行业研究报告题录
制造业--汽车制造业(2017年第20期)
(报告加工时间:2017-06-19 -- 2017-06-25)

境内分析报告

  • 汽车竞争情报-第653期
    近日,备受业内关注的江淮汽车与大众汽车的合资项目终于完成最为关键且实质性的一步。据江淮汽车公告消息,国家发改委已下发两家车企合资生产纯电动乘用车项目的批复。作为全球最大的汽车集团之一,大众汽车此次与国内中等规模的江淮汽车合资建立新能源乘用车企业,着实令业内惊叹。自此之后,江淮大众成为了“第15家”获新能源乘用车生产资质的企业,这不仅意味着国内新能源汽车市场将迎来巨变,而且也开启了新能源汽车合资生产的新时代。
  • 电力设备行业:《紧抓节能减排、制造升级新机遇》
    产销持续高增长。2016年,新能源汽车产销突破50万辆,乘用车超过32万辆,行业持续高速增长。政策持续推动:补贴政策为产业发展初期提供支撑,2017年补贴下调短期影响出货,中长期利于净化产业格局,促进行业良性发展。油耗、积分管理规则、碳配额政策等为推动产业发展的长效机制。
  • 电力设备行业:乘用车趋势明确,紧抓高能密度与轻量化提升性价比-新能源车专题报告之...
    清洁高效的新能源车替代燃油车已成趋势。产业政策和补贴措施有效地推动了新能源车的快速推广,2015 年新能源车产业开始进入快速发展期。根据 3 部委今年推出的 《汽车产业中长期发展规划》,到 2025 年新能源汽车渗透率达到 20%,产销量有望达到 700 万辆。从当前到 2025 年,新能源汽车行业销量复合年增速接近 30%,行业前景光明,发展空间巨大。

境外分析报告

  • 全球摩托车照明市场报告(2017-2021年)
    The global motorcycle industry is expected to grow steadily at a CAGR of 7.46% during 2017-2021. The growth is attributable to the volatile petroleum prices and fuel efficiency of these vehicles when compared with other automobiles. Furthermore, motorcycles are the preferred mode of commute for individuals in developing markets such as China and India. APAC accounts for a share of more than 80% of the global motorcycle market; the region is expected to maintain its dominant share over the forecast period.
  • 全球山地自行车设备市场报告(2017-2021年)
    Mountain biking has grown substantially in popularity among consumers across the globe. The sport has begun to fragment into unique segments or disciplines, the most popular of them being cross country, downhill, freeriding, and dirt jumping. Each discipline has unique sets of requirements in terms of the type of bicycle and gear used.
  • 全球摩托车电话市场报告(2017-2021年)
    The global two-wheeler industry is two-faced; one segment is of heavyweight motorcycles considered for riding pleasure, and the other is of low-powered motorcycles that are used for daily commuting. Both the segments operate under contrast market dynamics with different customer behavior and value chain. The premium segment is witnessing a steady growth owing to growing culture of touring motorcycling in mature markets such as the US, Japan, and Western Europe.
  • 亚太区商业汽车废气再循环系统市场报告(2017-2021年)
    EGR systems are mainly used for recirculating a portion of exhaust gases back into the combustion chambers to dilute the levels of oxygen and reduce the formation of NOx.This system has been in use in all commercial diesel vehicles due to early implementation of emission regulations. Rising stringency of emission regulations is likely to bring more developments to the EGR system, wherein OEMs equip variable EGR systems that operate according to the varying engine loads and cooled EGR to improve performance further and reduce the formation of hydrocarbons.
  • 土耳其汽车市场报告(2016-2020年)
    During the forecast period, OEMs are expected to focus on reducing manufacturing costs of plug-in hybrids and electric cars by enhancing operational efficiency and reducing raw material costs.Automotive OEMs will work in collaboration with suppliers to improve theirprofitability.There has been an increase in government support and investments by OEMs in the field of fuel-cell technology.This report covers the present scenario and the growth prospects of the automotive industry in Turkey for the period 2016-2020. It provides automotive production and forecast data for Turkey, in addition to the revenue generated from the manufacture of motor vehicle spares and accessories in the country. The size and forecast of the motor vehicle spares and accessories market in Turkey is based on the following segments:Electrical and electronic equipment (NACE Rev.2 C2931),Other spares and accessories (NACE Rev.2 C2932).The report also presents the manufacturer landscape and a corresponding database of the key manufacturers involved in the production of automotive spares and accessories. In addition, the report discusses the major drivers influencing market growth, and the challenges faced by manufacturers and the market as a whole. It also examines key emerging trends, and their influence on current and future marketscenarios.
  • 全球乙醇巴士市场报告(2017-2021年)
    Vehicles that run on a fuel mix of gasoline blended with ethanol or methanol are called as flexible-fuel vehicles (FFVs). Among various alternative propulsion energy sources such as biodiesel, natural gas, and electricity, vehicles that are ethanol based are the most commercially viable. FFVs were first introduced in late 1970 and have evolved into a practical alternative in terms of vehicle performance, reliability, and stability.
  • 全球智能全轮驱动系统市场报告(2016-2020年)
    Intelligent all-wheel drive (IAWD) systems are upgraded AWD systems, which uses sensors to detect loss of traction of the wheels and directs torque for enabling a smoother and safer ride, especially on slippery roads. A normal AWD system engages all the wheels irrespective of the type of terrain it travels. However, an IAWD system primarily engages a two-wheel drive (2WD) system where only the front two wheels will be engaged. Upon detection of near loss of traction from the wheels, torque will be distributed to compensate for traction loss transforming the vehicle to an AWD. This system results in higher fuel efficiency compared with the traditional AWD system as apart from few instances of poor road conditions, the vehicle primarily runs on 2WD, reducing engine stress.
  • 全球智能全轮驱动系统市场报告(2016-2020年)
    Intelligent all-wheel drive (IAWD) systems are upgraded AWD systems, which uses sensors to detect loss of traction of the wheels and directs torque for enabling a smoother and safer ride, especially on slippery roads. A normal AWD system engages all the wheels irrespective of the type of terrain it travels. However, an IAWD system primarily engages a two-wheel drive (2WD) system where only the front two wheels will be engaged. Upon detection of near loss of traction from the wheels, torque will be distributed to compensate for traction loss transforming the vehicle to an AWD. This system results in higher fuel efficiency compared with the traditional AWD system as apart from few instances of poor road conditions, the vehicle primarily runs on 2WD, reducing engine stress.

