8 月社会消费品零售总额33571 亿元，同比增长0.5%，是今年以来首次正增长。其中汽车商品零售额3413 亿元，同比增长11.8%，较7月略放缓0.5pct。

8 月狭义乘用车产量实现164.4 万辆（同比-0.2%，环比-2.7%），批发销量实现173.6 万辆（同比+6.9%，环比+6.1%），其中新能源乘用车批发10 万辆（同比+40.9%，环比+20.5%）。交强险口径：狭义乘用车零售销量实现166.3 万辆（同比+14.5%，环比+5.8%）

根据乘联会， 8 月狭义乘用车零售销量170.3 万辆，同比增长8.9%，环比增长6.5%。

8 月沪深300 上涨2.6%，中信汽车指数上涨4.8%，跑赢大盘2.2pct。8 月乘用车销售175.5 万辆，同比增长6.0%，环比增长5.4%；商用车销售43.1 万辆，同比增长41.6%，环比下降3.5%。国内疫情影响逐渐减弱，中央和地方政府一系列利好政策的推出，以及卡车高增长拉动，8 月国内车市产销继续回暖。随着乘用车旺季到来，北京车展新品投放，各地商用车利好政策延续，基建工程启动带动工程车需求回升，预计9 月汽车销量持续向好。

Automotive trims are the plastic components installed in the vehicle to provide a better look and features to the vehicle. Numerous components such as front & rear bumpers, dashboards, and similar others installed in a vehicle describe different trims, which have a wider application in a vehicle. The automotive trims market has witnessed significant growth over the years, owing to increase in trend vehicles, which are equipped with light weight components to increase the efficiency of the vehicles. The automotive trims market is segmented into material type, interior application, exterior application, vehicle type, end use, and region. By material type, the market is categorized into acrylonitrile butadiene styrene (ABS), polypropylene (PP), polyoxymethylene (POM), thermoplastic elastomer (TPE), and others. By interior application, it is classified into dashboards, door panels, and several other components. By exterior component, it is divided into bumpers, window & door seals, and others. ICE passenger vehicle, ICE commercial vehicle, battery electric vehicle (BEV), hybrid electric vehicle (HEV), and plug-in hybrid electric vehicle (PHEV) are the different types of vehicles studied in the global market. Original equipment manufacturers (OEMs) and aftermarket are the different end users of the automotive trims. By region, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

The report incorporates the study of the automotive tire that focuses on the seasonal tires, rim size used by each vehicles, and the channel through which the tires are operated in the business. A rubber tire is a component fitted around the rim of a wheel to transfer the load of a vehicle from the axle to the ground. Majority of the tires are pneumatically inflated to offer a flexible cushion with shock absorption when the tire travels over a rough surface. Moreover, automobile manufacturers are inclining toward electric and alternative fuel vehicles due to implementation of vehicle emission regulations. The rise in production of commercial and passenger cars along with the new advanced technology creates a demand for the tire business globally. For instance, Bridgestone came up with new innovative tires “Ecopia EP500 ologic”. These tires are based on “Ologic technology” which uses synergies of large diameter in conjunction with smaller width. Furthermore, this solution improves fuel efficiency by reducing rolling resistance and environmental impacts. In addition, the Continental started offering different categorized tire as their product such as winter, all seasoned and summer to boost the sales of tire in the global market.

With increasingly stringent environmental concerns, governments and environment agencies across the world have been continually working toward reducing exhaust emissions. They have also been focusing on improving fuel economy, which, in turn, is expected to aid in reducing exhaust emissions. As a result, automobile manufacturers have been working toward reducing the overall weight of vehicles, as it can ensure prominent reduction in CO2 emissions. Weight reduction of 10 kg is estimated to save 1 g of CO2 emission per kilometer. In this regard, the focus on the adoption of subsystems, like EPS, has increased, as the incorporation of the EPS results in significant weight savings. In EPS, an electric steering system replaces the hydraulic piston and pump with an electric motor. The motor draws electricity from the battery, only when the vehicle is turning. There is no power loss in such systems, which decreases the fuel consumption of the vehicle. In addition, the aforementioned developments aid in weight reduction, in turn resulting in fuel efficiency of up to 3% and less carbon emissions. When compared to the hydraulic power steering systems, increased fuel efficiency is one of the most deserving advantages of the EPS systems. Furthermore, the automotive industr y’s paradigm shift toward electric mobility is projected to shift the focus of the manufacturers toward electric vehicle (EV) production, over the coming years.

造车新势力：新能源赛道后起之秀。截至2Q20，蔚来/小鹏/理想累计交付量为4.6/1.8/1.1万辆，特斯拉超百万辆。从资本运作方面来看，蔚来IPO募资约67亿元人民币，上市前通过5轮融资募集超过220亿元，目前市值243亿美元；小鹏IPO募资约89亿元，上市前通过7轮融资募集超过150亿元，目前市值137亿美元；理想IPO募集约103亿元，上市前通过5轮融资募集约120亿元，目前市值141亿美元。

8 月CS 汽车上涨5.18%；CS 汽车销售与服务下降0.16%，CS 商用车上涨6.46%，CS 乘用车上涨1.71%，CS 汽车零部件上涨6.68%，CS摩托车及其他上涨12.06%，新能源车上涨0.27%，智能汽车指数上涨4.66%，同期沪深300 指数和上证综合指数分别上涨3.44%和3.31%。