分析内容中的资料和数据来源于对行业公开信息的分析、对业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以上内容作出的专业性判断和评价。

分析内容中的资料和数据来源于对行业公开信息的分析、对业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以上内容作出的专业性判断和评价。

Telematics is the methodology of monitoring the location and movement of a ship through a hardware and software assembly. It also has a combination of Global Positioning System (GPS) and on-boards diagnostics systems. With the help of GPS and diagnostics system, it is possible to record the speed and internal behavior of a ship. Telematics systems are mainly adopted by automobile insurance companies, fleet management companies, and others to monitor the location and behavior of fleets. The global marine telematics market refers to the services and solutions that are adopted to control and monitor ships through a telecommunication device. GPS tracking devices and vehicle diagnostics systems help transmit information to and from the ship computer system. Moreover, A Fleet Telematics System (FTS) allows the exchange of information between a ship fleet and the central authority, which enables them to keep a track of vessel diagnostics and location.

In the recent years, the sales of internal combustion engines, which are the main source of environmental pollution, declined significantly, primarily due to the rising awareness regarding environmental pollution. The pollution caused by automotive had been increasing drastically, since the past few decades, and it is estimated that about 30% of air pollution is primarily due to automotive emission. Sudden increase in automotive pollution considerably impacted the environment, intensifying the threat of air pollution in most of the big cities around the world.

根据第一商用车网数据，12 月重卡行业销量超过 9 万辆，同比+9% 左右，环比-11%。19 年全年销量 117 万辆，同比+2%，远超 18 年年底对 19 年的预期（同比-20%左右）。

根据第一商用车网数据，2019 年 12 月我国重卡行业销量 约 9 万辆，同比增长 9%，环比下降 12%；2019 年全年重卡行业 累计销量约 117 万辆，同比增长 2%。 

行业处于更新换购的初始阶段，未来3年新一轮车市的起点；2020年行业加速分化，以价换量；更新换购市场市占率提升的强势品牌有：豪华车、德系、日系、吉利汽车、通用五菱。重点推荐上汽集团、广汽集团，关注吉利汽车。

MB钴报价回暖，节后价格上涨有望延续。从节前MB(英国金属导报)钴报价来看，12月20日（周五）低等级钴报15.1（-0.05）-15.95（+0.3）美元/磅，高等级钴报15.6（0）-16.45（0）美元/磅。12月18日（周三）低等级钴报15(-0.1)-15.65（-0.1）美元/磅，高等级钴报15.6(0)-16.45（+0.2）美元/磅。价格企稳迹象明显。周三MB钴报价高等级高幅率先反弹，周五MB钴报价低等级高幅跟随反应，高等级报价保持稳定。海外节前备货询盘量和成交量增加，推动MB钴报价上行，卖方目前有意挺价，我们认为节后MB报价价格重心将继续上移。