汽车零部件行业研究框架专题报告：智能化与高端化并进，构建全球竞争力

Industry Overview - The automotive parts industry has seen significant differentiation since 2018, with the acceleration of electrification and intelligentization reshaping the downstream automotive market [3] - Key investment themes include intelligent driving, configuration upgrades, and global expansion, driven by technological advancements and consumer demand [3] - The industry is transitioning from benefiting from domestic production and sales growth to focusing on technological innovation and global competitiveness [3] Intelligent Driving - L2 9 high-level intelligent driving is rapidly penetrating the mid-to-high-end market, with end-to-end solutions enhancing extreme scenario handling capabilities [3] - L3/L4 industrialization is accelerating, with domestic automakers piloting TJP traffic jam pilot functions and Tesla exploring robotaxi business models [3] - Key segments benefiting from intelligent driving include domain controllers and wire-controlled chassis [3] Configuration Upgrades - The mid-to-high-end market is expanding, with new forces like Tesla, Li Auto, and NIO reshaping the competitive landscape and driving luxury configurations into lower-priced models [3] - Features such as "refrigerator, TV, and sofa," magic carpet suspension, and projection headlights are entering mass production stages [3] - Relevant segments include automotive seats and lighting systems [3] Global Expansion - Domestic suppliers are following global leaders like Tesla, expanding overseas markets and breaking the dominance of traditional Tier 1 suppliers in segments like lightweighting and thermal management [4] - The localization rate of Tesla's Shanghai factory has increased, providing domestic suppliers with a first-mover advantage in global supply chains [4] Technological Advancements - BEV+Transformer and Occupancy Network algorithms are widely applied, improving 3D perception and environmental understanding in intelligent driving systems [11] - Urban navigation and advanced parking functions are being implemented, with some automakers achieving map-free urban navigation using BEV models [12] Market Penetration - L2 penetration in the 10-200,000 RMB market is increasing, with pure vision solutions from companies like XPeng and Huawei accelerating the adoption of high-level intelligent driving [21] - L3/L4 regulations are gradually being implemented, with Tesla's robotaxi and domestic pilot programs for TJP functions marking significant milestones [26][27] Domain Controllers - The transition from distributed to centralized EEA (Electronic Electrical Architecture) is driving demand for domain controllers, with integration of body, powertrain, and chassis domains leading the way [32] - Domestic automakers are moving towards central computing architectures, with companies like NIO, XPeng, and Li Auto adopting advanced EEA solutions [36] Wire-Controlled Chassis - EHB (Electro-Hydraulic Brake) penetration is rising, with EMB (Electro-Mechanical Brake) expected to achieve mass production by 2025 [56] - SBW (Steer-By-Wire) systems are being adopted by a few overseas models, with domestic industrialization expected soon [60] Air Suspension - Air suspension is penetrating the 200,000-300,000 RMB market, with domestic suppliers like Konghui, Baolong, and Tuopu dominating the market [71] - The integration of air suspension with CDC (Continuous Damping Control) systems is creating opportunities for domestic suppliers to replace foreign competitors [74] Key Companies - Desay SV has transitioned from producing Philips car audio systems to becoming a leader in intelligent cockpit and driving domains, with a strong presence in high-computing power domain controllers [39] - Huayang Group, a leader in HUD (Head-Up Display) technology, is expanding into cockpit domain controllers and central computing units [46] - Keboda, a global leader in lighting control, is entering the domain controller market and rapidly expanding its product line [49] - Jingwei Hirain has achieved mass production of regional controllers and central computing platforms, supplying companies like Xiaomi and XPeng [53] - Bethel, a leading domestic EHB supplier, is developing EMB and SBW products to complete its chassis product portfolio [64] - Tuopu Group is benefiting from the popularity of models like the AITO M9 and Xiaomi SU7, with its air suspension business seeing significant growth [77] - Baolong Technology, a leader in air suspension localization, is expanding its overseas market presence and integrating sensor and intelligent driving businesses [81]