汽车零部件行业市场前景及投资研究报告：赛力斯长安逆势增长激光雷达HUD摄像头电吸门

证券研究报告行业报告

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行业专题研究2024年2月29日汽车零部件渗透率数据跟踪——24M1赛力斯/长安逆势增长，激光

/HUD/摄像头/电吸门渗透率提升摘要2024年1月，新能源车市场零售66.13万辆，同比增长93%，环比下降29%，环比下滑或受地方政策调整(如上海绿牌政策收紧)及12月末冲刺销量透支部分需求影响，但降幅仍小于23M1(-46%)。赛力斯/长安销量逆势增长，问界M7首登销量榜首，零部件渗透率上HUD/摄像头(≥10个)/激光增幅明显，渗透率分别为

15.80%/16.68%/7.24%/12.90%，环比

+5.04/+4.20/+3.81/+3/51pct。/电吸门环比智能驾驶：标配L2及以上渗透率42,21%，摄像头(≥10个)/毫米波/激光渗透率明显提升标配L2及以上智能驾驶渗透率为42.21%，同比+4.61pct，环比+0.82pct。1）感知层：摄像头(≥10个)渗透率16.68%，同比+7.52pct，环比+4.20pct；超声波(≥10个)渗透率25.37%，同比+6.93pct，环比持平；毫米波渗透率40.37%，同比

+7.69pct，环比

+4.62pct，5个及以上渗透率较为稳定，达到8.46%，同比+0.86pct，环比+1.01pct；激光渗透率为7.24%，同比+4.40pct，环比+3.81pct；高精地图渗透率为10.97%，同比1.05pct，环比-1.20pct。2）决策层：英伟达/地平线/Mobileye渗透率分别为

4.64%/4.79%/1.37%，地平线渗透率仍保持略高于英伟达。3）智驾功能：车道保持辅助/自适应巡航/车道居中辅助/并线辅助/自动变道辅助/自动泊车入位/记忆泊车渗透率分别为44.60/44.07/42.08/37.51/17.50/19.35/2.92%。智能座舱：HUD渗透率增幅较大，高通8155渗透率达19.37%1）车载显示：大尺寸（10吋以上）液晶仪表/中控屏/副驾屏/后排液晶屏以及HUD渗透率分别为40.43%/90.31%/8.22%/3.71%/15.80%，同比-3.77/+6.73/+1.77/-2.56/+9.40pct，大尺寸液晶仪表渗透率下滑明显。2）智能语音：已实现高位渗透达84.46%，同比-1.47pct，环比+2.39%，高渗透率下出现小幅下降。3）座舱芯片：高通8155市场份额占比超过50%，渗透率达到19.37%，同时高通8295芯片开始登陆座舱。4）热泵管理系统：2024年1月新能源乘用车热泵管理系统渗透率达到26.53%，同比-6.32pct，环比-3.84pct。底盘及车身：电吸门渗透率持续提升至12.90%，同比+4.88pct，环比+3.51pct1）2024年1月，空气悬架标配渗透率为3.37%，同比-2.00pct，环比-0.12pct。2）无框车门渗透率为18.54%，同比+2.48pct。3）电吸门/电尾门渗透率分别为12.90%/42.06%，同比+4.88/-3.83pct。风险提示：数据可靠性风险，数据统计风险，报告仅为市场监控，不构成投资建议2目录0104车灯智能驾驶•

摄像头/毫米波/超声波/激光/高精地图•

自适应远近光灯•

大灯随动转向•

车内氛围灯•

智能驾驶芯片•

智能驾驶功能0205智能网联智能座舱•

液晶仪表/HUD/中控屏/副驾屏/后排娱乐屏•

座舱芯片•

4G/5G•

V2X•

智能语音•

热泵管理系统0306风险提示底盘及车身•

空气悬架•

无框车门•

电吸门/电尾门3销量结构：24M1整体销量同比+93%，环比-28%，但降幅小于23M1根据乘联会数据，

2024年1月新能源市场零售66.8万辆，同比增长101.8%，环比下降29.5%

。我们统计，2024年1月新能源车市场零售66.13万辆，同比+93%，环比-29%，或受地方政策调整(如上海绿牌政策收紧)及12月末冲刺销量透支部分需求影响，环比降幅小于23M1(-46%)。其中，2024年1月份纯电动/插电式混合动力/增程式占比分别为58.36%/30.63%/11.01%，插电式混合动力车型占比环比+5.60pct，价格区间上，10-20万车型为主要价格区间占比43.21%，

