艾媒咨询|2020年9-10月中国汽车行业运行状况及企业商情双月报告

本报告研究涉及企业/品牌/案例：一汽大众、吉利汽车、特斯拉。

2020年上半年，国家层面和地方政府出台的一系列政策起到了刺激汽车消费的效果，为下半年车市恢复奠定了基础。同时，“金九银十”这个汽车传统销售旺季的到来，加上消费者在经济方面的安全感以及身处的环境现状的改善，都共同驱动了车市销量的增长。数据显示，2020年1-10月，汽车产销1951.9万辆和1969.9万辆，同比下降4.6%和4.7%，降幅与1-9月相比，分别收窄2.1个百分点和2.2个百分点。其中，10月的汽车产销分别达到255.2万辆和257.3万辆，环比增长0.9%和0.31%，同比增长11.0%和12.5%。

In the first half of 2020, a series of policies at the national level and by local governments had the effect of stimulating automobile consumption, laying the foundation for the recovery of the automobile market in the second half of the year. At the same time, the arrival of the "golden nine silver ten" , a traditional automobile sales peak season, coupled with consumers' sense of economic security and the improvement of the current situation in the environment, all together drive the growth of the car market. The figures show that between January and October 2020, car production and sales totaled 19.519 million and 19.699 million units, down 4.6 percent and 4.7 percent from the same period a year earlier. The decrease narrowed by 2.1 percentage points and 2.2 percentage points, respectively, from January to September. Of this total, car production and sales reached 2.552 million and 2.573 million respectively in October, up 0.9 percent and 0.31 percent month-on-month and 11.0 percent and 12.5 percent year-on-year.

艾媒咨询|2020年7-8月中国汽车行业运行状况及企业商情双月报告

本报告研究涉及企业/品牌/案例：丰田汽车，小鹏汽车， 广汽丰田。

iiMedia Research（艾媒咨询）数据显示，2020年8月的特斯拉、蔚来、理想等车企股价行情变动引起众多股份的关注，此外加上新能源车小鹏赴美上市，都使得“新能源车”成为社会关注的焦点。艾媒咨询分析师认为，新能源车热度会持续走高，但伴随补贴退坡势必将在一定程度上影响消费者购买意愿，该行业将进入残酷的淘汰赛阶段。

iiMedia Research data show that in August 2020, Tesla, NIO, LI and other auto companies share price changes caused a lot of concern, in addition to XPEV to the United States listing, all make "new energy vehicles" become the focus of social attention. iiMedia consulting analysts believe that the heat of new energy vehicles will continue to rise, but with subsidies will inevitably affect consumers' willingness to buy to a certain extent, the industry will enter a brutal phase of elimination.

艾媒咨询|2020年5-6月中国汽车行业运行状况及企业商情双月报告

本报告研究涉及企业/品牌/案例：蔚来汽车，比亚迪。

2020年6月中国汽车产业逐步回归正轨，乘用车产销量都有一定增长。狭义乘用车综合销量排名前十的多为合资品牌，自主品牌仅有吉利汽车和长安汽车入围。从汽车质量看，2020上半年，汽车行业实施召回有93次事件，召回总量约321.44万辆，较去年同期增长约16.4%。发动机问题是汽车召回的主要原因，共召回261.27万辆，占比超过8成。

In June 2020, China's auto industry will gradually return to the right track, and passenger vehicle production and sales will have a certain increase. In the narrow sense, the top ten in terms of comprehensive sales volume of passenger vehicles are mostly joint venture brands, and only Geely Automobile and Changan Automobile are shortlisted for independent brands. In terms of car quality, in the first half of 2020, there were 93 recalls in the automotive industry, and the total number of recalls was about 3.2144 million vehicles, an increase of about 16.4% over the same period last year. Engine problems are the main reason for automobile recalls, with a total of 2,612,700 vehicles being recalled, accounting for more than 80%.

