2026.01. 30 "以前维修一块电池，保险公司的理赔金额可能高达4万～5万元，而更换一个电池包更是需要8万到10万元不等。"深圳市闪欣动力科技有限公司（以下简 称"闪欣动力"）CEO彭陈在接受第一财经记者采访时表示，但这其中相当一部分电池实际上并不需要整体更换，采用以修代换的方案可将成本降低70% 以上。 随着保有量快速增长，新能源汽车的后市场规模也在不断扩大。据前瞻产业研究院预测，2024年~2029年市场年复合增长率将达20%，2029年规模将冲 刺2.9万亿元。在新能源汽车后市场板块，动力电池占据了举足轻重的地位。 过去，受限于电池包高度集成（如CTP，即Cell to Pack）技术导致的维修困难、以及售后服务的垄断性壁垒等原因，动力电池"只换不修"的现象较为普 遍。随着首批车辆过保和相关政策的推动，这一局面正在被打破，一个更为规范、可维修的后市场生态正在形成。 瞄准上述蓝海市场，近日，闪欣动力推出了"芯驰安养车"连锁品牌，并发布了"动力电池CTP自动维修生产线"。该生产线涵盖烘烤、分容、冷冻解胶、铣 削清理、激光焊接等八大核心工序，可以让CTP电池包中电芯与结构胶进行无损拆解。"芯驰安养车"计 ...

Core Insights - The cost of battery repairs can reach up to 50,000 to 60,000 yuan, while replacing a battery pack can cost between 80,000 to 100,000 yuan, but a significant portion of batteries do not require full replacement, and adopting repair solutions can reduce costs by over 70% [1] - The market for the after-sales service of electric vehicles is rapidly expanding, with a projected compound annual growth rate of 20% from 2024 to 2029, potentially reaching a scale of 2.9 trillion yuan by 2029 [1] - The traditional "replace only" approach for power batteries is being challenged due to the first batch of vehicles going out of warranty and supportive policies, leading to the formation of a more standardized and repairable after-market ecosystem [1] Company Developments - Shenzhen Shanjin Power Technology Co., Ltd. has launched the "Xinchian Anyangche" chain brand and introduced the "CTP Automatic Repair Production Line," which includes eight core processes allowing for non-destructive disassembly of CTP battery packs [2] - The company aims to achieve a "100 cities, 1,000 stores" goal by 2026, planning to establish 1,000 stores domestically and initiate the layout of 11 overseas stores [2] - Shanjin Power's business model is designed to be more open, aiming to connect the entire electric vehicle after-market ecosystem, which includes partnerships with car manufacturers, ride-hailing service operators, and insurance companies [2] Partnerships and Authorizations - Shanjin Power has already obtained authorization from Dongfeng Motor, and the first batch of service providers for the "Xinchian Anyangche" brand includes comprehensive authorizations covering mainstream battery brands in the market [3]