Current State of Three Electric Systems Maintenance Market

The current state of the three electric systems maintenance market can be outlined through various data sets. According to estimates by Cinda Securities, the market size of after-sales maintenance for new energy vehicles is expected to reach 300 billion yuan by 2025, with the maintenance of the "three electric systems" accounting for over 15%, corresponding to a market size of approximately 45 billion yuan. Specifically, it is anticipated that 320,000 new energy vehicles will finish their "three electric" system warranty period in 2025, increasing to 980,000 by 2028, and surpassing 7.2 million by 2032. Overall estimates suggest that nearly 20 million vehicles will reach the end of their power battery warranty in the next eight years. However, the contradiction between market expansion and insufficient professional service supply is becoming increasingly prominent. According to statistics from the China Automobile Maintenance Industry Association, there are about 400,000 companies related to fuel vehicle maintenance in China, while there are only 20,000 to 30,000 maintenance companies for new energy vehicles. Research by F6 Data Institute on 10,000 repair shops reveals a deeper issue: only 2% of these shops have the capability to maintain the three electric systems, amounting to just 200 shops. More alarming is the talent gap; estimates suggest that by 2025, there will be a shortage of 824,000 after-sales service personnel for new energy vehicles nationwide, while currently, there are fewer than 100,000 technicians with qualifications for three electric system maintenance. Against this backdrop, the landscape of the three electric maintenance market is undergoing a reshaping, forming a diversified repair network primarily involving battery manufacturers, automakers, insurance companies, 4S groups, and independent third parties. This article will analyze the layout of these five major forces in the three electric systems maintenance field.