2023年汽车轻量化中国市场研究报告

作者 王梧卜Editor，M2 Consulting 孙博睿Analyst，M2 Consulting 修伟明Partner & Co-founder,M2 Consulting 季晨Analyst，M2 Consulting 高梦群Executivedirector,M2 Consulting 汤尔昊Analyst，M2 Consulting 邢永强Ananlyst，M2 Consulting 目录 1、专业名词解释................................................................92、研究范围界定...............................................................103、研究方法介绍...............................................................10 1.1市场定义..................................................................111.2市场发展历程..............................................................111.2.1目标更加多元化：从单目标到双目标并行..................................111.2.2衡量标准转变：从降低质量到降低汽车轻量化系数..........................131.2.3汽车市场格局变化：从传统车企领军到新品牌实现突围......................141.3.市场特点..................................................................19 第二章中国汽车轻量化宏观市场分析.............................................20 2.1政策环境分析..............................................................202.1.1国家政策..............................................................202.1.2各省政策..............................................................212.2产业环境分析..............................................................222.2.1经济环境..............................................................222.2.2技术环境..............................................................232.2.3生态环境..............................................................242.2.4社会环境..............................................................242.3产业链分析................................................................262.3.1产业链上游............................................................262.3.2产业链中游............................................................282.3.3产业链下游............................................................292.4驱动与制约因素分析........................................................302.4.1驱动因素分析..........................................................312.4.2制约因素分析..........................................................32 第三章中国汽车轻量化主要实现途径.............................................34 3.1.2主流技术应用现状及分析................................................353.1.3产业链结构与现状分析..................................................353.1.4主要布局企业分析......................................................363.1.5未来发展趋势..........................................................383.2结构轻量化发展现状分析....................................................393.2.1主流技术应用现状及分析................................................393.2.2未来发展趋势..........................................................403.3工艺轻量化发展现状分析....................................................413.3.1主流技术应用现状及分析................................................413.3.2产业链结构与现状分析..................................................433.3.3主要布局企业分析......................................................493.3.4未来发展趋势..........................................................51 第四章中国汽车轻量化市场创新举措分析.........................................52 4.1创新材料应用与分析........................................................524.1.1镁合金的应用..........................................................524.1.2工程塑料的应用........................................................544.1.3碳纤维的应用..........................................................544.2创新技术的应用............................................................554.2.1增材制造的应用........................................................554.2.2仿生设计与仿生学的应用................................................554.3创新工艺应用与分析........................................................564.3.1锁铆连接技术的应用....................................................564.3.2.粉末注射成形的应用....................................................564.3.3“点焊＋粘接”复合连接技术的应用.......................................56 第五章中国汽车市场投资现状及发展前景分析......................................57 5.1并购与投资情况............................................................57 5.2.4品牌壁垒..............................................................635.2.5产品壁垒..............................................................645.2.6策略壁垒..............................................................645.3行业机遇与挑战分析........................................................645.3.1汽车行业发展机遇分析..................................................645.3.2汽车行业发展挑战分析..................................................665.4行业发展前景展望..........................................................67 图表 图表1：专有名词及其释义.........................................................9图表2：中国新能源汽车销量及同比增速.............................................12图表3：汽车降重10%效果.........................................................13图表4：汽车轻量化系数等级定义..................................................14图表5：2022年中国品牌汽车销量前十五名企业集团销售情况..........................15图表6：Model S与Model 3电池比较大小...........................................16图表7：特斯拉电池连接技术......................................................16图表8：Model S电池壳...........................................................17图表9：特斯拉Model 3车身材质图.................................................17图表10：其他车企新能源汽车轻量化部分应用.......................................