近日，特斯拉入华建厂的消息再度引起行业内热议。多家媒体先后曝光特斯拉与上港、金桥等签署合作协议，但随即又发生戏剧性反转，这些企业相继发布公告澄清与特斯拉的关系。直到特斯拉官方回应，目前正与上海市政府探讨在该地区建设工厂的可能性，或在今年年底完善国产化计划。至此，特斯拉何时入华的风波总算暂时平息，但尚不可知未来将已何种形式、多大规模进入中国，毫无疑问的是，国内车企将抱着焦虑、期待、质疑等复杂的心情迎接特斯拉的正式入华。

Advances in automotive technology have taken vehicle comfort and convenience to another level. Automotive seat systems now perform numerous functions such as giving the driver a massage, accurate and comfortable driving posture, and air or warmth during travel using different sensors and devices. Nowadays, automotive seats are a combination of electronically adjustable systems, intelligent seat configuration, and health and wellness systems. Hence, these seats provide closed-loop comfort systems to the driver while traveling long distances. With the development of these seats, seat manufacturers are now able to address safety as well as health concerns. The smart seats are available as standard fitment in most luxury cars in the form of multiple axes seat adjustment and predefined seat memory functionality.

The use of flex-fuel engines is confined mainly to Brazil and the US, where there is a high penetration of flex-fuel vehicles. In 2014, Brazil had a penetration of 94% of flexfuel vehicles, while the US had 0.8%. Flex fuels are available at pump stations with variants such as E10, E15, and E85.Flex-fuel vehicles are segmented in terms of engine capacity such as compact-, midsize,and full-size. In Brazil, there is a high penetration of compact-size engines in vehicles with approximately 70% market share, while in the US, there is a higher market share for full-size vehicles. However, apart from Brazil and the US, there is a very low penetration of flex-fuel vehicles in other parts of the world. China has flexfuels vehicles running on methanol (M85), which are very less in number, while European countries such as Sweden and Finland have a marginal market share when it comes to flex-fuel engines.

Temperature sensors are widely used in powertrain applications and climate control functions in the automotive industry. The use of sensors in the powertrain allowed the rapid electrification of mechanical components such as the development of automatic transmission in passenger cars. As a result, the automotive industry is progressively witnessing the adoption of temperature sensors. In addition, the growth in the automobile market will be the main driver for the growth of the global temperature sensors market. The drive for the autonomous vehicle has increased the use of automotive sensors in the vehicle. This will be a crucial driver for the adoption of the temperature sensors in the automotive segment.

In this report, Technavio covers the present scenario and the growth prospects of the global hydrogen fuel cell vehicle (HFCV) market for 2017-2021. The report includes the entire range of fuel cell vehicles available in the market segmented based on geography into Asia-Pacific (APAC), 

Automotive sunroofs may be fixed, vent, or sliding roofs that allow light and fresh air to enter the vehicle and also protects against the sun and wind. They can be operated manually or can be driven by motors. They are available in different sizes, shapes, and styles.The first company to come up with sunroof as a standard fitment was Nash Motors Company in 1937. In the subsequent decades, sunroofs became a premium feature among the ultra-luxury vehicles. During the 1990s, sunroofs gradually made way into premium and mid-segment cars as the large-scale investments by original equipment manufacturers (OEMs) and component manufacturers made it relatively affordable. Currently, many companies are coming up with sunroofs as a standard fitment, which can be operated manually or electronically. While manual sunroofs use levers for the sliding motion, electronically operated sunroofs use motor-driven cables. Most sunroofs that are currently available are electronically driven. Sunroof systems can be factory installed or can be installed aftermarket.

Gearbox and drives are assemblies of gears, bearings, bearing covers, keys, oil seals,oil rings, and shafts in a single casing, which are used for the mechanical transfer of energy from one device to another. They are employed in industrial applications to change the torque (rotational force), the speed of motors, and the direction of rotational axles of devices.The report discusses the major drivers influencing market growth and the challenges faced by the vendors and the market as a whole. It also examines the key emerging trends and their impact on the current and future market scenarios.

小排量乘用车购置税优惠力度减弱叠加上年年末消费透支效应，导 致上半年汽车产销增速下滑，展望下半年随着乘用车环比回暖、客 车降幅收窄及货车依旧维持中高增速，尤其是明年购置税优惠完全 退出刺激四季度消费翘尾叠加新能源汽车下半年放量的预期，行业 有望迎来产销（盈利）及估值的阶段性向好，但从长期来看，产销 增速的周期下降及板块估值下行的趋势依然不变，因此仅存结构性 机会，维持行业同步大势评级，个股方面甄选高景气细分领域中业 绩增速稳定的个股，谨防估值下滑的风险。

1-6月累计销量增长3.8%。前五月，购置税调整产生的提前消费效应逐月减弱，负面影响消化完毕。6月经销商受厂家中期冲量影响，库存系数反弹至1.75，预计三季度库存压力下降 。

本周马凯副总理在新能源汽车推广应用座谈会上做出重要表态，要继续按照 “市场主导、创新驱动、重点突破、协调发展”的要求，始终坚持发展新能 源汽车国家战略不动摇；新能源乘用车积分制已二次征求意见，三万公里政 策有望调整，预计政策面有望持续释放利好；下半年需求回暖，板块拐点已 经确认，继续建议加大板块配臵，我们坚定看好产业链中游的湿法隔膜、龙 头供应链以及上游锂业巨头的投资机会。电改继续深化，增量配网项目有望 加快落地，我们看好拥有网内资源并开展配售电的标的、有望成为“配售电 一体化+综合能源服务商”的标的；电力设备方面，建议积极关注国网系、 “一带一路”龙头与国企改革相关标的。新能源发电各有亮点，风电看好龙 头企业；光伏相对看好分布式龙头与高效产品产业链的结构性机会；储能产 业进入商业化应用的新阶段，看好掌握客户资源+技术的龙头企业；核电方 面继续关注未来审批重启的可能性。 

7 月 11 日，中国汽车工业协会召开 6 月份汽车产销数据发布会。在新能源汽车部分，6 月份产销量分别为 6.5 万辆和 5.9 万辆 ，同比增长分别为 43.4%和 33%；2017 年前6月累计产销分别为21.2万辆和19.5万辆 ，同比增长分别为 19.7%和 14.4%。

我们认为由于汽车板块中报业绩分化严重，因此短期来看行情仍 将围绕中报盈喜的一线自主、豪车和重卡产业链展开。模拟组合中 A 股组合以潍柴动力替换金龙汽车，成长股组合中移出停牌之中的双林股份，加入精锻科技和银轮股份，港股组合保持不变。