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 upholstery by geography and historical trend. The scope of the report extends to sizing of the automotive upholstery 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 supercharger by geography and historical trend. The scope of the report extends to sizing of the automotive supercharger 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 traction motor by geography and historical trend. The scope of the report extends to sizing of the automotive traction motor 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.

过去三年销量高增+渗透率低。电动重卡从20年的0.26万辆增长至22年的2.52万辆，渗透率从20年的0.15%提升至22年的3.74%，这其中换电 重卡占比从20年的23%提升至22年的49%。 我们认为换电重卡有望持续高增，核心驱动力在于环保政策强要求+经济性。我们预判今年行业有望做到5%+渗透率，加速的原因系政策 （地方补贴+碳排政策）、整车经济性（油电价差）、运营经济性（IRR可实现10%出头）等。 环保政策强要求：重卡碳排放大幅高于乘用车，重卡高需求地区（河北等）污染严重，中央有试点城市推广换电重卡政策导向，地方有积 极响应双碳目标，对换电站等给予了一定补贴。

零部件重点推荐1）特斯拉及比亚迪产业链：旭升集团、新泉股 份、拓普集团、欣锐科技；2）优质零部件：星宇股份、福耀玻璃、骆驼股 份、爱柯迪；3）智能化：德赛西威、科博达、华阳集团、伯特利及国产化 降本的座椅产业链；整车核心推荐宇通客车、比亚迪、吉利汽车、长安汽车、 长城汽车、小鹏汽车。

受益于汽车智能化趋势，L2 及以上级别加速渗透，高速线单车用量显著提升。 随着国产汽车崛起，国产线束线缆品牌迎来发展良机，未来有望打破目前海外 龙头企业垄断格局。

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 lead-acid battery by geography and historical trend. The scope of the report extends to sizing of the automotive lead-acid battery 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 chassis by geography and historical trend. The scope of the report extends to sizing of the automotive chassis 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 automated guided vehicle (agv) software by geography and historical trend. The scope of the report extends to sizing of the automated guided vehicle (agv) software 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 airbag silicone by geography and historical trend. The scope of the report extends to sizing of the automotive airbag silicone 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.