行业研究报告题录
制造业--汽车制造业(2023年第16期)
(报告加工时间:2023-04-17 -- 2023-04-22)

行业资讯

境外分析报告

  • 全球汽车地板创新市场预测市场报告(2023-2029年)
    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.
  • 全球高级轮胎创新市场预测市场报告 (2023-2029年)
    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 advanced tires by geography and historical trend. The scope of the report extends to sizing of the advanced tires 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.
  • 全球汽车3D打印创新市场预测市场报告 (2023-2029年)
    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 3d printing by geography and historical trend. The scope of the report extends to sizing of the automotive 3d printing 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.
  • 全球汽车涂料创新市场预测市场报告 (2023-2029年)
    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 paints by geography and historical trend. The scope of the report extends to sizing of the automotive paints 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.
  • 全球汽车空气滤清器创新市场预测市场报告 (2023-2029年)
    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 air filter by geography and historical trend. The scope of the report extends to sizing of the automotive air filter 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.
  • 全球汽车变速器创新市场预测市场报告 (2023-2029年)
    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 transmission by geography and historical trend. The scope of the report extends to sizing of the automotive transmission 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.
  • 全球汽车热系统创新市场预测市场报告 (2023-2029年)
    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 thermal systems by geography and historical trend. The scope of the report extends to sizing of the automotive thermal systems 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.
  • 全球汽车工程服务外包创新市场预测市场报告 (2023-2029年)
    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 engineering service outsourcing by geography and historical trend. The scope of the report extends to sizing of the automotive engineering service outsourcing 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.

投资分析报告

  • 自动驾驶行业:Mobileye-自动驾驶IPO以及商业化的标杆
    Mobileye由耶路撒冷希伯来大学计算机视觉教授Amnon Shashua创立,最初以单目摄像头为依托提供纯视觉软件方案。公司2007年 发布第一代辅助驾驶芯片EyeQ1,将视觉算法与芯片绑定。2012年EyeQ系列芯片产量破百万。2016已有超过300种车型1500万辆车 载有Mobileye的技术,2018年全球ADAS芯片市场份额达到70%。
  • 新能源行业:推进我国能源数字化与智能化发展-动态分析
    港股电力及公用股不及大盘。上周,香港恒生指数升2.43%,恒生综指升1.72%,恒 生中国企业指数升2.56%,中信港股通指数升0.59%。中信港股通电力设备及新能源 指数升3.34%,中信港股通电力及公用事业指数升0.62%,跑输大盘。中信港股通电 力设备及新能源指数、中信港股通电力及公用事业指数上周表现在中信港股通各行 业指数中分别排第六位及第十五位。从PE(TTM)对比情况来看,中信港股通电力设备 及新能源指数、中信港股通电力及公用事业指数估值较高,可排第十三位及第十二 位。
  • 汽车行业:特斯拉强势领先,新势力加速追赶-造车新势力系列一
    特斯拉强势领先,树立发展样板。特斯拉技术实力领先,产品定位清晰,成功打造爆款车型Model 3 和Model Y,销量连年高增长,2022 年全球交付131.4 万辆,同比增长40.4%。根据Master Plan 3,特斯拉将进一步优化工艺路线、生产模式、软件水平与供应链成本,持续提升公司的核心竞争力。此外,特斯拉率先打通软件收费的盈利模式,待FSD 正式推广后,将为公司带来新的利润增长点。
  • 汽车行业:产销量有所恢复,但延续性有待观察-3月产销量点评
    促销政策刺激下产销量有所恢复,延续性有待观察;汽车出口延续高增长,或为今年的亮点。中汽协4 月11 日发布数据,2023 年3 月全国汽车产销分别完成258.4 万辆和245.1 万辆,环比分别+27.2%和+24.0%,同比分别+15.3%和+9.7%,产销增长今年首次转正。其中,汽车出口36.4 万辆,环比+10.6%,同比+110.0%,已连续8 个月保持在30 万辆以上的高水平,延续高增长态势。今年1-3 月,汽车产销分别完成621.0 万辆和607.6 万辆,同比分别-4.3%和-6.7%,较去年同期小幅下滑,主要系因传统燃油车购置税减半优惠政策和新能源汽车补贴政策同时退出带来的负面影响所致。

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