行业研究报告题录
制造业--汽车制造业(2020年第19期)
(报告加工时间:2020-05-25 -- 2020-06-07)

行业资讯

境内分析报告

  • 2020年3月汽车行业运行分析
    2020年3月,随着汽车行业内企业复工复产的稳步推进,汽车产销环比明显回升,同比降幅也有所收窄,但降幅依然较大。乘用车、商用车产销环比均较快增长,同比依然下降,其中商用车降幅总体低于乘用车;新能源汽车产销环比也有明显提升,但同比降幅依然超过50%;中国品牌乘用车销量环比呈快速增长,但市场占有率比上月明显下降;小排量乘用车销售环比回升明显,但市场占有率低于上月及上年同期水平。出口方面,3月,我国汽车出口量环比大幅增长,同比也实现微增。经济效益方面,受新冠肺炎疫情带来的产销大幅下滑等影响,汽车工业重点企业(集团)主要经济指标与上年同期相比大幅下降,利润、利税总额降幅分别超过80%和60%。
  • 2020年2月汽车行业运行分析
    2020年2月,受新冠肺炎疫情影响,汽车产销出现大幅下滑。生产端,企业因复工进度慢、零部件供应等问题导致产出水平低;消费端,产品消费停滞,市场需求受到严重抑制。乘用车、商用车产销均明显下降,其中商用车降幅低于行业平均水平;新能源汽车产销本月继续明显下降;中国品牌乘用车销量虽延续了上月快速下降趋势,但市场占有率比上月明显提高;小排量乘用车销售环比、同比均出现明显下降。出口方面,2月,我国汽车出口量环比、同比均明显下降,其中乘用车出口量同比下降4.3%,商用车出口量同比下降52.4%。
  • EMIS Insights - 中国汽车行业 2020年第一季度
    2019年,中国的汽车销量连续第二年下滑。据中国汽车工业协会统计数据,2019年中国汽车总销量达2580万辆,同比减少8.2%。在国内经济疲软、贸易环境恶化及新能源汽车补贴逐渐退坡的背景下,2019年汽车销量萎缩情况比2018年的同比下滑2.8%更为严重。尽管如此,中国汽车产销量继续蝉联全球第一。

境外分析报告

  • 全球汽车导航系统市场-增长,趋势和预测(2020 -2025年)
    The global navigation satellite system (GNSS) industry plays an important role in determining the position, estimating the time to reach a certain place, locating the positions of the car, and viewing the traffic on the route. In last five years, there was a rapid growth in commercial applications of GNSS. The advancement in technology and increasing interest in positioning techniques based on GNSSs, such as GPS, cellular network infrastructure, or the integration of two technologies for applications, such as automatic vehicle location (AVL), tracking systems, and navigation, have led to the development in navigation systems in various countries, such as United States, India, and China.  Consumer preference toward better driving experience and easier navigation acted as a major propellant for the growth of the automotive navigation systems market. Spike in sales of luxury vehicles with factory installed navigation systems has further pushed the market growth of automotive navigation systems.  Improving e-commerce and developing logistic infrastructure created a demand for on-time delivery, resulting in employment of navigation systems in LCVs. In 2019, the European automotive navigation systems market was the largest market, globally, with a share of over 36%.
  • CM04-輸送機械設備製造業之現況與展望
    由於 美國再度 對中國多項產品 加徵進口關稅稅率,引發全球製造業的投資信心下滑,因此造成 2019 年我國本產業 產、銷值分別達 429.31 億元和 430.36 億元,各較 2018 年衰退 1.40% 和 2.33% 。 受到疫情因素干擾中國製造業採購設備意願下滑 的影響 ,估計 2020 年第一季本產業產、銷值年增率將延續 2019 年第四季明顯衰退局面 。
  • 中亚地区汽车产业和市场现状及发展建议
    中亚地区地域上与我国毗邻,但该地区存在感偏弱,对该地区汽车产业及市场的研究较少。本文从中亚五国整体汽车产业及市场情况入手,对该地区两个具备汽车产业基础的国家,即乌兹别克斯坦和哈萨克斯坦进行深入研究。这两个国家均没有自己的民族汽车品牌,主要与外国汽车集团在当地进行合资合作,组装生产外资品牌汽车。但是近年来,乌兹别克斯坦和哈萨克斯坦汽车产业发展加快,汽车本地化率不断提升,并不断加强与周边汽车强国的产业关联,积极扩大汽车产品出口。本文还介绍了中亚五国汽车产业相关政策,如对新能源汽车产品实施优惠关税、政府采购仅限于国产车等,最后提出我国汽车企业在当地发展的建议。
  • 全球汽车区块链市场报告(2020-2030年)
    Automotive blockchain is used to keep a track of data for the processes related to an automobile, such as smart contracts, IoT along with other processes involved in car sales, service, warranty claim processing, and other related processes. The automotive related data stored in a blockchain is authentic and cannot be hampered by the users of the system; thus, providing safer and securer data to its customers. Moreover, it helps the buyer and seller to avoid middlemen or third parties to involve in transactions or other processes. Automotive blockchain includes applications and solutions that are helpful for better functioning of the system. This includes a middleware acting as a bridge between the application and database for storing and retrieval of data. Various players operating across the globe have made innovations and developments in the field of automotive blockchain; thereby, offering variety of services to the vehicle users.
  • 中国汽车座椅市场-增长,趋势和预测(2019-2024年)
    At present, cars are all about luxury, comfort, and best driving experiences. Seats are the integral part of driving experience, and in order to improve comfort and luxury, all the automobile manufacturers are trying to provide best seating experience by offering more passenger friendly seats in cars. One of the latest trends in the automotive seats market in China or any part of the world is ventilated seats, especially in the budget segment vehicles. These seats are meant to offer comfort and healthy experience to the occupant. Ventilated seats contain small seat ventilation fans, which direct air through the seat onto the occupant. The production trend of cars till 2018 has contributed to a direct increase in the demand for seat assembly. Owing to the rising air pollution and extreme climatic conditions in the country, the preference and usage pattern of air conditioning have been prevalent in serving the occupants. Moreover, the increasing average drive time spent in vehicles has led to a rise in the demand for ventilated seats in luxury automobiles. In 2019, the country noticed a decline of 3% in the SUV sales, when compared to that of 2018, registering 10.35 million units. However, the country remains as a top market in the SUV segment at a global level. In the recent launches of new SUV models, the front seats have been equipped with ventilated seats. For instance, in 2018, GAC Trumpchi launched next-generation Trumpchi GS5 compact SUV, equipped with ventilation systems for front seats. Similarly, SWM launched the G01 compact SUV, equipped with high-quality leather seats that feature ventilation designs (the main seat is equipped with a heating system). The trend of ventilated seats and the increasing demand in the SUV segment may drive the market studied in the future.

