得益于我国居民消费水平的提升，摩托车的主要用途正逐步由代步工具生产资料向休闲、娱乐功能转变，产品升级快

速推进，自主、合资品牌精品车型不断涌现， ASP 显著提升，本篇报告作为摩托车系列报告一，将主要聚焦以下问题.

海南自贸港总体建设方案落地，离岛免税额度由 3 万提高至10 万、鼓励类企业所得税率降至15%、人才个人所得税率不超过15%、岛内居民基于正面清单免税购买进境商品等，利好当地免税和旅游产业打开发展空间。

据第一商用车网数据，2020 年5 月国内重卡销售约17.5 万辆，同比+61.6%，环比-8.5%。1-5 月国内重卡累计销售64.0 万辆，同比+15.9%。

开工加速，销量维持高增长。根据第一商用车网，2020 年5 月重卡行业销量约17.5 万辆，同比增长62%；2020 年前5 月销量合计约64 万辆，同比增长16%，增幅超出预期。我们认为：1）销量维持高速增长说明前期被压制的需求加速释放。根据G7 公路货运指数，5 月整车流量景气指数维持在98.0 左右，保持较高的景气度。基建项目工程加速开工，工程车销量回升；2）展望6 月，当前房地产新开工面积下滑幅度迅速收窄，基建投资进一步落地，需求后移下销量仍有望维持增长。由于2020 年7月1 日，城市车辆将切换国VI，预计抢装效应会逐渐显现。

2020 1-4月：-20.5%/-81.6%/-48.1%/-3.6%，2月受疫情影响大幅下滑，3月起降幅持续收窄，其中，SUV反弹力度最大，4月已转正。考虑到2020H2较高基数，预计全年增速约-5%

截止北京时间5月11日6时，全球累计确诊新冠肺炎病例已超过409万例。新冠肺炎疫情仍在全球蔓延，对世界经济体的冲击和损伤也还在继续。

上周，在一场线上媒体沟通会上，上汽大众汽车有限公司（下称“上汽大众”）斯柯达品牌新任营销事业执行总监林元航宣布，斯柯达将调整全系车型市场指导价，调整幅度最高可达2.45万元。

当前，新型冠状病毒感染的肺炎疫情始终牵动着全世界人民的心。大众汽车集团向英勇奋战在疫情抗击前线各个岗位上的工作人员致以崇高的敬意，我们的心也与正在和疫情顽强抗争的病患紧紧相连。

At present, cars are all about luxury, comfort, and best driving experiences. Seats are the integral part of driving experience, and in order to improve comfort and luxury, all the automobile manufacturers are trying to provide best seating experience by offering more passenger friendly seats in cars. One of the latest trends in the automotive seats market in China or any part of the world is ventilated seats, especially in the budget segment vehicles. These seats are meant to offer comfort and healthy experience to the occupant. Ventilated seats contain small seat ventilation fans, which direct air through the seat onto the occupant. The production trend of cars till 2018 has contributed to a direct increase in the demand for seat assembly. Owing to the rising air pollution and extreme climatic conditions in the country, the preference and usage pattern of air conditioning have been prevalent in serving the occupants. Moreover, the increasing average drive time spent in vehicles has led to a rise in the demand for ventilated seats in luxury automobiles. In 2019, the country noticed a decline of 3% in the SUV sales, when compared to that of 2018, registering 10.35 million units. However, the country remains as a top market in the SUV segment at a global level. In the recent launches of new SUV models, the front seats have been equipped with ventilated seats. For instance, in 2018, GAC Trumpchi launched next-generation Trumpchi GS5 compact SUV, equipped with ventilation systems for front seats. Similarly, SWM launched the G01 compact SUV, equipped with high-quality leather seats that feature ventilation designs (the main seat is equipped with a heating system). The trend of ventilated seats and the increasing demand in the SUV segment may drive the market studied in the future.

中亚地区地域上与我国毗邻，但该地区存在感偏弱，对该地区汽车产业及市场的研究较少。本文从中亚五国整体汽车产业及市场情况入手，对该地区两个具备汽车产业基础的国家，即乌兹别克斯坦和哈萨克斯坦进行深入研究。这两个国家均没有自己的民族汽车品牌，主要与外国汽车集团在当地进行合资合作，组装生产外资品牌汽车。但是近年来，乌兹别克斯坦和哈萨克斯坦汽车产业发展加快，汽车本地化率不断提升，并不断加强与周边汽车强国的产业关联，积极扩大汽车产品出口。本文还介绍了中亚五国汽车产业相关政策，如对新能源汽车产品实施优惠关税、政府采购仅限于国产车等，最后提出我国汽车企业在当地发展的建议。