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2024 05 23 20-25 Table_Author Email:S1320523080001 30-50 20-25 X/Y Z 2024 75%2024 10%2024 122 2030 750 2024-2030 CAGR 35%603197.SH 000887.SZ 601689.SH 002283.SZ-20%-14%-9%-3%3%9%14%20%5/24 8/5 10/17 12/29 3/11 5/23 300 2 1.4 1.1.4 1.2.5 1.2.1.6 1.2.2 CDC MRC 9 1.2.3 10 1.3 2024Q1 75%.11 1.4 110 2030 750.12 2.13 2.1.13 2.2 20-25.14 2.3.15 3.16.16 0YDWuNqNpMqRtNoNnQtMmN6McMaQpNpPoMnRkPmMnQeRsRnN7NnNwOwMsPqMuOqQqO 3 1 AI.5 2 AI.5 3 M9.5 4.5 5.6 6.6 7.6 8 Audi RS6.7 9 X9.7 10.7 11.8 12.8 13.8 14.9 15 A8.9 16 CDC.10 17 CDC.10 18 MRC.10 19.11 20.11 21 Continental CAirS.11 22 2022.12 23 2024.12 24.14 1.4 2.12 3.13 4.15 4 1.1.1/1/2018 5 A8/50 mm 3 5.1cm 7.9cm r6M4FUAwUjUox3hup4jQoJKvZxvDHl7CnYBIQwX/6MOnsIt1tg7KBGdIwJKSW1/i 5 1 AI 2 AI M9 CDC ADS 2.0 HUAWEI MFSS iVSE RSS 20 100Hz M9 80mm 5 车速 达到 110km/h 20mm 30%3 M9 4 1.2 ECU ECU ECU 6 5 空气弹簧 车身 加速度 传感器 空气 弹簧减 振器总 成 控 制器 储气罐 空气压 缩机 分配 阀 悬架 高度 传感器 8500 2500-3200 34%2500 29%2000 1600+400 24%87%400-500 ECU 500 6 7 1.2.1 1-1.5Hz 0500100015002000250030003500空气弹簧减振器供气系统ECU传感器其他 7 8 Audi RS6 9 X9 Audi 10 8 11 囊式 膜式 复合式 Comfort Sport Sport+0-33.6N/mm 33.6-54N/mm 54-80N/mm 0-43N/mm 43-73N/mm 12 13 9 ECU A8 lift/comfort automatic dynamic lift 25mm automatic 120km/h 30 25mm dynamic 25mm 14 15 A8 1.2.2 CDC MRC Continuous Damping Control CDC Magnetic Ride Control MRC CDC ZF CDC CDC CDC CDC CDC 100-500Hz 10 DCC AMVAR CCD 16 CDC 17 CDC MRC MRC 2009 Seville STS MRC 3-10 MRC 1000Hz MRC 18 MRC 1.2.3/11/NVH/ES8 Continental Continental CAirS Continental Air Supply CAirS ECU 206*148*106mm3 3.6kg 10-25%20-30%19 20 21 Continental CAirS 1.3 2024Q1 75%75%2024 48.2%24.2%2022 27.3pct 12 7.7pct 2022 2024 20%2022 37pct 22 2022 23 2024 2 ECU AMK 1.4 1 10 2030 750 37.3%20.9%19.1%16.5%6.2%威巴克孔辉科技大陆保隆科技其他48.2%24.2%14.0%6.6%5.4%1.6%孔辉科技保隆科技威巴克拓普集团大陆其他 13 2024 10%1%2024 122 2030 750 2024-2030 CAGR 35%3 2024E 2025E 2026E 2027E 2028E 2029E 2030E 1250.05 1562.57 1875.08 2156.34 2371.98 2490.58 2565.29 10.00%15.00%20.00%25.00%30.00%35.00%40.00%125.03 234.42 375.08 539.17 711.71 871.84 1026.28 1871.67 1611.70 1461.58 1233.32 1027.27 937.88 872.31 1.00%1.50%2.00%2.50%3.00%3.50%4.00%18.72 24.18 29.23 30.83 30.82 32.83 34.89 0.85 0.82 0.80 0.78 0.75 0.73 0.71 122.16 213.18 323.30 442.13 558.66 660.24 751.22 2.2.1 X/Y Z 14 24 2.2 20-25 BBA S 7 A8 20-30%30-50 20-25 M9 L9 ES8 ES+CDC 23.58 20 30 30 15 4 Spider 276.20+MRC Huracn LP640-2 272.00+MRC 7 91.9-126.9+CDC S 96.26-204.26+ADS A8 78.98-207.68+CDC 94.80+CDC 53.38-79.38+CDC H9 30.98-86.00+CDC 45.98 CT5 28.97-34.17+MRC 32.07 CT6 35.97-46.97+MRC 40.97 E-HS9 50.98-77.98+CDC 63.98 M9 46.98-56.98+CDC 009 49.90-58.80+CCD 001 26.90-32.90+CCD 26.9 29.9 09EM-P 30.78-34.78+CCD 31.78 34.78 L7 30.18-35.98+CDC L8 32.18-37.98+CDC L9 40.98-43.98+CDC ES7 43.80-51.80+CDC ES8 49.80-59.80+CDC ET7 42.80-51.60+CDC 700 Hi4-T 42.80-70.00+CDC 46.8 G9 26.39-35.99+CDC 35.99 X9 35.98-41.98+CDC SU7 21.59-29.99+CDC 29.99 2024Max FREE 26.69+CDC ES 19.88-33.98+CDC 23.58 ET 18.98-31.98+CDC 22.58 2.3 OTA 16 2024 75%3.30-50 20-25 X/Y Z 2024 75%2024 10%2024 122 2030 750 2024-2030 CAGR 35%603197.SH 000887.SZ 601689.SH 002283.SZ 17,6 A 300 10%5%10%-5%+5%5%195 8 11 15F 266100 5 27F 100029 1366 9-10F 200120 2 28-30F 518000
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