欢迎来到报告吧! | 帮助中心 分享价值,成长自我!

报告吧

换一换
首页 报告吧 > 资源分类 > PDF文档下载
 

20230411_国盛证券_汽车行业证券研究报告:特斯拉强势领先新势力加速追赶_33页.pdf

  • 资源ID:172235       资源大小:2.48MB        全文页数:33页
  • 资源格式: PDF        下载积分:9.9金币 【人民币9.9元】
快捷下载 游客一键下载
会员登录下载
三方登录下载: 微信开放平台登录 QQ登录  
下载资源需要9.9金币 【人民币9.9元】
邮箱/手机:
温馨提示:
用户名和密码都是您填写的邮箱或者手机号,方便查询和重复下载(系统自动生成)
支付说明:
本站最低充值10金币,下载本资源后余额将会存入您的账户,您可在我的个人中心查看。
支付方式: 支付宝    微信支付   
验证码:   换一换

加入VIP,下载共享资源
 
友情提示
2、PDF文件下载后,可能会被浏览器默认打开,此种情况可以点击浏览器菜单,保存网页到桌面,既可以正常下载了。
3、本站不支持迅雷下载,请使用电脑自带的IE浏览器,或者360浏览器、谷歌浏览器下载即可。
4、本站资源下载后的文档和图纸-无水印,预览文档经过压缩,下载后原文更清晰。
5、试题试卷类文档,如果标题没有明确说明有答案则都视为没有答案,请知晓。

