证券研究报告1/3/2023新能源车行业数据库增持庞钧文（分析师）电话：021-38674703邮箱：石岩（分析师）电话：0755-23976068邮箱：牟俊宇（分析师）电话：0755-23976610邮箱：目录数据来源EV-salesMarklinesACEA乘联会中国充电联盟行业评级:全球新能源乘用车销量美国新能源乘用车销量欧洲新能源汽车销量中国新能源汽车销量中汽协中国新能源汽车销量核心新能源车企销量-月度公司公告、乘联会、官方微信号充电桩★请务必阅读最末页的重要声明券研究报告能源车行业数据库证书编号：S0880517120001证书编号：S0880519080001证书编号：S0880521080003pangjunwen@gtjas.comshiyan019020@gtjas.commoujunyu@gtjas.com页的重要声明YOY全球新能源汽车渗透率201212.58212.910.2%201320.866.4%8560.610.2%201432.154.3%8833.810.4%201554.369.2%8968.460.6%201679.245.9%9385.640.8%2017126.359.5%9566.061.3%2018208.264.8%9505.592.2%2019226.48.7%9129.672.5%2020324.043.1%7797.124.2%2021675.0108.3%8132.538.3%22Q1206.176.9%1839.7811.2%22H1416.163.4%3467.5012.0%全球新能源汽车销量(万辆)乘用车(万辆)20142015201620172018新能源汽车销量（万辆）12.011.215.819.735.8YOY-6.1%40.7%24.4%81.9%23.512.366%乘用车销量（万辆）1796.01765.51782.5YOY-1.7%1.0%渗透率0.9%1.1%2.0%美国新能源乘用车销量202033544316011917198621432920213580539277507004177158067环比9.7%29.1%-17.6%39.0%同比6.7%24.3%164.5%323.6%305.2%EV2966031076379342989944638PHEV6013806212003114721312582.8%79.1%74.8%71.6%76.9%16.8%20.5%23.7%27.5%22.6%20226267169823835898654285185环比43.7%11.4%19.7%3.5%-1.6%同比75.0%77.8%64.9%107.2%46.7%EV4986656379665036888268948PHEV126211319716484174391595779.6%80.7%79.6%79.6%80.9%20.1%18.9%19.7%20.2%18.7%美国乘用车销量20201179306140365510264367437281140326202111451521229092164531215511371625327202210044681058578125354612562241115810新能源乘用车占比汽车销量20202.8%2.3%1.9%1.3%1.3%20213.1%3.2%3.1%2.7%3.6%20226.2%6.6%6.7%6.9%7.6%2014-2022H1美国新能源乘用车销量及渗透率BEV（辆）PHEV（辆）纯电占比数据来源：Marklines1月2月3月4月5月EV占比PHEV占比EV占比PHEV占比1月2月3月4月5月1月2月3月4月5月2019202020212022H122Q1-Q332.233.367.047.372.3-10.0%3.3%101.3%72.5%65.0%23.626.049.037.758.38.67.218.09.614.073%78%73%80%81%1757.61499.21554.4687.61029.4-1.4%-14.7%-11.6%-19.5%-14.6%1.8%2.2%4.3%6.9%7.0%总计同比1871624459288873429933129332714361432488249052583634883656040682857250977037655742101.8%-15.5%19.0%-16.3%14.8%21.9%6.2%6.2%162.1%138.6%69.1%63.4%106.1%117.9%76.6%360024058032725401975021956006593134882491291617570159401535617658163981763916415273.4%69.5%67.0%71.7%73.5%77.2%77.0%74.5%26.3%30.1%32.6%27.4%25.9%22.6%22.9%25.0%85996858268279080151860758859289724055.0%1.0%-0.2%-3.5%-3.2%7.4%2.9%75.3%47.1%69.5%43.0%26.1%22.2%66335701336849867046707427216972550118866156011425613071151571620416885377.1%81.7%82.7%83.6%82.2%81.5%80.9%21.9%18.2%17.2%16.3%17.6%18.3%18.8%总计11467271259868135683013911201402393125114316659781496751013418741328055113204910504521106282107012312684311549328611876631147748115123911186591185280113816910293935-14.6%总计1.