20231108_平安证券_汽车行业纯电动车型全景图：高端EV上新入局即破局_21页.pdf
EV 2023 11 08 S1060511010006 BQV509 WANGDEAN S1060523080001 WANGGENHAI 20 2023 10 20-30 30+1000 10 20 2023 11 800V 8295 AR-HUD EV 20+M9 6 SUV S7 E0X 20 12 30 2024 MPV MEGA 3 SUV 5+SUV 20+007 8295+Orin-X E8 ES S7 SUV ET 2024 20 EV 15 2023+1.0+2.0 20 20 EV AR-HUD 2/21 20.5 1.1.5 1.2 20 EV.7.11 2.1.11 2.2 M9 SUV.12 2.3 S7 4.0.13 2.4 12 30.14 2.5 MEGA MPV.15 2.6 007 20+8295+Orin-X.16 2.7 E8.17 2.8 ES S7 SUV ET.18.19.20 WUAZxOmRpMmNrPsRsPsNrQ8OdN8OoMoOtRmPfQoPpOfQoOxObRqRrQMYmNrRuOqQrR 3/21 1.5 2.5 3.6 4.6 5/.6 6 EV.6 7.6 8.6 9.7 10 5.7 11 5-10.8 12 10-20.8 13/Plus DM-i/EV.9 14/Plus DM-i/EV.9 15 20-30 EV.9 16 B.9 17 30.10 18 MPV.11 19 2023.12 20 M9 mm.12 21 M9.13 22 M9.13 23 E0X.13 24 S7 mm kwh.14 25 12.14 26 MPV MEGA.15 27 MPV MEGA.15 28.16 29 20+SUV.16 30.17 31 007.17 32 E8.18 33 E8.18 4/21 34.18 35.18 36 ES.19 37 ES.19 5/21 20 1.1 23.5%1 15 2023 9/155/58/27 2023 9 1821 1400 5.5%2023 9 2 8 1 43 2 6 1 11 2023 2024 2024 20+2023 625 23 6 14 2023 2025 60%1000 2024 2023 15 2023 100/kWh 2023 4 CEO 2022 CEO 10/5750 500 1 2 0%5%10%15%20%25%30%0102030405060702,017.012,017.052,017.092,018.012,018.052,018.092,019.012,019.052,019.092,020.012,020.052,020.092,021.012,021.052,021.092,022.012,022.052,022.092,023.012,023.052,023.09销量 渗透率05001000150020002500常规 普混 插混 增程式 纯电动 6/21 3 4 5/6 EV WIND 2017 15 20 47.7%10 2018 5 20 10 20+10-20 7 8 26.4 7.4 14.3 12.0 11.7 15.0 7.3 4.8 5.3 12.7 3.0 05101520253005,00010,00015,00020,00025,00030,00035,00040,00045,000 2023.9 销量 主销价格（右轴）9.9 11.3 13.6 8.4 12.1 10.9 16.7 10.3 14.7 33.4 15.2 01020304005,00010,00015,00020,00025,00030,00035,000朗逸轩逸速腾哈弗H6长安CS75 P思域凯美瑞锋兰达rav4 荣放奥迪A6L星越L2023.9 销量 主销价格（右轴）16.95 01020304050609.5 12.7 19.0 21.0 16.0 17.0 17.0 19.0 15.0 15.6 051015202505,00010,00015,00020,00025,00030,0002023 年9 月 主销价格（右轴）0%20%40%60%80%100%40 万以上 30-40万 20-30万 15-20万10-15 万 5-10 万 5 万以下0%20%40%60%80%100%40 万以上 30-40万 20-30万 15-20万10-15万 5-10万 5 万以下 7/21 1.2 20 EV 10 15-20 20+A0 A00 A00 A0 20 20-30 30 1-3 20+EV 001 20 20-30 20+9 5 2023 5 80%5 QQ 200KM 10 5 纯电 车型 2023 二三季 销量 燃油车型 2023 二三季 销量 1、五菱 MINI EV 99684 1、五菱宏光 53344 2、长安糯玉米 68047 2、五菱荣光 20097 3、吉利熊猫 51651 3、五菱荣光 V 12335 4、奇瑞 QQ 冰激淋 34378 