近日，权威产业洞察、企业探访活动"「改・创」新势力——新能源汽车改装行业巡礼"正式启幕。本次活动由"新能源车改圈"主 办，《中国汽车报》作为特约媒体支持。活动以"「改・创」新势力——新能源汽车改装行业巡礼"为主题，自即日起持续至2027年3月 为一周期。在此期间，主办方将每月对1-2家新能源汽车改装领域优秀企业进行实地探访，通过"图文+视频"相结合的全维度报道形式， 深度记录并呈现企业在技术研发、产品创新与服务体系等方面的实践成果。活动旨在依托权威媒体的传播力与影响力，对行业中表现突 出的企业进行多角度、立体化的宣传推广，不仅为优秀企业赋能，也致力于树立行业标杆，引导新能源汽车后装市场朝着健康、规范、 有序的方向持续发展。此次巡礼不仅是一次行业内的深度交流，更希望通过标杆企业的示范效应，推动整个产业链的协同进步与创新升 级。 政策+市场双轮驱动 巡礼发起恰逢其时 2025年5月，中国汽车工业协会《汽车改装技术规范指引》正式落地，16项汽车改装项目走向合法化，政策首次为行业划定清晰边界，标 志着中国汽车改装市场从"灰色地带"迈向规范化发展新阶段。而年轻消费群体的崛起更点燃市场热情：超70%新能源车主愿进行轻度改 ...

Core Viewpoint - The Chinese government has issued a notification to strengthen the management of second-hand vehicle exports, particularly focusing on the regulation of modified vehicles and the conditions for obtaining export permits [1] Group 1: Regulatory Measures - The notification emphasizes strict conditions for applying for export permits for vehicles labeled as modified [1] - Local commerce authorities are required to guide modified vehicle exporters in accurately filling out information regarding chassis brand, modified vehicle brand, and model, along with submitting proof of modification authenticity [1] - Export permits will not be granted for products that cannot prove modification authenticity, are not listed in the Ministry of Industry and Information Technology's announcement, or lack valid national mandatory product certification [1] Group 2: Monitoring and Compliance - Local modified vehicle manufacturers' export situations and their production capacities must be investigated and reported to the Ministry of Commerce [1] - The Ministry of Commerce, Ministry of Industry and Information Technology, and Customs will closely monitor and share information regarding any anomalies in the export process of modified vehicles, increasing inspection and enforcement efforts [1]

Core Insights - The AAPEX and SEMA exhibitions are showcasing the latest advancements in the automotive industry, particularly in smart technology, data utilization, and the transition to new energy sources [1][2] Group 1: Technology and Innovation - The widespread application of artificial intelligence and data analytics is a highlight of the exhibitions, indicating a shift in the automotive aftermarket towards digital upgrades driven by data [1] - Several exhibitors presented applications based on AI and big data for repair diagnostics, inventory forecasting, customer management, and supply chain optimization, aimed at enhancing operational efficiency and market responsiveness for parts suppliers and service providers [1] Group 2: Industry Trends - The exhibitions feature discussions on the application of AI in the automotive sector, including innovations in collision repair, calibration of advanced driver-assistance systems, intelligent inspection, and improvements in after-sales service efficiency [1] - New energy and future power systems are significant focal points, with multiple automakers showcasing modified vehicles powered by clean energy sources such as electricity and hydrogen, reflecting the industry's latest explorations in energy conservation and performance innovation [1]

Group 1 - The Hainan Automotive Modification Alliance and Hainan Intelligent Connected Vehicle Technology Service Center were inaugurated, marking a significant step in the development of the automotive industry in Hainan [2] - Over 3 billion yuan worth of projects were signed during the event, aimed at boosting the high-quality development of the new energy vehicle industry and clean energy initiatives in Hainan Free Trade Port [2] - The automotive modification sector is recognized as a vital part of automotive culture, contributing to the extension of industrial value and the promotion of automotive consumption upgrades [2] Group 2 - Hainan has gathered 18 domestic enterprises and institutions to form the Automotive Modification Alliance, focusing on the development of the automotive modification industry [2] - The establishment of the Intelligent Connected Vehicle (Hainan) Technology Service Center aims to promote the testing industry for intelligent connected vehicles in Hainan, leveraging the province's policy advantages and tropical island characteristics [2] - Strategic cooperation agreements were signed with CATL and other entities to deepen collaboration in areas such as battery swapping stations for passenger and heavy-duty vehicles, energy storage demonstrations, and microgrid projects [3] Group 3 - Shenzhou Car Rental plans to establish a global headquarters for autonomous driving business in Hainan, enhancing the integration of high-level autonomous driving with cultural tourism [3] - Agreements were signed to explore smart logistics models unique to Hainan, aiming to improve logistics efficiency and reduce costs [3]

