The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive charge air cooler by geography and historical trend. The scope of the report extends to sizing of the automotive charge air cooler market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive fuel injection pump by geography and historical trend. The scope of the report extends to sizing of the automotive fuel injection pump market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive air purifier by geography and historical trend. The scope of the report extends to sizing of the automotive air purifier market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for atomic layer deposition equipment (ald) by geography and historical trend. The scope of the report extends to sizing of the atomic layer deposition equipment (ald) market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

中国2023年2月电动车销量52.5万辆，同环比+55.9%/+28.7%，渗透率为26.6%，符合预期。根据中汽协数据，2023年2月国内新能源汽车销量52.5万辆，同环比+55.9%/+28.7% ，渗透率26.6%，环比+1.9pct。2023年国内销量降速市场已充分预期，我们预计23年国内新能源车销量900.1万辆（中性预期），同增31%，其中出口100-120万辆。2月欧洲主流9国电动车销量增速有所恢复。欧洲主流9国合计销量13.52万辆，同环比+6%/+20%，乘用车注册67.24万辆，同环比+10%/+1%，电动车渗透率20.1%，同环比-0.8/+3.3pct。美国2023年2月新车销116.14万辆，同比增长9.1%，2023年1-2月销222.67万辆，同比增长7.5%。美国2023年2月汽车销116.14万，同环比+9.1/+2.1%，1-2月累计销222.67万辆，同比增长7.5%，库存状况改善。

东盟、俄罗斯、印度为一带一路主要进出口伙伴： 2021年，我国对沿线国家前3大贸易伙伴东盟、俄罗斯和印度分别进出口5.67万亿、9486.6亿和8121.3亿元，分别增长19.7%、26.6%和33.9%，合计占当年我对沿线国家进出口总值的（下同）64.1%。同期，我国对沙特阿拉伯、阿联酋和阿曼等中东国家进出口分别增长21.3%、36.7%和60.1%，合计占10.7%。机电和劳动密集型产品为主要出口产品：2021年，我国对沿线国家出口机电产品、劳动密集型产品分别3.55万亿、1.25万亿元，分别增长18.8%、15.2%，合计占当年我对沿线国家出口总值的72.9%。

地产对空调出货的影响更大，期待地产数据兑现拉动空调消费：①预计23年地产销售和竣工的情况相比22年有所好转，在国家保交付、地产三支箭等政策落地，以及疫情防控优化的背景下，我们认为2023年积压的开工未竣将有效转化为竣工面积。我们将期房和现房数据进行拟合，我们发现相比冰洗，空调相对地产的出货增速弹性更大。预计目前渠道库存较低，出货能够反映终端零售景气度：22年热夏大幅拉动终端零售，但企业出货端增速明显跑输终端，我们认为彼时企业在进行渠道改革和SKU调整，且原材料价格下行期间企业备料生产意愿低，企业借热夏消化渠道库存。

行业角度，从近期新品来看，龙头力推全能型基站，新品创新更注重实用性。无论是石头近期推出的三款新品（G10S Pure，G20，P10）还是科沃斯的新品（T20 Max 和T20 Pro）都是全能型基站产品。从创新方向来看，虽然新品的创新点有所差异，但基本都围绕核心的清洁与自清洁性能升级，如滚刷升级、热水洗拖布等，更加专注实用性。我们认为这种创新方向有助于解决消费者核心痛点，有助于促进扫地机的大众化普及。而从行业结构来看，根据奥维云网数据，2022Q1-Q3 全能型基站产品销额占比已经达到37%，今年随着龙头的力推以及全能型基站产品实用性强化、价格带下沉，我们认为其占比有进一步提升的空间。