Core Insights - The article highlights the emergence of a significant after-sales market for electric vehicles (EVs) as over 3 million EVs are expected to be out of warranty by 2025, leading to a potential market worth hundreds of billions [1][8] - Major players like CATL, BYD, and Tuhu are competing for market share in the after-sales service sector, each adopting different strategies to capture the needs of out-of-warranty users [1][5] Group 1: Company Strategies - **CATL**: Focuses on technology-driven services with its "Ningjia Service," which extends from B2B to B2C, leveraging proprietary non-destructive testing technology for quick fault detection [1][2] - **BYD**: Develops a closed-loop ecosystem from battery production to dedicated repair centers, ensuring quality control and a unified customer experience, but faces limitations due to its closed service model [3][4] - **Tuhu**: Concentrates on the out-of-warranty market through platform integration, offering services across all brands and regions, while also innovating in supply chain management for EV-specific products [4][7] Group 2: Market Dynamics - The after-sales market for EVs is transitioning from a warranty-based model to a more diversified service ecosystem, with increasing competition from various players including insurance companies and traditional service groups [8][10] - The rapid growth of the out-of-warranty user base is creating a supply-demand imbalance, leading to challenges in service accessibility and quality, particularly for independent service providers [6][9] - Tuhu's extensive network of over 7,200 service locations positions it advantageously in the market, especially in less urbanized areas where demand for out-of-warranty services is rising [7][9] Group 3: Future Outlook - The article suggests that the after-sales service landscape for EVs will evolve, with companies that can integrate resources and establish trust with consumers likely to achieve significant value growth [10] - The increasing regulatory scrutiny and technical requirements in the industry will favor well-established players with professional qualifications and sustainable service capabilities [8][10]

Core Insights - The article highlights the emergence of a trillion-level after-sales market for electric vehicles as over 3 million new energy vehicles are expected to be out of warranty by 2025, with nearly 20 million power batteries projected to exceed warranty periods in the next eight years [1][21]. Group 1: Market Dynamics - The after-sales market potential is attracting various players, including battery manufacturers, OEMs, and automotive service chains, leading to a competitive landscape for the new energy after-sales market [2]. - The shift in profit from manufacturing to services in the new energy sector raises questions about which players can accurately capture the needs of out-of-warranty users and dominate the value reconstruction [4]. Group 2: Key Players and Strategies - CATL is leveraging its technical authority to expand from B2B to B2C through its "Ningjia Service," which focuses on battery technology and data, offering a unique non-destructive testing technology with over 90% accuracy [5][6]. - BYD is building a closed-loop ecosystem from battery production to dedicated repair centers, ensuring quality control and a unified customer experience, although its model is limited to BYD vehicles [7][8]. - Tuhu focuses on the expanding out-of-warranty vehicle service market, utilizing its extensive network of over 7,200 stores and a digital platform to provide services across all brands and regions [9][10]. Group 3: Challenges and Opportunities - The out-of-warranty market for new energy vehicles presents challenges, including limited third-party service options and a fragmented service landscape, which creates opportunities for large chain platforms with digital capabilities [17][18]. - The county-level market is emerging as a new growth point, with lower operational costs and increasing service demand from out-of-warranty vehicles [19]. - The rapid growth of the market is accompanied by risks, as some independent service providers may lack the necessary expertise and compliance, leading to potential service quality issues [22]. Group 4: Future Outlook - The article suggests that as the industry transitions to a "post-warranty diversified service era," companies that can integrate resources, establish standards, and gain user trust will likely achieve significant value growth [25].

Core Viewpoint - The rapid proliferation of electric vehicles (EVs) is creating unprecedented opportunities for supply chain companies, leading to a competitive battle for the value discourse of power batteries in the aftermarket [2][8]. Group 1: Company Developments - CATL's aftermarket service brand, Ningjia Service, has opened multiple direct stores in Beijing, Shanghai, and Thailand, indicating its readiness for the burgeoning EV aftermarket [2][3]. - Ningjia Service has expanded to seven cities in China and is now entering Southeast Asia, with Bangkok as its first overseas location [3]. - The service offerings include battery testing, maintenance, recycling, financial insurance, and second-hand vehicle circulation, forming a diversified ecosystem [3][4]. Group 2: Business Model and Technology - Ningjia Service's business model focuses on "technical barriers + ecological collaboration," differentiating itself from traditional 4S stores by emphasizing battery maintenance rather than vehicle sales [4][8]. - The company aims to achieve quick repair times, with general faults fixed within 8 hours and complex issues within 72 hours in China, while ensuring zero-time response in overseas markets [3][4]. - The introduction of ultrasonic guided wave non-destructive testing technology allows for accurate internal damage detection of batteries within 15 minutes, significantly reducing repair costs compared to full battery replacements [6][7]. Group 3: Market Dynamics and Competition - The aftermarket for power batteries is evolving, with a shift from "coarse" repairs to "fine, specialized" services, driven by technological and service innovations [8][11]. - CATL is creating a closed-loop ecosystem for battery lifecycle management, integrating testing, maintenance, recycling, and regeneration [8][9]. - The competition in the battery maintenance market is intensifying, with companies focusing on controlling testing standards and parts supply chains to dominate the aftermarket [10][11].