艾媒报告|2020年3-4月中国汽车行业运行状况及企业商情月度报告

本报告研究涉及企业/品牌/案例：特斯拉，比亚迪。其他提及企业/品牌:上汽大众,吉利汽车,一汽大众,广汽丰田,北京现代,小鹏汽车,东风日产,通用,福特,长安汽车,金龙客车,轩逸,哈弗H6,五菱宏光,科技出行,小马智行,车好多集团,蔚来汽车,奇瑞汽车,上海通用五菱,北汽集团,凯美瑞,雷凌,朗逸,宝来,卡罗拉,速腾,传祺GS4等


　　2020年4月，中国汽车行业产销量均突破了200万辆，稍高于去年同期水平，其中商用车强、乘用车弱的局面仍较为明显。艾媒咨询分析师认为，国家一系列的宏观调控政策，为对冲疫情影响、稳定经济运行提供了有力保障，特别是积极稳健的货币政策，给地方企业巨大的贷款支持和债务支持，对汽车企业有一定的利好作用。

　　In April 2020, the production and sales volume of China's auto industry exceeded 2 million units, slightly higher than the same period last year. Among them, the situation of strong commercial vehicles and weak passenger vehicles is still more obvious. iiMedia Research believe that a series of national macro-control policies have provided a strong guarantee for hedging the impact of the epidemic and stabilizing economic operation, especially active and stable monetary policies, which provide huge loan support and debt support for local enterprises Has a certain positive effect.

艾媒报告|2019年12月中国汽车行业运行状况及头部企业月度监测报告

本报告研究涉及企业/品牌/案例：上汽集团，广汽集团，北京汽车，吉利汽车，东风汽车，比亚迪，中国重汽，宇通客车，江铃汽车，一汽轿车，金龙汽车，江淮汽车，一汽夏利，一汽大众，上汽大众，东风日产，吉利汽车，上汽通用，上汽通用五菱，长安汽车，长城汽车，北京现代，东风本田，北汽EU系列，北汽EC系列，宝骏新能源，奔腾B30 EV，Aion S，奇瑞eQ，荣威Ei5，朗逸BEV，启辰D60 EV，宝马5系 PHEV，哈弗H6，CS75，博越，途观，探岳，比亚迪宋，荣威RX5，CR-V，哈弗M6，途岳，五菱宏光，别克GL8，宝骏730，宝骏RM-5，宝骏360，风行，ELYSION，奥德赛，G10，风光330，轩逸，朗逸，速腾，宝来，卡罗拉，帕萨特，桑特纳，英朗，雷凌，北汽EU系列

艾媒咨询分析师统计发现，综合来看，尽管2019年乘用车车型较往年产量下降，就12月份而言，中国乘用车产量高于去年同期水平。但是，2019年12月中国汽车投诉数据1400条，同比增长216%，环比增加67.4%。被投诉汽车中，一半以上是中系汽车（52.94%）；其中发动机和传动系是受到投诉最多的两类问题。艾媒咨询分析师认为，加强汽车及其售后服务质量，是在当前推动汽车销售的必要举措。
iiMedia Research found that, overall, although passenger car models in 2019 were lower than in previous years, in terms of December, China's passenger car output was higher than the same period last year. However, in December 2019, there were 1,400 data on China's automobile complaints, a year-on-year increase of 216% and a month-on-month increase of 67.4%. Among the complained cars, more than half were mid-range cars (52.94%); of which, the engine and drive train were the two most complained types. Ai Media Consulting analysts believe that strengthening the quality of automobiles and their after-sales services is a necessary measure to promote automobile sales at present.

艾媒报告|2020年1月中国汽车行业运行状况及企业商情月度报告

本报告研究涉及企业/品牌/案例：吉利汽车,特斯拉；其他提及企业/品牌：起亚汽车,凯迪拉克,沃尔沃,cruise,滴滴智通,奇瑞,比亚迪,斯柯达,上汽大众,奇瑞汽车,一汽大众,上汽通用五菱,广汽丰田,蔚来汽车,东风雷诺,江铃汽车,宝沃汽车,斯巴鲁汽车,长安铃木,捷豹汽车,君马汽车,现代汽车,奥迪汽车,力帆汽车,铃木汽车,长安福特,长安马自达,长安汽车,欧尚,一汽丰田,一汽红旗,一汽轿车,吉利新能源,上汽通用,上汽通用五菱,广汽菲克,广汽本田,广汽三菱,广汽乘用车,上汽乘用车,上汽大通,北汽新能源,长城欧拉,蔚来,江淮汽车,上汽通用五菱新能源,奇瑞新能源,小鹏汽车

