10 月(10.1-9.20)，乘用车市场零售 126.4 万辆，同环比分别增长 16% 和 12%，今年累计零售销量 1683.8 万辆，同比增加 3%。根据中汽协数据，9 月，乘用车销量 252.5 万辆，同环比分别增长 1.5% 和 15.8%。1-9 月，乘用车销量累计完成 1867.9 万辆，同比增长 3%。自主品牌表现强势，2024 年 1-9 月，自主品牌乘用车累计销量 1191.9 万辆，同比增长 20.5%，市场份额同比上升 9.2 个百分点至 63.8%，德系、美系、日系、韩系品牌乘用车市场占有率分别为 15.2%、6.7%、11.4%、1.7%。

汽车板块何种情况能获得整体超额收益？汽车板块的超额收益与销量同比增速强耦合，而销量增速向上的驱动力常常来自政策刺激（需求端）或供给改善。根据历史数据，出现汽车销量增速持续向上的时间段有：2008 年 9 月至 2010 年 1 月，2015 年 9 月至 2016 年 10 月、2020 年 7 月至 2021 年 2 月，以及 2022 年 5 月至 2022 年 9 月。在这些时期，汽车销量同比增速显著提升，也带动汽车板块获得了较好的超额收益。此外，供给端的改善，如新车型的推出、技术的创新、缺芯等制约因素的改善，也是推动销量增速提升的关键因素。

Spare parts are parts of a machine that are inventoried, and these parts are used to replace the broken parts of a machine when needed. A few common examples of spare parts that are frequently replaced in the automotive industry are tires, batteries, exterior lights, and windshields. In the aerospace industry, spare parts include tires, batteries, bulbs, and spark plugs of aircraft.

Micromobility refers to the use of lightweight, often electrically powered vehicles for short-distance trips within urban areas. These vehicles are typically designed for one or two passengers and are well-suited for navigating crowded city streets and narrow pathways.

The increasing adoption of electric vehicles primarily propels the market’s growth of electric vehicle powertrains. In addition, strict regulations relating to vehicle emissions and fuel efficiency further contribute to the rising demand for these materials.

Gartner forecasted six million electric cars will be shipped in 2022 at a growth rate of 34.4% from 2022. • While the marketplace for EVs is growing, consumers are also looking more closely at the practices manufacturers are deploying when building their products. • Because lasers operate without consumables, they can significantly reduce waste and replace non-eco-friendly technologies.

Aluminum is much lighter than steel and has numerous advantages over other materials, such as flexibility, the automotive sector's largest segment is increasingly focusing on using aluminum rather than steel and iron to produce components and parts using die-casting machinery.