7月10日，北京市人民政府印发《北京市深化改革提振消费专项行动方案》(以下简称《方案》)。《方 案》提出，力争到2030年，北京市市场总消费额年均增长5%左右，打造2-3个千亿级文商旅体融合消费 新地标，在全球消费市场的辐射带动能力、资源配置能力和创新引领能力进一步提升，国际消费中心城 市建设取得新突破。 《方案》从6个方面提出24条任务。值得注意的是，在增强商品消费动能方面，《方案》提出完善汽车 消费新生态，优化小客车指标配置，以及拓展汽车后市场消费，激发新能源汽车消费活力。 中国汽车流通协会副会长罗磊向21世纪经济报道记者表示："促进汽车消费，同时从购买端和使用端进 行引导，可以进一步激发汽车消费潜力，同时也有望促进汽车文化以及相关供应链的规模化，带动一批 产业发展。"摇号政策优化 首次摇号共有18万个人申请者竞争1.76万个指标，中签率约10%，此后指标数量不断增加，但随着申请 人数的激增，中签率迅速下降。 北京的范先生经历了13年的"长跑"后，终于在今年上半年摇中了新能源指标。范先生向21世纪经济报道 记者表示，他是从2012年开始以个人身份参与燃油车指标摇号，在2023年转换为家庭摇号，摇燃油车 号 ...

Core Insights - The automotive aftermarket in China is rapidly expanding due to increasing vehicle ownership and personalized demands from younger users [1][3] - The "brand collective procurement" model introduced by Dongche Emperor aims to enhance lead conversion efficiency and reduce operational costs for chain merchants [1][3] Group 1: Market Dynamics - The automotive aftermarket, particularly in film modification, has a market size exceeding 150 billion yuan in 2024, with over 80,000 stores [3] - Despite the growth, the sector faces structural challenges such as low customer acquisition efficiency and uneven service capabilities [3][4] Group 2: Brand Collective Procurement Model - The "brand collective procurement" model focuses on centralized traffic operation by headquarters while allowing stores to concentrate on service fulfillment, transitioning from "single-store operations" to "organizational collaboration" [3][4] - A set of tools based on the Douyin ecosystem supports this model, including strategies for store identification and revenue-sharing mechanisms [3] Group 3: Implementation and Impact - Pilot data shows a 410% year-on-year increase in cooperating stores, a 170% rise in potential customers, and an average operational cost reduction of about 31% [1] - The "Super Brand Plan" aims to support the transition of five super brands, ten leading brands, and twenty potential brands towards standardized operations [3] Group 4: Future Outlook - The market for film modification is transitioning from high growth to a consolidation phase, with standardization of operational models becoming a key variable for the industry's long-term landscape [4] - The collaboration among platforms, brands, and stores is seen as a critical pathway for scaling and standardizing the automotive aftermarket [4]

7月6日晚间，道通科技(688208.SH)正式发布了其2025年半年度业绩预告，公司在上半年实现了显著的 经营业绩增长，净利润同比大幅上扬。 根据业绩公告，道通科技预计在2025年1月1日至6月30日期间，归属于母公司所有者的扣除非经常性损 益的净利润将达到45,500万元至48,500万元，与上年同期的28,921.57万元相比，增加16,578万元至19,578 万元，同比增长率高达57.32%至67.69%。 同时，归属于母公司所有者的净利润预计为46,000万元至49,000万元，同比增加7,344万元至10,344万 元，增长率在19.00%至26.76%之间。若进一步扣除非经常性损益及股份支付费用，净利润预计范围则 提升至47,000万元至50,800万元，同比增长率高达62.51%至75.65%。 AI战略深度融合 TPMS产品作为道通科技的另一大主营业务，同样表现出色。随着全球汽车保有量的不断增加和消费者 对行车安全重视程度的提升，TPMS产品的市场需求持续增长。道通科技凭借其高品质的产品和完善的 售后服务体系，在汽车后市场替换空间中占据了重要地位，TPMS产品销量在上半年保持了高速增长态 ...

教育：K12 教培高景气维持，非学科合规优质供给稀缺，头部机构反馈暑期招生进展良好，看好头部机构持续扩 大市场份额。本周，高途透露正研发多款国际教育 AI 产品，创始人陈向东认为高质量留学时代已经到来。 奢侈品：宏观经济影响奢侈品销售表现，景气略有承压，部分产品创新能力优秀的品牌逆势高增。近日新秀丽更 换欧洲区总裁，Damien Mignot 此前任 Tumi 欧洲区副总裁兼总经理，关注后续变化。 咖啡茶饮：1）咖啡：高景气维持。需求端具备成瘾性&提频性，行业仍具备β性红利，门店仍处于增长周期。2） 茶饮：略有承压。短期景气度受平台外卖大战补贴波动，UE 受补贴改善叠加暑期旺季，门店供给加速增加，行业 竞争加剧，关注供需变化。 电商：略有承压。电商大盘增速放缓，行业竞争依旧激烈。即时零售成为新战场，近期淘宝闪购宣布启动 500 亿 元补贴计划，头部平台竞争激进补贴下，利润端或将受影响。 旅游消费及 OTA：京东宣布进军酒旅，但酒店供应链长且复杂，短期补贴对行业头部玩家及 OTA 高端酒店业务冲 击有限，关注 OTA 龙头低估值机会 流媒体平台：音乐流媒体平台为内需驱动的优质互联网资产，高性价比悦己消费，规模效 ...