6%1.9%2.1%2.5%2.4%2.7%2.6%2.2%3.7%4.4%4.3%5.3%6.2%6.8%6.1%4.2%7.2%7.5%7.2%7.2%7.3%7.8%0.0%8.7%6月7月8月9月10月11月12月6月7月8月9月10月11月12月6月7月8月9月10月11月12月20172018201920202021Q12021H1新能源汽车销量（辆）28907238529355987113648134546941029304157333013577519966236016474568420235049188079739015329718563119970761912925234453742477594047%52%64%55%45%48%51%新能源汽车销量（万辆）28.938.556.0136.545.5102.9157.3YOY33.3%45.3%143.8%97.9%157.1%257.1%欧洲汽车销量（辆）1550483615517292157826391195838030808336487142916367295179212425761772273745684202350491880797390619129252344537424775940152008665875712955731892839555821436327854362201535514556610548216671377862688749523921597657601221281552275335438081826766776552519347943903104226625901127557516863881550.51551.71578.31195.8308.1648.7916.4YOY0.1%1.7%-24.2%1.9%2.5%3.5%11.4%14.8%15.9%17.2%2018-2020年欧洲新能源汽车总销量及渗透率21年1-9月BEV（辆）PHEV（辆）纯电占比TotalAPV（辆）BEV（辆）PHEV（辆）HEV（辆）NGV（辆）LPG+Other（辆）Petrol（辆）Disel（辆）欧洲汽车销量（万辆）欧洲新能源汽车渗透率20212022Q12022H122633825622761120201169060712183603252856474791002720104502223699147272268788754%58%58%59%226.356.2112.0169.165.8%23.66%8.83%7.45%117780292753683559844382724231218360325285647479100272010450222369914727226878872409495700209132367919584594352663201132415314226707677181326111880364756897100771521445303164861207802240944586609812551461177.8275.4559.8827.2-1.5%-10.6%-13.7%-9.7%19.2%20.4%20.0%20.4%22年1-9月201420152016201720182019新能源汽车销量（万辆）7.533.150.777.7125.6120.6YOY341.3%53.2%53.3%61.6%-4.0%24.740.965.279.283.08.49.812.546.437.6纯电占比0%75%81%84%63%69%乘用车销量（万辆）1970.12114.62437.72471.82371.02144.4YOY7.3%15.3%1.4%-4.1%-9.6%汽车销量（万辆）2349.22459.82802.82887.92808.12576.9YOY4.7%13.9%3.0%-2.8%-8.2%渗透率0.3%1.3%1.8%2.7%4.5%4.7%中汽协新能源销量20183.8473.4426.77788.190410.28.420199.65.312.69.710.415.2同比150%54%86%18%2%81%环比-45%138%-23%7%46%20204.41.29085.37.28.210.4同比-54%-76%-58%-26%-21%-32%环比-71%311%36%14%27%202117.91122.620.621.725.6同比307%752%326%186%165%146%环比-39%105%-9%5%18%202243.133.448.429.944.759.6同比141%204%114%45%106%133%环比-23%45%-38%49%33%中汽协汽车销量2018280.9171.8265.6231.9228.8227.42019236.7148.2252.0198.0191.3205.6同比-16%-14%-5%-15%-16%-10%环比-37%70%-21%-3%8%2020192.731.0143.0207.0219.4230.0同比-19%-79%-43%5%15%12%环比-28%-84%361%45%6%5%2021250.3145.5252.6225.2212.8201.5同比30%369%77%9%-3%-12%环比-12%-42%74%-11%-6%-5%2022253.1173.7223.4118.1186.2250.2同比1%19%-12%-48%-12%24%环比-9%-31%29%-47%58%34%中汽协渗透率销量20181%2%3%4%4%4%20194%4%5%5%5%7%20202%4%4%3%4%5%20217%8%9%9%10%13%202217%19%22%25%24%24%2014-2022Q3中国新能源车销量及渗透率-中汽协BEV（辆）PHEV（辆）1月2月3月4月5月6月1月2月3月4月5月6月1月2月3月4月5月6月202