1. What do you think are the bottlenecks in China's automotive invisible car clothing and automotive color change film market?
ANSWER： I think there are four major bottlenecks in the automotive invisible car color change market, first of all, consumer awareness is in the initial stage, which needs to be jointly promoted by manufacturers, dealers, stores and media. The second industry standard still needs to be improved, and the publicity and implementation of industry standards should be strengthened. Third, it is difficult for ordinary consumers to distinguish the advantages and disadvantages of car invisible car clothing and color change products only from their appearance, so some factories and modification and decoration stores have launched low-cost and inferior products, causing market chaos. Fourth, the insurance problem of the product, the unit price of invisible car clothing customers is relatively high, but the lack of relevant insurance, it is difficult to achieve compensation after the vehicle is scratched, which restricts consumer confidence and industry development.
ANSWER： Taking Tesla as an example, the installation rate of its car coat and color change film is 40%, of which the invisible car coat accounts for about 25% and the color change film accounts for about 15%. At present, the color change film material is still mainly PVC, and the proportion of TPU is relatively low. PVC products are characterized by low entry threshold, low customer unit price, short life, from the manufacturer, distributors to terminal stores, especially the terminal store profits are getting thinner and thinner, and TPU plus color change products have the function of protecting car paint and body color change, from the perspective of the store end TPU color change profit margin can reach more than 30%, far more than PVC color change film, it is predicted that the TPU color change film market will rise in the next three years.
