2017 年 5 月，国内新能源汽车的需求进一步打开，市场呈现走强态势，产销同比分别增长 38.2%和 28.4%。其中，纯电动汽车增势较强，完成销量 3.9 万辆，同比增长 49%，AOO 级纯电动汽车依然是最大的市场，同比增长 104%，占比达到 50%。新能源汽车车企竞争加剧，比亚迪超越吉利成为 5 月销量第一。

Tesla销量开始逐步爆发，海外汽车巨头纷纷发布电动化战略，新款车型集中于2018-2019年上市，全球电动乘用车市场开始进入高速成长期：Tesla Model3今年7月初开始量产，年底产能到5000台/周，明年产能1万台/周，2018年预计产销30万辆以上，加上Model S和X，以及规划的Model Y，2020年产销有望到90-100万辆，开启电动车新时代。海外车企巨头在2016年下半年大幅转向，纷纷发布2025年电动化战略，首批新车型将在2018-2019年集中上市，规划到2025年前电动车销售比例达到10-20%之间，大众更是提出25%目标，车企巨头的加入扛起电动车全球高速增长的旗帜。政策层面一直非常鼓励电动车发展，中国政府积分制征求意见稿发布，预计四季度将正式推出，为2018-2020年及以后中国电动乘用车市场的发展提供更坚实和持续的保障。

我们前期判断的二季度乘用车放量基本得到验证，预计三季度客车、商用车的销量会呈现出逐步回暖的趋势，下游整体需求复苏带动新能源车细板块估值修复。七月份随着 model 3 逐步走向量产，将会催化主题板块情绪升温。我们认为 model 3 的量产将会给国内车企带来巨大压力，从而驱动国内低层次电动汽车的产业升级，类似 iphone 4 将国内手机消费认知从两千时代升级到五千时代，未来整个行业趋势将是优质供给创造市场需求。

Worldwide, governments have invested in R&D activities related to manufacturing technology and DM. National Network for Manufacturing Innovation (NNMI) in the US has six research institutes for developing the manufacturing technology.Germany's Industry 4.0, Industrial Internet Consortium, and China’s Made in China 2025 are all instances of the growing R&D activities.One of the major factors driving DM is its increased use in intelligent cars'manufacturing units. The manufacturing and R&D of intelligent cars require DM to conduct tests and simulations.Automation and robotizing of manufacturing plants and technologies such as nanotechnology and Big Data will be the major trends during the forecast period in the automotive industry in the Americas, the largest user of DM software in 2015.The implementation of DM is quite expensive, which discourages the smaller SMEs to adopt DM solutions.

This report covers the present scenario and growth prospects of the global electric vehicle (EV) motor market for 2017-2021. We have analyzed the EV motor market based on the type, power rating, and region. The market size is calculated by a bottom-up approach by considering the total revenue of the prominent vendors and total unit sales of major EVs in the market. It also presents the vendor landscape and a corresponding detailed analysis of the four prominent vendors operating in the market. In addition, it discusses the major drivers influencing the market growth and trends that are emerging on the market. The report also outlines the challenges faced by vendors and the market at large and provides a forecast for 2017-2021.

This report covers the present scenario and growth prospects of the global EV power inverter market for 2017-2021. This report provides a region-wise analysis of the market based on EV type. The market size is calculated through a bottom-up approach, which accounts for the total revenue of key vendors and total unit sales of major EVs in the market. It also presents the vendor landscape and a corresponding detailed analysis of the top four vendors in the market. In addition, it discusses major drivers and key trends in the global EV power inverter market. The report also outlines the challenges faced by vendors and the market at large.

This report covers the present scenario and the growth prospects of the global highperformance electric vehicle (HPEV) market for 2017-2021. The report includes the entire range of high-performance electric cars available in the market.To calculate the market's size, the report considers the unit sales of high-performance electric cars across all regions. The report also presents the vendor landscape and a corresponding detailed analysis of the top five vendors operating in the market. In addition, it discusses the major drivers that influence the growth of the market, outlines the challenges faced by vendors and the market at large, and identifies the key emerging trends in the market.