2020年春节较往年早至，春节前时间短，不少消费者有延后购买汽车的打算；同时春节假期为汽车销售真空期，车市1月销量相对惨淡。从各项数据来看，2020年1月中国汽车销量194.10万辆，环比下降26.98%；同比下降18.00%，各类车型的产量、销量均出现环比下降现象。

The 2020 Spring Festival arrives earlier than in previous years. The time before the Spring Festival is short, and a large number of consumers have the intention to delay the purchase of cars. At the same time, the Spring Festival holiday is a vacuum period for car sales, and the car market sales in January are relatively bleak. From the data point of view, in January 2020, China's auto sales were 1.941 million, a 26.98% decrease from the previous month; after that, it decreased by 18.00%. The output and sales of various types of vehicles all showed a decrease from the previous month.

艾媒报告|2019年中国人工智能年度专题研究报告

本报告研究涉及企业/品牌/案例：华为，大立科技，云测数据，京东众智，百度数据众包，阿里云，百度智能云，深海科技，商汤，云从科技，依图，阅面科技，出门问问，科大讯飞，云知声，普强信息，阿里巴巴，百度，腾讯，京东，松鼠AI，小i机器人，图灵机器人，海康威视，学堂在线，知鸟，蚂蚁金服，第四范式，京东数科，百度医疗大脑，阿里健康，平安智慧城市，一汽，大众，启辰，东风日产

中国人工智能产业增长快速，预计2030年中国人工智能核心产业规模将突破10000亿元。数据的沉积、算法的优化和算力的提升为人工智能技术的商业化应用奠定了坚实基础。越来越多传统行业借助人工智能技术进行转型升级，并受到大众的广泛关注。iiMedia Research(艾媒咨询)数据显示，人工智能与金融、安防、医疗、教育等领域的融合发展成为大众的重点关注领域，37.8%的受访者表示最了解人工智能在金融领域的应用；39.3%的受访者最期待人工智能在医疗领域的应用；66.8%的受访者对人工智能未来发展表示看好。艾媒咨询分析师认为，随着人工智能领域细分化和专业化程度的不断提升，人工智能商业化进程将会提速，但快速发展携带而来的信息安全风险以及道德伦理问题不容忽视。
China's artificial intelligence industry is growing rapidly. It is expected that the scale of China's artificial intelligence core industry will exceed 100 billion yuan in 2030. The deposition of data, the optimization of algorithms, and the enhancement of computing power have laid a solid foundation for the commercial application of artificial intelligence technology. More and more traditional industries rely on artificial intelligence technology for transformation and upgrading, and they have attracted widespread attention. According to iiMedia Research data, the integrated development of artificial intelligence and finance, security, medical care, education and other fields has become the focus of attention of the public. 37.8% of the respondents said they knew the application of artificial intelligence in the financial field best; 39.3 % Of the respondents are most looking forward to the application of artificial intelligence in the medical field; 66.8% of the respondents are optimistic about the future development of artificial intelligence. iiMedia Consulting analysts believe that with the continuous improvement of the segmentation and specialization of the artificial intelligence field, the commercialization of artificial intelligence will accelerate, but the information security risks and ethical issues brought about by rapid development cannot be ignored.

艾媒研报 |鸿泉物联：智能网联汽车产业发展提速，商用车领域率先受益

本报告研究涉及企业/品牌/案例：陕汽，北汽福田，吉鑫汽车，苏州金龙，安徽华菱，北奔，中交兴路，鸿泉物联，四维图新，兴民智通，新宁物流，德赛西威，瑞明股份，亚讯网络，一汽解放，东风汽车，中国重汽，东风汽车，英泰斯特，北大千方