20230411_国盛证券_汽车行业证券研究报告:特斯拉强势领先新势力加速追赶_33页.pdf

|2023 04 11 Cleantechnica 2012 2022 12.5 1009 55.1%0.2%14%2022 653.5+97%60%2023 15-25 Model 3 Model Y 2022 131.4 40.4%Master Plan 3 FSD 2022 10 L 2022Q4 2.6 Q2 S0680521120002 1 2023-04-05 2 Q2 2023-04-03 3 2023-03-26-32%-16%0%16%32%48%2022-04 2022-08 2022-12 2023-04 300 2023 04 11 P.2 1.4 2.7 2.1.7 2.2.10 2.3.14 3.19 3.1.19 3.2.20 3.3.27 4.31.31 1%.4 2.4 3 2022 Top10.4 4 2022 Top10.4 5%.5 6.5 7 2021.5 8 21-22.6 9 2021%.6 10 2022%.6 11 2022%.7 12%.7 13.8 14.9 15 2022 277.9 16.9 17.10 18.10 19/.10 20/.10 21.11 22.11 23.12 24 OTA.12 25 FSD.13 26 FSD Beta.13 27 GPU.13 28 Occupancy Network.14 29 Lane Network.14 30.14 31%.15 32 2022.15 33.15 34 4680.15 35.15 36.16 37/.16 0YEVwPtOoNqRtNsRtOtMqR9PdNbRnPrRtRtQiNpPtPiNrQpO8OqRmRNZrMuNwMrMwP 2023 04 11 P.3 38.17 39.17 40.17 41.18 42 85%.18 43.18 44.19 45.20 46 2022.20 47 2022.20 48.21 49 NIO House.21 50 NIO Space.21 51.22 52.22 53 2022.22 54 2022.22 55.23 56/.23 57 2022.12/.23 58.23 59.23 60.24 61.24 62.24 63.24 64%.25 65.25 66.26 67.26 68 S4.26 69.27 70.28 71%.28 72 IPO.29 73.29 74 L8 L9.30 75 ET5.30 76.30 77.31 2023 04 11 P.4 1.Cleantechnica 2012 2022 12.5 1009 55.1%0.2%14%1%Cleantechnica 2 2021 7500 1/3 2025/2030 2023 5 EV 35%0.3 0.7 1 2030 1300 ZEV IRA/7500/4000 2023 2021 2023 14%16%18%IEA 2022 TOP3 184.8/131.4/48.2 TOP3 Model Y Model 3 77.1/47.7/47.6 3 2022 Top10 4 2022 Top10 Cleantechnica Cleantechnica 0%20%40%60%80%100%120%0200400600800100012002012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 YOY 184.8131.448.243.437.329.427.223.823.723.10 50 100 150 2002022 77.147.747.642.431.527.320.520.217.415.10 20 40 60 80 1002022 2023 04 11 P.5 2022 653.5+97%60%27.8%2023 2023 5%6 2020 6 22 2021 2023 14%16%18%2021 1 1 2022 9 2023 1 1 2023 12 31 2023/2021 10 30 40.9%10 2022 30 2023Q1 80-150 7 2021 0%5%10%15%20%25%30%0500100015002000250030002015 2016 2017 2018 2019 2020 2021 2022 40.9%34.6%9.2%4.9%3.0%2.4%1.0%3.9%16.0%54.6%18.2%4.0%2.1%3.5%1.6%0.0%0%10%20%30%40%50%60%10 10-20 20-30 30-40 40-50 50-80 80-100 100 2023 04 11 P.6 8 21-22 ET5 2021.12.18 32.8-38.6 ET7 2021.1.9 44.8-52.6 G9 2022.9.21 30.99-46.99 L9 2022.6.21 45.98 L8 2022.9.30 35.98-39.98 L7 2022.9.30 33.98-37.98 M5 2022.2.25 24.98-31.98 M5EV 2022.9.6 28.86-31.98 M7 2022.7.4 31.98-37.98 11/011 2022.8.8 34.99-60.00 LUMIN 2022.6.10 4.89-6.39 SL03 2022.7.25 16.89-69.99 2022.7.12 19.3-22.3 2022.10.31 18.98-26.98 DHT-PHEV 2022.3.1 29.50-31.50 L Hi-X 2022.3.30 17.17-18.37 009 2022.11.1 49.9-58.8 E 2022.6.30 8.68-10.38 PLUS 2022.2.19 13.18-15.98 2022.7.29 20.98-28.68 2022.3.17 11.98-15.58 