020212022Q12022H1136.7352.1129.3260.0456.713.3%157.6%142.0%120.0%110%95.9272.1103.6192.8357.840.880.025.767.298.770%77%80%74%78%2017.82148.2554.51035.51698.6-5.9%0.2%9.0%3.5%14.20%2531.12627.5650.91205.71947-1.8%2.0%0.2%-0.6%4.40%5.4%13.4%19.9%21.6%23.5%总计8.410.112.113.816.922.5124.788.587.59.516.3120.6-5%-16%-34%-46%-44%-28%-3%-47%6%-6%-6%27%72%9.810.913.8162024.8132.123%28%73%113%111%52%10%-6%11%27%16%25%24%27.132.135.738.34553.1350.7177%194%159%139%125%114%165%6%18%11%7%17%18%59.366.670.871.478.6605.8119%107%98%86%75%-100%73%-1%12%6%1%10%10%总计188.9210.3239.4238.0254.8266.12803.9180.8195.8227.1228.4245.7265.82575.4482-4%-7%-5%-4%-4%0%-8%-12%8%16%1%8%8%211.2218.6256.5257.3277.0283.12526.817%12%13%13%13%7%-2%-8%4%17%0%8%2%186.4179.9206.7233.3252.2278.62624.8287-12%-18%-19%-9%-9%-2%4%-8%-3%15%13%8%10%242.0238.3261.0250.5232.82429.310730%32%26%7%-8%-100%-7%-3%-2%10%-4%10%10%总计4%5%5%6%7%8%4%4%4%4%3%4%6%5%5%5%5%6%7%9%5%15%18%17%16%18%19%13%25%28%27%29%34%0%25%22年Q1-Q37月8月9月10月11月12月7月8月9月10月11月12月7月8月9月10月11月12月乘联会新能源零售销量20183.02.95.67.39.220199.64.710.68.69.420204.11.45.45.66.7202115.59.718.516.118.7202235.227.344.528.236.0同比127%181%140%75%92%环比-22%63%-37%28%20198.95.111.19.29.720204.31.55.45.97.1202117.110.020.218.419.9202241.231.745.528.142.2环比-18.4%-23.1%43.5%-38.2%50.2%同比141.5%217.1%125.2%52.3%112.3%2021203.4114.7184.3166.1161.12022215.9146.8181.595.1159.1环比-32.0%63.1%-47.6%67.3%同比6.1%28.0%-1.5%-42.7%-1.2%中国新能源乘用车批发渗透率20218.4%8.7%11.0%11.1%12.3%202219.1%21.6%25.1%29.6%26.5%中国新能源车零售销量20199.64.710.68.69.420204.11.45.45.66.7202115.59.718.516.118.7202235.227.344.528.236.0环比-25.9%-22.4%63.1%-36.6%27.7%同比126.5%181.3%137.6%74.7%92.2%中国乘用车零售销量（狭义）2021218.7119.6176.4161.6162.92022207.9125.8158.0104.7135.5环比-39.5%63.1%-33.7%29.4%同比-4.9%5.2%-10.4%-35.2%-16.8%中国新能源乘用车零售渗透率20217.1%8.1%10.5%10.0%11.5%202216.9%21.7%28.2%26.9%26.6%1月2月3月4月5月中国新能源车批发销量（狭义）-乘联会1月2月3月4月5月中国乘用车批发销量（狭义）-乘联会1月2月3月4月5月1月2月3月4月5月1月2月3月4月5月1月2月3月4月5月1月2月3月4月5月中国乘用车出口销量20218.27.39.210.710.7202216.913.310.79.118.4中国新能源车出口销量202120225.204.531.100.763.901月2月3月4月5月1月2月3月4月5月总计7.16.88.39.511.613.015.8100.113.86.56.56.26.37.113.1102.28.38.39.311.013.317.020.8111.323.022.225.033.431.737.847.5299.253.148.65361.155.559.8502.3131%119%112%83%75%58%112%48%-8%9%15%-9%8%全年13.36.77.16.56.67.913.8105.88.68.110.012.514.418.221.1117.123.424.631.035.536.542.950.5329.857.156.463.267.567.672.8573.335.3%-1.2%12.1%6.8%0.1%7.7%-100.0%144.4%129.6%103.9%90.3%85.3%69.8%-100.0%全年153.9151.6151.7173.7197.4215.0236.72,109.6218.9213.4210