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]

针对网友关心的小米YU7零重力座椅调节问题，小米汽车回应称，座椅在完成零重力状态调节后，用户 仍可对靠背、座垫、腿托位置进行自定义调节，调节完成后，在中控屏弹窗点击「保存此位置」，即可 记忆该零重力座椅位置，下次进入零重力状态时将自动调整至记忆位置。值得注意的是，主驾零重力座 椅位置跟随用户账号记忆，副驾则随车记忆，且小米YU7全系车型支持付费选装主驾、副驾零重力座 椅。 此外，有用户询问4K云台摄像头工作时外壳发热是否正常，官方明确表示这属于正常现象，不会影响 产品的安全使用和寿命。据介绍，4K云台摄像头采用一体化铝合金机身设计，能让内部热量迅速且均 匀地分布到机身上；相较于常见的塑料机身，铝合金外壳导热更快，因此触感温度会更高。同时，该摄 像头经过多重验证，可在70℃左右环境下连续工作，在85℃左右环境下连续放置后功能仍保持正常。 凤凰网科技讯 8月5日，小米汽车发布第189期答网友问，针对近期用户关注的OTA升级新增功能、预约 改期，以及小米YU7零重力座椅调节、4K云台摄像头发热等问题进行了集中回应。 在近期OTA升级的功能亮点方面，官方介绍，此次升级新增了「遥控钥匙」中的「自定义按键」功能。 升级完 ...

Group 1 - The core concept of "zero gravity" seats is to enhance passenger comfort by redistributing body weight and reducing pressure on the spine, thereby alleviating fatigue during travel [4][7][19] - Various automotive manufacturers, including Deep Blue and AITO, have prominently featured zero gravity seats in their recent vehicle launches, indicating a growing trend in the industry [2][3] - The zero gravity seat design is inspired by NASA's zero-gravity posture, aiming to provide a more comfortable seating experience compared to traditional seats [4][6] Group 2 - The zero gravity seat's unique features include adjustable leg rests and seat angles, which contribute to a more ergonomic seating position [4][5] - Industry experts predict that the penetration rate of zero gravity seats will increase as consumer demand for comfort and multifunctionality in vehicles rises [7][19] - The automotive industry is witnessing a shift towards integrating advanced comfort features into vehicle design, with zero gravity seats serving as a focal point for enhancing user experience [6][8] Group 3 - Current national standards for automotive seats do not adequately address the unique requirements of zero gravity seats, highlighting a regulatory gap that needs to be filled [9][10] - The establishment of group standards is seen as a necessary step to ensure safety and comfort in the rapidly evolving market for zero gravity seats [9][10] - The development of new standards is underway, with a focus on safety measures and performance evaluation for zero gravity seating [10][11] Group 4 - The future of zero gravity seats is expected to involve greater integration of safety features and advanced technologies, enhancing both comfort and protection for passengers [14][17] - Industry stakeholders are exploring innovative designs that combine comfort with safety, ensuring that zero gravity seats meet evolving consumer expectations [15][17] - The market for seating solutions is projected to grow significantly, with zero gravity seats anticipated to capture a substantial share of the automotive seating market by 2030 [19]

Core Insights - The 2025 Beijing-Tianjin-Hebei Automotive Supply Chain Innovation and Coordination Conference was held in Tianjin, emphasizing the importance of the new energy and intelligent connected vehicle industry as a key driver for regional development [1][5] - The automotive production in the Beijing-Tianjin-Hebei region is projected to reach 4.3 million units by 2030, with an expected market growth of approximately 450 billion yuan in the automotive parts sector over the next five years [1][2] Group 1 - The conference featured participation from over 15 major automotive manufacturers and more than 400 parts suppliers, highlighting the collaborative efforts within the industry [2] - A joint innovation laboratory for automotive parts was inaugurated, aimed at enhancing collaborative innovation and resource sharing among participating companies [2] - A public service platform for testing and certification of intelligent connected new energy vehicles was also launched, providing integrated solutions to accelerate standardization and internationalization in the sector [2][3] Group 2 - Experts from various organizations presented on cutting-edge topics related to the automotive supply chain, including policies, innovative seating, intelligent chassis, and digital operations in the automotive industry [3] - The conference served as a strategic platform for fostering innovation and collaboration in the automotive supply chain, achieving consensus on technology cooperation, industry collaboration, and policy support [5]