投资分析报告

  • 商用载货车行业:5月销量再创记录,高景气持续验证-重卡5月销量点评
    据第一商用车网数据,2020 年5 月国内重卡销售约17.5 万辆,同比+61.6%,环比-8.5%。1-5 月国内重卡累计销售64.0 万辆,同比+15.9%。
  • 车行业:皮卡强势复苏,长城同增61%-皮卡解构与前瞻5月
    行业:4月皮卡销量同比继续复苏,终端上险量高于批发销量。整体:4月皮卡终端上险4.2万辆,同比增长12.7%;批发3.9万台,同比-13.4%。终端上险量高于批发销量,渠道去库存;分企业:长城、江西五十铃、福田增速高于行业,长城同比高速增长61.3%,长城市占率49.2%,同比提升14.8pct;分车型:长城3车型位居前三;分省份:四川、河北、山东、新疆、云南为皮卡主要消费省份,长城在多数省份市占率第一。
  • 汽车行业:5月重卡销量超预期,重卡景气度或将持续-2020年5月重卡销量点评
    5 月重卡销量超预期,达17.5 万辆,同比+62%;1-5 月累计销量64 万辆,同比+16%。第一商用车网报道,2020 年5 月,我国重卡市场预计销售各类车型17.5 万辆左右,同比+62%,环比-8.5%,创5 月销量历史记录(上一纪录为2018 年5 月的11.4万辆)。重卡市场已连续两个月同比增长超60%,景气度继续维持高位。今年1-5月,重卡累计销量已超过64 万辆,同比+16%。分企业来看,前五名依次为:一汽解放(4.3 万辆,同比+45%)、东风集团(3.7 万辆,同比+64%)、中国重汽(2.7万辆,同比+73%)、陕汽集团(2.4 万辆,同比+52%)、福田汽车(1.6 万辆,同比+121%),其中中国重汽与东风汽车实现了销量的环比增长,超过4 月,再度创下单月销量的历史新高。
  • 新能源车行业:销量环比改善,政策持续加码-欧洲新能源车点评
    5 月销量数据显示:法国乘用车销量为9.6 万辆,西班牙乘用车销量为4.4 万辆,其中,新能源车销量分别为7176 辆和1116 辆,均较4 月环比大幅改善。
  • 汽车与汽车零部件行业:变革加速,重塑秩序-2020下半年投资策略
    2020 1-4月:-20.5%/-81.6%/-48.1%/-3.6%,2月受疫情影响大幅下滑,3月起降幅持续收窄,其中,SUV反弹力度最大,4月已转正。考虑到2020H2较高基数,预计全年增速约-5%
  • 汽车行业:国六打开新空间,国产化加速推进-排放升级专题研究
    自2001 年1 月1 日《轻型汽车排气污染物排放标准(中国第一阶段)》实施以来,我国车辆、非道路机械、船舶等排放标准分阶段有序推进,污染物排放管控效果显著。2018 年7月国务院印发《打赢蓝天保卫战三年行动计划》,要求大幅减少主要大气污染物排放总量,明显改善环境空气质量,大力淘汰老旧车辆并在重点区域、珠三角地区、成渝地区提前实施国VI 排放标准。根据环保部、国家质检总局联合发布的《轻型汽车污染物排放限值及测量方法(中国第六阶段)》、《重型柴油车污染物排放限值及测量方法(中国第六阶段)》,轻型、重型车国VI 排放标准分别自2020 年7 月1 日、2019 年7 月1 日分车型、分阶段实施,虽然4 月发改委发文轻型车国VI 延期半年实施,但总的来看国VI 排放标准已进入有序落地阶段,污染物排放要求日趋严苛。
  • 汽车汽配行业:华为汽车产品有序落地,5G芯片、智能电动、智能座舱先行-华为汽车系列之四
    华为智能汽车延续“云-管-端”架构。云:智能车云;管:智能网联;端则 从最初的车机扩展到了智能驾驶、智能座舱、智能电动三大终端。华为 汽车业务在“端-管-云”五大业务板块和产业链上下游均建立了一定的合 作关系,本文主要从华为合作车型入手,梳理了截至目前有搭载华为产 品所有量产车型(来源于公开资料)。

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