Core Viewpoint - The article highlights the five-year anniversary of the Mobil 1 automotive maintenance brand, emphasizing its transformation and commitment to high-quality development in the automotive aftermarket in China [1][12]. Company Development - Mobil 1 automotive maintenance brand was launched in July 2020, aiming to drive the advancement of the automotive aftermarket in China [1]. - As of Q1 this year, the number of Mobil 1 service stores has exceeded 1,300, covering 251 cities, with over half of the vehicles serviced being mid-to-high-end models priced above 200,000 yuan [3][4]. - The company has initiated the "Star Alliance Plan" to enhance brand strength, marketing capabilities, and operational efficiency, alongside a new energy strategy [3][6]. Market Dynamics - The automotive aftermarket has seen a significant increase in private car ownership, with approximately 100 million more vehicles, leading to market expansion but also intensified competition [4][9]. - The competition is not only based on price but also on service quality, technological innovation, and brand influence [4]. Strategic Initiatives - The "Star Alliance Plan" focuses on evolving three core competencies: brand strength, marketing capabilities, and operational support, with a particular emphasis on enhancing operational capabilities [6][8]. - A digital system has been developed to analyze store operations and identify improvement opportunities, helping to standardize management while maintaining local store characteristics [6][7]. New Energy Market - The rise of the new energy vehicle (NEV) market has prompted Mobil 1 to launch a new energy strategy, introducing products specifically for electric vehicles, including lubricants and coolants [9][10]. - The company has established a partnership with the China Automotive Maintenance Industry Association to create standards for electric vehicle oil and fluid services, aiming to standardize the NEV aftermarket [10]. Industry Context - The high-quality development of the automotive aftermarket is a systematic initiative in China, supported by government guidelines aimed at fostering a healthy industry ecosystem [12]. - Mobil 1's commitment to building a collaborative and sustainable automotive maintenance ecosystem aligns with national goals to transition from scale expansion to quality coexistence in the automotive aftermarket [12].

Core Insights - Tuhu Car Maintenance has become a key platform for brand manufacturers to launch new products in the automotive aftermarket, leveraging its extensive offline network and large user base [1][4] Group 1: Market Position and Growth - Tuhu Car Maintenance has maintained its position as the leading independent automotive service platform in China for five consecutive years, with over 7,000 service centers nationwide, covering all provinces and numerous administrative regions [1][4] - The platform's user base has reached 140 million, providing a significant channel for brands to access potential customers [3][4] Group 2: Operational Efficiency - Tuhu's logistics and distribution system allows brands to deliver products nationwide within 72 hours, significantly reducing channel costs by over 30% compared to traditional distribution methods [2] - The platform's combination of online and offline operations breaks geographical limitations, enabling rapid market penetration for new products [2] Group 3: Consumer Trust and Brand Collaboration - Consumers increasingly prefer Tuhu for automotive maintenance and parts replacement due to its low prices and convenient access, enhancing brand visibility and sales for partnered manufacturers [2][3] - Tuhu provides valuable market insights to brands, helping them understand consumer needs and adjust their product strategies accordingly, exemplified by collaborations with major brands like Shell [3][5] Group 4: Industry Impact - The head effect in the automotive aftermarket is becoming more pronounced, with Tuhu attracting more high-profile product launches, which in turn draws more users to the platform [4] - The "Tuhu Era" is characterized by a three-dimensional engine model of "channel network × data intelligence × supply chain," driving efficiency and innovation in the automotive aftermarket [5]

Core Viewpoint - The government is intensifying subsidies for the automotive aftermarket, with Tuhu Car Service becoming the sole partner for the 2025 vehicle trade-in program in Zaoyang Economic Development Zone, Hubei [1] Group 1: Government Subsidies and Market Impact - Tuhu Car Service has engaged in a government subsidy project aimed at upgrading consumer spending in the automotive aftermarket, allowing users to enjoy dual benefits of "government subsidies + platform discounts" when purchasing products through the Tuhu app [1] - The automotive aftermarket is experiencing a surge in trade-in activities, with government subsidies driving record-high performance metrics on the Tuhu platform [1] - On June 18, Tuhu Car Service achieved sales exceeding 150 million, with international tire brand sales increasing by over 82% year-on-year, and engine oil sales ranking first nationally [1] Group 2: Service Network and Standardization - Tuhu Car Service operates over 7,000 service centers across more than 300 cities and 1,700 counties in mainland China, providing a robust network for the effective implementation of subsidies [3] - The company has established a standardized service system to ensure consistent quality and efficiency across all service centers, enhancing user experience regardless of location [3] - Tuhu's after-sales service, including lifetime warranties on tires, aims to safeguard the entire consumer experience throughout the service process [3] Group 3: Future Development - The government subsidy project is expected to further reduce vehicle maintenance costs, allowing more users to benefit from integrated online and offline automotive services, while promoting digitalization, transparency, and standardization in the automotive aftermarket [3]

