Core Insights - The after-sales maintenance market for new energy vehicles in China is projected to reach 300 billion yuan by 2025, with the maintenance of the "three electric" systems (battery, motor, and electronic control) accounting for over 15%, approximately 45 billion yuan [2] - The number of vehicles with expired warranties for the "three electric" systems is expected to surge, with nearly 20 million power batteries reaching warranty expiration in the next eight years [2] - There is a significant talent gap in the new energy vehicle after-sales service sector, with an estimated shortage of 824,000 professionals by 2025, while currently, there are fewer than 100,000 technicians with qualifications for "three electric" maintenance [2] Industry Actions - Battery manufacturers, such as CATL, are expanding their services from B-end supply chains to C-end services, launching repair chains like "Ningjia Service" to address technical challenges in battery maintenance [2] - Automakers like Tesla and Li Auto are providing services through direct mechanical and electrical repair centers, while BYD has established a closed-loop independent maintenance system for "three electric" components [3] - Insurance companies are also developing or leading repair networks, such as the "Zhongbao Zhixiu" chain by China Pacific Insurance, which offers comprehensive services including "three electric" repairs [3] Challenges in the Market - The development of the after-sales market for new energy vehicles faces challenges, including the complexity of technology and parts, which makes it difficult for third-party repair shops to provide maintenance [4] - After-sales service providers may refuse warranty services if they find non-official maintenance records, limiting consumer choice [4] - There is currently no unified assessment standard for "three electric" systems, leading to high repair costs determined solely by brand owners [4] Future Outlook - The maintenance market for "three electric" systems is expected to experience unprecedented growth opportunities alongside challenges as the number of new energy vehicles continues to rise and more vehicles go out of warranty [5] - This presents a new blue ocean for industry players, offering vast business opportunities, while consumers hope to alleviate issues related to high repair costs and difficulties in finding service [5]