The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Barnes Reports' Global Manufacturing & Makets report series provide estimates of the size and characteristics of the largest equipment, materials and consumables by manufacturing industries in the largest 140 global countries. These estimates are produced by a proprietary economic model that is based on a number of sources and factors

8 月行业表现超预期。乘联会口径：8 月狭义乘用车产量实现 223.7万辆（同比+5.7%，环比+6.5%），批发销量实现 223.7 万辆（同比+6.7%，环比+8.3%）。交强险口径：8 月行业交强险口径销量为 186.1 万辆，同环比分别+2.5%/+8.0%。中汽协口径：8 月乘用车总产销分别实现 227.5/227.3 万辆，同比分别+5.4%/+6.9%，环比分别+7.5%/+8.2%。8 月整体产批零表现均超出预期，呈现淡季不淡的整体态势。出口方面：8 月中汽协口径乘用车出口 34.9 万辆，同环比分别为+34.2%/+7.1%。

乘联会口径，23年8月全国乘用车批售223.7万辆，同/环比+6.7%/+8.3%；1-8月累计1537.6万，同比+6.8%。8月成都车展推出近1600款车型，大量优质供给和低价新车的推出再次刺激 8月车市需求释放。8月终端让利&促消费政策利好持续，后期智驾政策落地等利好叠加即将到来的国庆出行需求爆发，“金九银十”有望迎来高增态势。

中国固态电池产业化驱动因素包括政策推动、技术研发的进步以及应用优势等；全球多国 明确固态电池产业化目标，2020-2025年着力提升电池能量密度并向固态电池转变，2030 年研发出可商业化使用的全固态电池，研发技术成果突飞猛进，推动其产业化进程。但是， 目前固态电池未实现产业化有多方面制约因素，包括成本、界面、安全和稳定性等多方面 问题；总体来看，固态电池整体产业链不完善，技术层面仍有待研发与提高。

隔膜产销保持旺盛，25 年全球需求预计可达377 亿平。2023 年上半年，在锂电产 业链去库减量的背景之下，隔膜受壁垒制约，在中游材料各环节中过剩与库存压力 相对较小，月度产量同环比均维持了较高增速，盈利水平受挫程度也相对较轻。 2025 年全球锂电池出货量预计达到2388GWh，对应377 亿平隔膜需求。海外隔膜 企业扩产较慢，新增产能相对有限，国内隔膜企业凭借规模、成本和技术优势，已 经成为全球锂电池隔膜的核心供应力量，未来在海外市场份额有望不断提升，受益 于全球需求增长。

齿轮是应用最广泛的传动部件，汽车为齿轮应用第一大领域。齿轮是 能互相啮合的有齿机械零件，通过连续啮合传递运动和动力，按照用 途可以细分为车辆齿轮、工业齿轮及齿轮专用装备，其中汽车是齿轮 第一大应用领域，占齿轮产品市场的比重在60%以上。车辆齿轮主要用 于汽车传动系统，燃油车动力传递路线为发动机→离合器→变速器→ 传动轴→主减速器和差速器→半轴→驱动轮，混动车型动力传动与燃 油车类似，而纯电动车传动路线较为简单，无需离合器和变速箱；汽车 齿轮零部件主要包括变速箱（含同步器）、主减速器和差速器等。