➤ Trend of new energy vehicles entering the factory
With the rapid growth of the number of new energy vehicles, the proportion of new energy passenger vehicles with independent after-sales service entering the factory is also showing an increasing trend, and the demand for after-sales service is constantly increasing. However, currently, the overall proportion is not high。
➤ Pure electric vs. traditional cars often do service projects
In 2023, independent after-sales services for new energy vehicles will still mainly focus on traditional projects. Compared to traditional cars, pure electric vehicles have a higher proportion of tire repair services in the tire business; In the beauty industry, pure electric vehicles also have a higher demand for film application services.
In addition, the proportion of pure electric vehicles replacing their headlights is relatively high, which is related to the accident rate of new energy vehicles.
➤ Main service items of new energy vehicles per customer unit price
The average unit price for replacing bumpers, headlights, and other accident parts in new energy vehicles is significantly higher than that of traditional vehicles, and the average unit price for film application services is even higher, reflecting the higher attention of new energy vehicle owners to car beauty.
➤ The main service items of different electric models are compared in terms of unit price. Tesla Model 3 has significantly higher prices for replacing headlights, front bumper, grille, and other items than Xiaopeng P7. In terms of tire replacement, Xiaopeng P7 has a higher unit price than Model 3.
➤ Gross profit ranking of main service items for new energy vehicles
From the gross profit ranking of the main service items of different power types of new energy vehicles, it can be seen that the profit of film sticking and tire replacement business is relatively high;
In addition, there is also significant profit potential for accident related service projects such as replacing car lights, bumpers, and grille.
➤ Since 2023, as of July, the average unit price of new energy vehicle film business has not exceeded 1500 yuan and is generally on a downward trend. Compared to 2022, the unit price of the film sticking business has significantly decreased.
➤ The consumption index of new energy car owners' film application projects is significantly higher than that of other car price ranges for car owners with a price of over 300000 yuan. High end cars are more willing to spend on film application projects; Compared to different city levels, new energy vehicle owners in first tier, new first tier, and fourth tier cities have a higher willingness to consume film projects.
➤ The penetration rate of gear oil and coolant in different service stores for new energy vehicles generally requires dedicated vehicles, and currently the penetration rate of service stores is not high. Due to the lack of special professional requirements for services such as film application, air conditioning filters, sheet metal spraying, and tire replacement, the penetration rate of stores has been increasing year by year and growing rapidly, reflecting the increasing demand for these services from new energy vehicle owners.