5-20万价格区间占比均有小幅提升。图：23M1-24M1新能源乘用车销量-分动力类型图：23M1-24M1新能源乘用车销量-分价格段插电式混合动力纯电动增程式5万元及以下

5-10万元

10-20万元

20-30万元

30-40万元

40-50万元

50万元以上100%90%80%70%100%6.58%

7.46%

8.63%

8.80%

8.97%8.44%10.19%

9.53%

9.93%11.72%11.45%12.63%11.01%5.56%6.05%

7.32%

6.66%

7.08%8.85%

8.34%

8.93%

9.00%

8.53%

8.88%

8.36%6.01%90%80%70%60%50%40%30%20%10%0%21.22%21.45%21.61%19.13%

18.84%18.78%21.33%21.88%26.35%24.54%23.35%24.41%24.86%63.54%66.12%58.36%

60%65.54%66.10%64.09%69.93%67.69%66.79%65.49%62.85%64.65%62.34%50%40%30%20%10%44.82%46.28%49.26%47.93%47.87%47.92%45.19%42.48%43.21%42.42%50.00%47.99%46.11%10.26%9.65%18.26%16.66%13.25%13.35%15.54%16.95%17.37%7.78%8.78%15.24%16.30%12.46%10.17%28.02%27.30%22.60%23.67%25.66%24.93%25.72%23.68%24.58%25.44%23.90%25.03%30.63%2023012023022023032023042023052023062023072023082023092023102023112023122024017.46%

6.87%

7.19%4.76%

5.34%

4.93%

5.47%

6.00%

5.96%

5.37%

4.70%0%2023012023022023032023042023052023062023072023082023092023102023112023122024014数据：懂车帝官网，天风证券研究所车企销量：赛力斯/长安逆势增长图：22M11-24M1部分车企月度销量趋势（千辆）注：除比亚迪外其余车企销量参考右轴特斯拉广汽埃安理想长城长安蔚来零跑小鹏极氪奇瑞新能源赛力斯比亚迪（左）30252015105987654321002022112022122023012023022023032023042023052023062023072023082023092023102023112023122024015数据：懂车帝官网，天风证券研究所Top20车型销量及排名变动：问界M7首登顶，24M1零售近3万图：车型销量及排名变动（辆）车型问界M7ModelY海鸥厂商AITO202301

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排名变动141840255260549370267600310548427514711656023546223892641321096121762640843223632249892359421650256741880014378218007695111734841242722310028154190001389222096988414283501128727268612799020798196062428252482635337836306152384925972213502374424735121934987740594307512385426050203172402426580170396005541012307993052527956278122745826814255452999729912280502378720318199521683116386160418-1-10特斯拉比亚迪

1434220279299311900014439027907240383131010026331127687133328931206453173484271501129961828260722104832071135011416429081626宋PLUSDM-i

比亚迪

28404秦PLUSDM-i

比亚迪

5087宋ProDM-i

比亚迪

1412400元PLUS海豚比亚迪比亚迪

17582长安

17370-40226821223长安Lumin13五菱宏光MINIEV五菱汽车

16416理想汽车

47923026723159180862034613763154991584416146203372298525015155200理想L71299601326777022172626392622458316050309189058135210651048613196195696887608239353523821727111930611119114542523376042058313107227412248796181786113389779126713127521357722648112271093397502696912982207927132155252273223551659915627117281247611955110501204012004574122678204281575015216150131491313845132011318612811133431174611092101031007999691五菱缤果

五菱汽车0-58熊猫mini

吉利汽车

12659五菱星光PHEV

五菱汽车

5091839716827819272997222106284342254224371131594252154611193118849912117301214212756109501181211930390717-4-321-417-5AIONYModel3银河L7AIONS深蓝S7理想L8埃安60997996特斯拉68528451吉利银河

7181埃安

16141031465283419772255618197378798596509534深蓝汽车

6503理想汽车

1725108162585117849295114551821116545849119145320910990616数据：懂车帝官网，天风证券研究所零部件渗透率：2024年1月新能源乘用车图：零部件渗透率一览环6.05.04.03.02.01.00.0比增幅低渗透率中渗透率较高渗透率高渗透率HUD摄像头≥10激光电吸门4G毫米波≥5大尺寸中控屏L2及以上智能驾驶电尾门空气悬架超声波20%5G≥1030%大尺寸液晶仪表40%氛围灯后排娱乐屏0%10%50%60%70%80%90%100%渗透率V2X(1.0)(2.0)(3.0)(4.0)(5.0)高精地图副驾屏无框车门语音控制热泵7数据：懂车帝官网，天风证券研究所1智能驾驶8智能驾驶：24M1标配L2及以上渗透率42.21%2024年1月，标配L2及以上智能驾驶渗透率为42.21%，同比+4.61pct，环比+0.82pct