.0229.7219.3203.12,092.837.6%-2.5%-1.6%9.4%-4.5%-7.4%-100.0%42.2%40.8%38.3%32.2%11.1%-5.5%-100.0%全年15.2%16.2%20.4%20.4%18.5%19.9%21.3%15.6%26.1%26.4%30.1%29.4%30.8%35.8%0.0%27.4%全年13.86.56.56.26.37.113.1102.28.38.39.311.013.317.020.8111.323.022.225.033.431.737.847.5299.253.148.65361.155.659.8502.447.5%-8.5%9.1%15.3%-9.0%7.6%-100.0%131.2%118.7%111.2%83.2%75.4%58.0%-100.0%全年158.4151.0145.2158.2171.4181.6210.52,015.5194.4181.8187.4192.3184.3165.01,837.143.5%-6.5%3.1%2.6%-4.2%-10.5%-100.0%22.7%20.4%28.9%21.6%7.5%-9.1%-100.0%全年14.5%14.7%17.2%21.1%18.5%20.8%22.6%14.8%27.3%26.7%28.3%38.6%30.2%36.2%0.0%27.3%6月7月8月9月10月11月12月6月7月8月9月10月11月12月6月7月8月9月10月11月12月6月7月8月9月10月11月12月6月7月8月9月10月11月12月6月7月8月9月10月11月12月6月7月8月9月10月11月12月全年11.212.814.012.818.817.017.0149.718.722.525.225.027.037.0223.8全年1.482.604.13.104.907.704.4010.308.2054.16月7月8月9月10月11月12月6月7月8月9月10月11月12月新能源厂商销量202201202202202203202204202205比亚迪92,92687,473104,388105,475114,183上汽乘用车72,23645,26774,50937,78171,658特斯拉19,34623,20065,7549,2459,825奇瑞19,45110,27120,35015,05220,739AION16,0318,52620,31710,21221,056吉利17,92814,28514,16614,11819,619小鹏12,9226,22515,4149,00210,125蔚来9,6526,1319,9855,0747,024理想12,2688,41411,0344,16711,496哪吒11,0097,11712,0268,81311,009零跑8,0853,43510,0599,08710,069问界003,0453,2455,006长城13,7816,56515,0573,87011,637北汽2,1221,2635,7352,0172,276岚图1,5537401,4001,049843top15309,310228,912383,239238,207326,565新能源乘联会口径352,000273,000445,000282,000360,00088%84%86%84%91%乘用车2,078,0001,257,0001,579,0001,042,0001,353,090新能源占比17%22%28%27%27%数据来源：乘联会零售上汽、北汽来自于产销快报比亚迪7,3308,35713,95013,91814,241燃油汽车销量35,00817,91629,21623,44523,53928,66814,42930,07524,01121,8997,1332,80312,25612,99511,32520,17810,35524,21825,66232,80019,87110,12323,38625,03431,681纯电14,4637,83516,30116,11418,711插电式混动5,4082,2887,0858,92012,970燃油汽车销量22,22310,57216,59919,57213,49593,16888,283104,878106,042114,943yoy362%753%333%313%250%环比-1%-5%19%1%8%92,92687,473104,338105,475114,183纯电43,68643,17353,66457,40353,349插电式混动46,54044,30050,67448,07260,834燃油汽车销量2,2542,795Q1Q2Q3Q4总计3041849124563959711236788911391814991852012413099363102553444051,314yoy68%27%42%31%40%环比0%-18%35%18%数据来源：特斯拉公告乘联会，特斯拉中国03,90010,1603,63511,095top16占比比亚迪新能源汽车销量(辆)1月2月3月4月5月2018年2019年2020年2021年-乘用车2022年-乘用车特斯拉全球(千辆)2018年2019年2020年2021年2022年2020年1月2月3月4月5月特斯拉中国-内销M3特斯拉中国批发销量15,48418,31835,47825,84533,463出口量14,17411,527内销13,84318,31835,50325,84533,463MY04,63010,1515,40712,728M313,84313,68825,35220,43820,735特斯拉中国批发销量59,84556,51565,8141,51232,165出口量40,49933,31560022,340内销59,84556,51565,7541