Core Viewpoint - The recent viral video claiming that a battery ejection technology developed by the China Automotive Collision Repair Technology Research Center and Junsheng Electronics can safely eject batteries during a thermal runaway situation has been denied by Junsheng Electronics, stating no collaboration exists with the center [1][2]. Group 1: Technology and Safety - A video circulating online demonstrates a technology that can eject batteries from electric vehicles within one second during a thermal runaway event, aiming to achieve vehicle-battery separation [2]. - The concept of battery ejection has sparked discussions among netizens regarding potential safety concerns, such as the implications for other vehicles if a battery is ejected during a collision [4]. Group 2: Company Information - The China Automotive Collision Repair Technology Research Center has not been verifiably linked to any credible information, and reports suggest it may be associated with the Mate Group, which operates in the Chinese automotive aftermarket [6]. - The Mate Group's website indicates it owns several brands and is a significant player in the automotive repair industry, holding positions in various automotive associations [6]. - Attempts to contact the Mate Group's headquarters were unsuccessful, raising questions about the transparency and credibility of the organization [7].

Core Viewpoint - A video demonstrating a new battery ejection technology during thermal runaway in electric vehicles has gone viral, raising safety concerns and controversy regarding its implications for public safety and liability [2]. Group 1: Technology and Development - The video shows a vehicle equipped with a technology that can eject the battery 3 to 6 meters away from the car during thermal runaway, achieving separation between the vehicle and the battery [2]. - The technology was reportedly developed in collaboration with Junsheng Electronics and the "China Collision Repair Technology Center" [2]. Group 2: Company Responses and Clarifications - Junsheng Electronics (600699.SH) stated that they do not have any formal development agreement with the "China Collision Repair Technology Center" [2]. - The "China Collision Repair Technology Center" is associated with the Mate Group, which operates several automotive brands but lacks official business registration information [2]. Group 3: Industry Context - The Mate Group, established in 1992, primarily focuses on the automotive aftermarket sector [2]. - Attempts to contact the Mate Group's headquarters and Beijing branch revealed unresponsive or non-existent phone lines, raising questions about the company's operational status [2].

Core Viewpoint - A video demonstrating a new battery ejection technology during thermal runaway has gone viral, raising safety concerns and controversy in the automotive industry [1][2]. Group 1: Technology and Innovation - The video shows a vehicle equipped with a technology that can eject the battery 3 to 6 meters away from the car during thermal runaway, achieving separation between the vehicle and the battery [1]. - The technology was reportedly developed by "China Collision Repair Technology Center" in collaboration with Junsheng Electronics, although Junsheng Electronics later denied any formal development agreement [2]. Group 2: Company Information - "China Collision Repair Technology Center" is associated with the Mate Group, which owns several automotive brands including Welion, Bantam, and MAXIMA [2]. - The "China Collision Repair Technology Center" lacks any registered business information, raising questions about its legitimacy [2]. - The Mate Group was established in 1992 and primarily focuses on the automotive aftermarket [2].

Core Viewpoint - The news highlights a controversy surrounding a video demonstrating a battery ejection technology purportedly developed by "China Collision Repair Technology Center" in collaboration with Junsheng Electronics, which Junsheng has denied [1][2][3] Group 1: Company Response - Junsheng Electronics stated that there is no form of cooperative development agreement with "China Collision Repair Technology Center" [1][3] - The company responded to the controversy following the viral video that showcased the battery ejection technology [2][3] Group 2: Background Information - The "China Collision Repair Technology Center" is reportedly part of the Mate Group, which owns several automotive brands including Welion, Bantam, and MAXIMA [3] - The Mate Group was established in 1992 and primarily focuses on the automotive aftermarket [3] - There is no business registration information available for "China Collision Repair Technology Center" according to Tianyancha [3]

