2020年8月，汽车产销形势总体稳定，当月产量环比略有下降，销量小幅增长，同比继续保持增长。其中，8月，新能源汽车产销分别完成10.6万辆和10.9万辆，同比分别增长17.7%和25.8%。

A lithium-ion battery is a type of rechargeable battery used for portable electronics and electric vehicles. This battery can handle hundreds of charge/discharge cycle, and is lighter in weight as compared to other batteries. The report encompasses components and end-use industry verticals of the lithium-ion battery market. The report covers the revenue generated by various components of Lithium-ion battery such as cathode, anode, electrolytic solution, and others (foils, binders, and separators). Furthermore, Lithium-ion batteries are majorly applicable across industry verticals such as electronic, automotive, industrial, and others, including medical, military, and textile. Region wise, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA. The report further covers the strategies adopted by key market players to sustain the competitive environment and increase their market share. Automotive Energy Supply Corporation, Panasonic Corporation, Samsung SDI Co. Ltd., LG Chem Power (LGCPI), LITEC Co., Ltd., A123 Systems, LLC, Toshiba Corporation, Hitachi Chemical Co., Ltd., China BAK Battery Co. Ltd., and GS Yuasa International Ltd. are some of the major players discussed in the report. Ongoing advancements in the lithium-ion batteries due to innovative efforts have further enhanced the efficiency of these batteries. The competitive advantages of lithium-ion batteries over conventional alternatives has been described in the report. To understand the market, drivers, restraints, and opportunities are explained in the report. Furthermore, the key strategies adopted by potential market leaders to facilitate the effective planning have been discussed under the scope of the report.

The automobile regulatory framework in Europe and North America has been instrumental in creating a sustainable environment in the automobile industry. The latest regulatory framework, the Euro 6, which was introduced in 2011 and came into effect in September 2014, changed the regulatory standards that have been crucial in determining the dynamics of the automotive market in the region. Since 2013, the EC (European Commission), along with EEA/EMEP, has been maintaining the record of emission performance standard for each new vehicle registered in Europe. The emission regulations bind the automotive manufacturers together. The freight companies and fleet owners are rapidly moving toward incorporating more technologies that are expected to reduce the average emission rate. Thereby, a need to reduce vehicle weight for lowering emission levels has greatly encouraged the employment of high pressure die casting (HPDC) parts in vehicles.

The high usage of magnetic sensors in new navigation devices, presence detection (building automation related applications), medical areas, and the automotive sector is leading to a paradigm shift in the magnetic sensors market, worldwide. As the efficiency and capabilities of these sensors improve over time, their enhanced ability to measure without physical contact is leading to their crucial application in electronic systems. There are emerging applications in the field of automotive, used as automotive control systems, braking systems, engine control systems, etc., whereas in other areas, these are deployed in systems, like an electronic compass in mobile phones. The application of magnetic sensors is increasing due to their ability to convert motion into signal remotely and provide information and intelligence to objects; this is driving the demand for automotive and IoT applications. For instance, Infineon offers Xensiv line of magnetic sensors specific to the automotive industry; the company's Hall and GMR based magnetic speed sensors find applications in safety and powertrain applications, such as ESP, ABS, camshafts/crankshafts, and automatic transmissions.

Wireless power transmission involves the transfer of electrical power from transmitter to receiver without any wired connection. Introduction of smart charging mats and newly launched ground pads specifically for electric vehicles increases the demand for wireless charging systems globally. Increase in sales of electric vehicles (EVs), constant advancements in portable electronics as well as wearables, and frequent need for harvesting ambient RF energy are expected to drive the growth of the global wireless electric vehicle charging market during the forecast period. However, expensive technology for its integration and slower charging as compared to other charging technologies hamper the market growth. The wireless electric vehicle charging market is segmented on the basis of power source, installation, distribution channel, vehicle type, and region. The power source segment is divided into 3≤11 kW, 11–50 kW, and >50 kW. Based on installation, the market is bifurcated into home and commercial. Depending on distribution channel, it is segregated into OEMs and aftermarket. The vehicle type segment is classified into battery electric vehicles (BEV), plug-in hybrid electric vehicle (HEV), and commercial electric vehicles. Region wise, it is studied across North America, Europe, Asia-Pacific, and LAMEA.

The global ground support equipment market involves the study of various GSE applications such as aircraft handling, passenger handling, and cargo handling. For instance, GSE such as deicers, ground power units, fuel trucks, pre-conditioned air (PCA) units, and hydrant trucks are especially deployed for aircraft handling. Equipment such as belt loaders/conveyors, cabin service vehicles, boarding stairs, lavatory service vehicles, and passenger buses serve the purpose of passenger handling. In addition, cargo/container loaders, pushback tractors, and forklifts are used for cargo handling application. Powered equipment consist of refuelers, ground power equipment, tugs & tractors, portable water truck, generators, baggage conveyor/belt loader, passenger buses, catering truck, passenger boarding stairs, air compressors, portable floodlights, air conditioners, container loaders, lavatory service vehicles, and de-icing vehicles. Equipment studied under non-powered GSE include chocks baggage carts, trestles, intake exhaust cover, oil cart, air cart, dollies, sling cables, ladders, and aircraft jacks.

2020 年9 月23 日，特斯拉举行“电池日”活动，表明正在研发新型电池，根据“车东西”等媒体相关报道材料，特斯拉拟将电池成本降低一半，为此提出五大途径降低电池成本。

国内新能车行业1-6月月均同比下滑，累计销售36.5万辆，同比下滑40.7%；7月份出现拐点，全年首次正增长，八月份持续高景气，同比增幅扩大；下半年有望延续增长势头，环比倍增，实现全年销量与去年持平。国内Tesla产业链确定性高，model 3交付持续增长；大众MEB平台晚于预期，年底或明年初有望上市放量。欧洲新能车一路高歌猛进，1-7月累计新能车销售46.4万辆，同比增加70.6%。建议关注两条主线：四季度国内行业复苏反弹和欧洲新能车持续高增长。推荐宁德时代、恩捷股份。

2020.9.21-2020.9.25：本周电新行业跌幅为3.61%，同期沪深300 指数跌幅为3.53%，跑输沪深300 指数0.08pct，在申万28 个行业板块中位列第10 位，表现处于中游。

光伏方面，领导人提出的碳排放目标为新能源带来历史性机遇，大力发展新能源将在十四五成为重要政策，重仓新能源是“十四五”主线，看好通威、隆基、林洋能源等。电动车方面，欧洲2030 碳排放目标拟将由40%提升至55%，新能源汽车产销基准将从615 万提升至825 万辆，增加34%，大众ID.3 开启批量交付，爆款效应明显，持续推荐海外供应链以及特斯拉、MEB 产业链。电网数字新基建仍系后疫情时代经济复苏主线，继续推荐新基建龙头标的国电南瑞。

虽无颠覆世界的革命性变化，但依然是碾压式的技术迭代。因疫情影响一再推迟的2020 Annual Shareholder Meeting and Battery Day，终于在2020年9 月23 日揭开了神秘的面纱。