。2024年1月份海外品牌/自主品牌/新势力品牌/合资品牌渗透率分别为79.14%/23.94%/78.31%/76.77%；50万元以上车型渗透率85.60%；纯电动/插电式混合动力/增程式车型渗透率分别为37.62%/33.01%/100.00%。图：新能源乘用车智能驾驶L2级及以上渗透率图：新能源乘用车智能驾驶L2级及以上渗透率-分品牌标配L2及以上标配L2及以上海外品牌自主品牌新势力品牌合资品牌100%80%60%40%20%0%100%80%60%40%20%0%41.39%

42.21%41.39%

42.21%39.20%37.60%39.00%39.03%36.83%

37.33%39.20%37.60%39.00%39.03%

36.83%

37.33%34.68%

35.78%35.14%

35.44%34.68%

35.78%35.14%

35.44%33.63%33.63%202301

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202401图：新能源乘用车智能驾驶L2级及以上渗透率-分价格段图：新能源乘用车智能驾驶L2级及以上渗透率-分动力类型标配L2及以上40-50万元10-20万元20-30万元5-10万元30-40万元标配L2及以上纯电动插电式混合动力增程式50万元以上5万元及以下100%100%80%60%40%20%0%80%60%40%20%0%41.39%42.21%39.20%37.60%39.00%39.03%36.83%37.33%41.39%42.21%37.60%39.00%39.03%36.83%37.33%34.68%35.78%39.20%33.63%35.14%35.44%34.68%35.78%35.14%35.44%33.63%2023012023022023032023042023052023062023072023082023092023102023112023122024012023012023022023032023042023052023062023072023082023092023102023112023122024019数据：懂车帝官网，天风证券研究所感知层：毫米波

、激光

渗透率同步提升感知硬件中，摄像头、超声波渗透率均有95%左右。毫米波图：10个及以上摄像头渗透率渗透率达到40.37%，激光渗透率快速提升，为7.24%，其中1≥10个

小于10个颗激光为主要方案，渗透率为6.77%。100%50%0%图：智能驾驶感知硬件渗透率摄像头超声波毫米波激光9.16%

8.90%

8.21%

9.00%

8.68%

9.29%

11.98%10.99%11.06%12.26%11.45%12.47%16.68%202301202302202303202304202305202306202307202308202309202310202311202312202401100%80%60%40%图：10个及以上超声波渗透率40.37%≥10个

＜10个34.62%34.85%35.75%34.01%32.68%30.98%31.80%29.88%30.56%30.53%1.56%

1.38%

1.90%28.27%27.53%100%50%0%7.24%

20%0%2.84%

3.06%

2.19%3.43%

2.85%

2.53%

2.97%

3.20%

3.44%20230120230220230320230420230520230620230720230820230920231020231120231220240118.44%18.27%21.76%17.33%17.17%20.56%19.66%21.99%20.59%20.40%22.92%25.37%25.37%202301202302202303202304202305202306202307202308202309202310202311202312202401图：5个及以上毫米波渗透率≥5

小于5图：激光搭载数量渗透率50%40%30%20%10%0%标配1个

标配3个8%6%4%2%0%7.95%

6.84%

5.95%

6.02%

5.88%

6.72%

9.11%

8.67%

7.48%

8.18%

7.68%

7.45%

8.46%2023012023022023032023042023052023062023072023082023092023102023112023122024012.43%

2.59%

1.78%

1.26%

1.08%

1.63%

3.24%

2.69%

2.30%

2.60%

2.92%

3.03%

6.77%202301

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20240110数据：懂车帝官网，天风证券研究所摄像头：≥10个车外摄像头渗透率提升至16.68%2024年1月，

10个及以上车外摄像头渗透率为16.68%，同比+7.52pct，环比+4.20pct。从品牌来看，新势力品牌中渗透率为69.59%，环比+15.59pct；受益于问界7销量提升，20-30万元价格段车型及增程式车型中，10个及以上摄像头渗透率大幅增加，分别为38.30%和98.65%。图：10个及以上摄像头渗透率图：10个及以上摄像头渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%20%0%100%69.59%

80%59.19%56.98%55.32%53.99%54.00%51.64%51.71%50.03%49.99%48.38%46.05%47.48%60%40%16.68%16.68%20%11.98%10.99%11.06%12.26%11.45%12.47%11.98%10.99%11.06%12.26%11.45%12.47%9.16%

