图2:23 年1月至 4月板块涨幅(申万一级行业) .................................................................... 6
图3:2023 年4月21 日申万板块估值(整体法 PE) .............................................................. 7
图4:锂辉石精矿价格(元/吨) ............................................................................................ 10
图5:电池级碳酸锂及氢氧化锂价格(元/吨) ...................................................................... 10
图6:电池级硫酸镍、硫酸钴价格(元/吨) .......................................................................... 11
图7:三元前驱体价格(元/吨) ............................................................................................ 11
图8:正极材料价格(元/吨) ............................................................................................... 11
图9:负极石墨化价格(元/吨) ............................................................................................ 13
图10:焦类价格(元/吨) ..................................................................................................... 13
图11:天然石墨负极价格(元/吨) ...................................................................................... 13
图12:人造石墨负极价格(元/吨) ...................................................................................... 13
图13:隔膜价格数据(元/平米) .......................................................................................... 14
图14:六氟磷酸锂价格走势(元/吨) .................................................................................. 15
图15:电解液价格数据(元/吨) .......................................................................................... 16
图16:锂电铜箔加工费(元/吨) .......................................................................................... 17
图17:锂电铝箔加工费(元/吨) .......................................................................................... 17
图18:电解铜及电解铝价格数据(元/吨) ........................................................................... 17
图19:2023 年3月新能源汽车销量 65.3 万辆,渗透率 26.6% ........................................... 18
图20:2023 年3月新能源乘用车销量 61.0 万辆,渗透率 30.2% ........................................ 18
图21:2023 年3月新能源商用车销量 2.8 万辆,渗透率 7.4% ............................................ 18
图22:2023 年3月纯电动汽车销量 49.0 万辆,渗透率 20.0% ............................................. 19
图23:2023 年3月插混汽车销量 16.3 万辆,渗透率 6.7% ................................................... 19
图24:523 圆柱三元电芯(小动力型)价格(元/颗) ......................................................... 21
图25:动力电芯价格情况(元/Wh) .................................................................................... 21
图26:2019-2022 全球动力电池厂商市占率情况 ................................................................. 22
图27:4680 电池性能大幅提升 ............................................................................................. 23
图28:4680 电池全极耳结构 ................................................................................................ 23
图29:钠离子电池工作原理 .................................................................................................. 24
图30:固态电池结构 ............................................................................................................. 26
图31:新能源汽车自燃 ......................................................................................................... 26
图32:固态电池 .................................................................................................................... 32
图33:镁合金轻量化车身 ...................................................................................................... 32
图32:国内新能源汽车月度销量及渗透率 ............................................................................ 32
图33:国内充电桩保有量及公共桩占比 ................................................................................ 35
图34:国内公共充电桩运营企业占比 ................................................................................... 35
图35:2021 年美国公用充电桩市占率 .................................................................................. 38
图36:直流充电桩成本构成 .................................................................................................. 39
图37:充电桩产业链 ............................................................................................................. 39