5G”时代来临，基于5G技术演进形成的车用无线通信技术(C-V2X)将极大扩充车联网行业应用场景，此外，人工智能的飞速发展进一步推动无人驾驶技术的成熟。汽车产业将朝着智能化、网联化方向快速发展。与此同时，政府颁布多项政策，为行业发展护航，车联网产业前景广阔。iiMedia Research(艾媒咨询)数据显示，2018年中国车联网市场规模为2730亿元，同比增长20.8%，在技术与政策的双轮驱动下，车联网市场规模增长提速，预计2020年中国车联网市场规模将突破4000亿元。由于商用车受监管部门政策以及运营平台商业化效率的影响更大，对产品智能化的需求更为迫切，因此车联网有望在商用车领域率先落地。鸿泉物联是国内较早从事辅助驾驶研究的企业之一，其智能网联设备等产品在商用车上被广泛使用，市场地位稳定。但受制于其相对薄弱的研发实力及对大客户的依赖，公司能否把握住行业增长的风口尚存不确定性。

With the advent of the “5G” era, the vehicle wireless communication technology (C-V2X) based on the evolution of 5G technology will greatly expand the application scenarios of the vehicle networking industry. In addition, the rapid development of artificial intelligence further promotes the maturity of driverless technology. The automotive industry will develop rapidly in the direction of intelligence and network. At the same time, the government has issued a number of policies to escort the development of the industry, and the automotive networking industry has broad prospects. According to iiMedia Research, the scale of China's car networking market in 2018 is 273 billion yuan, up 20.8% year-on-year. Under the two-wheel drive of technology and policy, the scale of the car networking market is growing faster. China's car networking is expected in 2020. The market size will exceed 400 billion yuan. As commercial vehicles are more affected by the regulatory policies and the commercialization efficiency of operating platforms, the demand for product intelligence is more urgent, so the Internet of Vehicles is expected to take the lead in the commercial vehicle field. Hopechart is one of the earliest companies engaged in assisted driving research in China. Its intelligent network equipment and other products are widely used in commercial vehicles, and its market position is stable. However, subject to its relatively weak R & D strength and dependence on large customers, there is still uncertainty about whether the company can grasp the growth of the industry.

艾媒报告|2019全球及中国二手车行业研究与商业投资决策分析报告

本报告研究涉及企业/品牌包括：优信二手车、瓜子二手车、人人车、大搜车、淘车、东风日产、广汇汽车、58同城、赶集网、大众、腾势汽车、carmax、Gulliver、Mobile、AutoScout24、Carro、二手车之家、车王二手车、公平价二手车、弹个车、易鑫车贷、车置宝、精真估二手车。

利好政策、消费升级与市场需求驱动下，中国二手车行业快速发展，2018年中国二手车交易量达1382.2万辆，增速11.5%，二手车交易均价为6.2万元，相比2017年降低了4.6%。虽然2019年第一季度中国二手车交易增速减缓，但受限迁政策取消的影响，转籍比例与去年同期相比增长了8.0%。二手车市场凸显出地域性发展的特点，经济越发达地区，二手车交易量越大。二手电商平台发展势头强劲，网络二手车交易平台售买二手车的渗透率达75%。iiMedia Research（艾媒咨询）数据显示，对二手车话题最为关注的地区为广东省，近九成消费者通过二手车平台交易，第三方隐瞒事故信息是二手车交易主要问题。艾媒咨询分析师认为二手车将进入行业调整期，二手车市场将朝着更加透明、规范、多元化的方向发展。

Driven by favorable policies, consumption upgrades and market demand, China's second-hand car industry has developed rapidly. In 2018, the number of used cars in China reached 13.822 million, with a growth rate of 11.5%. The average transaction price of used cars was 62,000 yuan, which was lower than that in 2017. 4.6%. Although the growth rate of China's used car transactions slowed in the first quarter of 2019, the proportion of transfer restrictions increased by 8.0% compared with the same period of last year. The used car market highlights the characteristics of regional development. The more developed the economy, the greater the volume of used cars. The development trend of second-hand e-commerce platform is strong, and the penetration rate of used car trading platform on the sale of used cars reaches 75%. According to iiMedia Research, the most concerned area for second-hand car topics is Guangdong Province. Nearly 90% of consumers trade through used car platforms. Third-party concealing accident information is the main problem of used car transactions. Ai Media Consulting analysts believe that used cars will enter the industry adjustment period, and the used car market will develop in a more transparent, standardized and diversified direction.

东风股份2021年第三季度报告