This data equals output data for the following ISIC Rev. 4 code: 1200 Manufacture of Tobacco Products This class includes: Manufacture of tobacco products and products of tobacco substitutes: cigarettes, cigarette tobacco, cigars, pipe tobacco, chewing tobacco, snuff Manufacture of "homogenized" or "reconstituted" tobacco Stemming and redrying of tobacco

本文基于《道路机动车辆生产企业及产品公告》、机动车出厂合格证数据等汽车行业数据，对我国汽车产业运行特征和发展环境进行了全面系统梳理和深入分析。主要从市场发展情况、新形势下汽车行业发展环境等方面剖析我国汽车产业发展现状及结构亮点，展望2023年行业整体发展趋势，为汽车行业、企业提供参考。

The ground vehicle processor demand is surging around the globe on account of the factors such as the increasing procurement of various ground vehicles for military and law enforcement purposes The rising manufacturing of multiple ground vehicles such as tanks, AFVs, protected patrol mobile artillery rocket launcher, unmanned ground vehicles, etc for military and defense strengthening and preparedness for unwanted geopolitical risks and attacks The modernization of vehicles through integration of artificial intelligence, and advanced communication mapping technologies, etc has also influenced the global ground vehicle processor market

The global automotive roof racks market is driven by factors such as increasing tourism and off-road trails and limited availability of boot space in the vehicles. However, the fluctuating raw material prices are expected to restrain market growth. The proliferating electric vehicle demand is expected to create growth opportunities for the market players.

In FY2019, the Indian automotive industry registered new record high volumes in output and domestic sales. However, the economic deceleration in FY2020 and the negative effects of COVID-19 pandemic had a deep negative effect on the output and domestic sale volumes of the industry. In FY2022, the Indian economy rebounded and the Indian motor vehicle sector showed the first signs of recovery. On the one hand, motor vehicle exports reported a new record high in FY2022, along with higher output and domestic sales in passenger and commercial vehicles. On the other hand, output and domestic sales of two-wheelers continued with the declining trend. In a context marked by a relatively weak recovery of the Indian motor vehicle industry, the government decided to keep the migration pace towards cleaner vehicles, in spite of the potential rise in motor vehicle prices.

The tow tractors market witnessed stable growth in recent years with the rapid use of modern material handling equipment. Expanding industrial activities in APAC and MEA allows manufacturers profitable business opportunities over the forecast period. Furthermore, technologically advanced techniques have profoundly influenced the equipment's capabilities, which are expected to drive the tow tractor market growth during the forecast period.

5 月周订单跟踪：5 月第2 周（5.8-5.14）9 家车企新增订单8.0-9.0 万辆，新 增订单较M4W2 同比+9%至+14%，2 家车企新增订单的同比增速高于整体水 平，其中部分头部自主品牌、造车新势力增长较好。 5 月前2 周订单跟踪：5 月前2 周（5.1-5.14）9 家车企新增订单20-21 万 辆，新增订单较4 月同期+41%至+46%，3 家车企新增订单的同比增速高于整 体水平。 5 月订单预测：预计9 家车企5 月新增订单有望在41.0-42.0 万辆之间，环比 4 月+13%至+18%。

随着新能源车销量逐步走高，充电桩行业需求也在高速增长，尤其是海外 充电桩建设或将进入发力期，看好国内充电桩龙头企业出海。重点关注充 电桩业务相关企业通合科技、盛弘股份、沃尔核材等。在新技术方面，我们 看好钠离子电池、磷酸锰铁锂、PET 铜箔、氢能等的 0-1 过程。建议关注 钠电池的维科技术、元力股份、传艺科技、圣泉集团等。我们认为当前新 能源车处于低估区间，随着Q2 以来需求的逐步回升，产业链公司业绩有 望逐步环比提升。4 月底以来，碳酸锂价格维持上涨。不到一个月的时间 里，电池级碳酸锂价格已由18 万元/吨涨至30 万元/吨。根据中汽协，4 月 份，国内新能源汽车产销分别完成64 万辆和63.6 万辆，同比均增长1.1 倍，市场占有率达到29.5%。中共中央政治局4 月28 日召开会议，指出要 要巩固和扩大新能源汽车发展优势，加快推进充电桩、储能等设施建设和 配套电网改造。当前位置建议积极配置，推荐宁德时代、亿纬锂能、当升科 技、容百科技、长远锂科、天赐材料、科达利、星源材质、中伟股份、恩捷 股份、比亚迪、德方纳米、信德新材、天奈科技、杉杉股份、中科电气、壹 石通、孚能科技、超频三等。

2022年新能源车销量再创新高，其中国内新能源车销量689万辆，同比+95.2%，欧洲28国销量259万辆，同比+15%，美国销量销量98.5万辆，同比+51.1%。2023年国内国际主流品牌的电动车新车型开始密集推出，电动车销量有望延续高景气度，未来几年渗透率有望快速提升。我们预计到2025年动力+储能电池需求量有望接近2000GWh。

外部干扰因素余波尚存，4 月需求回暖，欧洲乘用车和新能源汽车销量均呈现同比增长，新能车渗透率达14.50%。4 月欧洲新能车销量10.93 万辆，同增14.75%，渗透率达14.50%，同减0.2 Pct。从销量上看，德国领跑欧洲车市，单月新能车销量实现4.15 万辆。同比方面，德国、挪威分别同比下降5.35%和0.18%，其余国家均实现同比增长；4 月在3 月销量高峰的对比下，八国销量环比均下降，其中英国和挪威环比下降显著，分别达到54.90%和53.68%。从渗透率上看，4 月八国渗透率同比增减不一，除德国和意大利外其余各国渗透率均增长，其德国和意大利渗透率同比下降3.9 和0.8 个Pcts；环比方面，除西班牙有轻微上升，德国、英国、法国、意大利、挪威、葡萄牙、瑞典渗透率有所下降。未来，我们预计2023 年欧洲新能车销量将高达311 万辆，增长率为20%。