Group 1 - Hainan Free Trade Port is entering the final stage of its full island closure operation, set to officially launch on December 18 this year [1] - The implementation of the free trade port policies is accelerating across various regions and industries in Hainan, with significant progress observed [1] - The Yangpu International Container Terminal is experiencing increased activity, with a focus on container handling and maintenance services [1] Group 2 - The successful completion of the first bonded maintenance service for imported cold chain container parts marks an expansion of Hainan's bonded maintenance policy [2] - The demand for maintenance and inspection services is growing as Yangpu Port enhances its international hub functions and foreign trade routes [2] - Since the release of the Hainan Free Trade Port construction plan in June 2020, various liberalization measures have been implemented, laying a solid foundation for the full closure operation [2] Group 3 - A new special vehicle modification company in Hainan is leveraging the duty-free policy to capture the automotive modification market [3] - The processing and value-added domestic sales duty-free policy will be further optimized post-closure, reducing production costs for enterprises [3] - The attractive policy package includes zero tariffs and tax incentives, encouraging more companies to invest in Hainan [3] Group 4 - A promotional event for private enterprises to participate in the Hainan Free Trade Port construction attracted over 100 companies, resulting in 42 signed projects across various sectors [6] - The Hainan Free Trade Port is seen as a crucial platform for international business, with companies like New Hope Group planning to utilize its financial policies [6] - The arrival of the "Lighthouse Star" cruise ship at Sanya marks a significant milestone in the port's operations, showcasing streamlined customs processes [6] Group 5 - The full island closure operation signifies a new phase in the construction of Hainan Free Trade Port, with a focus on policy implementation and attracting quality investments [6]

Group 1 - Hainan Free Trade Port (FTP) is entering the final stage of its full island closure operation, set to officially launch on December 18 this year [1] - The successful completion of the first bonded maintenance service for imported cold chain container parts marks an expansion of the bonded maintenance policy to the cold chain sector, enhancing international competitiveness for local companies [1] - Since the release of the overall plan for Hainan FTP in June 2020, various policies promoting trade and investment liberalization have been implemented, laying a solid foundation for the full island closure operation [1] Group 2 - As of June this year, Hainan FTP has imported "zero tariff" goods worth 24.16 billion yuan and exempted 4.68 billion yuan in taxes, with the processing and value-added policy expanding to the entire FTP area [2] - The first registered special vehicle modification company in Hainan is leveraging the zero tariff policy to capture the automotive modification market, with plans to expand into recreational and business vehicle modifications [2] - The processing and value-added policy will be optimized post-closure, reducing production costs and stimulating innovation in high-end manufacturing and specialty processing [2] Group 3 - Various tax incentives and liberalization measures are attracting more enterprises to establish a presence in Hainan, with over 100 private enterprises participating in a recent promotional event [3] - New Hope Group plans to utilize Hainan FTP's financial policies to enhance global fund management efficiency and risk control [3] - Infrastructure development is progressing alongside policy implementation, with smart inspection equipment being installed to facilitate "seamless customs clearance" in the future [3] Group 4 - The arrival of the "Lighthouse Star" cruise ship at Sanya marks a significant milestone for the international cruise port, with streamlined inspection processes ensuring smooth passenger clearance [4] Group 5 - The full island closure operation signifies a new phase in Hainan FTP construction, with local authorities focusing on policy implementation to convert benefits into corporate gains and attract quality investments [5]

Group 1 - Hainan Free Trade Port is entering the final stage of preparations for its full closure operation, set to officially start on December 18 this year [1] - The implementation of the "zero tariff" policy has led to a cumulative import of goods worth 241.6 billion yuan and tax exemptions totaling 46.8 billion yuan as of June this year [2] - The processing and value-added domestic sales tax exemption policy has expanded from the Yangpu Free Trade Port Area to the entire Hainan Free Trade Port, with a cumulative value of 104.6 billion yuan expected by July 2025 [2] Group 2 - The processing and value-added domestic sales tax exemption policy will be further optimized post-closure, including relaxed eligibility criteria and expanded import material scope, which will lower production costs for enterprises [3] - A promotional event for private enterprises to participate in the Free Trade Port construction saw over 100 companies attending, resulting in 42 signed projects across various sectors including clean energy and digital economy [3] - The installation of smart inspection equipment at multiple ports in Hainan is underway, utilizing technologies like facial recognition and big data to facilitate "seamless customs clearance" in the future [4] Group 3 - The arrival of the "Lighthouse Star" cruise ship at Sanya Phoenix Island International Cruise Terminal marks a significant milestone, with streamlined inspection processes ensuring smooth passenger clearance [5] - Hainan's provincial government aims to convert policy benefits into tangible enterprise gains while attracting more quality investments through additional policy incentives [5]

