The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive drivetrain by geography and historical trend. The scope of the report extends to sizing of the automotive drivetrain market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive head gasket by geography and historical trend. The scope of the report extends to sizing of the automotive head gasket market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive balance shaft by geography and historical trend. The scope of the report extends to sizing of the automotive balance shaft market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive braking system by geography and historical trend. The scope of the report extends to sizing of the automotive braking system market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive conformal coatings by geography and historical trend. The scope of the report extends to sizing of the automotive conformal coatings market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive aftermarket part by geography and historical trend. The scope of the report extends to sizing of the automotive aftermarket part market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

全新系列车型中，令人印象深刻的有：极氪X：其外观造型设计完全摆脱了在特斯拉影响下高度同质化的电动车造型风格，形成了极具辨识的、崭新的高端设计语言；姿态比例颇具运动感，车身线面有一定切割风，与车灯设计相互融合，设计进一步几何化、抽象化，极简中将科技感更好体现。长安深蓝S7：作为深蓝品牌的第二款车，与SL03运用相同的设计语言，但将锋利的切割型的线面应用的更加出色，再配合更加运动的侧向比例，靓丽的高纯度配色，将时尚的运动感充分表现。集度ROBO-01：突出科技感和高端感，颇具肌肉感的曲面搭配悬浮式车顶，车灯造型简练而科技感且有较强辨识度，尾灯造型更加几何化。比亚迪海鸥：相比于大多数小微车型一般相对柔和可爱的造型，海鸥的造型则相对犀利和运动。我们认为，海鸥上市后将具备较好的差异化竞争力，但也较难大幅抢占可爱系竞品的份额，若能推出更多具有吸引力的配色，或将对竞争力有进一步提升作用。智己LS7：相比L7相对夸张的锋利前灯，LS7前灯造型则要柔和很多，在高端感的呈现上相对低调，更易被主流消费群体所接受。

行业景气度跟踪：产批零表现基本符合预期。乘联会口径：2 月狭义乘用车产量实现166.4 万辆（同比+11.2%，环比+23.6%），批发销量实现161.8 万辆（同比+10.2%，环比+11.7%）。交强险口径：2 月行业交强险口径销量为123.2 万辆，同环比分别+10.4%/-0.7%。中汽协口径：2 月乘用车总产销分别实现171.5/165.3 万辆，同比分别+11.8%/+11.2%，环比分别+22.8%/+12.5%。出口方面：2 月中汽协口径乘用车出口27.1 万辆，同环比分别为+85.6%/+8.4%。长城汽车、吉利汽车出口同比上升明显。展望2023 年3 月：3 月工作日较2 月增加3 天有助产销安排+终端需求进一步恢复综合影响下我们预计3 月行业产量为233 万辆，同环比分别+27.8%/+40.0%；批发为227 万辆，同环比分别+24.9%/+40.0%。新能源批发预计62.4 万辆，同环比分别+37.1%/+25.8%。交强险零售预计147.8 万辆，同环比分别+4.8%/+20.0%。

新能源汽车市场迎来降价潮，特斯拉率先降低全系国产车型价格，其他新能源汽车新势力跟随降价，近期降价潮蔓延至燃油汽车市场。降价对产业链材料的影响具有多面性，一方面可能挤压产业链材料曾经的高利润环节，我们认为短时间内锂电铜箔和铝箔加工费、锂盐价格会继续承压。另一方面，汽车多销促进对上游材料的需求。此外，降本思路下，车企对减少材料耗用量的需求或趋于迫切，有利于一体压铸、镁合金、复合材料等新技术的应用和进一步渗透；上周小金属及新能源相关金属板块与金属价格均表现不佳，其中石英板块上涨或系石英坩埚紧缺行情推动。

2023年价格战与2018-2019年区别：1）2023年汽车总量需求曲线是复苏的，2018-2019年是持续下行（尤其是2016-2017年高度透支后）。2）中国汽车产业的未来美好前景这轮是清晰且有信心的，2018-2019年是非常模糊的。坚定信心！依然看好新能源汽车带动中国汽车产业链全球崛起之路。整车板块重视优秀自主品牌长期崛起力量【比亚迪/理想汽车/长城汽车/吉利汽车/赛力斯】等为代表。零部件板块重视：1）特斯拉培养出的一批未来或具备全球竞争力企业【拓普集团/旭升集团/新泉股份】等为代表，2）油车时代已经证明过长周期成长能力【福耀玻璃/星宇股份】为代表。3）智能化产业链自主成长力量【德赛西威/华阳集团】为代表。