Triple Logic of Business Considerations: Survival, Development, and Restructuring
China wheel hub and bearing 1.The inevitable choice to deal with the survival crisis of the industry The current automotive aftermarket is facing a "two-way squeeze": front-end car companies are accelerating the layoutof direct sales service systems, while back-end consumer demand is shifting towards personalization and immediacy. If,traditional service providers stick to the "experience driven" model, they will find it difficult to cope with challenges such as the surgrin fault codes for new energy vehicles (300% higher than gasoline vehicles) and the increased demand forservice response time from users (expected value shortened from 48 hours to 4 hours). The person in charge of a chainmaintenance enterprise in East China admitted that before connecting to DeepSeek, technicians took an average of 3.5hours to diagnose faults in the new electric drive system. Now, through intelligent diagnosis, the time can be compressedto 40 minutes. 2.Strategic card to seize the dividends of intelligence The valuation logic of automotive technology companies in the capital market has undergone a fundamental shift Data shows that in 2023, service providers with Al capabilities will have a valuation premium of 2-3 times in theautomotive aftermarket financing cases. The inteligent diagnosis and user operation systems built by top enterprise!through DeepSeek are forming a technological moat. According to the financial report of a listed auto parts chainenterprise, the customer retention rate increased by 279% and the single store floor area efficiency increased bv1 5% after the launch of its A system, confirming the commercial value of technology investment Author:Jack Position:General manager Post time: 12-01-2025