The global hybrid and electric car market is highly concentrated, with a few manufacturers offering a limited number of models relative to market size. Competition is segmented into standard non-plug-in hybrids (HEVs), plug-in hybrids (PHEVs), extended-range electric vehicles (EVs), and battery all-electric vehicles (BEVs), each further divided by size (sub-compact, compact, mid-size, full-size, SUVs). Price and features like range capacity and battery efficiency heavily influence competitive strategies, making supply chain management crucial. Each player targets different segments with models tailored to varying price points and features, resulting in distinct competitive advantages. The Global market is largely dominated by Tesla, BYD, Toyota, Hyundai Motor, Volkswagen, and Bayerische Motoren Werke (BMW).

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.

Automotive Brake-By-Wire (BBW) Systems Market Research Reports Data Analysis By Component (Brake pedal sensor, Electronic control unit (ecu), Brake actuators, Wheel speed sensors, Steering wheel angle sensors, Yaw sensor, Pressure

10月轮胎上游原材料价格:2024年10月丁二烯均价12631.25元/吨，环比减少3.70%，同比上涨46.70%;天然橡胶均价 2055.26美元/吨，环比上涨5.31%，同比上涨35.90%;丁苯橡胶均价16523.91元/吨，环比上涨3.49%，同比上涨 30.63%;炭黑均价7908.06元/吨，环比减少3.99%，同比减少20.66%;锦纶帘子布均价21750元/吨，环比减少0.85%， 同比减少1.79%。

复盘 2016 年-2024 年汽车行业来看，汽车板块投资基于行业销量，投资主线是产业升级。2020- 2024 年电动化完成渗透率从 0 到 50%渗透率的提升，目前行业处在电动化向智能化切换的阶 段，同时技术及产业链的领先帮助整车及零部件企业完成产品出口到全球化运营的转换，消 费政策支持保证内销销量相对稳定。外部条件变化并非影响汽车板块投资的核心因素。

汽车行业：新能源汽车结构性繁荣背后，2025年如何演绎？－电车时间机器论

各家车企齐聚广州车展，行业供给持续优化。第二十二届广州国际汽车 展览会将于 2024 年 11 月 15 日至 11 月 24 日在广州广交会展馆举行， 总展出面积达 24 万平方米，本次展会由中国对外贸易中心、中国机械工 业联合会、中国汽车工业协会、中国国际贸易促进委员会汽车行业分会 主办，比亚迪、吉利、奇瑞、长安、长城、上汽、广汽、北汽以及多家 合资品牌的新品都将在本次车展亮相。 自主品牌新车密集发布，技术持续赋能新品。自主品牌在本次车展中亮 相的新品较多，如比亚迪夏 MPV、豹 8、腾势 N9、仰望 U7、吉利银河星 舰 7EM-i、长城坦克 500Hi-4Z、广汽埃安 UT 等，其中夏搭载第五代 DM 技术、豹 8 采用 DMO 越野平台打造、仰望 U7 搭载全新云辇-Z 系统、吉 利银河星舰 7EM-i 使用吉利最新的雷神超级电混技术、长城坦克 500Hi4- Z 双电机混动架构。技术持续赋能新品，带动自主品牌产品力持续向上。

以“新科技 新生活”为主题的 2024(第二十二届)广州国际汽车展览会将 于 2024 年 11 月 15 日至 24 日，在中国进出口商品交易会展馆(广交会展馆) 盛大举办。本届车展吸引了国际汽车行业的目光，全球主流车企将以最高规格亮相 广州国际车展。全球整车企业将齐聚乘用车展区，展示最新汽车科技;商用车展区 将覆盖智能化卡车、新能源车辆等。汽车产业链及文化展区升级，顺应电动化、智 能化趋势，涵盖电机电控、自动驾驶等新题材。广州国际车展三大展区形成完整的 新时代汽车全产业链，着力发展汽车产业新质生产力，助力汽车行业形成高质量发 展新格局。

Q3 终端进入销售旺季，规模效应+成本下降减轻企业经营压力；绑定优质客户实现高增长，降本控费稳定盈利能力 .