投资分析报告

  • 汽车行业:守正出奇,稳中求胜-中期投资策略-
    跟随整体市场投资风格,上半年业绩增长确定性高的低估值龙头股表现较好,如上汽集团、福耀玻璃和华域汽车等,这些龙头企业抗行业下行风险能力强,估值低,且经营趋势向上,业绩增长确定性高。我们预计行业景气度或在 7-8 月再次探底,全年销量仅有微增,低估值确定性增长标的仍是较好的选择。
  • 电力设备新能源行业:电车全球大周期,国改带路双主线-中期策略
    国内市场补贴退坡、目录重审等多重利空政策逐步消散,行业回暖下半年放量在即 。17年预计电动汽车产销70万辆,18年步入全面放量阶段。同时,全球新能源汽车大周期启动,景气共振加速向上。

综合分析报告

  • 智能汽车上路将开启万亿市场
    由中国汽车工程学会、中国汽车工业协会联合整车企业、科研院所以及移动运营商、软硬件企业等多家单位共同发起的中国智能网联汽车产业创新联盟12日正式成立。作为首个推进智能汽车的国家级平台,联盟将整合汽车、通信、电子、交通等相关行业资源,推进智能网联汽车生态系统发展,并参与相关政策法规研究与制定,以及组织完成智能网联汽车技术路线图的编制。
  • 未来汽车产业呈现三大变化
    在过去的15年里,中国汽车产业已经发展出其独特的特点和产业结构,而对于未来十年的中国汽车产业而言,创新仍是未来中国汽车市场发展的一个主题词。中国汽车产业要以创新为导向,突破原有的发展路径,探索创造新的纬度空间,在不确定的环境下寻找和创造新的市场机会。
  • 中国车企目标:2025年实现高速自动驾驶
    近来,围绕新能源和智能化,中德两国再次在汽车领域展开了合作。而正在上海举行的第三届亚洲消费电子展(亚洲CES),也向人们展示了汽车智能化的前景。业界认为,随着汽车智能化步伐大大加快,汽车产业正面临重构。
  • 私人消费成新能源车主流
    在走出今年初补贴退坡、准入目录重申的阴影后,新能源车市场重新走回高速增长快车道,并将迎来井喷期。根据全国乘联会发布的最新数据显示,今年5月,国内新能源车销量同比增长接近50%。全国乘联会秘书长崔东树表示,新能源车市场回暖,体现出政策和市场逐步回归正常后,产销量正在逐渐走强。同时,由于刚性需求,北京等大城市仍是新能源车消费的主战场。值得一提的是,在经历从观望到接受的过程后,私人新能源车消费已经成为主流,同时也拉动了配套设施等全产业链的发展。
  • 动力电池发展趋势及其配套格局分析
    日前,商务部网站上发布了《上海汽车集团股份有限公司和宁德时代新能源科技股份有限公司新设合营企业案》,根据公示,上汽与宁德时代合资成立两家公司:时代上汽动力电池有限公司和上汽时代动力电池系统有限公司,其中时代上汽动力电池有限公司主要从事锂离子电池、锂聚合物电池等的开发、生产和销售及售后服务,专注于电池电化学领域的纵深研究;上汽时代动力电池系统有限公司主要从事动力电池模块和系统的开发、生产和销售,则聚焦于汽车及动力学领域的研究。
  • 基于汽车造型评审的虚拟现实环境设计
    通过讲述汽车造型评审以及汽车造型评审在汽车整车研发中的重要作用,讲解了汽车造型研发流程,引出了虚拟现实支持汽车造型评审的重要作用,分析虚拟现实环境的真实性对于虚拟现实评审的重要影响,进而讲述虚拟现实环境的具体制作以及所应用到的具体技术,以及怎样能让虚拟现实环境表现的更加真实,最后讲述了现阶段虚拟现实环境在制作及实现上所面临的困境以及未来的发展方向。
  • 新能源汽车发展几点建议
    中国新能源汽车产销量在全球市场名列前茅。然而,以政策促进导致的市场爆发式增长到底能持续多久,如何评价当前新能源汽车发展,如何看待补贴退坡后的新能源汽车市场等等一系列问题成为当前产业关注的焦点。全国政协副主席、科技部部长万钢在2017中国电动汽车百人会论坛上,就大家关心问题,发表重要看法。

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