Core Viewpoint - CATL has expanded into the automotive aftermarket, marking a significant move into a trillion-yuan market, with the establishment of its independent aftermarket brand, Ningjia Service, coinciding with the opening of flagship experience centers in Shanghai and Bangkok [1] Group 1: Company Development - Ningjia Service originated from CATL's after-sales service department established in 2015 and was upgraded to an independent brand in 2024 [3] - The service system covers three product lines: passenger vehicles, commercial vehicles, and energy storage, along with six application scenarios, supported by 24 industry standards [3] Group 2: Service Innovations - For electric vehicle users, battery repair is a significant pain point; Ningjia Service has introduced CTP repair services, which are more cost-effective than full battery replacements, addressing the industry's previous "replace only" approach [6] - The company has developed non-destructive testing equipment using ultrasonic wave technology, allowing for fault detection within 15 minutes without disassembling the battery, achieving over 90% accuracy [6] Group 3: Lifecycle Services - Ningjia Service aims to provide comprehensive services throughout the battery's lifecycle, including production, usage, and recycling [8] - The company has established a "72-hour rapid recovery" network for battery recycling, focusing on repair, reuse, or environmentally friendly disposal based on battery condition [8] - Currently, Ningjia Service has opened experience centers in seven cities in China, with Bangkok being the first overseas location, marking a key step in global service collaboration [8]

Core Viewpoint - "Ningjia Service" is a new independent brand launched by CATL in 2024, focusing on after-market services for electric vehicle batteries, leveraging CATL's battery technology advantages [1][2]. Group 1: Business Expansion and Market Potential - The establishment of "Ningjia Service" is seen as a new growth point for CATL, aligning with its focus on "battery and zero-carbon new infrastructure" [2]. - The after-market for new energy vehicles is expected to become a new "windfall" market, potentially reaching a scale of hundreds of billions as the penetration rate of new energy vehicles increases and the first batch of vehicles approaches warranty expiration [2][6]. - The current after-market for new energy vehicles faces a supply-demand imbalance, with traditional repair shops declining and authorized service centers being limited in coverage, particularly in rural areas [3]. Group 2: Service Offerings and Innovations - "Ningjia Service" provides comprehensive services including battery testing, maintenance, and recycling, aiming to create a closed-loop ecosystem from R&D to end-user services [1][7]. - The service introduces innovative solutions such as out-of-warranty battery repair using original CATL parts, addressing common issues like battery damage and ensuring safety for users [5]. - The service also offers cost-effective repair solutions for CTP structure battery packs, breaking the traditional "replace only" model in the industry [5]. Group 3: Training and Industry Standards - CATL has established over 1,100 service points globally, with more than 800 in China, and plans to expand its network through direct and authorized service providers [6]. - The company has set up training bases in 18 provinces to meet the training needs of the new energy after-market, having trained over 8,600 industry professionals [6]. - Recent regulations have made maintenance of the three electric systems mandatory, indicating a growing need for professional services in the sector [6]. Group 4: Future Outlook and Ecosystem Development - The battery recycling and secondary utilization market is projected to exceed 1 trillion by 2035, with "Ningjia Service" aiming to create a comprehensive ecosystem for battery lifecycle management [7]. - CATL plans to leverage "Ningjia Service" to unlock new business opportunities centered around batteries, including partnerships in various new energy sectors [7].

Core Insights - Ningde Times' independent aftermarket brand, Ningjia Service, has opened its flagship experience center in Shanghai and its first overseas center in Bangkok, Thailand, establishing a network of over 1,100 service outlets across 75 countries [2] - The company emphasizes the need for a new service system in the electric vehicle (EV) sector to address the unique demands of battery health assessment and three-electric system testing as the global energy transition accelerates [2] - Ningjia Service, which evolved from Ningde Times' after-sales service department established in 2015, now offers comprehensive services including battery testing, maintenance, and recycling, leveraging Ningde Times' leading battery technology [2] Industry Context - The EV aftermarket faces significant challenges, particularly the prevalent "replace, not repair" mentality, which leads to high costs for consumers when battery packs are damaged [2] - Ningjia Service has introduced a CTP repair service that uses original parts from Ningde Times, adhering to strict technical standards and quality requirements, thus providing a cost-effective alternative to full battery pack replacements [3] - The service commitment includes an 8-hour repair time for general faults and a 72-hour repair time for complex issues in the Chinese market, with a "zero time difference" response for international customers [3]