2021 39.7%11.5%9.3%2022 50%180 30%10 9 2021%10 2022%9%3%3%3%2%1%16%2%19%3%39%9%2%3%2%3%2%30%3%13%4%1%28%2023 04 11 P.7 2022 2022 12 42%32%28%26%20%15%11 2022%12%2.2.1 2003-2015 Roadster Model S Model X 2015 5.0 262.7+26.5%2016-2019 Model 3 Model Y 2019 Model 3 2020-2022 Model Y 2020 2022 2022Q4 2023 1 17%11%29%25%23%23%18%20%10%13%4%7%0%0%0%10%20%30%40%50%60%70%80%90%100%0%5%10%15%20%25%30%35%40%45%50%2021 1 2021 6 2021 11 2022 4 2022 9 2023 04 11 P.8 13 wind iFind 2019-2022 97 277 Model Y Model 3 Model 3 1 010002000300040005000600070002015-01-042015-06-212015-12-062016-05-222016-11-062017-04-232017-10-082018-03-252018-09-092019-02-242019-08-112020-01-262020-07-122020-12-272021-06-132021-11-282022-05-152022-10-30 0204060801001201402015Q1 2015Q3 2016Q1 2016Q3 2017Q1 2017Q3 2018Q1 2018Q3 2019Q1 2019Q3 2020Q1 2020Q3 2021Q1 2021Q3 2022Q1 2022Q3-100-500501001502002503000200400600800100012001400160018002015Q1 2015Q3 2016Q1 2016Q3 2017Q1 2017Q3 2018Q1 2018Q3 2019Q1 2019Q3 2020Q1 2020Q3 2021Q1 2021Q3 2022Q1 2022Q3-30%-20%-10%0%10%20%30%40%50%0510152025303540452015Q1 2015Q3 2016Q1 2016Q3 2017Q1 2017Q3 2018Q1 2018Q3 2019Q1 2019Q3 2020Q1 2020Q3 2021Q1 2021Q3 2022Q1 2022Q3 2023 04 11 P.9 14 15 2022 277 FourWeekMBA 22%16 2023 2020 Model 3 29.91 Model Y 48.8 2019-2022 46/35/11/0 74/100/75/17 277 23.4%27%/36%/27%/6%0501001502002503002019 2020 2021 2022 2023 04 11 P.10 17 18 2020 2022 6 40/328/2022 150/19/20/2.2 OTA+47%47%42%33%31%29%28%28%27%27%27%27%27%36%36%31%32%34%35%36%36%36%37%36%37%36%11%11%20%24%25%26%25%26%26%26%25%26%27%0%0%1%4%6%6%6%6%6%6%8%6%6%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%5%5%6%8%4%5%5%4%4%4%4%4%4%0%10%20%30%40%50%60%70%80%90%100%2019 12 2021 5 2022 6 2022 9 2022 12 33.9%25.7%37.3%40.7%23.2%27.5%4.6%5.6%0.6%0.3%0.3%0.1%0.0%0.0%0%10%20%30%40%50%60%70%80%90%100%2021 2022 0501001502002503003502020 6 2021 5 2022 6 2022 12 0501001502002503003504002021 1 2022 3 2022 6 2022 8 2022 12 2023 04 11 P.11 21 2021 22 TheOrg OTA 2019 HW3.0 144TOPS 2300 HW2.5 21 20%HW4.0 Cybertruck 2024 Nagesh Saldi CIO MBA 2000-2008 Infosys Palm 2012 Ashok Elluswamy Autopilot 2013 2010-2012 2013 2014 2019 Autopilot David Lau 2004-2010 Altera 2012 Milan Kovac HELB-INRACI Soft kinetic Skully Peter Bannon-1984 iPhone 5 32b ARM PA Semi FSD Colin Campbell Synapse 2006 Vineet Mehta/2006 2007 Drew Baglino 2006 2008 Roadster Model S 2014 2019 Lars Moravy 2003 2010 2023 04 11 P.12 23 oktesla OTA 2012 OTA Over-the-air Model S Model Y OTA OTA OTA 2016 V7.0 Autopilot 24 OTA 2012 V4.0 EPA 2013 V5.0 3G WIFI 2014 V6.0 2015 V6.1-V7.0 Model S TACC Autopilot 