8.90%

8.21%

9.00%

8.68%

9.29%9.16%

8.90%

8.21%

9.00%

8.68%

9.29%0%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：10个及以上摄像头渗透率-分价格段图：10个及以上摄像头渗透率-分动力类型整体10-20万元20-30万元5-10万元30-40万元整体纯电动插电式混合动力增程式98.65%40-50万元50万元以上5万元及以下91.55%84.32%88.97%100%80%60%40%20%0%86.23%85.92%83.12%80.57%100%80%60%40%20%0%76.72%74.17%71.39%67.14%63.31%38.30%16.68%11.98%10.99%11.06%12.26%11.45%12.47%9.16%

8.90%

8.21%

9.00%

8.68%

9.29%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240111数据：懂车帝官网，天风证券研究所超声波

：≥10个渗透率环比持平，为25.37%2024年1月，10个及以上超声波渗透率为25.37%，环比持平，同比+6.93pct。从品牌来看，新势力品牌/海外品牌中渗透率高于整体，分别为71.02%/43.28%，环比小幅下降；从价格段来看，10个及以上超声波主要搭载于20万以上车型；从动力类型看，增程式车型10个以上超声波渗透率更高，几乎接近100%。图：10个及以上超声波渗透率图：10个及以上超声波渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%20%0%100%80%60%40%20%0%25.37%25.37%25.37%25.37%22.92%20.59%20.40%21.76%20.56%21.99%20.59%20.40%22.92%21.76%20.56%21.99%18.44%18.27%17.33%17.17%19.66%18.44%18.27%17.33%17.17%19.66%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：10个及以上超声波渗透率-分价格段图：10个及以上超声波渗透率-分动力类型整体10-20万元20-30万元5-10万元30-40万元整体纯电动插电式混合动力增程式40-50万元50万元以上5万元及以下100%80%60%40%20%0%100%80%60%25.37%25.37%22.92%20.40%25.37%25.37%

40%21.76%21.99%20.59%21.76%20.56%21.99%20.59%20.40%22.92%18.44%18.27%17.33%17.17%20.56%19.66%18.44%18.27%17.33%17.17%19.66%20%0%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240112数据：懂车帝官网，天风证券研究所毫米波

：整体渗透率40.37%，≥5个渗透率为8.46%2024年1月，毫米波渗透率40.37%，同比

+7.69pct，环比

+4.62pct，5个及以上毫米波渗透率较为稳定，达到8.46%，同比+0.86pct，环比+1.01pct。新势力品牌渗透率远高于整体，为17.46%，呈下降趋势；受益于红旗E-HS9/仰望U8销量提升，50万以上车型渗透率明显提升。图：5个及以上毫米波渗透率图：5个及以上毫米波渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%100%80%60%40%20%0%27.77%26.81%25.83%25.35%26.10%24.62%23.58%22.49%21.31%18.12%18.35%17.46%14.80%7.60%6.46%

5.59%

5.77%

5.67%

6.50%8.95%

8.41%

7.18%

7.57%

7.06%

7.45%

8.46%

20%0%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：

5个及以上毫米波渗透率-分价格段图：5个及以上毫米波渗透率-分动力类型整体5万元及以下30-40万元5-10万元40-50万元10-20万元整体纯电动插电式混合动力增程式20-30万元50万元以上100%80%60%40%100%80%60%40%20%0%7.60%6.46%

5.59%

5.77%

5.67%

6.50%8.95%

8.41%

7.18%

7.57%

7.06%

7.45%

8.46%

20%0%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240113数据：懂车帝官网，天风证券研究所激光

：渗透率明显提升，至7.24%2024年1月，新能源乘用车激光渗透率为7.24%，同比+4.40pct，环比+3.81pct。受益于问界M7销量增长，20-30万元中、新势力车型中、渗透率增长。增程式车型中激光

渗透率提升明显，分别为24.56%/32.88%/49.71%。仰望U8则持续带动50万元以上车型激光图：激光渗透率图：激光渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%100%80%60%40%20%0%80%60%40%32.88%18.81%18.82%16.22%16.51%13.97%12.93%11.50%11.03%11.34%11.43%7.24%

20%0%8.63%

7.84%2.84%

3.06%

2.19%1.56%

1.38%

1.90%3.43%

2.85%

2.53%

2.97%

3.20%

3.44%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：

激光渗透率-分价格段图：激光渗透率-分动力类型整体40-50万元10-20万元50万元以上20-30万元5-10万元30-40万元整体纯电动插电式混合动力增程式5万元及以下100%80%60%40%20%0%100%80%60%40%20%0%49.71%24.56%0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.66%