,5129,82533,29732,40339,7309605,87526,54824,11226,0245523,950数据来源：内销来自车主指南，批发销量、出口量来自乘联会广汽埃安1,7318101,5851,7801,9522,6481,6193,5034,0064,10003,2397,0138,3058,4160002,0002,20302,7245,7385,0774,90505031,2051,1531,25601270755216,0318,52620,31710,21221,0566,4132,9869,5016,1598,2897,0493,3806,7983,96810,5032,2302,1403,5792,3621,8553392043932440900000蔚来1,8058111,3731,1241,0891,5987071,5333,1553,4367,2255,5787,2577,1026,711ES81,6601,3271,5291,5231,412ES62,8452,0352,5762,4162,282EC62,7202,2163,1523,1633,0179,6526,1319,9855,0747,0241,5311,0841,7261,2517465,2473,3095,0641,8782,9362,8741,7383,0321,2521,635001636931,707小鹏5996001,2562,2002,7041,0551611,0551,3369766,0152,2235,1025,1475,6862021年1月2月3月4月5月2022年1月2月3月4月5月MYM3广汽埃安销量(辆)1月2月3月4月5月2019年2020年2021年AIONYAIONSAIONVAIONLX2022年AIONYAIONSAIONVAIONLX2023年AIONYAIONSAIONVAIONLX蔚来汽车交付(辆)1月2月3月4月5月2019年2020年2021年2022年ES8ES6EC6ET7ES7ET5小鹏汽车交付(辆)1月2月3月4月5月2019年2020年2021年P73,7101,4092,8552,9953,797P500000G3i2,3058142,2472,1521,88912,9226,22515,4149,00210,1256,7073,5379,1833,7144,2244,0292,0594,3983,5643,6862,1866291,8331,7242,215理想1,1802691,4472,6222,1485,3792,3004,9005,5394,32312,2688,41411,0344,16711,49612,2688,41411,0344,16711,496极氪3,5302,9161,7952,1374,330深蓝哪吒1,0011026168151,1352,1952,0023,2464,0154,5082,0762,0023,2063,8463,4091190401691,09911,0097,11712,0268,81311,0096,4824,0738,1225,6947,8844,5273,0443,9043,1193,125零跑000001,5146289972,2703,1958,0853,43510,0599,08710,0696,0071,9075,8537,1565,7242,0691,5214,2011,9314,34501809901,6441,3492022年P7P5G3G9理想汽车交付(辆)1月2月3月4月5月2019年2019年理想首月产量达到1530辆，在122020年2021年2022年ONEL9L8极氪(辆)1月2月3月4月5月2021年2022年长安深蓝(辆)1月2月3月4月5月2022年2023年哪吒汽车交付(辆)2018年，哪吒汽车销量1206台，2019年售出11212台，2020年，哪吒汽车销量是15091台。而据哪吒汽车联合创始人兼1月2月3月4月5月2020年2021年VU2022年VUS零跑汽车交付(辆)1月2月3月4月5月2020年2021年2022年T03C11C01国内大众ID.销量(辆)大众ID.1月2月3月4月5月2021年ID.4X00625922847ID.4CROZZ0180365722502ID.6X0000000000ID.30000010,4786,3839,6456,2028,5104,0881,3572,3739541,9572,2062,3742,9122,8453,3771,0881708985157218811,4701,9331,3571,6332,2151,0121,529531822020,16739,74529,25126,74237,04822,11041,98024,90829,169上汽荣威21,6497,47518,60122,84321,4584,4841,5124,6179,2005,52111,9895,95011,4989,51311,5065,176132,4864,1304,43128,76018,45515,5746,45510,64912,0748,8717,2311,9903,64010,9407,4996,0823,0016,1455,7462,0852,2611,464864ID.6CROZZ2022年ID.4XID.4CROZZID.6XID.6CROZZID.3宏光MINIEV(辆)宏光MINIEV(辆)1月2月3月4月5月2020年2021年2022年上汽荣威销量(辆)1月2月3月4月5月2021年荣威RX5荣威i5科莱威CLEVER2022年荣威RX5荣威i5科莱威CLEVER202206202207202208202209202210202211202212132,553158,957168,885201,259205,789