The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive interior by geography and historical trend. The scope of the report extends to sizing of the automotive interior market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive seats by geography and historical trend. The scope of the report extends to sizing of the automotive seats market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

Manufacture of mats and matting of plaiting materials, see ISIC Code - 1629 Manufacture of floor coverings of cork, see ISIC Code - 1629 Manufacture of resilient floor coverings, such as vinyl, linoleum, see ISIC Code - 2220 The data is given at producers' prices.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive blockchain by geography and historical trend. The scope of the report extends to sizing of the automotive blockchain market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for augmented reality automotive by geography and historical trend. The scope of the report extends to sizing of the augmented reality automotive market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive wiring harness by geography and historical trend. The scope of the report extends to sizing of the automotive wiring harness market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive interior materials by geography and historical trend. The scope of the report extends to sizing of the automotive interior materials market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive terminal by geography and historical trend. The scope of the report extends to sizing of the automotive terminal market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive coolant by geography and historical trend. The scope of the report extends to sizing of the automotive coolant market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive glass by geography and historical trend. The scope of the report extends to sizing of the automotive glass market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive specialty coatings by geography and historical trend. The scope of the report extends to sizing of the automotive specialty coatings market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive v2x by geography and historical trend. The scope of the report extends to sizing of the automotive v2x market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive flooring by geography and historical trend. The scope of the report extends to sizing of the automotive flooring market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive transfer case by geography and historical trend. The scope of the report extends to sizing of the automotive transfer case market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

2023 年全球新能源汽车持续高景气发展，销量有望创新高，带动产业链需求高增长。在原材料价格持续回落的情况下，产业链利润面临重新分配，各环节走势或面临分化；动力电池和中游材料领域新技术有望逐步提升渗透率，带动产业链技术升级，维持行业强于大市评级。

多重因素扰动上半年汽车市场，新能源和出口拉动作用显著。23年一季度汽车行业价格体系不稳，多品牌处于消化库存状态，企业盈利普遍承压。新能源车和出口成为拉动我国汽车增长的两个重要引擎。但新能源车发展并不均衡：比亚迪、特斯拉贡献了超过70%的增量，大部分车企的新能源业务处亏损状态，8-15万价格带新能源车渗透率较低，县乡农村区域渗透率较低。我国依然有庞大燃油车市场待替换，自主品牌份额上升空间仍大。

5 月美国新能源车销量12.1 万辆，同比+48.4%，环比+5.9%。渗透率8.5%，环比略升，维持在历史高位。供给端持续丰富推动销量快速增长，除特斯拉外的其余车型销量环比+10.2%，同比+87%，表现强势；新车型持续发力，今年以来美国新上市车型6款，5 月贡献销量2772 辆，占比2.3%，环比+0.8pct。预计美国2023 年新能源车销量160-180 万辆，同比+62%-81%。

根据 Marklines，2023Q1 全球新能源车销量为 261.30 万辆，同比+28.35%； 海外（除中国市场）的新能源车销量 110.09 万辆，同比+31.66%。其中， 电力设备与新能源 增持 (维持) 研究员 申建国 SAC No. S0570522020002 shenjianguo@htsc.com +(86) 755 8249 2388 研究员 边文姣 美国一季度累计销量 32.82 万辆，同比+54.49%，从 21 年美国政府开始推 进电动化，直到《减少通胀法案》终于落地后新能源车销量不断创新高。而 欧洲虽然受宏观经济、能源危机、补贴收紧影响，但高基数下仍有增长，主 要市场一季度累计销量为 61.82 万辆，同比+15.51%。我们认为海外新能源 车市场增长大趋势不变，美国新能源车市场在政策驱动下有望复刻欧洲市场 SAC No. S0570518110004 SFC No. BSJ399 行业走势图 bianwenjiao@htsc.com +(86) 755 8277 6411 之腾飞，进一步带动全球电动化进程稳步推进。

汽车下乡政策回顾：现金补贴效果显著。2009 年汽车下乡回顾。国务院在2009年公布《汽车产业调整和振兴规划》提出，从2009 年3 月1 日到12 月31 日，国家将安排50 亿元，对农民购买1.3 升及以下排量的微型客车，以及将三轮汽车或低速货车报废换购轻型载货车的，给予一次性财政补贴。2010 年初，国务院决定将“汽车下乡”政策实施延长一年至2010 年12 月31 日。2020-2022 年新能源汽车下乡回顾。为促进农村地区新能源汽车的推广应用，引导农村居民出行方式升级，国家政府部门分别于2020 年7 月、2021 年3 月和2022 年5 月联合开展了新能源汽车下乡活动，由此新能源汽车开始不断布局渗透三四线城市汽车市场。推动新能源汽车下乡，为其市场发展带来了巨大潜力，同时也快速拉动了新能源汽车销量的增长。根据中国汽车工业协会的数据显示，2020-2022 年新能源下乡车型销量增速分别为80%、169%和87%，新能源汽车销量增速分别为13.35%、157.57%和95.60%，新能源下乡车型销量的增速高于新能源汽车的整体销量增速，对整个新能源市场的销量贡献较大。