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2025年全球汽车座椅行业发展现状及趋势概况 全球汽车座椅行业市场规模约为941亿美元【组图】
Qian Zhan Wang· 2025-10-10 04:09
本文核心内容:全球汽车座椅行业市场规模;全球汽车座椅行业贸易流向;全球汽车座椅行业区域竞争格 局 全球汽车座椅行业发展历程 全球汽车座椅行业发展可以分为早期起步阶段、技术发展阶段和现代智能化阶段。早期(汽车发明至20 世纪初)设计简陋,从马车座椅演变而来,后出现沙发式及可调节座椅;20世纪初中期至末为技术发展阶 段,头枕、气囊等安全设计及舒适填充材料引入,安全性和舒适性提升;21世纪至今进入现代智能化阶 段,功能向智能化、个性化发展,环保材料应用成趋势,智能座椅通过传感与AI适配需求。 | 发展阶段 | 分析内容 | | --- | --- | | | 汽车刚发明时,座椅设计简单粗糙,以模仿马车座椅为主,如卡尔 · 本茨制造的第一辆 | | 早期起步阶段(汽车发明初期 | 三轮汽车,座椅是板凳加软垫结构,仅满足基本乘坐需求。1907年,通用汽车推出沙发 | | -20 世纪初) | 式座椅,提升了舒适性。1921年,可调节式汽车座椅出现,为乘客提供了更个性化的乘 | | | 坐体验。 | | | 20 世纪中期,汽车安全性要求提升,座椅技术革新。1950年代末,汽车座椅引入头枕、 | | 技术发展阶段(20 ...
【前瞻分析】2025年汽车座椅产业链分析及各省市汽车座椅行业政策解读
Sou Hu Cai Jing· 2025-09-26 10:15
行业主要上市公司:华域汽车(600741.SH);富维股份(600742.SH);天成自控(603085.SH);继峰股份 (603997.SH);双林股份(300100.SZ);上海沿浦(605128.SH);双英股份(837677.NQ)。 汽车座椅行业产业链全景梳理 汽车座椅产业的上游主要包括原材料供应和零部件生产。原材料方面,钢材用于制作座椅骨架,提供强 度支撑;塑料粒子可加工成座椅调节部件、装饰件等;海绵决定座椅坐感舒适度;皮革、织物或合成材料作 为座椅表面覆盖材料,影响外观与触感。零部件生产涉及座椅骨架、调角器、滑轨等调节机构,以及头 枕、扶手等附属部件,通常由不同专业供应商完成。中游为汽车座椅整椅制造商,他们将采购的各类零 部件进行组装、调试,使座椅具备前后调节、高低调节、靠背角度调节等功能,同时保证舒适性、安全 性,并符合车辆内饰整体设计风格,然后供应给汽车整车厂。下游分为前装市场和后装市场,前装市场 主要是各大汽车整车制造企业,负责将汽车座椅安装到对应的车型上;后装市场主要是涵盖座椅的售后 维修、更换以及部分车主的个性化改装等需求的市场。 图表1:汽车座椅产业链图 国家层面汽车座椅行业政策汇 ...
9.5犀牛财经晚报:多家券商保证金产品短暂下调管理费率 华夏银行被罚8725万元
Xi Niu Cai Jing· 2025-09-05 10:32
Group 1 - Several brokerage firms have recently adjusted management fees for margin products in response to declining yields, with Shenyin Wanguo Asset Management announcing a management fee adjustment to 0.30% for its money market fund starting September 2 [1] - The adjustment of management fees is closely related to the decline in yields, as many asset management contracts stipulate that fees will be adjusted if the calculated yield falls below twice the current deposit rate [1] - Brokerage margin products are favored for their liquidity services, including T+0 real-time redemption and unlimited withdrawals, which enhance their competitive edge in the market [1] Group 2 - The domestic silicon wafer production plan for September has been raised for the first time, with an overall output increase compared to August, as many silicon wafer companies raise their operating rates due to price increases [2] - The global battery cell production is expected to reach approximately 60GW in September, a 2.3% increase from August, with domestic production also showing a similar increase [2] - The semiconductor industry is experiencing a structural recovery, with the analog chip sector seeing a significant rebound in profitability, with a nearly fourfold increase in net profit in the second quarter compared to the previous quarter [2] Group 3 - A new study has identified a weak point in certain blood cancers that can be targeted by drugs, potentially allowing for the selective elimination of cancer cells without harming healthy cells [3] - The research emphasizes the urgent need for new drugs with fewer side effects and stronger targeting capabilities, particularly for conditions like myelodysplastic syndromes [3] Group 4 - Deep Insight Technology announced that its subsidiary has received regulatory approval for a mobile MRI system, making it the first company in China to master and register this core technology [4] - The latest version of the Kimi K2 model has been released, extending the context length to 256K and supporting high output speeds [4] Group 5 - Alibaba and other shareholders have exited Yuanrong Qihang, with the company stating that this is part of its restructuring process [5] - White Elephant's e-commerce subsidiary has been fined for false advertising, highlighting regulatory scrutiny in the sector [5] Group 6 - Zhongshan Securities' Hefei branch has been ordered to rectify its operations due to violations related to investor solicitation activities [6] - Huaxia Bank has been fined 87.25 million yuan for imprudent management of loans and related business [7] Group 7 - Hangzhou Bank's approval for a shareholding change has been revoked due to failure to complete the change within the stipulated time [8] - Yunnan Energy Investment's subsidiary has received a subsidy of 309 million yuan for renewable energy, contributing to its total subsidies of 591 million yuan for the fiscal year [15] Group 8 - The market saw a significant increase in the ChiNext index, with a rise of 6.55%, driven by strong performance in the solid-state battery sector [17] - The overall market showed a positive trend with over 4,800 stocks rising, while only a small number of stocks declined [17]
天成自控:子公司获国内某头部汽车企业项目定点
Zheng Quan Shi Bao Wang· 2025-09-05 09:05
Core Viewpoint - Tiancheng Control (603085) has received a project confirmation for passenger car seat assembly from a leading domestic automotive company, indicating a significant business opportunity for the company in the automotive sector [1] Company Summary - Tiancheng Control's wholly-owned subsidiary, Wuhan Tiancheng, has been awarded a project for passenger car seat assembly [1] - The project is part of a vehicle model update and is expected to start mass production in April 2026 [1] - The project has a lifecycle of three years, with an estimated total supply of 153,000 passenger vehicles during this period [1] Industry Summary - The automotive industry is witnessing a trend of collaboration between component manufacturers and leading automotive companies for vehicle updates [1] - The project reflects the growing demand for specialized automotive components, particularly in the passenger vehicle segment [1]