2016 V7.1-8.0 Autopilot UI 2017 V8.1 Autopilot 150km/h 2018 V9.0 Navigation on Autopilot 2019 V10.0 Tesla NOA 2020 2020.4-2020.48.26 Model S/X B 2021 2020.48.26-2021.44.25.2 APP 2022 2021.44.25.2-2022.20 2015 FSD 2500 1.5 2022 FSD FSD Beta 2023 04 11 P.13 FSD 25 FSD+Dojo 2022 131+40%2019-2022 311.7 2022 AI DAY FSD Beta 10.69.2.2 16 2021 AI Dojo D1 Dojo ExaPOD Autopilot ExaPOD 2023Q1 7 ExaPOD 26 FSD Beta 27 GPU AI DAY AI DAY 2022 AI DAY Autopilot Ashok 1 Occupancy Network 2 2015 2018 2019/5/1 2019/11/1 2020/7/1 2020/10/1 2021/7/1 2022/1/1 2022/9/5 2500 5000 6000 7000 8000 10000 199/12000 15000 2500 1000 1000 1000 2000-2000 3000FSD V7.0+FSD V9.0/-V10 FSD Beta 1.17 9.5 2023 04 11 P.14 28 Occupancy Network 29 Lane Network AI DAY AI DAY Optimus FSD Wi-Fi LTE 30 AI DAY 2.3 2022 51/44/23+42.9%/37.0%/44.3%Cybertruck Robotaxi 2.5 2023 04 11 P.15 31%32 2022 Cleantechnica Cleantechnica 2023 180-200 37.4%-52.7%190 100 10-12 2030 2000 33 2022 75 3 Y 65 3 Y S X 25 Y Cybertruck/Semi 25 Y 4680 2020 34 4680 35 0%5%10%15%20%25%30%35%40%45%50%0102030405060 2022 2021 YoY 33%18%39%10%2023 04 11 P.16 36 37/4680 2170 5 16%6 20%15%KWh 20GWh 2022 100GWh 2030 3TWh 66%76%20%2.7%2%2020 Model Y 70 CTC 2-3 370 10%14%2022Q1 171 2 1600 5 3 8 2023 04 11 P.17 38 2022Q1 1000 75%Model S Model 3 17 85%100%39 40 2023 04 11 P.18 41 42 85%2021 10+2021 2022Q3 43 2023 2.05 1 2022 3-4 2020/1/3 2020/4/10 2020/5/1 2020/10/1 2021/5/8 2021/7/30 2021/11/19 2011/11/24 2021/12/31 2022/3/10 2022/3/15 2022/10/24 2023/1/6 29.91 30.36 27.16 24.99 25.09 23.59 25.09 25.57 26.57 26.57 27.99 26.59 22.99-0.45-3.20-2.17 0.1-1.5 1.5 0.48 1 0 1.42-1.40-3.60 33.91 34.41 34.41 30.99 33.99 33.99 33.99 33.99 33.99 34.99 36.79 34.99 32.99-0.5 0-3.42 0.3 0 0 0 0 1.00 1.80-1.80-2.002020/8/24 2021/1/1 2021/3/24 2021/7/1 2021/9/11 2011/11/24 2021/12/31 2022/3/10 2022/3/15 2022/3/17 2022/6/17 2022/10/24 2023/1/6 2023/2/10 48.8 33.99 34.79 34.79 34.79 34.79 34.79 35.79 37.59 37.59 39.49 35.79 30.99 31.19-14.81 0.8 0.8 0 0 0.00 1.00 1.80 0.00 1.90-3.70-4.80 0.20 53.5 36.99 37.79 37.79 38.79 38.79 38.79 39.79 41.79 41.79 41.79 39.79 35.99 36.19-16.51 0.8 0 1 0 0.00 1.00 2.00 0.00 0.00-2.00-3.80 0.20 27.6 27.6 28.08 30.18 30.18 30.18 31.69 31.69 28.89 25.99 26.19 0 0.48 2.11 0.00 0.00 1.51 0.00-2.80-2.90 0.20Model YModel 3/2023 04 11 P.19 44 2021Q1 2021Q2 2021Q3 2021Q4 2022Q1 2022Q2 2022Q3 2022Q4 18.49 20.13 24.14 30.86 31 25.5 34.4 40.53 Model 3/Y 18.28 19.93 23.21 29.69 29.53 23.9 32.5 38.81 Model S/X 0.2 0.19 0.93 1.18 1.47 1.62 1.87 1.71 90.02 102.06 120.57 159.67 168.61 146.02 186.92 213.07(22.15 