217,624235,19791,297105,521104,852122,000101,768103,31677,9388,46134,50283,13571,70062,49322,50024,45226,55820,50819,35411,51324,10925,03327,02130,01630,06328,76530,00726,51430,76935,56739,22726,78131,98815,29511,5249,5788,4685,1015,81111,29212,96110,05110,67710,87810,05914,17815,81513,02410,4224,57111,53110,05215,03421,23313,13312,65516,01718,00518,01615,0727,79511,25912,04412,52511,0397,0268,0748,4937,6587,22810,04510,14212,0188,26010,14312,57410,20011,45310,3689,00012,2073,5973,6403,7664,2795,5696,0529,8636131,7932,4292,5192,5531,508465,025432,750478,446583,374534,849541,895349,838531,000486,000530,000611,000555,000598,00088%89%90%95%96%91%0%1,943,7781,818,0001,871,0001,922,0001,842,7621,650,43727%27%28%32%30%36%0%17,08818,79321,83827,90327,66730,07646,65020,48918,52220,00820,01020,83020,90622,98726,57116,56716,71913,68112,56711,22013,09914,16515,10015,28319,88123,21726,69028,84141,36650,49261,40971,09989,93591,21993,94540,11650,05760,50870,02280,00390,12192,82320,01624,99630,38236,30641,23246,13748,31720,10025,06130,12633,71638,77143,98444,5069,6496,9187,1229,0158,8957,1215,167134,036162,530174,915201,259217,816230,427235,197224%222%185%183%142%153%150%17%21%8%15%8%6%2%133,762162,214173,977200,973217,518229,942234,59869,54480,99182,67894,941103,157113,915111,93964,21881,22391,299106,032114,361116,027122,65914,95411,01411,81111,32912,14321,60423,8046月7月8月9月10月11月12月6月7月8月9月10月11月12月33,15532,96844,26456,00654,39152,85970,8475,01724,37431,3793,85340,66621,12724533,15532,96844,26456,00654,39152,85970,84711,62310,35417,19833,54425,53826,75940,55821,53222,61427,06622,46228,85326,10030,28978,90628,21776,96583,13571,700100,29196819,75642,4635,52254,50037,79877,9388,46134,50277,61317,20062,49352,1507,64031,11246,69414,39152,42425,7888213,39030,9192,80910,0692,8193,3663,8084,0034,4306,2639,4574,2005,0096,2457,0067,1066,5328,0598,53610,50611,61313,57212,06415,03514,5002,2333,1094,1245,0033,3846,0326,0205,0015,0725,2387,6797,8197,4656,4091,2652,1832,1547876821,4222,01437142971031791165724,10925,03327,02130,01630,06328,76530,00711,80112,53011,01213,40812,61511,5608,9036,86411,68313,52214,50715,3233,0025,0283,8792,6322,6711,7444036114474542701380000001,3408371,9432,0192,5262,5283,1703,7403,5333,9654,7085,0555,2917,0078,0837,9315,88010,6283,66710,87810,4891,4981,7021,7381,9782182,6832,7822,8302,5601,8003,3909213,4822,7683,7553,6692,3425,2602,5284,7134,93912,96110,05210,67710,87810,05914,17815,8151,6841,4141,5521,4127377055,1004,8364,5073,5071,9701,9271,8281,3281,0949154605