Investment Rating - The report rates the new energy vehicle after-sales service industry as a high-growth sector with significant investment opportunities due to rapid market expansion and technological advancements [4]. Core Insights - The new energy vehicle after-sales service industry encompasses full lifecycle services, with its importance increasing alongside market expansion. Technological innovations are driving service model upgrades, such as Tesla's OTA updates and NIO's battery swap system. The market is experiencing rapid growth due to the increase in vehicle ownership and changes in maintenance demand structure. Comprehensive policies are empowering the industry, pushing for higher market concentration as regulations require automakers to establish their own after-sales systems, which pressures small and medium enterprises [4][20][21]. Summary by Sections Industry Definition - The new energy vehicle after-sales service refers to a range of services including maintenance, repair, parts supply, charging infrastructure construction and operation, and battery recycling throughout the vehicle's lifecycle [5]. Service Content Classification - Services can be categorized into maintenance and repair, charging services, battery swap services, roadside assistance, and remote services [6][7][8]. Service Object Classification - The industry can be segmented into battery repair, motor repair, electronic control system repair, and charging pile repair [10][11][12][13][14]. Service Operation Model Classification - The service operation models include self-operated services and outsourced services, with self-operated models enhancing customer loyalty and brand trust, while outsourced models reduce operational costs and improve service efficiency [16][17]. Industry Characteristics - Key characteristics include technological innovation leading service model upgrades, rapid market growth, significant structural changes, and comprehensive policy support [18]. Development History - The industry has evolved through three stages: initial phase (2010-2015), rapid development phase (2016-2020), and maturity phase (2021-present), with each stage marked by different challenges and advancements [22][24][27]. Industry Scale - The market size of the new energy vehicle after-sales service industry grew from 1.063 billion to 16.249 billion from 2019 to 2024, with a compound annual growth rate of 72.53%. It is projected to reach 150.195 billion by 2029, growing at a rate of 45.4% [45][46]. Competitive Landscape - The competitive landscape is characterized by a tiered structure, with leading companies like BYD, NIO, and CATL in the first tier, followed by Tesla and Xpeng in the second tier, and third-tier players like Tuhu and JD Yiche [53][54]. The industry is witnessing a shift towards a "manufacturer-led + differentiated third-party" competition model, with various players entering the market [58].

随着新能源汽车渗透率的不断提升，新能源汽车售后服务满意度的关注度也越来越高。基于市场需求，J .D. Power | 君迪 也开始做新能源汽车 售后服务满意度研究。新能源汽车售后服务满意度与传统燃油车有哪些不同，也是这项研究备受关注的地方。 8月21日，J .D. Power | 君迪 正式发布中国新能源汽车售后服务满意度研究℠（NEV-CSI），该研究重点评测了拥车期为2至24个月的新能源车车主在用 车旅程以及在品牌门店的售后服务经历的体验，涉及用车咨询、车主权益、补能服务、服务发起、服务接待以及服务质量六大环节，研究同时涵盖了新能源 行业关注的热点话题，如积分、补能服务、数字化服务、灵活服务等，旨在帮助新能源汽车厂家明确把握新能源客户对售后服务体验的关注点、体验现状与 需求。 77 零時 77 广汽传祺 77 广汽埃安 77 长安启源 77 自主品牌平均 77 ERS可 77 小米 77 坦克 76 领克 76 東威 761 哈弗 76 儿间 76 智己 76: 糯玉米 76: 政 | 五 76: 方程的 注:得分相同的品牌按照英文首字母排序。 小样本 (n=30~99) 不展示具体成绩。 1 为鼓励自主 ...