作为最早进入动力电池领域的企业，松下的产能相比于同业公司有明显的优势，出货量一直保持着稳定增长，且2017年之前一直排在首位，2014-2016年出货量分别为2.7GWh、4.6GWh、7.2GWh。2017-2019年出货量分别为10GWh、22.3GWh、25GWh，位居第二。

2020年1月我国新能源汽车产量同比下降超过50%，生产大约4.85万辆；动力电池装机量约2.32GWh，同样下降超过50%。从一月份的装机量上不难看出，动力电池行业受到的短期影响不小。

2019 年，新能源受补贴退坡影响，下半年呈现大幅降态势。数据显示，2019 年新能源汽车产销分别完成124 .2万辆和 120 .6万辆 ，同比分别下降 2.3%和4.0%。

HVAC is the technology that is used for automotive cabin comfort. It is used to facilitate and manage the favorable and pleasant conditions inside the cabin by controlling the degree of the temperature. The basic operation of the HVAC system is convection and conduction. Heat is transferred from the region of low- temperature to the region of high-temperature in the vehicle due to pressure difference. Evaporator, condenser, compressor, and others are the major components of the HVAC system. The India automotive HVAC market is segment on the basis of technology and vehicle type. Based on technology, the market is categorized into manual and automatic. On the basis of vehicle type, it is classified into passenger cars, light commercial vehicle, and heavy commercial vehicle. The leading market players operating in the India automotive HVAC market include Samvardhana Motherson Group, MAHLE ANAND Thermal Systems, Subros Limited, Sanden Vikas (India) Ltd., Denso Corporation, Hanon Systems, Johnson Electric Holdings Limited, Sensata Technologies, Keihin Corporation, Valeo Service, and others.

全球新能源车市场处成长初期，供给端及政策端两端发力。阶段：自2018 年以来，汽车电动化大趋势下，产业刺激政策持续推进，供给端传统车企加速布局进程。全球新能源汽车仍处于成长初期。

铁锂-三元电池价差长期存在，成本驱动磷酸铁锂电池向乘用车领域持续渗透。磷酸铁锂电池对三元电池的成本优势由材料构成决定。当前磷酸铁锂正极价格已经下探到4.1 万元/吨。而三元正极材料不同型号的价格区间为12-18 万元/吨。叠加其他材料的价格差异，最终体现在电芯上，两者之间价差在15%左右。