近年来中国在线车主服务市场涌现大量成熟的互联网企业，他们通过线上线下服务协同的方式，推动车主服务升级，带动行业服务效率提升。尤其是在用车出行、车辆维修保养、汽车金融、二手车交易等领域。本次专题分析将集中在车险服务、用车出行、养车服务三个大领域进行分析。

中国汽车流通协会发布的全国二手车交易数据显示，2018 年全年，我国累计完成二手车交易 1382.19 万辆，同比增长 11.46%，完成交易额 8603.57 万元，这也是二手车市场连续三年全国交易量突破千万大关。根据专家预计，未来 3 年我国二手车交易量将保持 10~15%左右的平稳增长。

At a segment level, Emerging Europe’s automotive market is dominated by passenger cars, accounting for 87% of the region’s total motor vehicle manufacturing and for 83% of sales in 2017. Every third automobile in Europe is assembled in Emerging Europe, with total passenger car output in the region rising by 7.2% y/y to 6.6mn units in 2017. The region’s largest car maker is the Czech Republic, where output rose by 5.2% y/y to a new all-time-high of 1.4mn passenger cars in 2017. The strong performance came on the back of a record output at the country’s major carmaker Skoda Auto, which makes nearly two-thirds of the cars in the Czech Republic. Russia was Emerging Europe’s second biggest car maker in 2017, assembling 1.3mn cars, up by 19.9% against 2016. A 20.2% y/y growth helped Turkey climb to the third spot with a car output of 1.1mn units. Slovakia, on the other hand, slipped to the fourth position as output there fell by 3.7%. Slovakia is one of the two automotive producers in the region that is solely engaged in the production of passenger cars. The other one is Slovenia, which produced nearly 190,000 cars in 2017, up 42% y/y, the strongest annual growth in the region in that year.

The global automotive night vision system market is evolving along with the changing dynamics of the automotive industry. In terms of revenue, the global automotive night vision system market is expected to grow at a CAGR of 15.31% during 2018−2024. Safety and security have always been the core of automotive manufacturing. Automotive manufacturers have constantly been striving to make the current and future generations of vehicles smarter and more secure. This has triggered a transition from minimal electronic content to hybrid and electric drivetrains controlled by multiple sensors and computer systems. These systems control everything from engine temperature, suspension, steering control, acceleration/deceleration of the vehicle, and lighting, among others.

Turkey is home to 14 motor vehicle producers and over 400 automotive industry suppliers. The automotive manufacturers have a total of 18 production plants in the country, located mainly in the northwestern and central parts of Turkey. The competition in the sector intensified in the late 1990s, when Toyota, Honda and Hyundai opened their plants in the country. The new entrants had to compete with the already established players Ford, Mercedes Benz, MAN, Renault and Fiat, the majority of which had formed joint ventures with local producers.

The increasing use of automotive memories in infotainment and connectivity, instrument clusters, powertrains, ADAS, and other applications is driving the global automotive memory market in recent years. In 2018, the infotainment and connectivity segment dominated the global automotive memory market with a 52.5% share in terms of revenue. The market share of this segment is expected to increase to 52.56% by 2024, growing at a CAGR of 23.62% during the forecast period. Instrument cluster was the second largest segment in the global automotive memory market and accounted for a 23.5% share in terms of revenue in 2018. The market share of this segment is expected to reach 22.54% by 2024.

The passenger car segment of the automotive market is highly competitive with many international players present. The CV segment is less competitive with several brands, predominantly local, absorbing the majority of sales. As the automotive sector emerges from the crisis, local brands lose market share at the expense of foreign ones with established local manufacturing plants. This is observed on both the PC and the truck segments.

行业回顾：政策潮水去，消费开新局。1）2018年销量125万辆超预期，车型升级明显，消费结构优化，非限购城市需求占比提升至55%。锂电池及其材料龙头份额CR3持续集中。2）锂电池呈现出一超多强格局，宁德时代份额从29%提升至41%；而湿法隔膜领域上海恩捷，市占率大幅升至40.7%；3）补贴持续退坡，全产业承担降本压力下，行业毛利率下行通道。4）由于补贴政策影响，产业的生周期呈现出前低后高能利用率逐季 由于补贴政策影响，产业的生周期呈现出前低后高能利用率逐季 由于补贴政策影响，产业的生周期呈现出前低后高能利用率逐季 由于补贴政策影响，产业的生周期呈现出前低后高能利用率逐季度回升。