汽车漆面保护膜（Paint Protection Film，简称 PPF），又称 "汽车隐形车衣"，是一种具备高韧性、抗划 伤、防腐蚀特性的高分子薄膜，通常由上下两层离型膜、功能涂层、胶水、TPU基膜组成。其核心功能 是保护原厂漆面免受石子撞击、路面砂砾磨损、鸟粪树胶腐蚀、紫外线老化、轻微剐蹭等日常损伤，同 时不破坏原厂漆结构，部分高端产品还能提升漆面光泽度，且具备可撕除性，撕除后不残留胶印、不损 伤原厂漆。 汽车漆面保护膜结构示意图 相关企业：上海魁拔网络科技有限公司、浙江世窗光学薄膜制造有限公司、伊士曼（中国）投资管理有 限公司、3M中国有限公司、浙江凯阳新材料股份有限公司、南通纳科达聚氨酯科技有限公司 关键词：汽车漆面保护膜相关政策汇总、汽车漆面保护膜产业链图谱、汽车漆面保护膜供需现状、汽车 漆面保护膜市场规模、汽车漆面保护膜竞争格局、汽车漆面保护膜发展趋势 一、概述 内容概要：近年来，随着消费者车美意识的崛起，汽车漆面保护膜逐渐从高档、奢侈化消费向大众化、 标配化、普及化消费转变，市场需求快速增长，据统计， 2024年我国汽车漆面保护膜需求量达7246万 平方米，市场规模达102.01亿元，未来，随着 ...

Core Insights - The county-level market in China is emerging as a new competitive arena for the automotive service industry, with a projected doubling of car wash and beauty stores by 2025 [2][4] - The automotive aftermarket is expected to reach a scale of 2 trillion yuan, with the penetration rate of new energy vehicles exceeding 50%, making the lower-tier market a critical growth area [2][4] Demand Drivers - The increasing number of vehicles, with a projected total of 353 million by the end of 2024, is driving demand, particularly in third and fourth-tier cities, which contribute nearly 60% of the growth [3] - The average age of vehicles in county areas has surpassed 5 years, leading to a surge in demand for car washing, beauty, and basic maintenance services [3] Industry Dynamics - Independent small repair shops are struggling, with 54% of single auto repair shops expected to see negative growth in customer visits by 2024, while chain brands are capitalizing on their advantages in procurement and standardized services [3][4] - The service gap in the lower-tier market presents a significant opportunity for chain brands to fill [3][4] Policy and Trends - The Chinese Chain Operation Association has identified "downward expansion" as one of the four main lines for the aftermarket, with local governments promoting the standardization of automotive after-services [4] - The impending "warranty expiration wave" for over 3 million new energy vehicles by the end of 2025 will create a spike in demand for battery maintenance and testing services in county markets [4] Company Strategy - Tuhu, a leading player in the automotive aftermarket, is leveraging its "system strength" rather than merely expanding its store count, focusing on a deep-rooted service network and standardized offerings [5][6] - As of June 2025, Tuhu operates 7,205 service stations, with a coverage rate of 70% in counties with over 20,000 passenger vehicles [5][6] Operational Excellence - Tuhu emphasizes detail-oriented standardization to alleviate customer concerns about service quality, ensuring that all core products are sourced directly from reputable brands [6] - The company has established partnerships with 135 educational institutions to train over 1,200 new energy vehicle technicians annually, ensuring skilled labor availability in county markets [6] Market Adaptation - Tuhu's strategy includes lowering entry barriers for franchisees and adapting services to meet local demands, such as expanding light beauty service capabilities to 5,700 stores by 2024 [7][8] - The introduction of digital tools, such as an intelligent pricing system, enhances operational efficiency and customer engagement in county markets [8] Industry Implications - Tuhu's approach signifies a new paradigm for the automotive service industry, demonstrating that the lower-tier market can be profitable and scalable [9] - The company's comprehensive standardization across supply chain, services, talent, and digitalization sets a replicable model for other chain enterprises in the industry [9]