1.94%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240114数据：懂车帝官网，天风证券研究所高精地图：渗透率10.97%，环比小幅下降2024年1月，新能源乘用车高精地图渗透率为10.97%，同比1.05pct，环比-1.20pct。品牌上，主要搭载于新势力品牌车型中，渗透率44.95%；价格上，搭载于30-50万元车型高精地图渗透率更高，深蓝SL03带动高精地图向10-20万元车型渗透；动力类型上，增程式车型高精地图渗透率高于整体，为48.95%。图：高精地图渗透率图：激光渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%20%0%100%80%60%40%20%0%59.19%56.98%55.20%53.94%53.93%51.56%52.07%51.87%51.71%49.93%48.98%47.48%44.95%12.10%11.11%11.17%12.32%11.44%12.17%10.97%9.92%

9.28%

8.50%

9.45%

8.77%

9.36%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：

高精地图渗透率-分价格段图：高精地图渗透率-分动力类型整体10-20万元20-30万元5-10万元30-40万元整体纯电动插电式混合动力增程式40-50万元50万元以上5万元及以下91.01%91.55%84.32%88.97%100%80%84.92%86.23%85.92%82.31%100%80%60%40%20%0%76.68%74.17%66.48%61.37%48.95%

60%40%12.10%11.11%11.17%12.32%11.44%12.17%10.97%9.92%

9.28%

8.50%

9.45%

8.77%

9.36%20%0%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240115数据：懂车帝官网，天风证券研究所智能驾驶芯片：地平线渗透率略高于英伟达2024年1月智能驾驶芯片中，从渗透率来看，英伟达/地平线/Mobileye分别为

4.64%/4.79%/1.37%，均有所下降，地平线渗透率仍略高于英伟达；从市场份额来看，英伟达/地平线/Mobileye分别为

25.97%/26.80%/7.67%，均略有提升。图：智能驾驶芯片渗透率：英伟达

vs地平线

vsMobileyeMobileye渗透率英伟达渗透率地平线渗透率6%5%4%3%2%1%0%5.52%5.41%5.43%5.31%5.16%5.21%4.95%5.05%4.92%4.92%4.62%4.88%4.49%4.75%4.79%4.64%4.49%4.42%3.53%3.81%3.63%3.84%2.89%2.92%1.73%2.60%1.90%2.39%1.99%1.77%1.72%1.73%1.68%1.58%1.50%1.40%1.43%1.37%1.30%20230120230220230320230420230520230620230720230820230920231020231120231220240116数据：懂车帝官网，天风证券研究所智能驾驶功能：2024年1月新能源乘用车渗透率2024年1月，主流智能驾驶辅助功能中，车道保持辅助/自适应巡航/车道居中辅助/并线辅助/自动变道辅助/自动泊车入位/记忆泊车渗透率分别为44.46%/44.07%/42.08%/37.51%/17.50%/19.35%/2.92%。图：部分智能驾驶功能渗透率50%44.46%43.40%43.17%41.29%44.07%42.08%41.62%41.54%45%40%35%30%25%20%15%10%5%40.50%40.48%38.81%41.37%41.06%39.79%39.61%39.39%39.43%38.98%37.92%37.91%38.90%38.15%37.88%39.07%38.46%37.05%37.25%37.32%37.15%36.85%37.51%37.09%36.61%34.90%34.75%33.32%35.73%35.22%34.84%34.57%34.10%31.56%30.88%29.88%29.00%28.89%27.00%27.20%15.33%26.24%25.37%25.44%24.92%19.35%17.50%17.35%15.52%14.33%14.22%13.24%12.79%13.27%1.84%11.01%10.29%9.74%9.82%9.65%13.30%2.70%12.72%3.43%12.23%3.02%11.65%2.99%10.42%2.06%9.72%3.05%8.78%2.36%8.92%1.86%9.02%1.77%8.06%2.04%3.18%3.16%2.92%0%20230120230220230320230420230520230620230720230820230920231020231120231220240117数据：懂车帝官网，天风证券研究所2智能座舱18液晶仪表：24M1大尺寸渗透率为40.43%，同比-3.77pct2024年1月，大尺寸（≥10英寸）液晶仪表渗透率为40.43%，同比-3.77pct，环比-0.08pct。品牌上，合资品牌和新势力品牌1月渗透率高于整体，分别为90.36%/53.51%。价格上，20-30万元车型中渗透率较上月

