The automotive appearance chemicals market has been segmented based on three levels. Functional segmentation of automotive appearance chemicals market has been done on the basis of key products. The products include:

A fire truck, also known as a fire engine, fire apparatus or fire appliance is a vehicle designed for firefighting operations. The primary purpose of a fire truck includes transportation of firefighters to an incident scene to extinguish fire with the use of water or some chemical composition known as foam. In addition, fire departments employ these fire trucks for medical emergency services and rescue purposes. Product innovation and technological advancements in the field of fire trucks and related equipment has lowered the fatality rate in fire related incidents.

Autonomous emergency braking system or AEBS is a new safety technology increasingly being fitted to vehicles; it monitors the traffic conditions ahead and automatically stops the car if the driver fails to respond to an emergency situation. AEB is seen by experts as an important development as the seatbelt, but rather than protecting the occupant in the event of a crash, it aims to prevent the crash occurring in the first place. The application of AEBS is engaged in advanced driver assistance system (ADAS).

政策倒逼显成效，三大变化彰显产业升级：补贴政策退坡是产业发展的必由路径，体现政府对于推动车型升级的强大意志。面对着巨大的压力，全产业链共同努力推动产业高端升级，并在18H1呈现出明显成效：1）车型结构改善。18年6月，我国A00级乘用车占比23%，较1月份下降30Pcts，更加符合消费者实际需求的A0级及A级车型占比增至46%；2）电池能量密度提升。近几批推广目录申报车型中，高系统能量密度车型数量逐步增加，已有多款160wh/kg以上乘用车型出现，拿满1.2倍补贴金额；3）中游格局逐渐清晰：具备更强技术实力和生产能力的电池企业获取更多市场份额，CR5集中度从17年的不到62%上升至18H1的78%。

大众集团开启“ Roadmap E”战略，计划推出主要为纯电动打造并兼顾插混的MEB 平台，到2025 年全球推出共计超过80 款全新的电动车型，年产销量将达300 万辆，其中中国产量将达150 万辆，一汽大众、上汽大众、江淮大众将共同发力拉动中国市场。大众集团开启招标程序，用于 MEB 平台量产车项目订单总额将超过500 亿欧元，巨额订单为中国零部件企业打开了广阔的市场，重点推荐华域汽车、中鼎股份，建议关注宁德时代及其产业链。

随着中国经济增速换挡，汽车市场已进入中低速增长阶段，市场竞争将由“做大蛋糕”向“抢夺蛋糕”转变，优胜劣汰将成为常态；但同时我国汽车消费潜力依旧巨大，驾驶员人数的迅速提升、三四线城市和中西部地区的需求增长均为汽车市场发展奠定了良好基础。

新能源车：中游格局渐清晰，消费市加速。真锂研究数据显示，6月份共实现锂电装机2.92GWh，同比增长11.95%，环比下降35.13%。分电池形状类别来看，6月份软包电池占比创新高，达到16.66%，较年初上升近6个pcts，未来发展趋势向好。从电池厂商格局来看，CATL依然稳居榜首，份额为39.33%；比亚迪居第二，份额较5月大幅上升至27.59%。TOP2合计市场份额超过66%。预计未来随着市场对电池技术要求的不断提升，龙头企业将继续扩大优势，中游格局逐渐清晰。

新能源汽车产销量同比增长、环比下滑。根据中汽协数据，6月新能源汽车产销量分别为8.6万辆和8.4万辆，同比增长31.7%和42.9%；环比下滑10.6%和17.5%。新能源乘用车产销量同比增长、环比下滑；新能源商用车同比、环比均下滑，环比下滑幅度大于乘用车。新能源乘用车的产销量均实现7.3万辆，同比增长49.4%和70.0%，环比下滑4.4%和12.4%；新能源商用车产销量为1.2万辆和1.1万辆，同比下滑22.3%和29.9%，环比下滑35.2%和40.3%。