Core Insights - CATL is intensifying its investment in the trillion-yuan-level new energy aftermarket, with the launch of its flagship direct experience center in Shanghai and its first overseas center in Bangkok, Thailand [1] - By 2035, the market size of the new energy aftermarket is expected to reach several trillion yuan, driven by the anticipated ownership of 170 million electric vehicles, with 50 to 80 million vehicles exceeding their warranty period [1] Group 1: Market Demand and Challenges - The current service system in the new energy aftermarket is inadequate to meet the upcoming large-scale after-sales demand, particularly for battery health assessments and three-electric system testing [2] - The aftermarket faces challenges such as technical barriers, lack of standards, and talent shortages, leading to inconsistent service quality [2] - There is a significant discrepancy in battery testing results across different channels, which complicates consumer decision-making and affects battery maintenance and recall rights [2] Group 2: Service Network and Expansion Plans - CATL's service brand, Ningjia Service, has established over 1,100 service outlets across 75 countries and regions, with a total spare parts warehouse area exceeding 370,000 square meters [3] - By 2025, Ningjia Service plans to open 17 additional direct stores in various domestic cities and overseas locations, including the Netherlands and Saudi Arabia [3] Group 3: Lifecycle Management and Recycling - Ningjia Service aims to provide comprehensive battery lifecycle management services, covering production, usage, and recycling [4] - Core services include battery testing, maintenance, second-hand vehicle trading, and battery recycling, with a focus on rapid recovery and sustainable practices [4][5] - The market for battery recycling and secondary utilization is projected to exceed 1 trillion yuan by 2035, highlighting the importance of efficient resource utilization and environmental sustainability [6]

Core Viewpoint - CATL is intensifying its investment in the trillion-yuan-level new energy aftermarket, revealing its latest domestic and international plans [2] Group 1: Market Overview - By 2035, the number of new energy vehicles (NEVs) is expected to reach 170 million, with 50 to 80 million vehicles exceeding their warranty period, leading to a market scale of several trillion yuan in the NEV aftermarket [2] - The global energy structure transformation is accelerating, marking a critical turning point for the large-scale development of China's new energy industry [2] Group 2: Current Challenges - The current NEV aftermarket service system is inadequate to meet the upcoming large-scale after-sales demand, particularly in areas such as battery health assessment and three-electric system testing [5] - The aftermarket faces challenges including technical barriers, lack of standards, and talent shortages, resulting in subpar independent after-sales service quality [6] Group 3: Service Infrastructure - CATL's after-sales business has established over 1,100 service outlets covering 75 countries or regions, along with 67 spare parts warehouses totaling over 370,000 square meters [6] - The company plans to open 17 more direct stores by 2025 in various domestic cities and international locations [7] Group 4: Lifecycle Management - CATL aims to provide comprehensive battery lifecycle management services, including battery testing, maintenance, second-hand vehicle trading, and battery recycling [9] - The battery recycling and repurposing market is projected to exceed 1 trillion yuan by 2035, with CATL focusing on maximizing the value of retired batteries through various applications [11]

Core Insights - "Ningjia Service" celebrates its first anniversary on August 10, 2023, and announces the opening of two new direct experience centers in Shanghai and Bangkok [1] - "Ningjia Service" is an independent aftermarket brand launched by CATL in 2024, evolving from its after-sales service department established in 2015 [1] - The core services offered by "Ningjia Service" include battery testing, maintenance, used car trading, battery recycling, CTP repair, and battery recovery [1] Business Expansion - As of now, "Ningjia Service" has over 1,100 stores, covering 75 countries and regions globally [1] - The company plans to expand its store presence in China (Jining, Hefei, Changsha) and internationally in the Netherlands, Saudi Arabia, and Indonesia by 2025 [1]

日前，宁德时代在华东地区的首家后市场直营体验中心"宁家服务"在南京栖霞飞腾车展产业园 亮相，这也是目前其在全国范围内面积最大、功能最为完备的体验中心。 "宁家服务"南京体验中心坐落于南京市栖霞区智谷大道93号南京飞腾汽车产业园内，紧邻绕城 高速，交通便利，周边新能源汽车保有量较大，可使用面积近6000平方米。 作为全球最大的电动汽车电池制造商之一，宁德时代此次布局新能源汽车后市场颇有用 意。"2024年下半年中国新能源汽车渗透率开始超过50%，我们预计到2030年中国的新能源汽 车整个销量将会占据全国销量的75%，到2035年将会超过90%，所以未来电池充电、换电、租 赁、回收和梯次利用，将会到达2万亿到3万亿左右的市场的规模。"罗兰贝格新能源行业首席 专家斯元华说。 圆柱电池巡访： ☆走进国轩高科 ☆走进利维能 ☆走进诺达智慧 ☆走进中泽科技 ☆走进苏州力神 ☆走进睿恩新能源 ☆走进天鹏电源 ☆走进中比新能源 ☆走进天能集团 ☆走进新能安 ☆走进浙江锋锂 ☆走进华立源 ☆走进鹏辉能源 ☆走进欣旺达锂威 ☆走进深圳中基 ☆走进博力威 圆柱电池论坛： 行业首届圆柱电池技术论坛定档2025年2月28日，深圳举办！ ...