+9.59pct。动力类型上，由于仰望U8/问界M7销量增加，带动增程式车型大尺寸液晶仪表渗透率持续提升。图：大尺寸(≥10英寸)液晶仪表渗透率图：大尺寸(≥10英寸)液晶仪表渗透率-分品牌总体整体海外品牌自主品牌新势力品牌合资品牌97.30%59.26%97.28%93.29%91.63%91.69%91.49%90.27%89.66%90.36%100%80%60%40%20%0%100%80%60%40%20%0%85.73%83.91%64.73%75.95%76.88%66.63%63.51%62.91%60.87%56.24%55.71%56.19%57.28%55.11%53.30%53.51%44.20%40.24%38.49%39.33%38.07%39.23%40.87%40.51%40.43%38.28%35.24%36.43%36.35%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：大尺寸(≥10英寸)液晶仪表渗透率-分价格段图：大尺寸(≥10英寸)液晶仪表渗透率-分动力类型整体5万元及以下30-40万元5-10万元10-20万元整体纯电动插电式混合动力增程式20-30万元40-50万元50万元以上100%80%60%40%20%0%100%80%60%40%20%0%51.05%38.63%33.52%28.61%25.83%23.28%19.43%16.88%15.68%13.77%14.08%11.03%8.45%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240119数据：懂车帝官网，天风证券研究所HUD：24M1渗透率为15.80%，受益于问界M7同比环比均大幅提升2024年1月HUD渗透率为15.80%，同比+9.40pct，环比+5.04pct。从品牌来看，新势力品牌中渗透力持续上升，达到67.78%。价格上，HUD已渗透至10-20万元区间，主要搭载于30-50万元车型上，20-30万元渗透率提升明显。从动力类型看，由于问界M7销量增幅较大，增程式车型HUD渗透率提升较大。图：HUD渗透率图：

HUD渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%20%0%100%67.78%

80%51.09%49.33%47.55%60%40%20%0%44.33%44.55%42.88%41.28%36.40%32.38%33.81%33.26%33.84%15.80%12.38%11.73%10.99%11.63%10.38%10.76%6.41%

6.45%

5.70%

6.96%

7.54%

8.90%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：

HUD渗透率-分价格段图：

HUD渗透率-分动力类型整体5万元及以下30-40万元5-10万元10-20万元整体纯电动插电式混合动力增程式98.65%20-30万元40-50万元50万元以上91.55%84.32%88.97%100%80%60%40%20%0%86.23%85.92%83.12%80.57%100%80%60%40%20%0%76.72%74.17%71.39%67.14%63.31%70.03%69.43%70.15%67.41%67.90%54.80%65.01%64.41%65.98%58.81%53.93%50.58%51.04%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240120数据：懂车帝官网，天风证券研究所中控屏：24M1大尺寸中控屏渗透率超90%2024年1月，大尺寸（≥10英寸）中控屏渗透率为90.31%，同比+6.73pct，环比+0.97pct，5万元以下车型中大尺寸中控屏渗透率实现0突破，品牌类型、动力类型上差异较小。图：大尺寸(≥10英寸)中控屏渗透率图：大尺寸(≥10英寸)中控屏渗透率-分品牌整体89.32%88.58%89.72%88.74%88.32%88.62%89.34%90.31%85.58%86.07%整体海外品牌自主品牌新势力品牌合资品牌87.20%100%80%60%40%20%0%100%80%60%40%20%0%83.57%84.29%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：大尺寸(≥10英寸)中控屏渗透率-分价格段图：大尺寸(≥10英寸)中控屏渗透率-分动力类型整体5万元及以下30-40万元5-10万元10-20万元整体纯电动插电式混合动力增程式20-30万元40-50万元50万元以上100%80%60%40%20%0%100%80%60%40%20%0%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240121数据：懂车帝官网，天风证券研究所副驾屏：24M1渗透率为8.22%，同比提升，环比下滑2024年1月，大尺寸（≥10英寸）副驾屏渗透率为8.22%，同比+1.77pct，环比-1.44pct。新势力为副驾屏主要搭载品牌，1月达到了32.84%，受销量影响出现较大幅度下滑；价格上，主要搭载于30万元以上车型，50万元以上车型渗透率略微提升系仰望U8销量增加影响；动力类型上，增程式车型1月渗透率高于整体为51.54%，但由于非搭载副驾屏的增程式车型（如问界M7）销量增加，其渗透率呈下降趋势。图：大尺寸(≥10英寸)副驾屏渗透率图：大尺寸(≥10英寸)副驾屏渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%100%80%60%40%20%0%46.82%46.88%44.56%43.43%41.19%41.27%41.81%42.80%40.38%37.47%35.11%32.36%32.84%8.09%

