New Policies in the Automotive Aftermarket Unlock Industry Dividends; Tuhu Strengthens Its Competitive Edge in Digitalization and New Energy Vehicle Repairs

On June 23, nine government departments including the Ministry of Commerce jointly issued a new policy to foster consumption in the automotive aftermarket. For the first time, the phrase 'online appointment + offline repair' was formally included in an official ministerial document. The policy explicitly calls for automakers to open up authorization for repairs of the 'three electric systems' (battery, motor, and electronic control), and to promote the practice of 'repair instead of replacement' for new energy vehicles. It sets a clear direction for industrial upgrading across three key dimensions: business models, industry standards, and new energy vehicle after-sales services. As a leading domestic chain auto service platform, Tuhu Car Care has long focused on digitalized chain operations and proactively built comprehensive capabilities across the entire three-electric-systems repair value chain. Its business model, standardized systems, and technological readiness for new energy vehicles are all closely aligned with the policy’s guidance, positioning it well to fully capture the benefits of this industry transformation.

Strong Policy Alignment Creates a Development Window for Digitally Enabled Chain Models

Compared with previous industry guidelines, this new policy shifts from broad advocacy for digitalization to concrete, implementable standardized service models. On one hand, it encourages branded, centralized chain repair services and endorses integrated online-to-offline service systems. On the other hand, it breaks original equipment manufacturers’ (OEMs’) channel monopolies by stipulating that automakers cannot void warranty coverage simply because vehicle owners choose third-party maintenance and repair providers, while simultaneously removing technical barriers in new energy vehicle repairs.

For over a decade, Tuhu has深耕 the 'online appointment + offline repair' model, building the world’s largest chain-store network in this sector, with more than 8,000 workshops nationwide covering 324 prefecture-level cities and 1,953 county-level administrative regions, and over 160 million registered users on its platform. Leveraging a fully digitized end-to-end system to centrally manage parts, pricing, and repair workflows, its standardized operations effectively address longstanding industry issues such as fragmentation, disorganization, and lack of transparency, making it inherently well-suited to meet regulatory requirements for standardized industry development.

Market analysts believe that the new policy establishes, at the top-level design stage, the legal and compliant status of chain-based digital services. Combined with supporting measures liberalizing authorization for new energy vehicle (NEV) repairs, leading third-party platforms—equipped with nationwide store networks and mature digital operations systems—are poised to continuously expand their competitive advantage as the industry undergoes standardization.

Comprehensive coverage across the entire three-electric (battery, motor, and power electronics) repair chain; implementing a socialized NEV repair solution

In response to the new regulations—which open up repair authorizations and emphasize the core principle of 'repair instead of replacement'—Tuhu has strengthened its socialized repair capabilities across multiple dimensions: technology, supply chain, talent, and industrial collaboration, thereby building a differentiated competitive moat in the industry. On the technical standards front, Tuhu co-drafted two national NEV repair standards and has established a 'cell-level precision repair + high-voltage safety closed-loop' operational system. Leveraging its proprietary digital diagnostic equipment, Tuhu can non-invasively assess battery health within 20 minutes, accurately pinpoint faulty cells, and achieve repair costs that are only 10%–50% of the cost of replacing an entire battery pack—truly realizing the policy-backed 'repair instead of replacement' approach. The platform offers full-category repair capabilities covering batteries, motors, and power electronics, having already surpassed 100,000 cumulative three-electric repair orders, making it the only independent third party in China to achieve scaled three-electric repairs.

In terms of industrial collaboration and supply chain, Tuhu will partner with major automakers to build a unified intelligent diagnostic platform, using AI to enhance diagnostic accuracy at service centers. It holds official repair authorizations from more than ten battery manufacturers and collaborates with upstream enterprises like Corun to establish legitimate spare parts channels. Additionally, Tuhu has obtained certification for its remanufacturing system, enabling compliant remanufacturing of core components such as batteries and electric compressors, further reducing repair costs.

Regarding talent and service network deployment, the platform has trained over 4,000 NEV-specialized technicians, with more than 1,000 certified as low-voltage electricians. It has also structured a four-tier service network based on store functions to handle different service needs—including basic maintenance, three-electric repairs, battery refurbishment, and component remanufacturing. Meanwhile, Tuhu collaborates with automakers such as Nio on after-sales integration, jointly building an open and shared NEV service ecosystem and continuously refining its socialized repair service system for all vehicle owners across the market. (Source: China Securities Journal, cs.com.cn)

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