Interim Report 2020

舜宇光學科技（集團）有限公司 • 2020 中報 05 Management Discussion and Analysis 管理層討論與分析 In the first half of 2020, the global automotive industry was also significantly affected by COVID-19, with more than 100 automobile plants and more than 3,000 automobile component plants worldwide experiencing production disruptions. According to the report issued by Techno Systems Research (“ TSR ”), a Japanese research firm, in June 2020, the global sales volume of new automobile in 2020 is expected to decrease by approximately 27.1% compared to that of 2019, and the number of vehicle cameras is expected to decline by approximately 7.2%. However, with increasing requirements for road safety and drivers’ active safety, the increasing penetration rate of advanced driver assistance systems (“ ADAS ”) and the improvement of autonomous driving level, the adoption rate of vehicle camera per car is increasing all the way. In February 2020, eleven organisations under the State Council, including National Development and Reform Commission of the People's Republic of China (the “ PRC ”), jointly issued the “Intelligent Vehicle Innovation and Development Strategy”, which proposed a strategic vision to achieve large scale production of intelligent vehicles with conditional autonomous driving, to realise the market application of highly autonomous driving intelligent vehicles in specific environments by 2025, and to build and improve China’s standard intelligent vehicle system from 2035 to 2050. In June 2020, more than fifty countries, including Japan, Korea and member countries of the European Union, finalized the new regulations of Level 3 autonomous driving, and the new regulations were approved in the United Nations Economic Commission for Europe’s World Forum for Harmonization of Vehicle Regulations; among which, the binding regulations for the automated lane keeping systems for passenger cars will be effective from January 2021. For the optical instrument market, COVID-19 has affected the technological research, medical, educational and industrial fields to a certain extent. The widespread production stoppages have led to continuous weak demand in overseas markets. However, there was a clear recovery in demand in China, particularly in the industrial field, attributed to the strong measures and positive results taken to combat the epidemic in China. 二零二零年上半年，全球汽車產業也受到了 COVID-19 的巨大衝擊，全球超過 100 家汽車整 車工廠及超過 3,000 家汽車零部件工廠經歷了 生產中斷。根據日本調研機構 Techno Systems Research （「 TSR 」）於二零二零年六月發佈的 報告顯示，二零二零年全球新車銷量預計較二 零一九年下降約 27.1% ，車載攝像頭數量預計 下降約 7.2% 。然而，隨著道路交通安全及駕 駛主動安全的要求不斷提高、高級駕駛輔助系 統（「 ADAS 」）滲透率的逐漸提升以及自動駕駛 等級的提高，車載攝像頭單車搭載率正一路攀 高。 二零二零年二月，中華人民共和國（「 中國 」）國 家發展和改革委員會等十一個國務院組織機構 聯合印發了《智能汽車創新發展戰略》，提出了 到二零二五年實現有條件自動駕駛的智能汽車 達到規模化生產、實現高度自動駕駛的智能汽 車在特定環境下市場化應用，二零三五年至二 零五零年全面建成及完善中國標準智能汽車體 系的戰略願景。二零二零年六月，包括日本、 韓國及歐盟成員國在內的五十多個國家敲定第 三等級自動駕駛新規，並於聯合國歐洲經濟委 員會世界車輛法規協調論壇通過，其中乘用車 自動車道保持系統的約束性法規將於二零二一 年一月正式生效。 在光學儀器市場方面， COVID-19 對科研、醫 療、教學及工業等領域均帶來了一定程度的影 響，大範圍的停工停產使得海外市場需求持續 疲軟。然而，得益於中國抗擊疫情的有力舉措 和積極成效，中國市場需求恢復明顯，其中工 業領域的表現尤為突出。