零部件穿越周期系列之座椅:空间、格局和盈利,三维视角再看座椅赛道
Changjiang Securities· 2025-08-21 04:42
Investment Rating - The report maintains a "Positive" investment rating for the industry [11] Core Insights - The domestic seat market is expected to exceed 1567 billion yuan by 2030, with a CAGR of 5.9% from 2024 to 2030, driven by the dual trends of general configuration downscaling and high-end innovation [4][10] - The transition to electric and intelligent vehicles is increasing the demand for faster response times and cost control from seat manufacturers, providing opportunities for domestic companies like Jifeng [4][8] - Profitability in the seat market can be improved through vertical integration of the supply chain and product upgrades, as the current low gross margins are influenced by parts self-manufacturing rates and the value of each vehicle [4][9] Summary by Sections Space - The seat market is expanding as electric and intelligent vehicle upgrades accelerate, with the average value of seats increasing. By 2030, the domestic seat market is projected to reach 1567 billion yuan, with a CAGR of 5.9% from 2024 to 2030 [7][58] - In the under 200,000 yuan segment, vehicles focus on general configurations and some upgraded features, while above 200,000 yuan, new types of seats like zero-gravity are becoming key selling points [7][22] Structure - The domestic seat market has been historically dominated by foreign companies, but the shift towards electric vehicles is creating opportunities for local manufacturers like Jifeng to gain market share. By 2024, Jifeng and Tiancai's market shares are expected to reach 3% and 1%, respectively [8][63] - The market share of foreign companies is projected to decline from 58% in 2022 to 55% in 2024, while domestic companies are rapidly increasing their presence [8][63] Profitability - The gross margin for domestic passenger car seats is significantly lower than the overall level for passenger car parts, primarily due to material costs and labor. If all seat components are self-manufactured, material costs could decrease by 16% [9][72] - Domestic companies can enhance profitability through vertical integration and product upgrades, as the average gross margin for domestic seat manufacturers is above 15%, compared to below 10% for foreign counterparts [9][72]
2025年中国乘用车座椅行业品牌推荐
Tou Bao Yan Jiu Yuan· 2025-05-13 12:10
Investment Rating - The report recommends investment in the Chinese passenger car seat industry, highlighting its growth potential and competitive landscape [4]. Core Insights - The automotive seat industry is undergoing a transformation towards smart technology, with the market expected to reach 153.1 billion yuan by 2025, driven by the increasing competitiveness of Chinese companies [4][10]. - The industry is characterized by a shift towards lightweight materials and smart features, with a significant portion of the market (25-30%) attributed to electric vehicles [4][12]. - The market is projected to grow from 1,470 billion yuan in 2024 to 1,531 billion yuan in 2025, with a long-term forecast of reaching 1,698 billion yuan by 2030 [10][12]. Market Background - The Chinese passenger car seat industry encompasses the design, development, production, and sales of seats for various vehicle types, including sedans, SUVs, and MPVs [6]. - The industry is evolving towards lightweight, intelligent, and environmentally friendly solutions, with local brands gaining market share [7][8]. Market Status - The market size is expected to grow significantly, with the largest segment being vehicles priced between 100,000 to 150,000 yuan, accounting for 33.4% of the market [10]. - The demand for seats is influenced by consumer preferences for safety, comfort, and advanced features, particularly in the context of the growing electric vehicle market [14]. Market Competition - The competitive landscape includes major players from the US, Japan, Europe, and China, with local companies like Yanfeng gaining ground [22][23]. - The market is currently dominated by a few key suppliers, with the top five accounting for 70% of the market share, and Yanfeng leading with a 32% share [23][24]. Development Trends - The industry is witnessing trends such as technological innovation, with a focus on integrating more sensors and lightweight materials into seat designs [36]. - There is a parallel trend of increasing comfort features in mid-range vehicles while high-end models are introducing innovative designs like zero-gravity seats [37]. - The acceleration of domestic substitution is evident as local companies break into markets previously dominated by foreign brands [39]. - The overall market size is expected to expand due to rising consumer demands and the growth of the electric vehicle sector [40].