Table of Contents
Emerging Opportunities in an Accelerated Period of Disruption
- Automobility Three-Part Series Overview 44
- Current Status of China's Automotive Market 55
- After an extraordinarily weak 1st quarter, China's automotive market recorded YoY growth of 4.4% in April 66
- The China automotive market is seeing an initial "V-shape" recovery in both PV and CV segments 77
- Meanwhile, NEV sales have lagged behind the overall market, recording a 10-straight-month of YOY decline 99
- Chinese government released policies to aid the recovery of the industry to dampen the impact of COVID-19 1010
- Workshops have reopened and revenue is increasing slowly, but is still below the pre-COVID level 1212
- Parts suppliers continue to face new challenges in the post-COVID-19 period in China 1313
- Shifting Mobility Patterns in People & Goods Movement 1414
- Life under "new normal" will restrict people movement, while demand for goods movement remains robust 1515
- COVID-19 shifted consumer lifestyle from offline to online 1616
- Ride-hailing platforms are redirecting resources to goods movement amidst the COVID-19 pandemic 1818
- Autonomous vehicle developers are also pivoting to goods movement 1919
- Mass commercialization of autonomous last-mile delivery solutions is accelerating 2020
- AV for goods movement and micro mobility are attracting more venture investments 2121
- We have segmented the global automotive markets into 3 worlds based on moility pattern 2222
- COVID-19 shows moderate impact on shared mobility in W1 2323
- COVID-19 is likely to have significant impact on shared mobility in W2 2424
- Overview of China's Automotive Aftermarket Landscape 2525
- The context of China automotive services market is vastly different from the U.S. 2626
- Several forces are causing "Leakage" from the OEM Authorized service channel to the Independent Aftermarket (IAM) 2727
- Aftermarket innefficiencies are ripe for disruption and the new rules will be determined by demand-side aggregators 2828
- China as a Leading Indicator of Emerging Trends in the Aftermarket 2929
- Several trends are reshaping the China automotive aftermarket 3030
- Tuhu emerged as the market leader in maintenance and attracted major investment from Tencent 3131
- Example of Tencent's ecosystem 3232
- Tencent and Tuhu jointly released the "Ten-hu 1.0" strategy to explore innovative solutions for China's auto aftermarket 3333
- This collaboration would help parts suppliers and their distributors to improve marketing and operation capabilities 3434
- Tmall teamed up with QCCR and Carzone to set up a new company targeting the auto aftermarket business 3535
- Example of Alibaba's ecosystem 3636
- The new company - New Carzone aims to become the leading aftermarket infrastructure operator 3737
- Fleets require cost effective maintenance solutions, while connectivity could bring new service renevue 3838
- Under the disruption of S2b2C, distributors must improve their efficiency in a fragmented landscape or face elimination 3939
- Consumer Behavior Changes and Emerging Opportunities 4040
- Appendix 4747