[汽车制造业] [2022-04-02]
前期我们在整车投研框架《总量、变局、变革》中提出：汽车行业制造属性逐步下降，消费与科技（电动&智能）属性提升，但科技属性中期维度差异化较小，当前整车厂将重点靠消费属性提升市占率。在零部件投研框架《价与量，升级与破局》中再次强调了汽零的成长路径相对前期（20年）不管在量（客户）的逻辑还是在价（单车价值量）的逻辑均发生显著变化，价的维度主要是消费属性强化使得汽车配置升级从而推动单车价值量提升，重视具备显现消费属性的汽零赛道。
[汽车制造业,交通运输、仓储和邮政业] [2022-04-01]
[汽车制造业] [2022-04-01]
[汽车制造业,信息传输、软件和信息技术服务业] [2022-04-01]
[汽车制造业] [2022-03-31]
[汽车制造业,通用设备制造业] [2022-03-30]
[汽车制造业,通用设备制造业] [2022-03-30]
[汽车制造业,电气机械和器材制造业,专用设备制造业] [2022-03-28]
Although automobiles have continued to develop, the architecture has not changed much. New requirements and the ever-changing dynamics of mobility will drive the shift to ECMs.
[金融业,汽车制造业] [2022-03-28]
A new revenue model that defines how a company creates and capitalizes economic value, typically impacting its value proposition, product offering, operational strategies, and brand positioning
[计算机、通信和其他电子设备制造业,汽车制造业] [2022-03-27]
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