作者为硬哥 原文链接： https://weibo.com/1775948951/PoqLznc9k 这两年零重力座椅很火，新车争先恐后的上，是营销包装的概念吗？零重力这个词确实是营销概 念，但零重力座椅确实也躺着舒服，比完全躺平要舒服，非常有价值，下面我给大家详细解读一下。 1、躺平不好吗？为啥要一个半躺的零重力？ 人体是S型曲线，当完全躺平到一张硬板床上时，主要受力点集中在三处：头肩部、臀部和小腿 部，其中臀部的压力最大，由于受力不均匀，所以睡硬板床不舒服，我们需要较软的床垫通过弹簧和 海绵下陷包裹，把压力均摊到全身各处。 汽车座椅不是床垫，主要是为坐姿而设计，坐垫和靠背为了支撑性要比床垫硬不少，其实很多座 椅的靠背能几乎完全放平，但躺平后的感觉跟硬卧差不多，没那么舒服。车里又不能哪里都搞得软塌 塌的，这个时候零重力躺姿就派上用场了。 2、什么是零重力？标准是啥样的？ 零重力是NASA发现人体在失重环境下自然的肌肉放松舒展姿态，并非躺平，而是上半身和大腿 保持128±7度这样的夹角（臀部夹角），大腿和小腿保持133±8度这样的夹角（膝部夹角）。 虽然NASA早已放弃了这个标准，但后来有车企发现，当座椅形成 ...

撰 文 / 刘宝华 设 计 / 赵昊然 零重力、一键成床、180度旋转，汽车座椅作为智能座舱的重要组件之一，正迎来技术革新与功能 迭代的浪潮。 比如按摩，全球首款配备机械按摩座椅的车型将在4月上海车展上市。 与当前主流的气袋按摩相比，机械按摩以机械组件为按摩点，触感更精细、力度更大，还增加了旋 转等动作，按摩模式更多样，更耐用，舒适体验显著提升，接近家用按摩椅。 技术趋势在行业内不是秘密，多家主机厂和供应商早早瞄准了机械按摩，都想抢占"全球首款"的先 机，然而面临碰撞安全、椅面材料耐磨性两大挑战。 率先解决问题、量产上车的是安道拓，一家全球领先的汽车座椅供应商。 机械按摩远远不是终点，安道拓在研中的座椅按摩功能还包括手指抓捏感、肩颈部按摩、从腿托到 足底的全身按摩，要把一项功能做到极致。 2月18日，安道拓位于重庆的中国技术中心扩建项目正式完成，安道拓全球总裁兼首席执行官 Jerome Dorlack、安道拓亚太区和中国区管理团队、员工代表齐聚一堂，在技术中心举办了简单热 烈的庆祝典礼。 此次扩建将技术中心面积扩大了一倍，新增了业内领先的滑车实验室、六轴实验室等，将进一步提 升安道拓在中国的工程设计、测试验证 ...

核心观点 座椅提供差异化配置，行业空间加速升级 国内汽车行业总量红利期已过，当前进入低增速常态化阶段，燃油车/新能源车产能均出现一定程度的过剩，竞争加剧，差异化配置成为车企核心获客逻辑。座椅单车价值4000 元+，是典型具备消费属性的交互件，为车企提供差异化配置空间，近几年自主崛起叠加新势力内卷，座椅行业围绕"安全性、舒适性、轻量化和智能化"四大方向升级，国内市 场有望从当下1119亿元到2028年超1800亿元。 座椅围绕两条路径实现升级 当前座椅向舒适性、智能化升级，主要存在配置下沉及高端车型创新两条路径，一方面30万元以下车型加速高端产品配置下沉，选配向标配升级，核心是以加热、通风、按 摩、座椅记忆等为代表的座椅舒适性配置装配率持续提升，同时开始从前排向中、后排座椅延伸。另一方面随自主品牌冲击高端车型重视差异化配置上车，零重力座椅、二排 旋转座椅等创新产品逐步落地，座椅带动生活空间变革，两条逻辑同时推进，带动座椅单车价值从4000元-8000元-上万元提升，行业空间加速成长。 行业具备高壁垒，市场份额高度集中 座椅行业是高壁垒行业，供应商需要主机厂认同、总成制造、设计与控本能力。行业集中度较高，且龙头延 ...

零重力座椅是如何从一个生僻概念变成车企最热衷的标签？ 文丨司雯雯 编辑丨宋玮 汽车公司总是假设人们分辨得出座椅上 12 点按摩和 14 点按摩的不同，且能精妙利用超过 20 向电 动调节，把自己摆放至 "零重力" 位置，体会 Nappa 头层牛皮和半苯胺真皮的差异——即便乘客可 能只在车上待一个小时。 从 1915 年左右第一张可前后调节的驾驶员座椅算起，座椅在汽车上存在百年，但从未像今天这样， 受到如此重视。 车企相信用户愿意为一张更舒适的座椅付出：一辆 30 万元左右的汽车，想要享受通风、加热和按摩 等功能，需要另外再付 1.5 万元，另一些车企选择标配，隐含意义是，人人都需要。 座椅迅速成为座舱内最昂贵的零部件，也是车企竞争的焦点——从大众车型到高端车型，CEO 们在 发布会为座椅单独留出时间，即使没有新功能，也可以堆配置——按摩点数、加热档位、通风程度 不断刷新，"零重力座椅" 从 50 万元的车型下放到 15 万元，一些车企开始拼小众场景，比如主驾、 副驾向后旋转，与二排面面相望。 2021 年，蔚来、理想分别净亏损 40.2 亿、3.2 亿元，但都决定花 1 亿元自研座椅。花在占汽车 Bom 成本 ...