伴随汽车智能化变革加速，对应产业链正快速崛起。从车企产品推新的角度看，相比此前对底盘、发动机、变速箱或三电系统的强调，2021年以来，车企们越来越多地把时间留给介绍“搭载了多少个传感器”“是否搭载激光雷达”“智能驾驶芯片算力有多高”等问题，并呈现出各家车企在旗舰产品的智能化硬件上进行“军备竞赛”的态势。

This study presents an assessment of the current status and future prospects of the global commercial vehicle coatings market. It takes into account the volume of shipment and revenue generated from commercial vehicle coatings between 2017 and 2027. Revenue us recorded at the manufacturer level. Commercial vehicle coatings in this study are defined as OEM and refinish coatings used on the exterior surfaces of on-road commercial vehicles, such as heavy trucks, buses and coaches, and Light Commercial Vehicles (LCVs).

The study assesses the global two-wheeler (2W) industry. It not only presents a holistic view of all regions in the world, but also focuses on key countries that dominate the global industry, such as India, China, Vietnam, Indonesia, the Philippines and Thailand. This research service offers insights into the production, sales, and OEM strategies. This study outlines future growth opportunities in key technology areas, such as connected services, advanced rider assistant technologies, shared mobility services, and electric vehicle strategies. It also provides a sales forecast until 2025 and a forecast discussion for each country.

Global company car leasing (financial and operational leasing) market fell by 17.0% year-on-year (YoY) with annual sales of 6,000,605 units in 2020. It accounted for 49.5% of the total true fleet cars (company cars) registered in 2020. Corporate customers delayed their fleet renewal decision amidst the pandemic resulting in the market decline.

Expert Opinion helped us to explore specific quantitative information related to market scenario of Global automobile industry, market developments, company financials and challenges We have approached the industry experts of market leaders in the automobile segment and associations of automobile industry by country Great amount of actionable insights have also been gathered from industry suppliers

Advancement of railway infrastructure and increasing number of travel passengers can be attributed as primary driving factor for the growth of rail wheel sensors market. Railway sector is giving significant emphasis on passenger safety and betterment of railway infrastructure in order to minimize the number of accidents. Thus, railway sector is highly emphasizing on remote monitoring activities which in turn will drive the demand for rail wheel sensors. Increasing number of railway projects, metro projects and other projects related to railway infrastructure are estimated to boost the growth of global rail wheel sensors market. Rising adoption of automation technologies in railway sector has upsurged the demand for different types of sensors for the better performance of the railways which have positive impact on the rail wheel sensors market.

Advancement of railway infrastructure and increasing number of travel passengers can be attributed as primary driving factor for the growth of rail wheel sensors market. Railway sector is giving significant emphasis on passenger safety and betterment of railway infrastructure in order to minimize the number of accidents. Thus, railway sector is highly emphasizing on remote monitoring activities which in turn will drive the demand for rail wheel sensors. Increasing number of railway projects, metro projects and other projects related to railway infrastructure are estimated to boost the growth of global rail wheel sensors market. Rising adoption of automation technologies in railway sector has upsurged the demand for different types of sensors for the better performance of the railways which have positive impact on the rail wheel sensors market.

The semiconductor industry is observing higher demand for IT components, peripherals, and consumer electronics than it did in 2019. This could be due to the pandemic, the enforced work-from-home situation, and the contactless functioning of many essential and non-essential services. The auto semiconductor space is highly fragmented; therefore, it has a complicated value and revenue split across Tier I, Tier II, and Tier III suppliers. Tier III suppliers posses wafer-level capabilities; hence, this level is highly consolidated and dominated by a few manufacturers from Asia. The current crisis is due to Tier III suppliers' inability to meet the sudden spike in demand from all consumer segments, particularly from automotive.>

This Frost & Sullivan study analyzes the impact of M&As on the global automotive industry (including CASE and aftermarket). It also examines past and current M&As and their influence on the industry and its participants. The study provides a strategic overview of the current state of the industry with respect to M&As; it covers participants’ major activities and focus areas and their impact on overall industry revenue. The research service also offers insight into the strategic initiatives taken by leading companies; it discusses the manner in which they use M&As to tap into advanced automotive technology and emerging business models.

After a decline of 8.5% in 2020, the LCV market is expected to make a strong recovery driven largely by growing demand for vans used in last-mile delivery, a trend which was accelerated by the pandemic.

