刘强东拿下奇瑞汽车大单

科技头版03-02

东哥在车圈，混得风生水起。出品 | 科技头版作者| 宋辉“同样的保养，为什么每家店报价天差地别？”“毛病半天查不出来，一修就是大价钱。”“工时费比配件还贵，这合理吗？”配件信息不透明、服务标准不一、消费体验割裂等痛点，一直以来都困扰着广大车主。《2025中国汽车后市场白皮书》显示，截至2025年末，中国汽车保有量预计突破3.7亿辆。庞大的汽车保有量，背后是一个万亿级规模、静水流深的巨大...

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宋辉“同样的保养，为什么每家店报价天差地别？”“毛病半天查不出来，一修就是大价钱。”“工时费比配件还贵，这合理吗？”配件信息不透明、服务标准不一、消费体验割裂等痛点，一直以来都困扰着广大车主。《2025中国汽车后市场白皮书》显示，截至2025年末，中国汽车保有量预计突破3.7亿辆。庞大的汽车保有量，背后是一个万亿级规模、静水流深的巨大市场。在这片看似平静的湖面，刘强东再度投下一块巨石：京东政企业务与奇瑞速美达联手，一个以高效的供应链著称，一个拥有庞大的制造基因，电商巨头和传统车企强强联手，剑指汽车后市场。一个更透明、更高效、更数字化的汽车养护新时代，或许正在到来。京东政企业务与奇瑞速美达签署战略合作协议近日，京东政企业务近日与奇瑞汽车旗下安徽速美达科技有限公司（简称“奇瑞速美达”）签署战略合作协议，双方将依托优势资源，重点聚焦汽车后市场，围绕用户生态共建、采购供应链协同、IP联名开发、数字化营销、车主权益拓展5大核心方向深化合作，共同推动汽车消费升级及汽车产业链现代化，探索业采融合发展新路径。图源：京东政企业务“买车容易养车难”，这句话恐怕道出了不少车主的心声。从机油机滤到轮胎刹车，从日常保养到意外维修，汽车后市场的水有多深，只有踩过坑的人才知道。如今，两个行业巨头在汽车产业链现代化道路上深度握手，正是切中了汽车后市场这个市场痛点。奇瑞速美达前身是芜湖奇瑞汽车备件有限公司，2021年重组后成为奇瑞全资子公司。据了解，作为奇瑞汽车的后市场服务主力军，目前奇瑞速美达已经形成了奇瑞·瑞擎、奇瑞·佰驾适、奇瑞·瑞享生活三大业务品牌，构建起集精品备件开发、产品营销、仓储物流、电商贸易于一体的全链条汽车后市场服务生态。简单来说，这就是奇瑞汽车的“售后服务管家”，负责从配件供应到终端服务的全链条业务。目前，奇瑞汽车作为中国自主品牌的领军企业，连续23年蝉联中国品牌乘用车出口冠军。截至2026年1月，奇瑞全球累计用户已突破1873万，其中海外用户超596万。不久前，奇瑞汽车还发布公告，2 月销售汽车 16.1 万辆，累计出口 600 万辆中国品牌第一，创造中国品牌车企首个“出海 600 万”。图源：奇瑞汽车如此庞大的用户基数，意味着后市场服务的需求同样巨大。而双方在此之前，早已有过合作经验。消息称，自2023年开启合作以来，双方已在车用精品、门店营销、积分兑换、员工福利、企业办公、工业品等多个领域构建起良好合作基础。如今，合作进一步深化，将全面覆盖“人、车、家”全系列产品与服务。那么，京东和奇瑞，为什么如此看重汽车后市场？先来看一组数据。CCFA发布的《2025中国汽车后市场白皮书》显示，截至2025年末，中国汽车保有量预计突破3.7亿辆。其中，乘用车有望达3.2亿辆。图源：凤凰网此外，中国乘用车平均车龄为7.3年，其年均行驶里程约10,089公里。车龄老化，无疑将直接推动传统维保需求的增长。图源：F6大数据研究院报告显示，2025年，中国广义汽车后市场规模预计突破7万亿元，同比增长8.3%。维保行业仍是后市场的核心支柱，2025年中国汽车维保行业总产值约为1.15万亿元。总的来看，汽车后市场是一块潜力远被低估的“大蛋糕”，而京东和奇瑞，无疑都押中了这块“蛋糕”的未来。汽车后市场迎来“洗牌期”2026年的中国汽车后市场，正经历着一场猛烈的结构性变革。3.7亿辆的汽车保有量，平均车龄突破7.3年，理论上应该是个万亿级的黄金赛道。现实却给了一记重拳。F6 大数据研究院数据显示，2025年，中国汽车后市场传统维保行业总产值预计1.15万亿元，同比下滑4%。一方面，传统维修企业正面临巨大压力。