2020 年9 月23 日，特斯拉举行“电池日”活动，表明正在研发新型电池，根据“车东西”等媒体相关报道材料，特斯拉拟将电池成本降低一半，为此提出五大途径降低电池成本。

2020.9.21-2020.9.25：本周电新行业跌幅为3.61%，同期沪深300 指数跌幅为3.53%，跑输沪深300 指数0.08pct，在申万28 个行业板块中位列第10 位，表现处于中游。

光伏方面，领导人提出的碳排放目标为新能源带来历史性机遇，大力发展新能源将在十四五成为重要政策，重仓新能源是“十四五”主线，看好通威、隆基、林洋能源等。电动车方面，欧洲2030 碳排放目标拟将由40%提升至55%，新能源汽车产销基准将从615 万提升至825 万辆，增加34%，大众ID.3 开启批量交付，爆款效应明显，持续推荐海外供应链以及特斯拉、MEB 产业链。电网数字新基建仍系后疫情时代经济复苏主线，继续推荐新基建龙头标的国电南瑞。

虽无颠覆世界的革命性变化，但依然是碾压式的技术迭代。因疫情影响一再推迟的2020 Annual Shareholder Meeting and Battery Day，终于在2020年9 月23 日揭开了神秘的面纱。

A lithium-ion battery is a type of rechargeable battery used for portable electronics and electric vehicles. This battery can handle hundreds of charge/discharge cycle, and is lighter in weight as compared to other batteries. The report encompasses components and end-use industry verticals of the lithium-ion battery market. The report covers the revenue generated by various components of Lithium-ion battery such as cathode, anode, electrolytic solution, and others (foils, binders, and separators). Furthermore, Lithium-ion batteries are majorly applicable across industry verticals such as electronic, automotive, industrial, and others, including medical, military, and textile. Region wise, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA. The report further covers the strategies adopted by key market players to sustain the competitive environment and increase their market share. Automotive Energy Supply Corporation, Panasonic Corporation, Samsung SDI Co. Ltd., LG Chem Power (LGCPI), LITEC Co., Ltd., A123 Systems, LLC, Toshiba Corporation, Hitachi Chemical Co., Ltd., China BAK Battery Co. Ltd., and GS Yuasa International Ltd. are some of the major players discussed in the report. Ongoing advancements in the lithium-ion batteries due to innovative efforts have further enhanced the efficiency of these batteries. The competitive advantages of lithium-ion batteries over conventional alternatives has been described in the report. To understand the market, drivers, restraints, and opportunities are explained in the report. Furthermore, the key strategies adopted by potential market leaders to facilitate the effective planning have been discussed under the scope of the report.

The automobile regulatory framework in Europe and North America has been instrumental in creating a sustainable environment in the automobile industry. The latest regulatory framework, the Euro 6, which was introduced in 2011 and came into effect in September 2014, changed the regulatory standards that have been crucial in determining the dynamics of the automotive market in the region. Since 2013, the EC (European Commission), along with EEA/EMEP, has been maintaining the record of emission performance standard for each new vehicle registered in Europe. The emission regulations bind the automotive manufacturers together. The freight companies and fleet owners are rapidly moving toward incorporating more technologies that are expected to reduce the average emission rate. Thereby, a need to reduce vehicle weight for lowering emission levels has greatly encouraged the employment of high pressure die casting (HPDC) parts in vehicles.

The global ground support equipment market involves the study of various GSE applications such as aircraft handling, passenger handling, and cargo handling. For instance, GSE such as deicers, ground power units, fuel trucks, pre-conditioned air (PCA) units, and hydrant trucks are especially deployed for aircraft handling. Equipment such as belt loaders/conveyors, cabin service vehicles, boarding stairs, lavatory service vehicles, and passenger buses serve the purpose of passenger handling. In addition, cargo/container loaders, pushback tractors, and forklifts are used for cargo handling application. Powered equipment consist of refuelers, ground power equipment, tugs & tractors, portable water truck, generators, baggage conveyor/belt loader, passenger buses, catering truck, passenger boarding stairs, air compressors, portable floodlights, air conditioners, container loaders, lavatory service vehicles, and de-icing vehicles. Equipment studied under non-powered GSE include chocks baggage carts, trestles, intake exhaust cover, oil cart, air cart, dollies, sling cables, ladders, and aircraft jacks.