Core Viewpoint - In 2024, electric retrofitted trucks will be included in Japan's electrification subsidy program, covering two-thirds of the conversion costs, providing a significant cost advantage for electric retrofitted trucks [1] Group 1: Market Opportunity - Japan has over 3 million existing light and medium-heavy trucks, representing a market space exceeding 1 trillion yuan for oil-to-electric conversion business [1] - The company is actively positioning itself in this blue ocean market [1] Group 2: Business Model - The company develops oil-to-electric technology solutions for clients and exports corresponding three-electricity kits to Japan, where partners will retrofit existing models for end customers [1] - The company delivered the first batch of 103 light truck oil-to-electric conversion kits in April this year [1] Group 3: Future Plans - Based on the success with light trucks, the company has received new orders for heavy truck oil-to-electric conversions, with an order value of approximately 337 million yuan [1] - The company will focus on expanding its oil-to-electric business in Japan and exploring similar business models in other regional markets to drive revenue growth [1]

Group 1 - Company achieved revenue of 101 million yuan and net profit of 22.33 million yuan in H1 2025, with a year-on-year increase in operating cash flow by 64.36% [1] - In Q2 2025, revenue reached 59 million yuan, showing a quarter-on-quarter increase of 41%, while net profit increased by 38.48% [1] - Overall revenue and profit faced pressure in H1 2025, but Q2 showed improvement in both revenue and profit [1] Group 2 - The company launched high-pressure winch products for the domestic market and continued to expand electric winch and electric pedal products in the overseas market [2] - In H1 2025, the main off-road product business generated revenue of 87.08 million yuan with a gross margin of 43.68%, while other accessory products generated 13.87 million yuan with a gross margin of 28.58% [2] - The domestic modified vehicle market is expected to reach a scale of 160 billion yuan in 2025, with a nearly 100% annual growth rate for customized modifications [2] Group 3 - The company signed agreements for key technology research and development in robot-driven joints and electric pedal-driven joints, aiming to create a second growth curve [3] - The electric pedal-driven joint has completed vehicle verification and is ready for small batch supply after acceptance [3] - New products such as air compressors are expected to enter trial production by the end of 2025, facilitating large-scale market promotion [3] Group 4 - The company forecasts net profits of 63 million yuan, 80 million yuan, and 101 million yuan for 2025-2027, with corresponding PE ratios of 29.8, 23.4, and 18.6 times [3] - As a rare player in the off-road modification market, the company has strong competitiveness in electric pedals and domestic off-road vehicle pre-installation markets [3] - The company maintains a positive outlook on growth potential in the off-road modification market [3]

Core Insights - Haier Group's subsidiary, Kataychi, has entered the used car market and is expanding into automotive customization, aiming to build an automotive ecosystem [1][3] - The used car industry in China faces significant challenges, with 70% of dealers operating at a loss, indicating a need for market evolution and innovation [3][4] - Kataychi's strategy focuses on enhancing customer experience and transparency in the used car market, aiming to create a trustworthy sales network [3][4] Group 1: Business Model and Strategy - Kataychi adopts a partner model, ensuring that stores are run by original business owners while adhering to a service philosophy of transparency and trust [4] - The company does not rely on profit from price differences but instead focuses on value-added services based on trust, providing guarantees for car owners and ensuring store profitability [4][9] - By 2025, Kataychi plans to establish nearly 200 stores, with a focus on building a comprehensive MMC system in 2024 rather than rapid expansion [3][4] Group 2: Market Challenges and Opportunities - The decline in new car prices has pressured used car businesses, as they lack pricing power and must adjust their prices accordingly [6] - The current state of the used car market, characterized by small and scattered operators, presents significant growth potential for larger, more organized enterprises [3][6] - Kataychi aims to address consumer pain points by providing reliable and transparent services, which is essential for gaining consumer trust and achieving sustainable growth [6][7] Group 3: Innovation and Collaboration - Kataychi is focusing on personalized automotive customization as a key area for value-added services, partnering with companies like Suzhou Lorenz to meet user demands [9][10] - The collaboration with Lorenz allows Kataychi to offer high-quality customization services, enhancing user experience and addressing specific market needs [10][12] - Innovative solutions, such as integrating smart home technology into vehicle modifications, are being developed to enhance the functionality and comfort of vehicles [12][13] Group 4: Strategic Vision - Haier Group is pursuing three strategic areas: smart home ecosystems, health industry ecosystems, and digital economy ecosystems, with a focus on creating a comprehensive automotive service platform [15] - The automotive platform is shifting from a transactional model to a user-centric ecosystem that emphasizes lifecycle services [15] - Kataychi is exploring synergies between automotive and home ecosystems to create a competitive collaborative effect, leveraging Haier's strengths in technology and consumer insights [15]