8.71%

9.02%

9.44%

8.89%

8.83%

9.71%

8.93%

9.66%

8.22%

20%6.45%

5.64%

6.22%0%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：大尺寸(≥10英寸)副驾屏渗透率-分价格段图：大尺寸(≥10英寸)副驾屏渗透率-分动力类型整体5万元及以下30-40万元5-10万元10-20万元整体纯电动插电式混合动力增程式20-30万元40-50万元50万元以上91.01%91.55%84.32%88.97%100%80%60%40%84.92%86.23%85.92%82.31%100%80%60%40%20%0%76.68%74.17%67.14%63.31%51.54%8.09%

8.71%

9.02%

9.44%

8.89%

8.83%

9.71%

8.93%

9.66%

8.22%

20%6.45%5.64%

6.22%0%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240122数据：懂车帝官网，天风证券研究所后排娱乐屏：24M1渗透率为3.71%，同比环比均有下滑2024年1月，大尺寸（≥10英寸）后排娱乐屏渗透率为3.71%，同比-2.56pct，环比-0.41pct，下滑或受蔚来ES8/理想L9等车型销量影响。品牌上，后排娱乐屏主要搭载于海外品牌和新势力品牌，渗透率分别为11.50%/9.71%。价格上，40-50万车型位主要搭载车型，渗透率60.46%，50万元以上车型渗透率小幅提升至50.85%。图：后排液晶屏渗透率图：后排液晶屏渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%20%0%100%80%60%40%20%0%6.27%5.61%5.28%3.84%4.15%3.66%3.39%

4.12%2.46%

2.58%

3.80%

4.12%

3.71%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：后排液晶屏渗透率-分价格段图：后排液晶屏渗透率-分动力类型整体5万元及以下30-40万元5-10万元10-20万元整体纯电动插电式混合动力增程式20-30万元40-50万元50万元以上100%80%60%40%20%0%100%80%60%40%20%0%73.76%75.33%68.39%69.65%68.47%70.51%60.46%50.11%50.85%63.75%58.19%57.22%53.80%53.85%51.44%40.50%36.15%28.67%27.79%23.78%23.10%23.29%24.57%23.54%21.55%20.28%20.12%16.36%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240123数据：懂车帝官网，天风证券研究所语音控制：24M1新能源乘用车渗透率2024年1月，新能源乘用车语音控制1月渗透率为84.46%，同比+2.39pct，环比-1.47pct。图：语音控制渗透率图：语音控制渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%20%0%100%80%60%40%20%0%85.07%84.05%85.55%84.34%84.80%85.25%85.93%84.46%82.07%80.46%81.45%81.21%81.36%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：语音控制渗透率-分价格段图：语音控制渗透率-分动力类型整体5万元及以下30-40万元5-10万元10-20万元整体纯电动插电式混合动力增程式20-30万元40-50万元50万元以上100%80%60%40%20%0%100%80%60%40%20%0%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240124数据：懂车帝官网，天风证券研究所座舱芯片：高通8155占据超50%市场，8295渗透加速2024年1月座舱芯片中，高通8155渗透率为19.37%，环比小幅下滑，市场份额占比超过50%。其次是AMDRyzen，渗透率为6.03%，市场份额占比达到16.48%。高通8295芯片渗透率达1.76%，环比

+1.59pct，已搭载于吉利银河E8、极越

01、极氪007、小鹏X9等车型。图：座舱芯片渗透率高通8155占比高通8155渗透率80%70%60%50%40%30%20%10%0%66.71%62.37%58.43%56.12%54.81%54.39%52.94%49.03%47.87%48.31%47.09%44.45%39.61%20.89%20.95%20.71%20.34%19.69%19.38%19.37%16.44%20230613.40%20230112.92%20230313.87%20230413.88%20230512.41%20230220230720230820230920231020231120231220240125数据：懂车帝官网，天风证券研究所热泵管理系统：24M1渗透率为26.53%，同比环比均有较大下滑2024年1月，新能源乘用车热泵管理系统渗透率达到26.53%，同比-6.52pct，环比-3.84pct。品牌上，海外品牌渗透率更高，主要由特斯拉驱动；价格上，20-30万元和50万元以上车型渗透率更高；从动力类型来看，1月纯电车型渗透率更高，为42.68%。图：热泵管理系统渗透率图：热泵管理系统渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%20%0%100%77.34%73.95%71.27%67.40%66.31%64.95%63.95%

