消费级整车产品创造需求，政府渐变行业引导者。作为战略性新兴产业，我国新能源汽车自萌芽就得到了国家高度重视。国务院及各部委过往先后出台了涵盖产业发展的多个方面，体系完备的扶持补贴政策。

在节能减排压力和性能提升需求的双重推动下，汽车轻量化已经成为不可逆转的趋势，轻量化材料的应用是轻量化发展核心。目前在轻量化材料应用领域，德国、美国、日本等传统汽车强国处于领先发展地位。相比之下，中国的轻量化起步较晚。当前随着国内新能源汽车的快速发展，加速驱动了轻量化的发展。根据《节能与新能源汽车技术路线图发布》给出的规划，测算得到 2020 年我国轻量化材料市场规模将超 5000 亿元，其中新能源汽车领域市场规模将达到 350 亿元，发展潜力巨大。

未来几年国内和全球新能源汽车产量仍将维持快速增长势头。特斯拉如能在中国建厂，将拉动上游各产业链板块需求增长。动力电池环节格局已基本稳定（CR4 为 62%），企业扩产热情不减，按照当前规划，2020 年可实现供需平衡。电机电控企业因大都是供应客车、专用车及低端乘用车，更有发展前景的高端乘用车电控及动力总成领域格局尚未形成，优势企业将技术致胜。

近期 CATL 与上汽合资公司落地，特斯拉在上海建厂的消息也一直在发酵。我们认为以 CATL与特斯拉为代表的龙头企业正是引领新能源汽车驶出隧道的带头人，尽管短期发展可能有反复，当拉长时间轴来看这个趋势将是确定无疑的。从新能源汽车板块已经度过销量与政策底部，汽车电动化大趋势已经成形。我们继续推荐产业链上最受益的核心标的。

The significant expansion of many leading restaurants, especially pizzerias around the world due to high consumption of pizzas and freshly baked food items will be one of the key drivers for the growth of the global conveyor ovens market during the forecast period. Domino's, Pizza Hut, Papa John's, and Marco's Pizza are some of the leading pizzerias, which are actively installing conveyor ovens in their outlets.APAC shows the highest growth rate at a CAGR of 4.85% owing to the increasing number of bakeries and more investment from the global pizza chain in the region during the forecast period.Middleby Marshall, Lincoln, Moretti Forni, Ovention, and Star Manufacturing International are some of the leading conveyor oven manufacturers that are competing in terms of price and technology. Most of the competitors are focusing on incorporating new technologies such as the air impingement technology in their conveyor ovens.

The commercial oven is an equipment used in commercial kitchens, which is designed for baking and heating food by conduction,convection, or radiation energy.In this Technavio report, we have covered the present scenario and the growth prospects of the global commercial oven market for 2017-2021. To calculate the market size, this report has taken into consideration the revenue generated from the sales of new units of commercial oven to end-users like pizzerias, bakeries, and others (quick-service restaurants, full-service restaurants, hotels, clubs, and catering companies).

Power tools are used to create products with increased ease and convenience. The types of power tools include engine-driven power tools, electric power tools, and pneumatic power tools. Engine-driven power tools require steam engines to operate and are used by both professionals and individuals to cut garden hedges and wood.The power source for pneumatic power tools is compressed air from air compressors,which helps the tool to function effectively.In simple terms, cordless power tools are those that are powered by a battery or a battery pack. Cordless power tools are operated without a power cord connected to a fixed electricity supply. Cordless power tools are used for several tasks, such as screw driving, drilling, chiseling, routing, sanding, buffing, polishing, and leveling. Applicationsof cordless power tools are spread across sectors, such as automotive, infrastructure,construction, woodworking, aerospace, and electrical and electronics.In this report, Technavio covers the present scenario and growth prospects of the global cordless power tool market for 2016-2020. The market size has been calculated based on the demand for cordless power tools. The market has been segmented based on end-users and geography. The base year considered is 2016 and the forecast period is 2017-2021.

本周中信机械指数涨跌幅度为-0.41%，同期沪深300 指数涨跌幅度为2.96%，中信机械指数跑输了沪深300 指数-3.37 个百分点，在29个行业大类中位列第二十一位。