4、五菱之光 11918 5、东风 纳米 BOX 66806 5、长安欧诺 S 5322 0%10%20%30%40%50%60%70%80%90%2017 2018 2019 2020 2021 2022 2023M1-M940 万以上 30-40 万 20-30 万 15-20 万 10-15 万 5-10 万 5 万以下 8/21 5-10 2 2023 28%5-10 5-10 300 5-10 EV 11 5-10 排序 车型名称 主销价格 主销价对应续航 2023.9 销量 1 比亚迪海鸥 7.38 305 35011 2 五菱缤果 7.33 333 19606 3 长安糯玉米 5.29 205 13650 4 哪吒 AYA 7.38 318 5225 5 零跑 T03 6.19 310 4402 6 几何 E 萤火虫 6.98 301 4332 10-20 10-20 10-20 10-20 A/2 10-20 EV BYD BYD PLUS/Plus/PLUS S/Y ID3 400-500/12 10-20 14.3 12.0 11.7 15.0 12.7 17.0 12.6 20.0 10.8 15.6 051015202505,00010,00015,00020,00025,00030,00035,000 2023.9 纯电销量 主销价格(右轴)9/21 13/Plus DM-i/EV 14/Plus DM-i/EV 20-30 2023 33%Model Y Model 3 20-30 20/15 20-30 EV 16 B 30 30 30 30+BBA 30+0.00.51.01.52.02.53.03.54.01 月 2 月 3 月 4 月 5 月 6 月 7 月 8 月 9 月大众新朗逸 秦Plus DM-i秦Plus EV12.9914.0819.999.899.4811.980.005.0010.0015.0020.0025.00大众新朗逸 秦Plus DM-i 秦Plus EV26.4 26.0 21.0 22.3 25.0 26.9 21.0 05101520253005,00010,00015,00020,00025,00030,00035,00040,00045,0002023.9 销量 主销价格（右轴）16.7 18.7 16.8 15.4 14.7 15.5 0510152005,00010,00015,00020,00025,0002023.9 销量 主销价格（右轴）10/21 PK 2024 30+BYD/30+30+17 30 MPV MPV MPV MPV GL8 MPV 90 LM 116.6 2020 18 50%2020 2023 9 1.8 MPV MPV MPV MPV MPV WEY D9 MPV MPV MPV MPV 009 50 1500 2024 MPV MEGA X9 EM90 MPV 33.4 38.2 29.9 32.0 36.3 43.0 23.3 38.6 36.0 35.0 36.1 61.5 33.8 01020304050607002,0004,0006,0008,00010,00012,00014,00016,00018,00020,0002023.9 销量 主销价格（右轴）11/21 MPV MPV MPV MPV EV MPV MPV MPV 18 MPV 20 20 2023 15 2024 20 2.1 2023 BU 10 0.3%2022 BU 7000 30 BU 2025/1 2/2023 11 2023 M9 6 SUV S7 20 12 30 23.3 35.0 23.0 31.0 31.6 33.0 52.0 37.0 49.9 010203040506002,0004,0006,0008,00010,00012,00014,000 2023.9 销量 主销价格（右轴）12/21+M7 2024 2.2 M9 SUV M9 M9 SUV 50-60 M9 HarmonyOS 4.0 HUAWEI ADS 2.0 HUAWEI AR-HUD HUAWEI SOUND HUAWEI xPixel M9 2+2+2 3/4/5/6 M9 5230/1999/1800mm 3110mm 9000T M9 M9 50-60 SUV L9 HUAWEI xPixel ADB AFS ISD ISD 0.26 4.0 HUAWEI 75 HUAWEI SOUND 2+2+2 3/4/5/6/5.8/800V/160/230kW 19 2023 20 M9 mm 02000400060008000100001200014000160001 月 2 月 3 月 4 月 5 月 6 月 7 月 8 月 9 月 10 月问界M5 问界M7523019991800311001,0002,0003,0004,0005,0006,000长 宽 高 轴距问界M9 理想L9 奔驰GLS 路虎揽胜 13/21 21 M9 22 M9 2.3 S7 4.0 S7 4971 1963 1477mm 2950mm 0.59 S7 