Core Insights - The report by the China Chain Store & Franchise Association (CCFA) and Roland Berger outlines four key trends in the automotive aftermarket: chain development, market penetration, new energy, and digitalization [1] Group 1: Market Growth and Trends - In 2024, the top 50 automotive aftermarket chain enterprises will continue to expand their store numbers, with significant differences in growth rates among different types and sizes of companies [3] - The most notable growth is seen in the auto parts supply chain sector, driven by the surge in demand for "immediate parts supply" for new energy vehicle repairs and rapid establishment of supply networks in lower-tier markets [3] - Super-large chains (over 2,000 stores) exhibit outstanding growth, while large chains (500-2,000 stores) show stable growth, and medium chains (200-500 stores) experience a slight slowdown [3] Group 2: New Energy Services - All surveyed companies have ventured into new energy services, but the pace and implementation models vary significantly [3] - Super-large chains have a considerable number of new energy service stores, but their actual business penetration remains low due to bottlenecks such as "three electric system authorization qualifications" and "technician training costs" [3][4] - Medium chains are experiencing polarization, with some leading firms achieving full coverage of new energy services, while others struggle due to insufficient technical reserves [4] Group 3: Expansion Strategies - Companies are optimistic about their development in 2025, particularly in store expansion, with car wash and beauty service enterprises showing the strongest expansion intentions [4] - The core drivers for expansion include the rapid growth in demand for high-value paint protection for new energy vehicles and strategies for low-cost customer acquisition [4] - The lower-tier markets, especially in counties and towns, are becoming competitive battlegrounds, with expectations of doubling the number of car wash and beauty service stores by 2025 [4] Group 4: Digitalization as a Necessity - Digitalization is now considered a survival necessity rather than an added advantage, with companies that effectively implement digital strategies showing significant advantages in transaction conversion and customer retention [5] - Key areas for digitalization include pre-visit remote diagnostics to accurately identify user needs, AI pre-inspection systems to enhance technician efficiency, and personalized service offerings based on user behavior data [5][6]

Group 1: Emerging Industries and Regional Collaboration - The Yangtze River Delta (YRD) region is experiencing significant growth in strategic emerging industries, with Shanghai's leading manufacturing sectors showing a 9.1% year-on-year increase in output value, including a 12.3% rise in artificial intelligence manufacturing and an 11.7% increase in integrated circuit manufacturing [2] - Jiangsu's high-tech industry accounts for 51.8% of the total industrial output value, with a year-on-year increase of 11.8% in value added from high-tech manufacturing, contributing 2.7 percentage points to overall industrial growth [2] - The region's collaborative innovation matrix, encompassing research, transformation, manufacturing, and application, demonstrates strong vitality and resilience [2] Group 2: Biotechnology and Innovation - The approval of the weight-loss drug by Innovent Biologics in Jiangsu has garnered attention, indicating a potential wave of new treatments in the biotechnology sector [2] - Innovent's chairman highlighted the company's successful collaborations within the YRD, breaking import monopolies and anticipating breakthroughs in immuno-oncology and chronic disease treatments in the second half of the year [3] Group 3: Foreign Trade and Economic Performance - The YRD's import and export scale reached 8.16 trillion yuan in the first half of the year, a 5.4% increase year-on-year, accounting for 37.4% of the national total [4] - Jiangsu, Zhejiang, and Shanghai reported respective import and export values of 2.81 trillion, 2.73 trillion, and 2.15 trillion yuan, with growth rates of 11.1%, 9.4%, and 9.1% [4] Group 4: Logistics and Digital Innovation - The introduction of seamless iron-water intermodal transport in Jiangsu has significantly reduced shipping times from one week to as little as one day, enhancing logistics efficiency and reducing costs for exporters [5] - The establishment of a digital "trade chain" utilizing blockchain technology has improved the efficiency of trade processes, reducing document review times from two days to 30 minutes [5][6] Group 5: Infrastructure Development - The construction of the Nantong station as part of the North Jiangsu high-speed railway is expected to enhance regional connectivity and support the integration of urban areas [7] - The YRD's high-speed rail operating mileage has increased from 4,150 kilometers in 2018 to 7,700 kilometers, representing an over 85% growth [7] Group 6: Digital Economy and Computing Infrastructure - New computing infrastructure projects in the YRD are being developed to support the digital economy, with significant advancements in data center clusters and integrated computing networks [8] - These computing hubs are designed to optimize resource allocation and reduce costs for businesses, enhancing the region's competitive edge in the digital era [8]

Group 1 - Wan Shun New Materials is the top-ranked company with a strong brand value, operating its own factory for automotive films and having advanced production capabilities in multiple locations [1] - Nar Holdings, ranked second, specializes in automotive paint protection films and has developed proprietary coating technologies, ensuring high durability and resistance to environmental factors [2] - Double Star New Materials, ranked third, focuses on innovative new materials and has established a competitive position in the invisible car film market through its R&D and production capabilities [4] Group 2 - Tongli Technology, ranked fourth, has a significant market share in the window film sector and is expanding its presence in the invisible car film market by optimizing production processes [6] - Jinghua New Materials, ranked fifth, offers a range of functional film materials and is gradually increasing its market presence in the invisible car film segment through quality improvements [7] - Yongguan New Materials, ranked sixth, leverages its technical advantages in material production to create high-quality invisible car films and is working on market expansion [9] Group 3 - Tongyi Aerospace, ranked seventh, focuses on specific material R&D and has developed products for the invisible car film market, gaining a customer base through quality enhancements [11] - Hehe New Materials, ranked eighth, emphasizes strict quality control and technological innovation in the invisible car film industry, gradually building brand recognition [13] - Yiche, previously listed on NYSE, utilizes its automotive industry resources to provide reliable paint protection solutions, leveraging its platform influence for market expansion [15] Group 4 - Kangde Xin, a former leading brand in the film materials sector, is working to regain its market share and brand reputation in the invisible car film market after facing operational challenges [17]