28.84 36.6 48.47 54.6 42.34 53.82 57.77 4.38 11.42 16.18 23.21 33.18 22.59 32.92 36.87 21.30%24.10%26.60%27.40%29.10%25.00%25.10%23.80%26.50%28.40%30.50%30.60%32.90%27.90%27.90%25.90%4.87 5.07 4.99 5.17 5.44 5.73 5.43 5.26 1.20 1.43 1.52 1.57 1.76 1.66 1.56 1.43 0.24 0.57 0.67 0.75 1.07 0.89 0.96 0.91 wind 3.3.1 ES8 50 15-25 30 ET5 25.8 980 P5 P7i G3i G9 16 43 2-3 15-40 2022 9 NGP ONE L 2022 L9 L8 L7 SUV 2022 12 L8 L9 1 2023 4 2025 8 35 2025 3 U Pro 2 2021 12 AITO M5 M7 2023 04 11 P.20 45 2022+Model 3 Model Y 71.1 Model 3/Y Cybertruck Robotaxi ES8/ES6/EC6 ET5 12.3 2024 LI ONE L9L8L7 13.3 2023+P7i G9 12.1 2023 3+S U V 15.2 2025 3 U Pro 2 15-30+C11 C01 T03 11.1 2023-2025 MPV SUV M5 M7 7.6 2022/12.2/13.3/12.1/14.6/11.1+34%/+47%/+23%/+110%/+154%2022H2 7.6 Q4 Q3 4.6 4.0 3.0 46 2022 47 2022 3.2/0%20%40%60%80%100%120%140%160%180%0246810121416 2021 2022 YoY00.511.522.533.544.55 2022Q1 2022Q2 2022Q3 2022Q4 2023 04 11 P.21 48 NIO House NIO Space NIO Service Center+AITO+AITO AITO NIO House NIO Space NIO Space NIO House 2022 12 375 141 49 NIO House 50 NIO Space AITO AITO 2022 12 74%AITO 26%100%2023 04 11 P.22 51 52 ofweek 2022 70%10 13%7%7%6%53 2022 54 2022 3 600 300 2022 12 74/41/27%18%16%19%13%7%13%36%31%35%32%25%19%26%27%30%23%23%24%19%23%6%15%18%17%22%30%21%0%5%9%9%13%19%13%0%0%0%1%3%7%3%4%0%0%0%0%0%0%0%10%20%30%40%50%60%70%80%90%100%26%26%18%26%6%7%20%41%42%40%43%25%30%32%27%27%26%23%24%34%26%6%5%11%7%26%20%15%0%0%3%1%13%7%6%0%0%1%0%5%2%1%0%0%0%0%1%0%0%0%10%20%30%40%50%60%70%80%90%100%2023 04 11 P.23 55 56/57 2022.12/142 66 117 48 32 13 18 170 48 83 27 45 27 11 148 32 72 24 39 31 10 177 12 44 14 44 21 6 0 4 29 6 25 18 3 0 19 130 23 20 15 3 0 3 0 0 0 0 4 150 41 74 26 38 23 9 60%15 50%10%58 59 2021 P7 20-25 01002003004005006007008002019 2021 2022 6 2022 8 2022 12 050100150200250300350010203040506070802019 2021 2022 12 41%40%31%28%19%23%29%30%37%34%40%39%44%40%41%39%18%22%24%27%32%31%26%25%3%3%3%4%4%5%4%5%0%1%1%0%1%1%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%10%20%30%40%50%60%70%80%90%100%2021 3 2021 9 2022 3 2022 9 26%26%21%17%14%13%21%25%43%41%45%44%43%38%39%39%21%23%23%25%26%31%28%22%7%6%8%10%12%13%9%11%2%3%2%3%4%5%3%3%1%1%1%1%1%1%0%1%0%0%0%0%0%0%0%0%0%10%20%30%40%50%60%70%80%90%100%2021 3 2021 9 2022 3 2022 9 2023 04 11 P.24 2021H2 G3i 14.98 2022 9 G9 30-46 2022 9 42%60 61 62 63 46%39%35%30%16%26%42%34%39%41%40%39%52%41%30%33%11%14%19%20%24%25%21%21%3%4%6%10%7%7%6%9%0%1%1%2%1%1%1%2%0%0%0%0%0%0%0%1%0%0%0%0%0%0%0%0%0%10%20%30%40%50%60%70%80%90%100%2021 3 2021 9 2022 3 2022 9 