我国新能源 汽车规模呈现持续高速增长发展态势，截至2024年底，我国新能源汽车保有量达3140万辆，同比增长 53.8%，预计到2030年我国新能源汽车保有量将超1亿辆，中汽政研基于此保有量测算，2030年新能源 汽车年充电量约为2500亿千瓦时，占当年社会总发电量的2.2%，新能源汽车逐步成为重要的电力消费 主体。然而，新能源汽车规模化无序充电将给电力系统供需平衡带来巨大压力，车网互动大规模推广应 用必要性突出。 2、加快车网互动推广应用可赋能地方扩大新能源汽车消费，也是丰富地方新能源汽车后市场服务 模式的重要举措。2024年国家发改委、能源局等部门先后出台《关于加强新能源汽车与电网融合互动的 实施意见》《关于推动车网互动规模化应用试点工作的通知》两项政策，明确2025年底前力争建成5个 以上示范城市及50个以上V2G示范项目的发展目标。地方通过加快推动车网互动规模化应用，可带动充 放电基础设施智能化升级改造、引导企业优化创新动力电池技术、推动虚拟电厂等新业态发展，吸引车 企、充电运营商、电网企业等全链条资源集聚，形成"车-桩-网 ...

Group 1 - The robot industry is rapidly developing, leading to an increased demand for group control systems, with companies like Yushu Technology, UBTECH, and Zhongqing Robotics gradually launching related products, indicating significant growth potential [3] - The robot group control system utilizes advanced technologies such as IoT, big data, AI, and cloud computing to create a "smart brain" that integrates real-time monitoring, intelligent decision-making, automatic scheduling, and remote control [3] - The application of robot inspection systems, as a specific scenario of group control, shows significant advantages over traditional manual inspections or fixed monitoring methods, suggesting a broad market space for future growth in the robot industry [3] Group 2 - Datong Technology is leveraging two business curves for development: the first curve focuses on digital maintenance, where the company has established itself as a leader in the global automotive aftermarket intelligent diagnostic testing field through continuous R&D and global operations [4] - The second curve involves digital energy, where the company strategically entered the overseas new energy charging business in 2021, aiming to become a benchmark enterprise for providing one-stop digital and intelligent energy management solutions for electric vehicles [4]