本报讯(记者刘萌)据商务部网站9月19日消息，9月17日，商务部副部长盛秋平主持召开汽车后市场发展 暨汽车流通消费改革工作座谈会。来自地方政府、企业、行业协会、研究机构的17家单位代表参会，围 绕汽车改装、房车露营、汽车赛事、传统经典车、汽车博物馆等议题进行了交流。 商务部、工业和信息化部、公安部、交通运输部、文化和旅游部、海关总署、体育总局等参会部门代表 对反映的问题和建议进行了回应。与会企业和协会代表表示将积极开展相关工作，推动汽车后市场高质 量发展。 盛秋平表示，商务部贯彻落实党中央、国务院《提振消费专项行动方案》部署要求，开展汽车流通消费 改革试点工作，支持有条件的城市结合本地实际深化改革、积极创新、先行先试，激发汽车后市场消费 活力。下一步，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。 ...

Core Viewpoint - The Ministry of Commerce is actively promoting reforms in the automotive circulation and consumption sectors to stimulate the automotive aftermarket and enhance consumer spending [1] Group 1: Government Initiatives - The Ministry of Commerce, under the guidance of the central government, is implementing a pilot program for automotive circulation consumption reform, encouraging cities to innovate and adapt reforms based on local conditions [1] - The Ministry plans to collaborate with various departments to eliminate restrictive measures in the automotive aftermarket, aiming to unlock its consumption potential [1] Group 2: Industry Participation - Representatives from 17 organizations, including local governments, enterprises, industry associations, and research institutions, participated in discussions on topics such as automotive modification, RV camping, automotive events, classic cars, and automotive museums [1] - Industry representatives expressed their commitment to actively engage in initiatives that promote high-quality development in the automotive aftermarket [1]

进一步释放汽车后市场消费潜力。 9月19日，据商务部消息，9月17日，商务部副部长盛秋平主持召开汽车后市场发展暨汽车流通消费改革 工作座谈会。来自地方政府、企业、行业协会、研究机构的17家单位代表参会，围绕汽车改装、房车露 营、汽车赛事、传统经典车、汽车博物馆等议题进行了交流。 盛秋平表示，商务部贯彻落实党中央、国务院《提振消费专项行动方案》部署要求，开展汽车流通消费 改革试点工作，支持有条件的城市结合本地实际深化改革、积极创新、先行先试，激发汽车后市场消费 活力。下一步，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。 商务部、工业和信息化部、公安部、交通运输部、文化和旅游部、海关总署、体育总局等参会部门代表 对反映的问题和建议进行了回应。与会企业和协会代表表示将积极开展相关工作，推动汽车后市场高质 量发展。 ...

Core Insights - The automotive aftermarket is shifting from price competition to cost optimization, with a focus on efficiency through intelligent delivery systems [2][3][6] - Major tire brands and internet giants are collaborating to implement autonomous driving technology in terminal delivery, marking the entry of tire sales into the era of unmanned delivery [2][3] Group 1: Industry Trends - Companies like Giti Tire and Continental are leading the charge in adopting intelligent delivery solutions, with Giti Tire planning to cover 32 cities in China by 2025 using L4 autonomous vehicles [3][6] - The introduction of drone technology for parts delivery is expanding the reach of intelligent logistics in the automotive aftermarket [2][3] Group 2: Cost Reduction and Efficiency - Giti Tire has reported a reduction in operational costs by over 60% due to the implementation of unmanned delivery networks, significantly improving delivery efficiency and response times [3][7] - Continental has launched a "30-minute quick delivery" service, enhancing customer experience by providing rapid tire replacement services [3][4] Group 3: Collaborative Innovations - Linglong Tire has partnered with New Stone Technology to create smart delivery vehicles, achieving over 30% reduction in logistics costs and halving customer wait times [4][6] - Tuhu Car Maintenance is collaborating with New Stone Technology to establish a closed-loop ecosystem of "intelligent delivery and professional after-sales service" [4][6] Group 4: Future Potential and Challenges - The potential for unmanned delivery in the automotive aftermarket is significant, with expectations of reduced labor costs and improved delivery efficiency as technology matures [6][9] - Challenges remain, including the need for better understanding of diverse delivery scenarios and the financial risks associated with transitioning from traditional delivery methods [9][10][11]

