Automotive refurbished turbochargers are remanufactured turbochargers that are manufactured to the standard of OE turbochargers. Wearable components are replaced with new components during the refurbishing process, and all components of the automotive refurbished turbocharger are inspected against OE specifications for correct dimensional tolerances.

Automotive fasteners are components used in automobiles and vehicle assembly, which include bolts, screws, nuts, washers, rivets, concrete anchors, inserts, threaded rods, and retaining rings that are used exclusively for automotive manufacturing.

A radiator fan is a device that sucks the atmospheric air through radiator panels and expels it into the atmosphere to cool the engine coolant after discharge from the engine. The radiator fan maintains an acceptable operating temperature by transferring heat from the engine to the atmospheric air. Hence, the radiator fan prevents the wear and tear of engine components. It also ensures that the automotive engine operates at an optimal temperature for better fuel efficiency.

A car security system is a comprehensive network of electronic and mechanical components which are designed to protect a vehicle from unauthorized access, theft, and vandalism. These systems typically include alarm sirens, immobilizers, keyless entry, central locking, motion detectors, and GPS tracking technologies. Car security systems function by detecting suspicious activities such as forced entry or vehicle movement and triggering alerts to deter intruders or notify the vehicle owner. As vehicle theft methods are evolving, modern security systems are being integrated with smart features such as biometric access, smartphone controls, and real-time tracking, making them essential for personal vehicle protection and insurance compliance.

电力设备与新能源行业：全球头部电池厂竞争力解码与展望－新能源汽车产业链全球视角之二

并驾齐驱_多元化动力争夺汽车市场-毕马威

我们在 5.25《6 月脉冲》中提示，海外短期很难发生大危机，而国内“超常规政策”空间打开，6 月市场易上难下，可阶段性寻找高弹性机会，并购重组可能成为重要机会。5.7 国新办发布会后，并购重组政策落地再次进入快车道，多起重磅并购重组项目正在开展，市场情绪再次被点燃。

磁传感器是系统感知层的核心器件，在技术演进与多元应用驱动下加速发展。磁传感器通过磁电转换实现非接触式测量位移、角度、电流等物理量，在降低 设备损耗的同时，具备复杂环境耐受性及性价比优势。按技术路径划分，据 QYResearch 数据，2024 年霍尔效应传感器以 64%的市场份额占据主导地位， 因成本优势与稳定性被广泛应用于消费电子及工业等领域中；磁阻效应（AMR/GMR/TMR）传感器则凭借高精度、低功耗特性加速渗透，其中 TMR 因灵敏度与温度稳定性突出，逐步在汽车动力系统、工业机器人及数据中心等高端场景实现对传统方案的替代。按功能应用划分，磁传感器包括位置、速度、开关、电流及电子罗盘等多种类型，全面覆盖汽车电子、机器人、工业、新能源及消费电子等场景。根据 Yole 统计，2023 年全球磁传感器市场规模为 29 亿 美元，2029 年将增长至 37 亿美元，CAGR 为 4%，其中汽车电子、工业和消费电子为磁传感器最主要的应用市场。

4月份，社会消费品零售总额 37174 亿元，同比增长 5.1%，增速环比-0.8pct。整体来看，4 月线下延续平稳增长，线上消费有所加速。4 月份，商品零售额同比增长 5.1%，增速环比-0.8pct；餐饮收入同比增长 5.2%，增速环比-0.4pct。1-4 月实物商品 网上零售额同比增长 5.8%，比 Q1 加速 0.1pct，占社零总额的比重为 24.3%。4 月各线 下业态中，限额以上便利店、专业店、超市、百货店零售额分别同比增长 9.1%、6.4%、5.2%、1.7%，其中超市百货增速环比回暖。