自 6 月 26 日新能源汽车补贴退坡后，新能源汽车销量在 7～11 月已经出现同比“五连降”，同比降幅分别为 4.7%、15.8%、34.2%、45.6%、43.7%。1～11 月，新能源汽车产销分别完成 109.3万辆和 104.3 万辆，同比分别增长 3.6%和 1.3%，增速比 1～10 月分别回落 8.1 个和 8.8 个百分点。

11 月，汽车产销分别为 259.3 万辆和 245.7 万辆，产销量恢复到 250 万辆左右的较高水平。产销环比分别增长 13%和7.6%，产量同比增长 3.8%，销量同比下降 3.6%，降幅比 10 月继续收窄；新能源汽车产销情况不容乐观，同比分别下降 36.9%和 43.7%，新能源汽车销量自 7 月以来，已经连续 5 个月同比下滑；汽车经销商库存预警指数继续位于警戒线之上，为 62.5%，环比上升 0.1 个百分点，同比下降 12.6 个百分点。

Automotive lightweight materials have been witnessing robust growth during the past couple of years, due to the increasing demand for luxurious, low-on-emission, safe, and high-performance vehicles. As a result, suppliers and manufacturers have introduced various solutions that not only help OEMs meet continually tightening regulations, but also satisfy the widening range of consumer personal taste. TPVs have superior strength, high-temperature mechanical properties, hot oil and solvent resistance, and better compression set than partially-cured material. These materials are blends of elastomers, typically rubbers, including EPDM, EPR, SBS, polybutadiene (BR), or butyl rubber (IIR), dispersed in a relatively small amount of thermoplastic matrix, typically polyethylene or polypropylene. Thermoplastic vulcanizates contain 60-70% EPDM and 30-40% impact polypropylene. Typical TPV applications in the automotive industry include hose coverings, gaskets, seals, convoluted boots, vibration dampeners, air inlet duct covers, bushings, strut covers, ignition components, and window seals. Cost is the biggest advantage, with TPVs being 10-30% lower than EPDM, coupled with lower weight, improved design flexibility, and recyclability. Furthermore, the light weight of TPV enables more fuel-efficient vehicles. Every 10% reduction in vehicle weight is estimated to result in a 5-7% reduction in fuel usage.

Primarily owing to the increased a doption in consumer electronics, th e demand for supercapacitors increased significantly over the past few years. While Samsung’s Galaxy Note 9 came with a nifty new feature: the S Pen stylus Bluetooth, and could be charged instantly using a supercapacitor, several smartphone manufacturers invested in next-gen battery design to better protect against drops and weath er condi tions tha t drove the growth of smartphon e supercapacitors.  Moreover, with automotive manufacturers emphasizing on reducing dependency on the oil sector and governing bodies imposing stringent environmental regulations, growth prospects for the el ectric vehicles is expected to be promising. This has led the supercapacitor manufacturers to explore profitable opportunities in the rapidly-evolving automotive industry. Due to this, in February 2019, Tesla Inc., a global giant in the automotive and energy industries, acquired Maxwell Technologies Inc., a leading battery technology company for approximately USD 218 million. Following this acquisition, the company aimed to capitalize on lucrative opportunities for electric vehicles, and it planned to add expertise in the field of supercapacitors that could speed up car charging capabilities.

分析内容中的资料和数据来源于对行业公开信息的分析、对内资深人士和相关企业高管的深度访谈，以及易观分析师综合上内容作出的专业性判断和评价。

11月，新能源汽车产销分别完成11万辆和9.5万辆，同比分别下降36. %和43.7%.11月新能源汽车继续呈现下降，产量已连续5个月同比下滑，累计产销量问比仅实现微弱增长，全年或呈现负增长。

7月，汽车产销环比均呈下降，同比降幅有所收窄。从7月产销数据完成情况看，产销虽然整体降幅收窄，但是行业产销整体下降态势没有根本改变。7月进入传统汽车销售淡季，环比呈现下降。

电信业务收入增速稳步提升。1-11月，电信业务收入累计完成12039亿元，同比增长0. 5%，增速稳步提升，11月当月完成1066亿元，同比增长3. 2%。