机械设备行业：摩托车行业2025年1月销售数据更新

2 月观察：比亚迪规模优势推全民智驾，华为拟发布 L3 级智驾彰显极致技术 2 月受传统淡季影响需求较弱、但同比增长，新能源车渗透率预计环比明显增长。 智能化为 2025 年的主旋律，小鹏受益于此销量增长明显，而更需要关注的是， 比亚迪所代表的规模优势及华为系所代表的极致技术有望并行发展，主要由于 当前高阶智驾渗透率非常低，需要比亚迪这类车企通过大规模的智驾上车对消费 者进行教育，同时通过华为、小鹏等行业第一梯队车企引领高阶智驾技术的发展

The base currency is considered the United States Dollar (USD). The conversion of other currencies is based on the average exchange rates of the respective review period years. The exchange rate conversion for the forecast period is determined according to the base year’s conversion rates.

汽车行业：全球汽车市场电车渗透率仍有较大提升空间－海外汽车市场分析报告-财通证券

汽车座椅行业：“第三空间_概念推动下，座椅迈向全维度创新阶段－深度报告-国元证券

汽车与零部件行业：人形机器人将打开汽零公司新的成长空间－人形机器人系列报告之一-东方证券

新能源汽车产业链行业：2024全球动力电池装车量TOP10出炉，当升科技中伟股份达成战略合作-东方证券

The global automotive manufacturing industry is dominated by large, multinational manufacturers including Toyota, Volkswagen, Hyundai, and General Motors. The leading players in this industry are tapping into the growing demand for hybrid & electric vehicles, while alliances within the industry are a common strategy. The automotive industry is continually facing new challenges, with globalization, individualization, digitalization, and increasing competition putting pressure on the industry. Moreover, companies are facing more stringent regulations in terms of their safety and environmental commitments. The competition in Electric Vehicles (EVs) and automated driving is growing more intense, yet it is conceivable that these technologies might be considered commonplace in 5 or 10 years. Beyond contending with their conventional rivals, these companies must also be adaptable to the emergence of startups and unconventional players in the automotive sector, including ride-sharing services.

2 月 10 日晚，比亚迪董事长兼总裁王传福在智能化战略发布会上宣布，比亚迪全系车型将搭载“天神之眼”高阶智驾技术，首批 21 款车型即将上市。“天神之眼”分为三个版本：A 版（三激光版） 主要应用于仰望品牌，B 版（激光版）用于腾势和比亚迪品牌，C 版（三目版）则搭载于比亚迪品牌。C 版由 3 个前视摄像头、5 个周视摄像头、4 个环视摄像头、5 个毫米波雷达和 12 个超声波雷达组成，全系标配代客泊车功能，城市记忆领航功能将于年底前通过 OTA 升级推出。王传福强调，比亚迪将安全作为智驾的核心，提出“智驾是安全出行最强的守护”，并承诺推动智驾普及，保障出行安全。

A two-wheeler ignition switch is an integral part of the control system that activates the major electrical systems in a two-wheeler. It operates the starter system for the two-wheeler engine and controls the power source for most electronic devices in two-wheelers.