受益于汽车智能化趋势，L2 及以上级别加速渗透，高速线单车用量显著提升。 随着国产汽车崛起，国产线束线缆品牌迎来发展良机，未来有望打破目前海外 龙头企业垄断格局。

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 lead-acid battery by geography and historical trend. The scope of the report extends to sizing of the automotive lead-acid battery 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 chassis by geography and historical trend. The scope of the report extends to sizing of the automotive chassis 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 automatic checkweigher by geography and historical trend. The scope of the report extends to sizing of the automatic checkweigher 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 airbag silicone by geography and historical trend. The scope of the report extends to sizing of the automotive airbag silicone 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.

复合集流体的基材对电池性能具有直接影响，在性能上，PP 优于PET；成本 上，PET 占优；规模化角度看，PP 难度高于PET。而下游客户（电池厂）会 综合性能、成本、规模化和应用场景等因素进行选择。看好复合集流体行业发 展，推荐PP 基膜企业东材科技、铜峰电子，建议关注国风新材。

行情概述：2 月汽车（中信）板块下跌0.35%，跑赢大盘1 个百分 点。从板块排名来看，汽车行业2 月涨跌幅在中信30 个一级行业 中排名第22 位。1 月汽车（中信）板块PE（TTM）为29.44 倍， 处于近5 年以来83.33%分位。

2 月乘用车终端市场表现相对平淡：据ThinkerCar，2 月前四周（1.30-2.26）， 国内乘用车上险量累计为114.4 万辆，较1 月同期（1.1-1.29）小幅增长0.8%， 较22 年2 月同期（1.31-2.27）增长13.5%（22 年2 月包含春节假期）。本 月燃油车和新能源车市场表现分化，上险量分别环比-10%/+37%。我们认为 其主要原因在于，燃油车终端折扣收窄，促销活动较少，消费者对此观望情 绪加重。展望后市，我们认为3 月新能源车消费有望进一步环比回升，燃油 车短期或继续承压。