2025年是汽车智能化拐点之年，开启3年周期推动国内电动化渗透率实现50%-80%+的跃升，整车格局迎来新的重塑阶段。头部智能驾驶主机厂/方案供应商逐渐实现全开城的城市NOA落地体验，不断完善内部路、环岛、掉头等困难场景，加强Corner Case的处理能力，提升乘客与安全员的驾驶体验。

The global automotive manufacturing industry is dominated by large, multinational manufacturers including Toyota, Volkswagen, Hyundai, and General Motors. The leading players in this industry are tapping into the growing demand for hybrid & electric vehicles, while alliances within the industry are a common strategy. The automotive industry is continually facing new challenges, with globalization, individualization, digitalization, and increasing competition putting pressure on the industry. Moreover, companies are facing more stringent regulations in terms of their safety and environmental commitments. The competition in Electric Vehicles (EVs) and automated driving is growing more intense, yet it is conceivable that these technologies might be considered commonplace in 5 or 10 years. Beyond contending with their conventional rivals, these companies must also be adaptable to the emergence of startups and unconventional players in the automotive sector, including ride-sharing services.

Global Forklift Trucks Market Size - Industry Report on Share, Growth Trends and Forecasts Analysis

The global tractor tire market plays a critical role in the agriculture and construction industries, supporting the efficient operation of tractors across various terrains and applications. As agricultural mechanization and infrastructure development continue to expand worldwide, the demand for high-quality tractor tires has surged.

A two-wheeler ignition switch is an integral part of the control system that activates the major electrical systems in a two-wheeler. It operates the starter system for the two-wheeler engine and controls the power source for most electronic devices in two-wheelers.

汽车座椅行业：“第三空间_概念推动下，座椅迈向全维度创新阶段－深度报告-国元证券

新能源汽车产业链行业：2024全球动力电池装车量TOP10出炉，当升科技中伟股份达成战略合作-东方证券

本周汽车板块跑赢大盘：本周 A 股中信汽车一级行业（+3.5%）跑赢沪深 300 （+1.0%），在 30 个中信一级行业中排名第 5 位。关注 2 月节后车市自然回暖：根据乘联会初步数据统计，2/1-2/16 国内乘用车零售销量同比+11%/环比-28%至 58.1 万辆，新能源乘用车零售销量同比+79%/环比-17%至 26.3 万辆（新能源渗透率约 45.27%）。2/1-2/16 国内乘用车批发销量同比+65%/环比-40%至 58.8 万辆，新能源乘用车批发销量同比+109%/环比-34%至 25.8 万辆（新能源渗透率约 43.88%）。

汽车行业：全球汽车市场电车渗透率仍有较大提升空间－海外汽车市场分析报告-财通证券

2 月 10 日晚，比亚迪董事长兼总裁王传福在智能化战略发布会上宣布，比亚迪全系车型将搭载“天神之眼”高阶智驾技术，首批 21 款车型即将上市。“天神之眼”分为三个版本：A 版（三激光版） 主要应用于仰望品牌，B 版（激光版）用于腾势和比亚迪品牌，C 版（三目版）则搭载于比亚迪品牌。C 版由 3 个前视摄像头、5 个周视摄像头、4 个环视摄像头、5 个毫米波雷达和 12 个超声波雷达组成，全系标配代客泊车功能，城市记忆领航功能将于年底前通过 OTA 升级推出。王传福强调，比亚迪将安全作为智驾的核心，提出“智驾是安全出行最强的守护”，并承诺推动智驾普及，保障出行安全。

汽车与零部件行业：人形机器人将打开汽零公司新的成长空间－人形机器人系列报告之一-东方证券