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！ ...