汽车及零部件行业：更多的环保关注，但伤害汽车市场

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1、Seethelastpagefordisclaimer19June2019Automobiles&ComponentsSector汽车及零部件行SectorReportAutomobiles&ComponentsSectorTableofContentsSAVETHEENVIRONMENT3BLUESKYISCOMINGFORCHINA?5LIGHTVEHICLE5HEAVYDUTY7OVERALLINDUSTRYSALES9INVESTMENTSUGGESTIONS11GeelyAutomobile(00175HK)12DongfengMotorGroup(00489HK)15Brilli

2、anceChina(01114HK)18BAICMotor(01958HK)21GuangzhouAutomobile(02238HK)24GreatWallMotor(02333HK)27第42页共42页SAVETHEENVIRONMENTSustainabilityhasbecomeamajorissueaseconomicprosperityhascauseddamagetotheenvironment.Scientistshavewarnedthatimmediateactionmustbetakenbytheinternationalcommunityifwearetostopth

3、eglobefromwarmingmorethan2degreesabovepre-industriallevelsandavoidcatastrophicecologicalconsequences.Asaresult,theParisClimateSummitresultedinalegallybindingconsensusby195participantcountriesonlimitingglobalwarmingto2degreesabovepreindustriallevelsbytheendofthiscentury,withanaimtoreduceitto1.5degre

4、es(hereinreferredto"ParisAgreement").Massiveinvestmentanddevelopmentareneeded,andforautomakers,targetsaretolightenvehicleweightandalsothepushforenvironmentallyfriendlyenergysourcestopowervehicles,suchasbatteries.LargemarketplayersincludingChina,theUS,JapanandGermanyhaveestablishedtargetsandlawstoco

5、nfineactivitiesofautomakers.Inparticular,governmentsareimposingtougherCO2emissionstandards.Table-1:PolicyTrendfortheFutureAutoMarketTrendDescriptionCountryDevelopmentInitiativesofCountries第42页共42页ChinaTighteningofaveragefuelefficiency,byaimingtoachieve5.0L/100kmby2020.IntroducedCorporateAverageFue

6、lConsumption(CAFC)creditschemein2016.EarlyimplementationofChina6emissionstandardsinkeyregions.AccordingtoEnergy-savingandNewEnergyVehicleTechnologyRoadmap(节能与新能源汽车技术路线图),regardinglightweighttechnology:By2030,vehicleswilllose35%inweightcomparedto2015.ReducingCO2emissions,aimingtoachieve54.5mpgor143g

7、CO2/miforpassengercarsby2025.第42页共42页WeightsavingisaneffectivewaytoLightweightreducecarbonemissionsandachievebetterfuelefficiency.USJapanEVEverywhereGrandChallengeblueprintstatedthat,by2022,vehicleweightl