Group 1 - The core viewpoint is that the sharp decline in housing and car prices is not an opportunity for bargain hunting but a warning signal of economic contraction [1][3][5] - The phenomenon of "price drop traps" is described as a "deflationary spiral," where continuous price declines lead consumers to delay purchases, resulting in reduced demand and a vicious cycle of layoffs and income reduction [1][3] - The essence of the housing price drop is a revaluation of assets following the burst of an asset bubble, with significant declines observed in areas like Shenzhen, where prices fell over 30% from their peak [3][5] Group 2 - The automotive price drop reveals a crisis of overcapacity in the manufacturing sector, where price cuts fail to stimulate new demand and instead create anxiety among existing car owners about depreciation [3][5] - The "debt-deflation" vicious cycle is highlighted as a core feature of the deflation trap, where falling asset prices worsen corporate balance sheets and reduce consumer spending, leading to a negative feedback loop [5][7] - The need for effective policy measures is emphasized, suggesting a balance between stabilizing expectations and structural adjustments to avoid systemic risks while promoting high-quality development [5][7] Group 3 - Companies are encouraged to adopt an "anti-deflation" mindset, focusing on enhancing product value and service income rather than engaging in price wars [7][9] - Consumers are advised to approach price fluctuations rationally and avoid speculative behaviors, recognizing the potential pitfalls of "too good to be true" deals [7][9] - The importance of managing deflationary expectations is stressed, as entrenched beliefs about price declines can lead to prolonged economic downturns [7][9]

Core Insights - The transition of new energy trucks from a "testing ground" to a "main battlefield" is driven by global low-carbon transformation and electrification of public transport, leading to a systematic reconstruction of the commercial vehicle aftermarket [1] - The aftermarket for new energy trucks is evolving to include not only basic services like maintenance and repairs but also new business models and technologies such as intelligence, electrification, and connectivity, resulting in a more diversified and specialized development landscape [1] New Service Standards and Business Models - The aftermarket for new energy trucks is experiencing a qualitative change from "incremental competition" to "deep cultivation of existing stock," with new service standards and business models emerging [2] - The "separation of vehicle and battery" model is reshaping vehicle usage logic, allowing consumers to purchase trucks without batteries and pay monthly rental fees, significantly reducing both purchase and operating costs [2] - For instance, adopting the vehicle-battery separation model can lower truck purchase costs by 35% and reduce total lifecycle costs by 22% [2] - The adoption of Total Cost of Ownership (TCO) management is shifting service value from traditional maintenance to operational aspects, with TCO-managed new energy trucks having lifecycle costs approximately 20% lower than fuel vehicles [2] Value Chain Reconstruction - The aftermarket for new energy trucks is transitioning from a binary value chain of "repair-parts" to a three-dimensional system of "three electric systems + data services + energy management" [3] - Vehicle manufacturers are enhancing control over the aftermarket through direct service models, while third-party service providers are exploring differentiated development spaces [3] - Technological innovations are driving a paradigm shift from traditional mechanical repair systems to intelligent operations based on the three electric systems, utilizing big data and AI for improved diagnostic accuracy and standardized repair processes [3] Multi-domain Collaborative Innovation - The development of the new energy truck aftermarket involves systemic changes across infrastructure construction, policy standard improvement, professional talent cultivation, and supply chain optimization [4] - The integration of charging and maintenance services is accelerating, with over 1,000 "solar-storage-charging-inspection" service stations established nationwide to alleviate charging difficulties [4] Standard System Coordination - The establishment of a coordinated technical standard system is crucial for the standardized development of the new energy truck aftermarket, enhancing safety and operational efficiency [5] - National standards for battery safety and interchangeability in battery swapping systems are being implemented to reduce operational costs and enhance market competitiveness [5] - A comprehensive regulatory framework for battery recycling is being developed to promote a standardized and scalable battery utilization ecosystem [5] Human Resource System - A tripartite cooperation model among government, enterprises, and educational institutions is emerging to cultivate professional talent for the new energy truck aftermarket [6] - Over 50 vocational colleges have introduced new energy truck maintenance programs, training more than 10,000 professionals annually to support industry development [6] Supply Chain Management - The transformation of the new energy truck aftermarket presents both challenges and opportunities in supply chain management, with companies establishing efficient spare parts distribution networks and circular economies for battery recycling [6] High-Quality Development Framework - To achieve high-quality development, the new energy truck aftermarket must focus on technological innovation, ecological collaboration, and policy support [7] - A dual-driven model of "core technology breakthroughs + intelligent service iterations" is recommended, alongside the integration of new information technologies [7] - The establishment of a supportive policy environment with standards, talent support, and financial incentives is essential for the sustainable growth of the aftermarket [8] - The transformation of the aftermarket is fundamentally a comprehensive reconstruction of technology, business, and ecology, leading to a new system characterized by "digital operations + green services + platform ecology" [8]