5 月份，新材料行业涨跌互现。受房地产和汽车行业 低迷拖累，特钢、铝材和铝合金产量同比下滑；多个领域钢板产量 同比下滑的情形下高强钢板产量大幅增长，表明钢材行业结构调整 加快；高温合金产量继续大幅增长；多晶硅产量受检修影响同比环 比下降；受新能源汽车“补贴”金额大幅下滑影响，动力电池装机 总电量为 5.68GWh，环比仅增长 5%。进出口方面，受国内需求放缓 影响，光电材料进口同比下滑，出口仍旧疲软；碳纤维进出口均同 比高增长。投

Motorcycle is one of the preferred personal means of transport in the country and has been one of the pillars of the economy. During 2012-2016, the scooter sales in the country decreased, due to changing policy regarding vehicles and certain cities restricting the entry of motorcycles. Currently, the market studied is shifting toward quality and product differentiation. One of the principal reasons is that some laws and regulations have been implemented to limit the traffic of motorcycles in large cities, in order to avoid accidents with the speed of those types of vehicles. Additionally, with the changing lifestyle and improved living standards, Chinese people are more attracted to e-bikes and mini-cars.

This report offers key insights into the latest developments of the global sports sunglasses market (henceforth, referred to as the ‘market studied’). The report involves the study of latest trends and factors driving the demand for the market studied. The report analyzes the drivers, restrains, opportunities, and challenges affecting the market space for the global sports sunglasses industry. It also provides an analysis of the emerging and established geographical regions, by covering regions, such as North America, Europe, Asia-Pacific, and Rest of the World.

This report covers the study of the global sports protective equipment market by product type, area of protection, distribution channel, and region. The report focuses on sports gear worn in nonmotor sports that include football, baseball, ice hockey, cycling, skateboarding, lacrosse, wrestling, skiing, soccer, equestrian sports, fencing sports, climbing, water polo, boxing, and by lifestyle users. The market is analyzed based on product type such as helmets & other headgear, protective eyewear, face protection & mouth guards, and pads, guards, chest protectors, & gloves. By area of protection, the market includes head & face protective equipment, trunk & thorax protective equipment, upper extremity protective equipment, and lower extremity protective equipment. Channels through which these products are distributed include specialty retail stores, multi-retail stores, and online stores & others. Based on region, the market is analyzed across four regions, i.e., North America (U.S., Canada, and Mexico), Europe (UK, Germany, France, Italy, and rest of Europe), Asia- Pacific (Japan, China, Australia, India, and rest of Asia-Pacific), and LAMEA (Brazil, the Middle-East, and rest of LAMEA).

据国家统计局数据，1-6 月全国电梯产量46.3 万台，同比增长 18.1%，较 1-5 月累计增速 17%提高 1.1pct，处于高景气区间。另外，部分市场人士根据新接订单增速判断下半年电梯产量增速会下行，但据我们产业链草根调研，我们预计电梯产量高增速将至少持续到今年年底，超市场预期。 

从总量和结构上看，汽车零部件行业仍有增长潜力；从中期维度看汽车零部件企业的增长可期，增长主要来自于竞争格局和产品需求结构的变化。

7 月 11 日，自动驾驶技术公司 Momenta AI 发布自主泊车方案 Mpilot Parking，并预计于 2020 年一季度推出 Mpilot Urban 功能，覆盖自动驾驶的三大主流应用场景。Momenta AI 是什么，它又从哪里来？本周零部件专题我们一起来聊聊这个自动驾驶独角兽。 

新材料是重要的基础性、先导性产业，发展我国新材料产业是建设制造强国的迫切需要。推动新材料产业快速健康发展需要“抓大放小”落实重点工作，更需要做好顶层设计和政策引导。面临新一轮的科技革命和产业变革，抢占新材料产业的制高点，就是抢占未来发展先机。

我们对比美国、日本，从产能、竞争者数量、行业集中度、市场增长率四个方面分析我国汽车工业发展阶段，提出观点我国传统汽车工业处于成长期向成熟期过渡的阶段。该阶段的国内汽车行业具备四大特征：产能过剩、保有量提升、销量增速放缓、分化加快，这对于了解和把握汽车行业投资机会至关重要。