Core Insights - The 2025 Mobil 1 Car Maintenance Franchise Conference was successfully held simultaneously in Zhuhai, Xi'an, and Nanjing, with over a thousand franchise partners and industry experts participating to review the brand's achievements over the past five years and analyze industry development opportunities [1] - The conference focused on three core topics: "Shared Achievements," "Strategic Empowerment," and "Ecological Outlook," providing systematic support plans for franchisees to ensure steady growth in the future [1] Company Performance - Since the brand's renewal in 2020, Mobil 1 Car Maintenance has maintained a focus on professional quality, achieving revenue and customer visits growth in over 70% of its stores, surpassing industry performance [4][5] - Nearly half of the vehicles serviced are mid-to-high-end models valued at over 200,000 yuan, indicating a strong market positioning [4] - The brand's online user base has more than doubled year-on-year, with online order value also doubling, while orders for new energy vehicles increased by nearly 50% [4] Product and Service Development - The conference announced the launch of the Mobil 1 Surge Performance Series exclusive products, enhancing the product matrix available at franchise stores [8] - The in-house brand "Fupei" has expanded its product offerings to cover six major maintenance areas, meeting over 90% of mainstream vehicle maintenance needs [8][10] - The "Star Alliance Plan" was introduced to support franchisees in achieving quality operations, with initial positive results shared during the conference [10] Customer Trust and Market Trends - The conference highlighted a shift in consumer behavior from "traffic dividends" to "trust dividends," emphasizing the need for stores to provide high-quality service to build customer trust [11][15] - Mobil 1 Car Maintenance has established a service system focused on four core advantages: selected technicians, selected products, selected services, and selected memberships, enhancing customer connections [15][18] - The brand's customer satisfaction rate reached a new high of 98%, solidifying its position in the industry [18]

Core Viewpoint - The Chinese automotive service industry, driven by over 359 million vehicles, is undergoing a significant transformation, with the market expected to reach 1.9 trillion yuan by 2025 and 2.2 trillion yuan by 2030 [1][3]. Industry Overview - The automotive service sector in China is characterized by a fragmented competitive landscape, comprising 4S dealerships, large chain platforms, regional chains, and numerous independent repair shops [1]. - The industry is currently in a deep adjustment phase, with a reported 5% decline in market value and a 4% decrease in service visits in the first half of 2025 [3]. Company Performance - Tuhu Car Maintenance, a leading player in the automotive service industry, reported a revenue of 7.88 billion yuan in the first half of 2025, marking a 10.5% year-on-year increase, and an adjusted net profit of 410 million yuan, up 14.6% [4][5]. - The company's stock price surged by 11.44% following the release of its strong financial results [5]. Operational Expansion - Tuhu Car Maintenance has established the largest offline automotive service network in China, with 7,205 service locations as of June 30, 2025, a 14.2% increase from the previous year [6]. - The company has focused on expanding into lower-tier cities, with over 60% of new stores opened in second-tier and below cities, significantly boosting its market presence [6]. Product and Service Strategy - Tuhu employs a dual-track strategy, collaborating with both international brands and domestic manufacturers to cater to various consumer needs [7]. - The company has seen a 60% year-on-year increase in revenue from its quick repair services, driven by the rising average age of passenger vehicles [8]. Technological Advancements - Tuhu has integrated AI technology into its operations, enhancing service quality and operational efficiency across its network of over 7,200 service locations [11]. - The company has developed a comprehensive automotive parts database with 9.5 million SKUs, achieving a matching accuracy of 99.99% [12]. Customer Engagement and Satisfaction - Tuhu Car Maintenance boasts a user base of 150 million registered users, with a customer satisfaction rate exceeding 95% and a repurchase rate of 64% [14]. - The company emphasizes long-term strategies and technological investments to maintain its leading position in the automotive service industry [14].