ES E0X 2023 SUV Model Y E0X S7 SUV ES ET 20+MODEL3/P7i HarmonyOS 4.0 ADS 2.0 NCA/215kW 150kW/215kW 80/60.5 CLTC 705/550/630KM 23 E0X 800V+14/21 24 S7 mm kwh 2023.8 model3 25.99 606 2875 66 13577 BYD-20.98 506 2920 60.48 9405 BYD-18.98 550 2920 61.4 4100 P7 24.99 702 2998 86.2 4241 001 26.9 741 3005 100 6822 S7 705 2950 60/80 S7 model3 2 16.48 S7 2.4 12 30 12 11 3020mm 425kw 230kw CLTC 650km 700km 800V 12 4.0 ADS2.0 25 12 12 ET7 001/30+42.853.6 26.937.2/mm 5020 1999 1460 5101 1987 1509 4970 1999 1560/mm 3020 3060 3005 0.60 0.60 0.60/75+/100 86/100/140/km 650 700 530 75 675 100 560/741/656/1032/kW 230/425 480 200/400/Nm 370/650 850 343/686/s 3.8 6.9/3.8 12 12 12 12 12 15/21 2.5 MEGA MPV 800V SUV 30+SUV 5 SUV 30+5 50 2023 9 20%100+MEGA 300 MEGA 50 MPV 800V 5C Mega 50 X5 8000 2024 BBA/80 MEGA 300 300 300 MPV/MPV MEGA MPV MEGA 4500 7500 50 MEGA 2023 26 MPV MEGA 27 MPV MEGA MEGA SUV SUV Model Y SUV SUV SUV 2023 6 800 5C 500 12 500 5C 2023 300 25 3000 5C 16/21 L 2024 2023 800V 28 29 20+SUV 2.6 007 20+8295+Orin-X 3 001 009 MPV X A SUV 2023 007 007 2024 2 2024 007 20 Model 3/P7i 8295 Orin-X 3 800V 200KW/800KM 26.4 21.0 33.8 20.9 30.4 21.7 49.8 28.2 25.0 010203040506005,00010,00015,00020,00025,00030,00035,00040,00045,000 2023.9 销量 主销价格（右轴）17/21 30 31 007 2023 9 2.7 E8 2023 2 30+15-25 2023 700 APP 2 7 2023 L7/L6 BYD PLUS/PLUS 2023 9 1.3 L7 3 E8 SEA E8 8295 5010mm*1920mm*1465mm 2925mm 0.58 20+BYD EV 8295+45+25.6 AR-HUD 0.199/200KW 76 665km 极氪001极氪009极氪X260027002800290030003100320033000 10 20 30 40 50 60轴距/mm主销价格/万元 18/21 32 E8 33 E8 34 E L E8 23 L7 SUV 23 E7 SUV 24 L6 23 E6 24 L5 SUV 24 L9 SUV 2025 35 ELETRE EX30 4 001 009 X 007 E8 01 SMART#1#3 2.8 ES S7 SUV ET 10 2022 22 2023 A00 2023 8.2 QQ 2.99 120KM 6.5 251KM SUV 13.99 512KM 2830mm 2023 1-9 8 2023 1-8 17.2 2023 19/21 DAY 15 E0X 24 39 ES ET 2023 4 ES S7 E0X ES 26-36 2023 11 ES 4945/1978mm 1489/1480/1467mm 3000mm 0.607 800V SUV ET 2024 ET ES SUV 4955/1975/1698mm ES 26 001 E0X S7 4C 800V+CDC+6 ES CLTC 11.7kWh 800V 5 150km 15min 30%80%512 TOPS 2.5K Lion Melody 6A 2024 10 36 ES 37 ES 2024 20 15 2023+1.0+2.0 20 20 EV ARHUD/20/21 1 2 3 4 5 :6 20%6 10%20%6 10%6 10%:6 5%6 5%6 5%2023 4008866338 5023 B 25 1333 26 4 1 B 25