本文研究了《智能网联汽车自动驾驶功能测试规程（试行）》中关于智能网联汽车自动驾驶功能测试的方法，同时对测试车辆通用要求进行了分析，对相关测试项目所涉及的因素进行了总结，使其在实际测试过程中，达到缩短测试周期、提高场地利用率，节省测试成本的目的，为智能网联汽车自动驾驶功能测试提供专业的指导性意见。

2021 年12 月中国动力电池装机量26.2GWh（+102%），环比增长25.9%；2021 年1-12 月累计装机量154.5GWh（+143%）。十二月中国动力电池装机量继续冲高，主要是年末冲量，叠加特斯拉销量恢复。

从车型级别来看，2021 年乘用车电池装机量前三的车型级别为A、B、A00 级别，分别为42.44、37.17、17.88GWh。2021 年动力电池装机量前三的车型级别分别为A、B、A00 级，占比分别为30%、27%、13%。

在锂离子电池首次充电过程中，有机电解液会在石墨等负极表面还原分解，形成固体电解质相界面(SEI)膜，永久地消耗大量来自正极的锂，造成首次循环的库仑效率(ICE)偏低，降低了锂离子电池的容量和能量密度。为了解决这个问题，人们研究了“预锂化” 技术。

投资建议：我们认为，随着新能源汽车销量快速稳定的增长和保有量的逐步提升，新能源汽车的补能焦虑将逐步替代里程焦虑成为主要矛盾，充换电行业将快速发展，市场空间大；同时大功率快充+800V电压平台、类宽带运营+第三方统建统管、换电+BaaS模式等技术路线和商业模式的探索将为产业带来新机遇。（1）建议关注充电产业链的设备商和运营商【国电南瑞、许继电气、盛弘股份、特锐德】等；（2）建议关注换电产业链的设备商和运营商【山东威达、瀚川智能、博众精工、协鑫能科、宁德时代】等；（3）建议关注布局800V高电压平台的主机厂【比亚迪、长城汽车、吉利汽车、广汽集团、小鹏汽车、理想汽车、北汽蓝谷】、相关的汽车零部件公司【欣锐科技、英搏尔、精进电动】和相关的功率半导体行业公司【比亚迪半导体（申报已受理）、斯达半导、时代电气、天岳先进】等；（4）建议关注布局和推进换电模式应用的主机厂【蔚来汽车、吉利汽车、上汽集团】。

全行业来看，中大排量二轮摩托车销量持续上扬：1-12月，150＜排量≤250cc累计销售136万辆，yoy+18%；排量＞250cc累计销售32.4万辆，yoy+62%。12月单月，150＜排量≤250cc销售12.1万辆，yoy+0%；排量＞250cc销售3.3万辆，yoy+108%。

中国汽车工业协会发布的数据显示， 2021 年12 月国内乘用车销量完成242.2 万辆，同比增长2%，结束了连续7 个月的月度负增长。产量方面，12 月乘用车生产完成252.7 万辆，同比增长8.4%。12 月乘用车产销双双转正，显示行业性缺芯状况有了明显好转。

12 月乘用车批发销量同环比均实现正增长。据乘联会数据，12 月狭义乘用车批发销量236.6 万辆，同比上升2.3%、环比增长10.0%，零售销量达210.5 万辆，同比下降7.9%、环比增长15.9%。

4Q21 全球芯片供应短缺改善，叠加下游需求进入春节前旺季，整车厂商产销环比提升，带动板块景气修复。我们预计：1）乘用车板块产销量环比提升带动整车企业盈利环比改善；2）商用车板块环比改善较弱，整车企业压力犹存；3）零部件板块受益于下游改善，景气修复显著；4）经销商板块库存有所增加，但仍处于健康水平，企业盈利整体稳健。

推动汽车低碳化发展是实现碳达峰、碳中和的重要路径。江苏是国内制造业大省，拥有丰富的汽车产业资源，但省内汽车制造业集群竞争力整体不强，存在产能利用率低下、缺乏有效整合、关键核心技术不足等问题。文章深入分析了发展低碳化汽车制造业集群的意义，系统剖析了当前江苏省低碳化汽车制造业集群发展中存在的问题，并从整体布局、政策引导、服务产业等维度给出对策建议，以期为提升该行业整体竞争力水平提供一定的参考。