80%60%65.37%64.75%64.40%63.28%60.71%54.09%37.10%33.05%32.48%34.31%32.10%31.57%31.68%29.87%28.69%30.17%30.38%26.78%26.53%40%20%0%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：热泵管理系统渗透率-分价格段图：热泵管理系统渗透率-分动力类型整体5万元及以下30-40万元5-10万元10-20万元整体纯电动插电式混合动力增程式20-30万元40-50万元50万元以上100%80%60%40%20%0%100%80%60%40%20%0%49.92%50.91%49.34%47.71%45.25%45.67%43.80%44.65%43.76%44.86%42.68%41.20%39.73%0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.66%

1.94%

2.59%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240126数据：懂车帝官网，天风证券研究所3底盘及车身27空气悬架：渗透率3.37%，小鹏X9带动20-30万元车型渗透率提升2024年1月，空气悬架标配渗透率为3.37%，同比-2.00pct，环比-0.12pct。新势力品牌中渗透率更高，为10.15%；20-30/30-40/40-50/50以上价格区间渗透率分别为1.01%/17.34%/63.03%/16.68%，40-50万元为主要搭载区间，受益于小鹏X9新车销量，30-40万元环比提升

+5.82pct。增程式车型搭载率最高，受增程式车型整体销量提升影响，其渗透率呈下降趋势。图：空气悬架渗透率图：空气悬架渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%20%0%100%80%60%40%20%0%18.80%15.45%11.86%10.76%11.18%11.39%11.74%12.50%12.20%11.39%9.94%

11.09%10.15%5.37%3.75%

3.41%

3.01%

2.95%

3.06%

3.12%

3.41%

3.59%

3.58%

3.26%

3.49%

3.37%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：

空气悬架渗透率-分价格段图：空气悬架渗透率-分动力类型整体5万元及以下30-40万元5-10万元10-20万元整体纯电动插电式混合动力增程式20-30万元40-50万元50万元以上100%80%60%40%20%0%100%80%60%40%20%0%78.94%78.92%80.21%77.96%21.90%75.90%76.16%73.42%72.97%67.60%68.40%66.38%67.01%63.03%40.50%36.15%28.67%27.79%23.78%23.10%23.29%24.57%23.41%21.55%19.37%18.17%17.34%13.76%14.21%13.76%14.19%13.44%12.36%12.73%11.52%11.34%12.33%12.48%8.66%16.68%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240128数据：懂车帝官网，天风证券研究所无框车门：2024年1月新能源乘用车渗透率2024年1月，无框车门渗透率为18.54%，同比+2.48pct，环比-1.40pct。品牌类型上，海外品牌、新势力品牌中渗透率更高，分别为48.49%/26.79%；价格段上，20-30万车型为市场主力，渗透率由12月58.9%下滑至48.30%。图：无框车门渗透率图：无框车门渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%20%0%100%80%68.37%65.41%57.54%58.91%59.92%56.20%57.46%56.57%53.72%48.49%

60%40%46.12%46.57%39.43%22.11%26.79%19.30%18.72%19.32%19.93%18.54%15.80%15.65%16.06%15.14%15.65%15.54%15.17%20%0%202301202302202303202304202305202306202307202308202309202310202311202312202401202301202302202303202304202305202306202307202308202309202310202311202312202401图：无框车门渗透率-分价格段图：无框车门渗透率-分动力类型整体5万元及以下30-40万元5-10万元10-20万元整体纯电动插电式混合动力增程式20-30万元40-50万元50万元以上100%80%60%40%20%0%100%80%60%40%20%0%67.04%62.83%61.19%58.90%59.28%50.11%54.28%55.68%57.03%52.87%52.95%49.65%48.30%20230120230220230320230420230520230620230720230820230920231020231120231220240120230120230220230320230420230520230620230720230820230920231020231120231220240129数据：懂车帝官网，天风证券研究所电吸门：渗透率持续提升，24M1达12.9%2024年1月，电吸门渗透率为12.90%，同比+4.88pct，环比+3.51pct。新势力品牌为主要搭载方，渗透率持续上升至59.84%；价格段上，20-30/30-40/40-50/50万元以上车型中，渗透率分别为25.65%/50.39%/63.03%/51.49%，30万元以上为主要搭载区间。受益于问界M7销量增长，20-30万元以上车型/增程式车型中渗透率有明显提升。图：电吸门渗透率图：电吸门渗透率-分品牌整体整体海外品牌自主品牌新势力品牌合资品牌100%80%60%40%20%0%100%80%60%40%20%0%59.84%54.76%50.35%50.34%48.39%46.97%