This study presents an assessment of the current status and future prospects of the global commercial vehicle coatings market. It takes into account the volume of shipment and revenue generated from commercial vehicle coatings between 2017 and 2027. Revenue us recorded at the manufacturer level. Commercial vehicle coatings in this study are defined as OEM and refinish coatings used on the exterior surfaces of on-road commercial vehicles, such as heavy trucks, buses and coaches, and Light Commercial Vehicles (LCVs).

This Frost & Sullivan study analyzes the impact of M&As on the global automotive industry (including CASE and aftermarket). It also examines past and current M&As and their influence on the industry and its participants. The study provides a strategic overview of the current state of the industry with respect to M&As; it covers participants’ major activities and focus areas and their impact on overall industry revenue. The research service also offers insight into the strategic initiatives taken by leading companies; it discusses the manner in which they use M&As to tap into advanced automotive technology and emerging business models.

The semiconductor industry is observing higher demand for IT components, peripherals, and consumer electronics than it did in 2019. This could be due to the pandemic, the enforced work-from-home situation, and the contactless functioning of many essential and non-essential services. The auto semiconductor space is highly fragmented; therefore, it has a complicated value and revenue split across Tier I, Tier II, and Tier III suppliers. Tier III suppliers posses wafer-level capabilities; hence, this level is highly consolidated and dominated by a few manufacturers from Asia. The current crisis is due to Tier III suppliers' inability to meet the sudden spike in demand from all consumer segments, particularly from automotive.>

中国汽车工业协会发布的数据显示， 2021 年12 月国内乘用车销量完成242.2 万辆，同比增长2%，结束了连续7 个月的月度负增长。产量方面，12 月乘用车生产完成252.7 万辆，同比增长8.4%。12 月乘用车产销双双转正，显示行业性缺芯状况有了明显好转。

3060 大背景下，换电成为推动新能源汽车全场景普及的必然形式，是充电的有效补充。我们预计，在政策、资本、自身产品力提升下，2022 年有望成为换电行业高速发展的元年，全年有望新增换电站超 3000 个（截至 2021 年 10 月，行业保有量仅 1086 个），2025 年行业新增有望超 1 万个，五年十倍+空间。

在锂离子电池首次充电过程中，有机电解液会在石墨等负极表面还原分解，形成固体电解质相界面(SEI)膜，永久地消耗大量来自正极的锂，造成首次循环的库仑效率(ICE)偏低，降低了锂离子电池的容量和能量密度。为了解决这个问题，人们研究了“预锂化” 技术。

全行业来看，中大排量二轮摩托车销量持续上扬：1-12月，150＜排量≤250cc累计销售136万辆，yoy+18%；排量＞250cc累计销售32.4万辆，yoy+62%。12月单月，150＜排量≤250cc销售12.1万辆，yoy+0%；排量＞250cc销售3.3万辆，yoy+108%。

2021 年12 月中国动力电池装机量26.2GWh（+102%），环比增长25.9%；2021 年1-12 月累计装机量154.5GWh（+143%）。十二月中国动力电池装机量继续冲高，主要是年末冲量，叠加特斯拉销量恢复。

12 月乘用车批发销量同环比均实现正增长。据乘联会数据，12 月狭义乘用车批发销量236.6 万辆，同比上升2.3%、环比增长10.0%，零售销量达210.5 万辆，同比下降7.9%、环比增长15.9%。

伴随汽车智能化变革加速，对应产业链正快速崛起。从车企产品推新的角度看，相比此前对底盘、发动机、变速箱或三电系统的强调，2021年以来，车企们越来越多地把时间留给介绍“搭载了多少个传感器”“是否搭载激光雷达”“智能驾驶芯片算力有多高”等问题，并呈现出各家车企在旗舰产品的智能化硬件上进行“军备竞赛”的态势。