2018全球汽车行业创新与颠覆报告｜电动化、自动驾驶与生态系统平台

报告摘要

全球汽车行业正面临数十年一遇的技术颠覆，电动化与自动驾驶成为变革核心。麦格理报告指出，OEM应聚焦软件生态系统平台，历史经验显示平台型企业才是最终赢家。报告深度剖析电动化、自动驾驶及10大投资主题，筛选出33只跑赢大盘股票，覆盖15位分析师的核心观点。适合投资者、汽车高管、战略分析师及科技从业者，洞察未来出行生态的颠覆性机遇。

📋 核心要点(部分)

1. Electric, Autonomous & Ecosystem Platforms
2. Key points
3. Electric Vehicles a Necessary First Step
4. Drivers to Push OEMs to Electric
5. Drivers To Push Consumers to Electric
6. Autonomous the Key Enabler to New Business Models
7. Who Will Win? Other Disrupted Industries Give Hints
8. Ten Trends to Play in Electric & Autonomous
9. 1) OEMs leading in electric / autonomous
10. 2) Rising Vehicle Content Driven by Electrification
11. 3) Battery and Battery Materials
12. 4) Centralized Computing
13. 5) Autonomous Drive
14. 6) Lightweighting