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 solenoid by geography and historical trend. The scope of the report extends to sizing of the automotive solenoid 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 software by geography and historical trend. The scope of the report extends to sizing of the automotive 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 telematics by geography and historical trend. The scope of the report extends to sizing of the automotive telematics 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 advanced driver assistance systems (adas) by geography and historical trend. The scope of the report extends to sizing of the advanced driver assistance systems (adas) 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.

北京时间2 月8 日，理想汽车正式发布新一代中 大型五座SUV － 理想L7 ； 长宽高分别为 5,050/1,995/1,750mm，轴距为3,005mm。产品对标小 鹏G9、宝马X5、奔驰GLE 等中大型SUV 车型。L7 将根 据智能化配置和空气悬架的不同分为Air、Pro、Max 三个版本；L7 Air 31.98 万元、L7 Pro 33.98 万元、 L7 Max 37.98 万元。L7 Pro/Max 将于23 年3 月1 日 开启交付，L7 Air 将于4 月初开启交付。

行业观点：1 月（2023/1/2-2023/1/29）乘用车上险114.6 万辆，同比-46%。 新能源乘用车累计上险26.2 万辆（同比-14%，渗透率23%、同比+9pct）。 我国新能源汽车消费逐渐由单一政策驱动逐渐向供（新车型+产品力）及需 （认知+政策）驱动切换。展望2023 年，特斯拉、问界等陆续官宣降价有望 促进销量改善，多地出台刺激汽车消费政策，叠加原材料价格下行+缺芯缓 解+疫后消费复苏，看好2023 年汽车板块行情。板块116 家公司发布业绩预 告，2022 年经历疫情、缺芯、原材料短缺等情况，行业集体承压，同时出 现比亚迪、文灿股份、拓普集团等头部公司受益于自主崛起，业绩分化加速。

据第一商用车网报道，2023 年1 月，我国重卡市场销售各类车型约4.6 万辆， 同比-52%，环比-15%，单月行业销量下滑主要由于春节提前等季节性因素。 展望未来，在重卡更新替换周期到来+国四淘汰+出口快速增长等利好因素加持 下。重卡行业大周期维度的拐点已至，看好当下重卡板块的投资机会，重点推 荐：中国重汽A\H、中集车辆等。

电镀优势在于成本低、电池接触性能高、电池损耗率低、不易氧化等。根据我们测算：1）丝印HJT非硅成本约0.31元/W，比PERC非硅成本 高出0. 07元/W，电镀HJT为0.23元/W，已经基本和PERC打平。2）银耗量方面，丝印HJT电池达到0.152元/W，显著高于PERC电池0.06元 /W和TOPCon电池0.08元/W的水平，而铜电镀HJT电池浆料及其他材料成本约0.05元/W。若铜电镀量产，我们认为单瓦成本仍有进一步降 低的空间：1）设备中长期来看有降本空间，降低折旧成本；2）药剂、油墨等材料也有下降空间。3）薄片化降低硅片成本。