报告内容概要： 在"双碳"战略与移动源污染攻坚的双重驱动下，中国机动车尾气治理行业正步入政策与技术双轮驱动的快速发展期。作为大气污染的首要移动源，当前机动 车NOx排放占全国总量的34%，重型货车占比超80%，城市中心区PM2.5贡献率普遍突破40%，推动治理需求持续升温。法规层面，从国六标准实现燃料中 性监管、颗粒物数量监测等三大技术跨越，到国七标准加速预研并聚焦氢内燃机、碳化硅电驱等新能源路径适配，我国已构建起全球最严苛的排放管控体 系，强制驱动催化剂材料、多传感器集成等核心技术突破，2024年行业规模达328亿元，预计2025年将增至380亿元。市场层面，国七标准升级预计释放超 2000亿元增量空间，其中汽油车后处理将在2027-2030年通过双催化系统升级、传感器集成方案扩展等释放1644亿元，柴油车领域则聚焦重卡系统换新带来 450亿元需求，形成"阶梯式"分区域落地节奏。产业端，全生命周期需求持续释放——4.6亿辆机动车保有量构成存量替代市场，每年千万辆新车销量提供前 端增量，叠加"黄改绿"、I/M制度等政策深化，推动行业向技术深度迭代、市场分层扩容、产业链生态重构方向演进，构建起覆盖传统内燃机深度 ...

Core Viewpoint - The article highlights the importance of strict regulation and accountability in the vehicle exhaust emission testing industry, emphasizing the need for a comprehensive approach to tackle fraudulent practices across all related sectors [1][2]. Group 1: Incident Overview - An environmental department discovered that a vehicle emission testing company issued a false compliance report for a heavy diesel truck lacking a catalytic converter, which is essential for exhaust purification [1]. - The investigation revealed that the truck owner had received a substandard exhaust pipe replacement from a repair shop, which did not contain a catalytic converter [1]. - The environmental authorities took action against the testing company and traced the issue back to the manufacturer of the defective exhaust pipes, leading to investigations and penalties for all involved parties [1]. Group 2: Regulatory Recommendations - The article suggests establishing a robust information-sharing and enforcement mechanism among regulatory bodies to ensure comprehensive oversight of all links in the vehicle exhaust management chain [2]. - It emphasizes the need for coordinated efforts to address multi-link fraudulent activities, ensuring that any violations are thoroughly investigated from all angles [2]. - The use of media for public exposure of fraudulent practices is recommended to deter potential offenders and promote awareness among industry participants about the consequences of engaging in deceitful activities [2].