齐鲁晚报·齐鲁壹点 李梦瑶 从真金白银的补贴 "加码" 到 "一廊多点两翼四区" 的产业带规划，从京沪高铁枢纽的交通赋能到会展经济的乘数效应，以"车"会友，槐荫何以"驭"见新未 来？ 政策补贴持续加码 汽车消费占全市"半壁江山" 6月14日，"约惠槐荫·第三届惠民车展"正式开幕现场，15000平方米的展厅被数百款热销车型装点成汽车王国，50余家汽车品牌的展台前人头攒动。 上午10点，比亚迪展台前的试驾队伍就排起了队，销售人员正忙着引导客流。汽车展台同样围满了体验者，一位女士正带着孩子感受语音交互功能："听说 槐荫新能源车销量占全市六成多，特意来看看，这台车能自动泊车，太适合我了！" "本来打算下个月买车，听说槐荫这次发了500万元补贴，特意来抢优惠。"有位淄博客户算完账发现，比当地买车省了近1万元。"好多客户都是冲着'槐荫购 车补贴+车展专属礼包'来的，确实很划算。"一位销售人员表示。 这样火爆的场景，在"约惠槐荫"惠民车展已持续上演了三年，每一届都交出了亮眼的成绩单——"约惠槐荫・首届惠民车展" 中，槐荫区发放 200 万元消费 券，吸引了超 10 万人观展。在线下展会结束后，消费券的发放又顺延至场外，让更 ...

经观汽车 又一起"公章事件"在汽车服务行业上演，这次的主角是天猫养车。" 5月19日，一份加盖"江苏康众汽配有限公司""杭州天猫车站科技有限公司""杭州艾特汽车服务有限公 司"公章的声明在社交媒体流传，宣布清退罗方晔（易谨）、黄建梁（无封）、吴汪洋（西水）三人， 称三人与公司不存在劳动关系，且"未经授权擅自担任总裁、CPO等职务"，决定即日起终止其在天猫 养车及关联企业的全部职务权限与管理权。 鉴于蔡永志(李逸)长期以来和公司在个 人利益方面有争议,且本次事件严重影响公 司正常经营管理,我们将依据相关程序暂停 蔡永志(李逸) 所有工作职务。 案。 声明内容措辞严厉，并以"未授权擅自发言、越权管理"为由，要求员工"不得接受三人安排"，将公司代 表权明确交由现任法定代表人秦杰执行。 然而，仅隔一天，5月20日，另一封"致天猫养车全员信"的声明再次通过网络发布，否认上述清退行为 的合法性，指称前述公告发布者"擅自使用遗失营业执照、私刻公章"，涉嫌违法，声明已向公安机关报 致天猫养车全员信: 5月19日,商宝国、蔡永志（李逸）等人 擅自宣布罗方晔(易谨)/黄建梁(无封)/吴 汪洋（酉水）免职的公告无效,依据新康众 集 ...

提振消费是当前经济工作的重中之重。作为国民经济支柱产业，汽车消费成为提振消费的核心领域 之一。近日，省商务厅决定在全省范围内开展"焕新出发智享未来"辽宁省2025年提振汽车消费暨千县万 镇新能源汽车下乡活动，全链条全过程促进汽车消费，更好满足消费者多样化汽车消费需求。 据介绍，5月至12月，辽宁省、市、县（区）三级联动，将在落实各项政府类补贴政策、市场惠民 政策的基础上，开展100场以上各类汽车促消费活动。沈阳、大连、鞍山、锦州、盘锦等市重点开展 2025中国（沈阳）国际汽车展览会、2025第十一届大连冬季汽车交易博览会、第四届鞍山汽车嘉年华等 14场较大规模的汽车专项促消费活动。各地将从商业车展、小型车展、汽车消费节、新能源汽车下乡品 牌联展活动等项目着手，组织一系列可提升汽车行业消费水平的配套活动。 在政府搭台下，企业也在优化供给方向上发力。省商务厅相关负责人表示，本次活动，省内新车销 售、二手车经销、报废车拆解、汽车后市场服务等领域的企业以及汽车金融机构将推出大量惠民政策， 包括：新车销售五折特价和10万元现金直补，二手车"十城十店"联动单车补贴2000元，报废拆解企业免 费拖车、手续代办等增值服务和现 ...