特斯拉CyberTruck和理想MEGA在外观造型风格上有明显差异，但两者均呈现单厢化、极简的设计趋向：1）视觉上A柱从顶端延伸至车头前端，呈现单厢化设计；2）前灯线条化、抽象化，与车身融为一体：3）整车线面极致简约，抽象化、几何化增强“未来感”。相比于奔驰GLS、宝马X1两款传统SUV，尺寸分别对应的高合Hiphi X和埃安Y的A柱更加前倾，A柱底部更加靠前，呈现“单厢化”风格。单厢化在越来越多的电动车型上应用，或成为未来电动车外观造型设计的重要演变方向。

The global automotive belt tensioner pulleys market can be defined as the market for the devices used in automotive engines to maintain the proper tension of the belts that drive various engine components. These pulleys are essential in ensuring that the belts operate efficiently and do not slip or wear prematurely. The market encompasses the manufacturing, distribution, and sale of belt tensioner pulleys worldwide, catering to the needs of both original equipment manufacturers (OEMs) and aftermarket customers. OEMs are the major customers in this market as they require belt tensioner pulleys to be installed in new vehicles during production. The global automotive belt tensioner pulleys market includes various types of pulleys, such as automatic and manual tensioner pulleys, idler pulleys, and auxiliary tensioner pulleys. These pulleys are used in different automotive applications, including passenger cars, commercial vehicles, and off-road vehicles.

A passenger vehicle tire is a specialized rubber tire designed for use on passenger vehicles, such as cars, sport utility vehicles (SUVs), and light trucks. These tires are a critical component of a vehicles suspension system, providing traction, stability, and a comfortable ride.

本周期(2024年1月12日-2月19日)华为汽车相关和商用车部分个股表现相对较好。本周期A股市场整体震荡下行，汽车指数实现涨跌幅- 20.99%，落后于沪深300 ( +0.16%)，PE/PB 运行于近三年PE/PB-Band的估值中部偏低区城。部分个股例如赛力斯(+8.17%)、星宇股份 ( +7.94%)、宇通客车( +7.91%)、中国重汽( +7.66%)表现相对较好。

欧洲九国 2024 年 1 月新能源车注册量 13.76 万辆，同比+24%，环比43%，其中纯电/插混为 8.53 万辆/5.23 万辆，同比+28%/+17%，环比-49%/- 30%，渗透率 19%，同比+2.5pct，环比-10.2pct，主要系季节因素导致环 比下降，2023 年 1 月销量较低拉动同比增长超预期。从政策端看，2024 年 1 月 1 日起，法国生态奖金资格规则实施，维持原补贴金额，意、荷、西、葡维持购置补贴；需求端看，我们预计 2024 年欧洲新能源车销量同比+12%至 330 万辆；供给端看，红海冲突导致运输路线拉长，运输时间延长造成部分零部件供应缺口，但其影响将逐步缓解。

从数据流的角度把握汽车智能化核心要素。当前的汽车智能化围绕数据流进行演进，数据流从获取、储存、输送、计算再应用到车端实现智能驾驶、应用到人端通过视听触等五感进行交互。