014,3492,4733,1262,9283,0483,18003981,8952,8144,8972211,0302,9682,2371,5153062,1865,0501,0161,4859162,4512,6493,4783,0404,2245,7006,5658,0407,21410,41210,13815,61316,0006月7月8月9月10月11月12月6月7月8月9月10月11月12月6月7月8月9月10月11月12月6月7月8月9月10月11月12月6月7月8月9月10月11月12月4,7306,0546,1657,5126,0447,8397,4590002444372,1545,0301,8351,9861,0492,6563,6575,6203,51115,29511,5249,5788,4685,1015,81111,2928,0456,3975,7454,6342,1041,8075,5983,6082,6782,4171,6651,4531,6521,5191,1551,2337091,0051846231,5461,0001,8342,4452,7113,5043,6924,6466,1267,7138,5899,4337,0947,64913,48514,08713,02410,4224,75111,53110,05215,03421,23313,02410,4224,5711,40887165410,1239,1819,0875,2931992,0123,7964,3025,0227,1668,27610,11911,01111,3378792,7086,3846,34411,6501,3331,0161,2052,0232,0562,1221,6675,1386,0116,6137,6998,10710,01310,1273,5334,4694,6115,0095,1787,0275,2801,6051,5422,0022,6902,9292,9864,84713,15714,03716,01718,00518,01615,0727,7959,1237,58510,23611,93511,72111,2634,0105,0705,7816,0706,2953,6072028798849281,0501,7432,0323,0243,9414,4044,4884,0953,6545,6287,80711,25912,04412,52511,0397,0268,0478,4936,4115,4626,2486,0803,5643,5704,8486,5826,2775612,1592,7204,3981,3031,7574,9765,2496,95510,29011,62415,55516,7056月7月8月9月10月11月12月530辆，在12月4日开始交付以来，到2019年最后一天共交付1000辆理想ONE6月7月8月9月10月11月12月6月7月8月9月10月11月12月而据哪吒汽车联合创始人兼CEO张勇透露，21年哪吒汽车的销量目标将超过50000台。哪吒汽车能在21年4月19日上市性价比硬杠燃油车的智能纯电6月7月8月9月10月11月12月6月7月8月9月10月11月12月6月7月8月9月10月11月12月1,1002,6511,6863,1894,1953,9144,0452,1911,2162,9933,8583,2355,1876,4041,1477629741,5791,0831,4511,3915386201,3021,6641,7762,2482,21800001,3352,7552,64717,63517,40717,9669,84210,72112,01504,1634,2204,4092,0492,6103,2976,2435,2065,7303,7593,2842,7571,6261,3861,3034749237902,8022,1153,8312,5832,2372,2482,8014,4802,6939771,6672,92315,00020,15030,10026,90741,18835,17639,12845,57655,74239,79837,12833,86637,41641,25531,982015,14516,78819,42524,95033,81622,13423,5974,0586,2362,6859,76210,76413,4318,2408,1294,3697,82713,97913,9018,55412,8182,9586,1838,9131,2099,1511492,53914,96912,13316,94012,83215,56615,6605,5975,5159,2154,9555,0083,6016,8564,3645,1715,3746,5053,9592,5162,2542,5542,5034,0538,1006月7月8月9月10月11月12月6月7月8月9月10月11月12月总计1,824,709930,205465,599210,748271,156270,962120,757122,485133,246150,667111,19576,790116,71250,17917,0004,872,4105,023,00097%18,357,06727%总计247,811272,876229,506189,689612,678593,745320,810272,935136,3481,863,494204%692%1,857,379908,440946,239总计同比135,449总计同比473,078152,362320,716198,490272,972总计同比655,065257,22169%471,65847%316,676154,982总计同比42,003111%60,03343%112,79988%34