Governments of different countries all over the world are taking various initiatives and implementing policies to popularize the sales of electric vehicles such as providing subsidies and proper infrastructural facilities as an important step toward curbing greenhouse gas emission.There is an increasing shift in public perception from disapproving electric vehicles as costly and inferior in terms of quality (such as power, efficiency, and comfort) to a more viable option for a greener transportation.OEMs are coming up with enhanced battery packages essentially batteries with higher energy density in a bid to increase the vehicle range, which would ultimatelymitigate the range anxiety issue faced by consumers.The sales of electric vehicles mainly take place through the early adopters, whowant to try out the new product or technology as soon as it comes out into the market.The market is predominant in China with the government providing subsidies to electric vehicle manufacturing OEMs, reducing purchase tax and registration tax,and setting up of charging stations.The global electric vehicles market is predominantly occupied by single-gear transmission with almost all OEMs using single-gear transmissions except BMW i8,which uses dual-gear transmission.OEMs have plans to introduce multi-gear transmission in their vehicles, and ZF and GKN have announced to introduce the multi-gear e-drivetrain transmission by the end of 2018. Other OEMs will soon follow suit to retain their market share.

The global automotive industry is experiencing a strong growth, and the business is proving to be highly profitable. However, it faces certain challenges such as greater comfort, safety, cost-efficiency, long service life, and space-saving designs. Different types of elastomers are used to bring about thermal stability, reduced fatigue, and good deformation behavior. Automotive NVH materials reduce unwanted noise, vibrations (oscillations due to automobile mechanics), and harshness (the level of discomfort) (NVH) in automobiles. Noise in vehicles may be caused by the engine, road, brakes, exhaust system, cooling fans, and external wind noise. Automotive NVH materials perform either acoustic absorption or acoustic insulation functions to absorb the noise and prevent it from entering the inside of the vehicle, thereby enhancing the overall driving comfort.

在走过导入期进入成长期之后，新能源汽车的发展路线可能会迎来调整。“首先是政策的技术路线，纯电动还是混合动力还是增程式？”在中国电动汽车百人会举办的2017年全球锂产业国际高峰论坛上，中国工程院院士、世界电动车协会创始主席陈清泉在演讲中这样提问。这是陈清泉又一次抛出这个问题。

新能源汽车作为汽车产业的发展愿景，一直以来被国家所重视。节能与新能源汽车技术路线图中指出，2020年新能源汽车销量超过总销量的7%，2025年超过15%，2030年超过40%，如此庞大的产业规划，自然需要动员各方面力量，完善政策措施，尤其是充电基础设施的建设，充电桩产业自然而然成为了焦点。

随着能源问题的突显，气候与环境问题逐渐受到了人们的广泛关注。许多国家也开始制定出了专项的计划，通过发展新能源来实现长远的发展。对于我国来说，在产业机构快速升级的影响下，经济发展的方式也开始发生了变化，尤其是对于新能源汽车产业来说，实现技术上的创新与培育市场就显得极为重要。基于此文章针对新能源汽车产业技术创新与市场培育进行了简要阐述，并提出几点个人看法，仅供参考。

在电动化、网联化的背景下，新能源车正在成为互联网企业热衷的下一个风口。近年来，乐视汽车、蔚来汽车、小鹏汽车等拥有互联网造车思维的企业，纷纷杀入以往由传统车企把持的造车领域，并通过资本的注入进军新能源车领域。部分互联网造车企业已经让样车走下“PPT”成为现实，但是缺乏造车经验的他们，如何实现盈利以及造车资质何时落地，仍然成为摆在互联网造车企业面前待闯的道道关卡。

作为中国汽车工业实现弯道超车的重要一环，新能源车在国内市场的高销量，让众多车企嗅到了机会。而近年来新能源车的发展与国家一系列利好政策的扶植不无关系。从资金补贴到限购城市的单独摇号等，使中国新能源车销量已经位居世界榜首。然而，在发展初期推出一系列促销量政策的同时，国家也在制定今后新能源车面对市场竞争时的顶层规划，新能源车补贴退坡机制、“双积分”制，以及新能源车合资的开放，都将倒逼新能源车企加快转型升级的步伐。

2016年初，财政部、科技部、工信部和国家发改委四部委办公厅联合发布了《关于开展新能源汽车推广应用核查工作的通知》，表示将对新能源汽车推广应用实施情况及财政资金使用管理情况进行专项核查。

国内汽车市场和汽车后市场都有了新的变化，汽车产销总量仍属于高水平状态，汽车后市场的影响越来越大，使得2017年的汽车市场正处于大调整、大变化、大创新、大发展阶段，受各种因素的影响，国内汽车市场变得越来越复杂，难以预料。