According to the latest statistics released by the Ministry of Public Security, as of the end of 2023, the number of new energy vehicles nationwide reached 20.41 million, accounting for 6.07%of the total vehicle; of which pure electric vehicles had 15.52 million vehicles, accounting for new energy vehicles. 76.04%. In 2023, 7.43 million new energy vehicles were registered, accounting for 30.25%of the number of newly registered vehicles, an increase of 2.07 million vehicles compared with 2022, an increase of 38.76%, and showing a high -speed growth trend.
With the rapid growth of new energy vehicles, the industrial value chain has gradually shifted from the front end to the back end. According to Roland Berg’s forecast, the entire automotive aftermarket is expected to be nearly 2 trillion yuan in 2025, and about 70 % of the maintenance business accounts for about 70 %. Among them, the compound growth rate of Sandian (battery, motor, electronic control) system from 2022 to 2025 will be close to 40%. Li Jian, vice president of Qingyan Precision Public Affairs, said that the maintenance of new energy vehicle triad power system will be the largest incremental increase in the post -market, especially in power batteries.
The maintenance fee is high
With the rapid development of new energy vehicles, the replacement of products and increasingly perfect charging facilities are gradually alleviating consumers’ mileage anxiety. But what follows is that the problem of high battery costs for new energy vehicles also causes headaches for many car owners.
“We can now say that you can afford the car, but you can’t afford the battery.” A new energy car owner, Mr. Zhou, told reporters that he had been damaged by the battery pack of the vehicle, but was told that he could not change the bottom aluminum plate alone, only Can replace the entire battery pack, but the price of replacement battery pack is high, making it difficult for him to accept.
As one of the important parts of new energy vehicles, power batteries have high technical barriers and need to be tested, diagnosed and maintained through professional equipment. A new energy vehicle sales staff said that the cost of battery maintenance is high, one is because the cost of battery accounted for about 40%-60%of the vehicle cost, and the price itself is relatively expensive; Manufacturing has increased maintenance costs; the third is that the power batteries of some brands can only be replaced as a whole.
In addition to the battery that brings high maintenance costs to new energy vehicles, some experts point out that with the continuous development of intelligent technology, many new energy vehicles are installed with lidar. Once an accident occurs, the maintenance cost is also very high. In addition, some of the parts of some cars have high technical requirements, and many suppliers are difficult to provide. They can only use original accessories, and the relatively single component sources have also increased maintenance costs.
Maintenance talent gap is large
Compared with fuel vehicles, the focus of maintenance and maintenance of new energy vehicles has become a “three -electric system”, involving electronic information, communication and other professional fields. Higher requirements.
According to the “Guide to Manufacturing Talent Development Planning” issued by the Ministry of Industry and Information Technology, the total number of talents in energy saving and new energy vehicles will reach 1.2 million by 2025, but the talent gap is expected to reach 1.03 million. Among them, the field of new energy vehicle maintenance will face 80%of talent gaps.
The “talent panic” problem does not solve it, or it will affect the development of the entire industry to a certain extent. Zhang Yanhua, president of the China Automobile Maintenance Industry Association, said that in the future, electric vehicle maintenance technicians will occupy the mainstream. The knowledge structure and capacity level of existing skills talents cannot meet the requirements of electric vehicle maintenance, and it is imminent to strengthen the construction of talent teams.
In the face of the current situation of new energy auto repair talents, many car companies have actively act. The technical maintenance staff of a car company told reporters that at present, they not only increased the training of technicians inside, but also allowed some technicians to transfer electricity. At the same time, it also actively strengthened cooperation with vocational colleges, and cultivated targeted professional talents for specific segments, and accelerated the gap in personnel.
Promote digital auto repair
Digitalization has become an inevitable choice for accelerating the modernization of Chinese -style modernization with its high -end, strong permeability and wide coverage. In the wave of digital economy, the automotive aftermarket with the main body of automobile maintenance is also undergoing a profound change. Zhang Yanhua said that digital auto repair is not only a technological innovation, but also a change in service and management models.
In recent years, platform -type companies represented by Tuhu Cars and Yiche.com have seized digital opportunities and began to create a full life cycle service matrix.
Taking Tuhu’s car raising as an example, the data of Tunhu car raising components and sales channels to build a comprehensive and accurate car parts database. At the same time, Tuhu car maintenance has also created multiple digital systems, covering warehousing management systems, transportation management systems, order management systems, and store management systems.
“Based on the digital operation experience of the automotive aftermarket, Tuhu car maintenance will continue to lead the internal stores in the system, so that traditional auto repair stores will undertake the maintenance business, power battery and charging pile maintenance of new energy vehicles, and allow new energy talents to live. , Gradually realize the same shop’s “oil and electricity”.
Zhang Yanhua put forward relevant suggestions from the perspective of the industry. He believes that we should further change the concept, improve the position, fully understand the leading role of digitalization in accelerating the development of the industry, and effectively grasp the new opportunities brought about by the rapid development of the digital economy. The practical actions of digital transformation have made new contributions to the high -quality development of the automotive aftermarket.
Construction after -sales ecosystem
At present, there are many models and large number of parts in the new energy vehicle market. There are also great differences in the after -sales service rules formulated by various car companies. How should the industry be further developed in the future to better serve consumers?
Hu Xiaodong believes that the demand for new energy vehicle maintenance requires a sufficient amount of after -sales system to support, and the construction of new energy vehicle after market needs to be coordinated. Tuhu cars expect to build new energy vehicle after -sales ecosystems with more upstream and downstream companies to help the development of the new energy vehicle industry.
Hu Xiaodong said, “If you want to summarize the new energy strategy of the automotive aftermarket enterprise in one sentence, it is’ constantly seeking opportunities for long -term development with players in the new energy industry to actively build basic capabilities, and create new and more reasonable creation and more reasonable creation. Business mode ‘””.
In the opinion of Zhang Yongwei, deputy director and secretary -general of the China Electric Vehicle Hundred People Association, the market needs to solve a series of basic technical problems, such as battery testing and car price assessment; it also needs to solve a large number of policies, standards, regulations and other issues, such as how insurance Pricing, how to share vehicle data, etc., “I hope that more companies can make due contributions to the development of the industry together with the platform.”