The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive thermal systems by geography and historical trend. The scope of the report extends to sizing of the automotive thermal systems market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive transmission by geography and historical trend. The scope of the report extends to sizing of the automotive transmission market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive flooring by geography and historical trend. The scope of the report extends to sizing of the automotive flooring market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive engineering service outsourcing by geography and historical trend. The scope of the report extends to sizing of the automotive engineering service outsourcing market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive air filter by geography and historical trend. The scope of the report extends to sizing of the automotive air filter market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive 3d printing by geography and historical trend. The scope of the report extends to sizing of the automotive 3d printing market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive paints by geography and historical trend. The scope of the report extends to sizing of the automotive paints market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

一线新势力车企：1）理想：3 月理想共交付新车20823 辆，同环比分别+88.72%/+25.29%。Q1 共交付5.26 万辆，同比+65.8%。新车方面，L7Air 及L8 Air 车型将于4 月交付。渠道方面，截至3 月底理想在全国有299 家零售中心，环比2 月+1 家，单店效能为70 辆/家，环比+24.87%。2）小鹏：3 月交付7002 辆，同环比分别-54.57%/+16.51%，小鹏P7 交付3030 辆，环比+32%。新车方面，改款P7i 已于3 月10 日上市，推动销量和盈利能力持续增长。3）蔚来：蔚来3 月共交付新车10378 辆，同环比分别+3.94%/-14.63%。销售网络方面，2023 年3 月蔚来新增布局5 家蔚来中心+1 家蔚来空间。补能体系方面，新增8 座换电站（其中1座高速公路换电站）。

订单存在超预期可能，当前安全边际高。国内看更新迭代，海外看规模扩产。（1）国内市场：2023 年2 月我国新能源汽车、新能源乘用车渗透率达27%、30%，存量、结构对总需求的影响增大，我们预测2023 年、2024 年国内锂电设备更新需求占总需求的比例达39%、49%。因此，国内市场我们重点关注新技术（如固态电池、复合集流体、大圆柱电池、叠片机等）、设备的更新迭代。（2）海外市场：我们预测2023 年欧洲、美国新能源汽车渗透率分别为26%、13%，销量增速41%、90%（较2022 年增速提速，预计2022 年欧洲、美国新能源汽车销量增速分别为22%、86%）。我们判断，欧洲、美国等海外市场将保持较快增长，锂电池扩产幅度较大，锂电设备招标有望超预期。