,10863,12714,624940271,156140%106,274102,50031,1223,854总计同比20,56543,728113%91,429109%20,05029,90541,474122,48634%13,84240,28116,65721,66710,0044,219总计同比21,15427,04128%98,155263%22年1月5日上市，埃安LXPlus采用海绵硅负极片电池技术，是全球首台实现续航超2022年广汽埃安的重点是续航和充电60,5697,86529,721120,75723%56,09735,15515,8602,353总计同比1,00032,62490,491177%133,42647%78,32928,3915,293总计同比6,00771,941总计同比27,965总计同比15,09169,674362%49,64620,028152,073118%94,11848,552202总计同比10,54042,621304%111,168161%57,98237,2147,458总计同比75,517目前仅有深蓝SL03，纯电和增程，23年价格上调3000-6000元比硬杠燃油车的智能纯电SUV—哪吒UPro，正是基于规模化！23,17426,8538,38710,3666,737126,80431,47740,6939,89423,09021,650总计同比35,150389,722376,660总计同比247,88180,510120,03347,338167,99367,69765,89634,400ID.4是大众品牌首款MEB平台车型的国产车型，同时由一汽-大众和上汽大众同步推出各自版本。2021年11月，大众ID.5现已在德国市场正式开启预售，起价为46515欧元（约球首台实现续航超1,000km的纯电车型，144.4度电，电池能量密度205wh/kg和上汽大众同步推出各自版本。ID.4在2020年10月22日深圳首发6515欧元（约33.49万元人民币）至47550欧元（约34.24万元人民币），GTX版本为53615欧元（约38.6万元人民币）数据来源：中国充电联盟，公安部时间12/1/202080.71/1/202181.134.446.60.40.43.5-3.22/1/202183.734.948.80.42.60.52.23/1/202185.135.549.50.41.30.60.74/1/202186.836.350.50.41.80.81.05/1/202188.436.851.60.41.60.51.16/1/202192.337.455.00.43.90.63.47/1/202195.038.356.70.42.70.91.78/1/202198.539.958.60.43.41.61.99/1/2021104.442.861.60.46.02.93.010/1/2021106.243.662.60.41.80.81.011/1/2021109.245.064.60.43.01.42.012/1/2021114.747.067.70.45.52.03.11/1/2022117.848.669.10.43.11.61.42/1/2022121.349.671.70.43.61.02.63/1/2022123.250.272.90.41.90.61.24/1/2022133.257.775.50.410.07.52.65/1/2022141.961.380.60.48.73.65.16/1/2022152.866.586.30.410.85.25.77/1/2022157.568.489.00.44.71.92.78/1/2022162.370.292.10.44.81.83.19/1/2022163.670.493.10.41.20.21.010/1/2022168.071.097.00.44.40.63.911/1/2022173.173.299.90.44.42.22.9公共-充电桩保有量公共-充电桩保有量-直流公共-充电桩保有量-交流直流保有量占比充电桩新增-公共公共充电桩新增-直流公共充电桩新增-交流车桩比87.448%168.14922.9390.53.247%171.692.11.548%175.893.71.748%178.895.92.148%182.798.62.747%187.0102.43.947%194.76033.10106.44.047%201.4112.05.547%210.5117.95.947%222.3119.11.247%225.3129.310.346%238.5147.017.744%261.77843.00155.38.343%273.1165.19.842%286.4187.722.640%310.9199.211.540%332.4216.116.940%358.0239.022.939%391.810012.55240.51.440%398.0269.128.62.338%431.4285.216.12.436%448.811492.56302.817.62.536%470.8321.819.02.635%494.9充电桩保留量-私人充电桩新增-私人车增量/桩增量公共充电桩占比充电桩保有量新能源车保有量本公司具有中国证监会核准的证券投资咨询业务资格分析师声明免责声明评级说明评级说明增持谨慎增持中性减持增持中性减持作者具有中国证券业协会授予的证券投资咨询执业资格或相当的专业胜任能力，保证报告所采用的数据均来自合规渠道，分析逻辑基于作者的职业理解，本报告清晰准确地反映了作者的研究观点，力求独立、客观和公正，结论不受任何第三方的授意或影响，特此声明。本报告仅供国泰君安证券股份有限公司（以下简称“本公司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