特斯拉3 季度交付量高增驱动营收增长。公司Q3 营收为138 亿美元，其中汽车业务营收121 亿美元(含2.8 亿美元积分收入)，同比+58%。特斯拉Q3 汽车交付量为241,391 辆（同比+73%），其中Model3/Y 交付232,102 辆（同比+87%）、ModelS/X 交付9,289 辆（同比-39%）。单车均价为5.0 万美元，同/环比分别-0.5 万美元/-0.1万美元。

美国时间10 月20 日，特斯拉（TSLA.O）发布2021Q3 季报：多项数据再创历史新高，Q3 交付量24.14 万辆，同比大增73%，环比增长20%，已经连续6 个季度刷新交付记录。特斯拉单季度收入、净利润、毛利率等也全部新高。

9 月新能源车产量33.56 万辆，同环比+141%/+41%，符合市场预期：2021 年9 月新能源车产量33.56 万辆，同比增长141%，环比上升41%。其中乘用车产量32.44 万辆，同比增长156%，环比上升42%，其中纯电乘用车产量提升至27.05 万辆，同比增长170%，环比增长52%；客车产量3745 辆，同比下降36%，环比增长55%；专用车产量7453 辆，同比增长14%，环比增长5%。2021 年1-9 月电动车累计产量达182.6万辆，同比上升164%，维持高速增长；乘用车累计生产175.7 万辆，同比+183%；客车累计生产2.53 万辆，同比下降21%；专用车累计生产4.35 万辆，同比增长13%。

There was near-100% compliance toward fleet average fuel economy and emissions. Almost all OEMs met CO2 and fuel-economy targets in the EU and US. All except VW accumulated credits and doubled EV sales in H2 2020 in the EU. VW missed out on its targets by 0.5g/km, resulting in fines of more than €100 million at the rate of €95 per gram of CO2/km above the target. 2 Downsizing and boosting were on the rise. While boosting is most prevalent in the EU, other regions across the globe are now seeing increased penetration. Boosting technology is now subjected to electrification with electrified supercharger or turbocharger, specifically in premium segments, for further optimization of downsizing and energy recovery.

月度数据回顾 乘联会发布2021 年9 月乘用车产销数据：当月零售销量 为158.2 万辆，同比-17.3%，环比+9.1%；批发销量为173.7 万辆，同 比-16.1%，环比+15%；产量为172.1 万辆，同比-14.8%，环比+16.1%。

受缺芯影响，9 月乘用车终端零售同比下降13.68%，但新能源车同/环 比增长189.7%/42.1%。传统汽车板块三季报承压，预计四季度芯片供给 将逐月改善。坚定看好新能源，同时重视汽车板块预期改善行情。

A review for the European Commission estimated that driver distraction is a likely factor in 10% to 30% of road collisions in Europe each year. Driver monitoring system enhances a vehicle’s safety by addressing the critical challenge of monitoring driver drowsiness and attention. The automotive industry has accepted and adopted DMS as a critical component for vehicles with partial and conditional autonomous driving features, which involves handover of dynamic driving tasks between the driver and the system.

5G is being tested for C-V2X use-cases. C-V2X based on 5G will significantly increase the safety and the automated driving capabilities of connected/autonomous vehicles. •Low latency, massive bandwidth capability, and improved processing capacity are the major advantages that 5G will offer to the AVs of the future. The pace at which data is uploaded will be crucial for potential autonomous use-cases. Large quantities of data from sensors, radars, cameras, and other devices will be constantly gathered from cars, uploaded to the cloud, and exchanged in real time with other vehicles. Existing 5G download and upload rates are insufficient for AVs to perform ultra-reliable and low-latency use-cases. In the event of a network interruption (for example, a storm or a hurricane), AVs can migrate to the 5G edge cloud without affecting third-party services such as charging stations, fuel stations, and hospitals.

ables reduction in friction and the number of steps in customer journeys. 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.

Global company car leasing (financial and operational leasing) market fell by 17.0% year-on-year (YoY) with annual sales of 6,000,605 units in 2020. It accounted for 49.5% of the total true fleet cars (company cars) registered in 2020. Corporate customers delayed their fleet renewal decision amidst the pandemic resulting in the market decline.