据《汽车新闻》报道，根据欧洲汽车制造商协会（ACEA）于近日发布的数据，今年7月和8月，欧洲新车注册量同比分别下降24%和18%，这是自2013年欧元区经济危机结束以来，跌幅最大的两个月。今年前8个月，欧洲新车累计注册量不到820万辆，较去年同期增长12.7%，但是增幅已不到今年上半年公布的增长率的一半。

Smart display is a digital screen designed to use around the home, retail, and automotive sectors for digital communication, which sometimes also includes a sizable touch screen. Further, the home display devices can be for more than just control but support entertainment, video chats, information videos, and control other smart applications inside homes. Smart display is popular for use in the retail sectors for digital communication and can be programmed, scheduled as per user preferences, especially with set daily routines to display images and videos information. Moreover, smart display application such as home display has advance features such as Bluetooth speaker with screen to make it more user friendly. These devices can be easily installed by consumers and are compatible with wide range of smart electronic appliances.

Reverse logistics services are being implemented by pharmaceutical, automotive, FMCG, and other manufacturers to improve customer satisfaction and reduce adverse environmental impact. Reverse logistics is the process of moving products from final delivery to supplier or manufacturer when the consumer returns them for a range of factors, including incorrect products provided, poor quality, and others.

The prominent factors that drive the growth of the semiconductor packaging market include surging Internet of Things (IoT) technology, high adoption of consumer electronics devices, and evolving trends toward semiconductor wafers in the automotive industry. However, high cost associated with semiconductor packaging materials is hampering its adoption, which is expected to pose a major threat to the semiconductor packaging globally. However, evolving trends toward the fan-out wafer level packaging is expected to provide lucrative opportunities to the market growth globally.

上周恒生指数变动为-4.90%，恒生综指变动为-4.93%，恒生国企指数变动为-4.76%。恒生非必需性消费业及恒生必需性消费业分别变动-6.82%及-1.76%，必需性消费跑赢大盘，但依旧是下跌的。恒生指数行业中，涨幅前5 的行业分别是恒生能源业、恒生医疗保健业、恒生必需性消费业、恒生电讯业、恒生公用事业。此外，从PE(TTM)对比情况来看，非必需性消费业的估值水平仍然较高，PE(TTM)为108 倍，排名第二，仅落后于医疗保健业，而必需性消费业的估值水平已回落到中等水平，PE(TTM)为19 倍，高于恒指但已低于前几名。

新能源汽车动力电池用 FPC 进入爆发期，假设单车 FPC/CCS 价值 400-600 元/1000-1500 元，乐观预计 2030 年全球 FPC/CCS 市场空间 140-240 亿元 /350-600 亿元，另外储能领域有望再增厚 33%市场空间。动力电池 FPC/CCS 需求超预期，未来成长空间广阔。储能电池领域添加新动力，2030 年有望再增厚 33%空间。需求端和生产端都向国内集中，利于带动国内产业链发展。

工业增加值：增速延续放缓，高技术产业表现突出。尽管工业增加值增速放缓，但从结构看，产业升级态势依然较为明显。固定资产投资：房地产持续降温；制造业延续回升。消费：日常消费表现较好，汽车消费持续疲弱。

中信证券研究部前瞻研究团队持续跟踪全球科技前沿。“全球科技产业” 周报重点关注中美科技互联网巨头变化，以及全球科技产业前沿动态。我 们重点关注的科网巨头公司包括：苹果、亚马逊、微软、谷歌、特斯拉、 奈飞、英伟达、华为、腾讯、阿里、字节跳动、小米、三星等。

8 月沪深300 下跌0.12%，汽车指数上涨7.47%，跑赢大盘7.59%；新能源汽 车指数上涨7.26%，跑赢大盘7.38%；电力设备及新能源指数上涨5.28%，跑 赢大盘5.40%。

行业补贴退补影响几乎完全消退，随着传统车企的电动化布局，行业正式进入高景气时代，看好合资（大众MEB）、内资新势力（蔚来小鹏）和国内合资传统巨头（长安、比亚迪）的产业链机遇。建议关注LFP 电池在乘用车中渗透率继续攀升下国内主流磷酸铁锂动力电池厂商及正极龙头企业有望在21 年订单业绩实现高速增长，关注特斯拉产业链和大众MEB 产业链企业下半年受车企产销增长订单持续放量，关注销量增长并与华为等互联网巨头布局电动车智能化的国内传统车企，关注欧洲日韩龙头车企配套的国内电池厂商和全球主流电池厂商的材料供应商。