28%11%11%8%7%6%5%6%29%35%33%24%26%24%24%22%21%19%21%21%25%25%27%20%13%22%21%27%23%27%24%35%7%11%11%14%13%13%14%12%1%2%3%5%5%5%4%4%0%1%0%1%1%0%1%1%0%10%20%30%40%50%60%70%80%90%100%2021 3 2021 9 2022 3 2022 9 8%9%6%8%5%6%9%7%41%34%34%33%34%30%27%29%23%30%31%30%35%34%36%32%22%21%21%22%18%22%20%19%5%6%6%5%5%7%6%10%1%1%2%2%2%2%2%2%0%0%0%1%0%0%0%0%0%10%20%30%40%50%60%70%80%90%100%2021 3 2021 9 2022 3 2022 9 22%11%15%11%17%11%18%16%56%29%40%21%29%23%28%21%37%19%35%19%21%20%20%17%18%11%19%11%12%11%12%12%7%4%6%4%4%4%4%6%2%2%1%1%1%0%1%1%0%0%0%0%0%0%0%0%0%10%20%30%40%50%60%70%80%90%100%2022 3 2022 5 2022 7 2022 9 2023 04 11 P.25 64%2023 65 800V+NIO POWER/3 1339 1285 6467 2023 2300 800V 800V 480KW 670A 5 200 2022Q3 G9 4 1 2200+186 S4 2023 500 S4+480kW+850V+4C 2023 2025 3000+120kw 2023 5 800V 400KW 5 200+2024Q4 APP NIO Power 20%21 408 30%Orin X 508Tops 2023 2 1,286 1000 400 600 2023 04 11 P.26 2300 66 67 G9 800V 5 200 10%-80%15 2022 8 S4 4 1 2200+186 S4 2023 500 S4 68 S4 480kW+850V+4C 2023 4S 2023 04 11 P.27 69 2023 5 10 8 16 4 12 8 15 2 20km 4 12 8 15 1-2 2/5 4/10 8/16 3.3 2021Q2 8.8+62.1%NT2 NAD 2022 2024 NT3.0 2021 OTA3.0 NOA 2022 9 NGP 2023Q3 XNGP IM AD 3.68 ZAD 3.5 NOP+Beta 6 30 7 1 NOP+380/2022 9 21 G9 XPILOT 570MAX 702MAX 650 MAX XNGP Orin NGP+2023 04 11 P.28 70 2020 ONE 11 FOTA 2020 12 ONE 2.0 2021 6 1 ONE 3 AI 2022 ONE L4 2021 1 NAD NIO Adam NIO Aquila 33 11 1 5 12 2021 12 NOP 2021 1 XPILOT3.0 NGP 2021 6 Valet Parking Assist 2021 3 22 OTA 128 2021 P5 XPILOT 3.5 NGP 2022 9 G9 XPilot XNGP NGP T03 Leapmotor Pilot2.0 5 FOTA 36 C11 C01 Leapmotor Pilot3.0 28 360 23 2022 108.4/67.8/52.1 71%wind 2022 9 2019 2020 2021 2022 2019 2020 2021 2022TSLA.O 5.5%4.7%4.8%3.8%10.8%10.0%8.4%4.8%9866.HK 56.6%15.3%12.7%22.0%69.7%24.2%19.0%21.4%9868.HK 89.2%29.5%19.6%19.4%50.2%50.0%25.3%24.9%2015.HK 411.1%11.6%12.2%15.0%242.4%11.8%12.9%12.5%9863.HK 306.4%45.8%23.6%11.3%249.6%53.7%26.4%15.7%SG&A 2023 04 11 P.29 72 IPO IPO 10.02 4.28 30.5 15.05 IPO 12.56 ADS 15.7 IPO 111.85 IPO 17.2 24.84 18.07 2021 IPO 133.56 IPO 56.88 wind 2022 2017-2018 Model S/X 2019 Model3 Model Y 2019Q3 37.2 33.1 20.6 2016-2017 2016 Model 3 2020 73 wind L9 L8 2022 12 2 2020 2021 2022 2020 2021 2022 4.37 9.14 12.25 2.97 9.05 13.32 151.83 331.7 455.07 92.83 261.28 441.06(-46.08-44.96-156.41(-6.69-10.17-36.55-56.11-105.72-145.59-1.52-3.21-20.12 11.52%18.88%10.44%16.38%21.33%19.41%12.69%20.06%13.70%16.36%20.56%19.09%34.72 36.28 37.15 31.23 28.87 33.10-10.54-4.92-12.77-2.25-1.12-2.74-12.83-11.56-11.89-0.51-0.35-1.512020 2021 2022 2020 2021 2022 2.70 9.82 12.08 1.14 4.31 11.12 55.47 200.42 248.4 6.16 30.59 