汽车后市场研究显示，2023-2025年之间，传统汽修门店减少18.7%（42.3万降至34.4万），两年内约8万家关停退场。2025年，全年预测4S店倒闭约1500家。另一方面，连锁品牌又在加速扩张。途虎养车2025年内完成了两次千店级扩张，目前门店突破8000家。京东养车甩出“国民好车交付中心”计划，截至目前自营门店超 3000 家，合作店超 4.6 万家。就连主机厂也在积极布局后市场。比亚迪推出了“精诚一家养车”，推出168元低价保养服务，面向全品牌车辆提供高性价比标准化服务。奇瑞则推出“佰驾适”，重点布局四五线城市及县域。这场行业大洗牌，新能源车的普及是无疑是第一推动力。2025年，中国新能源汽车销量达1649万辆，占新车销量比重首次突破50%，达50.8%。截至2025年末，全国新能源汽车保有量达4397万辆，占汽车总量的12.01%。图源：36氪但新能源汽车的维保需求与传统燃油车却有着很大的不同。保养成本上，新能源汽车的常规保养成本可能仅为传统燃油车的三分之一到二分之一。西安晚报透露，一位西安车主算了一笔账：他的纯电动车行驶6.1万公里，只做了5次保养，最近一次大保养加上前后轮换位才900多元。而同里程的燃油车，仅保养支出就高出三倍以上。保养频次和费用的双降，直接冲击了后市场的现金流。曾经靠换机油、换三滤就能存活的门店，突然发现“饭碗”被端走了。此外，新能源汽车的维修也有着深刻的技术壁垒，普通修理厂很难具备设备、资质、人才。不少主机厂及经销商还不开放维修手册、专用工具和软件权限，第三方能分食的业务进一步缩减，仅能通用件、部分钣喷等。不过，新能源汽车在电池健康度检测、充电桩安装与维护、热管理系统的检修等方面，有着更细分的需求。可以说，新能源汽车的崛起正不断重塑着后市场的需求结构。当然，变革也意味着机遇，如何快速适应变化，是当下汽车后市场行业普遍面临的生存课题。搞汽车，京东的优势在哪？实际上，京东在汽车领域的布局早已长达十余年。早在2012年，京东就上线了汽车用品业务，正式进军汽车领域。2018年，京东推出线上线下融合的汽修门店“京东京车会”，2022年升级为“京东养车”品牌。图源：微博如今，京东养车已构建起涵盖超2200家自营门店、超4.6万家合作门店、100余家技术中心及10万认证技师的庞大服务网络。时至今日，京东已经不满足于仅仅做“修车工”。2025年，京东联合广汽集团与宁德时代，独家发售了一款平价智能电动车“埃安UT super”。图源：微博从卖汽车用品到开养车门店，再到联合造车，京东的汽车版图不断扩大，刘强东正试图构建一个覆盖“买、配、养、用、换”的一站式汽车消费生态。而这次与奇瑞速美达的合作，则是刘强东在汽车后市场布局的又一重要落子。那么，在这个合作中，京东究竟有什么优势？京东政企业务是京东集团服务政企客户的核心平台，凭借京东稳定、高效的供应链基础设施，以多元化优商优品供给、数智化平台技术支撑、全场景服务覆盖能力、全国性物流履约网络、全链路合规治理体系等一体化服务生态，为客户提供一站式、全链路、场景化的数智采购供应链综合解决方案。截至2026年，京东政企业务已服务超过800万家B端客户，其中包括整车制造、零配件生产、经销商、渠道商以及汽修维保等众多汽车行业企业客户。在数字化方面，京东养车开发了专属“门店智能运营系统”。该系统可基于门店周边用户画像自动推送精准促销活动，通过AI智能预检功能预判车辆保养需求，助力门店主动触达客户。同时，京东主站流量入口向门店开放，实现用户需求与就近服务的高效匹配，为门店构建稳定的客流渠道。这些能力，正是传统汽车后市场所缺乏的。通过与京东合作，奇瑞速美达可以快速提升自己的数字化水平和供应链效率。总之，这场合作，并非的“你卖我买”关系，而是两个行业巨头在汽车产业链现代化道路上的深度握手。汽车后市场洗牌期的阵痛难免，但胜利属于那些积极投身变革的破局者。铁粉推荐小米汽车拿下第一，雷军兴奋回应，冲上热搜蔚小理大洗牌，理想跌落神坛，小鹏异军突起仅仅七天，马云把整个AI行业搅得天翻地覆李斌拼到底了，蔚来突然大降价比亚迪突然降价，王传福撑不住了刘强东新车，给雷军上了一课点关注，跟主编交个朋友 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