123.78(-43.81-67.97-88.15(-9.5-29.56-51.96-27.32-48.63-91.39-11.00-28.46-51.09 4.55%12.50%11.50%-50.63%-44.30%-15.43%3.54%11.52%9.45%5.41 7.09 11.13 20.51 20.42 20.57-8.34-6.86-4.67-16.20-6.92-7.30-9.66-6.60-4.60-10.10-4.95-7.57 2023 04 11 P.30 ET5 25.8 2022 12 7594 74 L8 L9 75 ET5 Marklines Marklines L8 L9 ONE+9.7%2022Q4 2022Q4 4.0/4.6/2.2 2016Q3-2018Q1 Model S/X Model3 Model Y 2019Q3 2022Q4 147.6/172.7/46.6 2022Q4 3.9%/20.2%/8.7%2022Q4 76 wind 0500010000150002000025000 ONE L9 L805000100001500020000EC6 ES6 ES8 ET7 ES7 ET5 2021Q4 2022Q1 2022Q2 2022Q3 2022Q4 2021Q4 2022Q1 2022Q2 2022Q3 2022Q4 30.9 2.5 3.5 4.2 30.9 31.0 25.5 34.4 40.5 35221 31716 28687 26524 46139Model 3/Y 29.7 29.5 23.9 32.5 38.8 ONE 35221 31716 28687 16401 1987 1130 92 104 82 Model S/X 1.2 1.5 1.6 1.9 1.7 L9-10123 28850(167-24 0-24 L8 15482 148-22 3-13 1129.7 1190.7 1136.5 1523.2 1693.7 103.8 93.1 84.8 90.5 172.7(166.6 228.7 174.9 261.8 274.1(0.2-4.1-9.8-21.3-1.3 27.4%17.2%22.4%12.0%148.0 210.6 151.6 233.7 256.8 3.0-0.1-6.2-16.4 2.6 30.6%20.9%22.3%10.9%27.4%29.1%25.0%25.1%23.8%22.4%22.6%21.5%12.7%20.2%36.6 36.8 29.5 19.6 30.6%32.9%28.0%27.9%25.9%22.3%22.4%21.2%12.0%20.0%5.4-9.8 0.1-5.9 4.8-8.7 0.8-3.1 36.6 38.4 44.6 44.3 41.8 29.5 29.4 29.6 34.1 37.4 5.4 7.4 6.9 7.6 6.8 0.1-1.3-3.4-8.0-0.3 4.8 6.8 5.9 6.8 6.3 0.8 0.0-2.2-6.2 0.6 2021Q4 2022Q1 2022Q2 2022Q3 2022Q4 2021Q4 2022Q1 2022Q2 2022Q3 2022Q4 40.53 4.0 4.6 2.2 25034 25768 25059 31607 40052 41751 34561 34422 29570 22204EC6 7171 7644 4715 3337 1380 P5 7621 10486 12848 8703 5945 1694 148 173 47 ES6 12180 13620 9914 12850 5628 P7 21342 19427 15983 16776 6880(274-67-1-25 ES8 5683 4341 3681 4379 1980 G3 12788 4648 5591 3907 3190 257-58 3-24 ES7-2293 11865 G9-184 6189ET7-163 6749 8748 7607 23.8%3.9%20.2%8.7%81.9 70.0 69.4 62.4 46.6 25.9%6.8%20.0%5.7%92.2 92.4 95.7 119.3 147.6(-24.4-19.5-21.2-22.0-25.2(-24.5-21.9-28.5-38.7-67.4-12.9-17.0-27.0-23.8-23.6 41.8 36.8 37.4 21.0-21.8-18.3-27.5-41.4-58.5 6.8-16.8-0.3-11.3 12.0%12.2%10.9%13.5%8.7%6.3-14.6 0.6-10.6 17.2%14.6%13.0%13.3%3.9%10.9%10.4%9.1%11.6%5.7%20.9%18.1%16.7%16.4%6.8%19.6 20.3 20.2 21.1 21.0 36.8 35.9 38.2 37.8 36.8-5.9-5.6-6.2-7.4-11.3*=/-9.8-8.5-11.4-12.2-16.8-3.1-4.9-7.8-8.0-10.6*=/-8.7-7.1-11.0-13.1-14.62021Q4 2022Q4

注意事项

本文(20230411_国盛证券_汽车行业证券研究报告:特斯拉强势领先新势力加速追赶_33页.pdf)为本站会员(18709673099)主动上传,报告吧仅提供信息存储空间,仅对用户上传内容的表现方式做保护处理,对上载内容本身不做任何修改或编辑。 若此文所含内容侵犯了您的版权或隐私,请立即通知报告吧(点击联系客服),我们立即给予删除!

温馨提示:如果因为网速或其他原因下载失败请重新下载,重复下载不扣分。




关于我们 - 网站声明 - 网站地图 - 资源地图 - 友情链接 - 网站客服 - 联系我们

copyright@ 2017-2022 报告吧 版权所有
经营许可证编号:宁ICP备17002310号 | 增值电信业务经营许可证编号:宁B2-20200018  | 宁公网安备64010602000642号


收起
展开