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20181229_艾瑞咨询_2018年中国新能源汽车行业研究报告（59页）.pdf

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20181229_艾瑞咨询_2018年中国新能源汽车行业研究报告（59页）.pdf

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iResearch I 2018.12 iResearch I 2016 1.2.4S 3.422018.12 iResearch I 2018.12 iResearch I 2018 2018 3 PC Mobile OTT 75.56 15.8%30%63.6%iAdTracker.2012.1 200 iAdTracker.2012.1 200 67197 52609 70896 81859 89156 99948 91896 95678 100444 526 390 155 131 64 43 46 642 310 18.1 18.2 18.3 18.4 18.5 18.6 18.7 18.8 18.92018 3 PC Mobile OTT 49499397517428568762839679397672682102425816474298431903542535603063533680026328150479483631 2 3 4 5 6 7 8 92017 2018 3 PC Mobile OTT 2017 2018 432018.12 iResearch I 2018.12 iResearch I 2018 3 3 29.6GWh 64.3%CATL UBS CATL 2017 11.84Gwh 10121417202021242949 CATL2017 10 TOP102018 3 TOP3 TOP5 TOP10 29.6GWh 64.3%41.0GWh 89.1%35.0GWh 76.1%442018.12 iResearch I 2018.12 iResearch I 2020 2020 2018 25 2018-2020 4.3 5 6 80%2017 15 70 5 2017 1 2020 2017 7 60%100%7()50%45 1The head of compliance at Volkswagen said 2019 will be its difficult year.Financial Times 2018.11 Hiltrud Werner 2 3 4 4 462018.12 iResearch I 2018.12 iResearch 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9.1%16.7%23.1%28.6%33.3%41.2%50.0%10%20%30%40%50%60%70%80%90%100%512018.12 iResearch I 2018.12 iResearch I CATL 2017 2018 3 LAZARD 3.4%3.7%-10.6%4.3%10.2%-1.9%2012-2016%240.0 254.3 257.2 262.9 291.4 1.7%6.0%1.1%2.2%10.9%2013 2014 2015 2016 20172013-2017%522018.12 iResearch I 2018.12 iResearch I-Alix Partners 21 22 22 22 221919 20 21 214455 5333536384077776910101111566662019e 2020e 2021e 2022e 2023e2019-2023-1999 15%43.4%2016-2373.5 34%2017 1060 2014 4 43 532018.12 iResearch I 2018.12 iResearch I 7 17%JP Morgan BCG 43%39%22%19%22%26%26%29%29%40%32%29%26%26%11%15%22%20%18%19%18%5%7%11%11%11%12%5%6%6%6%8%8%9%9%2011 2012 2013 2014 2015 2016 20172011-2017 50%35%15%84%16%30%542018.12 iResearch I 2018.12 iResearch I1237.7 1172.0 1215.0 1184.8 842.6 407.8 622.0 904.7 1025.3 723.5 3.1%-5.3%3.4%-2.5%1.3%36.4%52.4%44.6%13.2%3.9%2014 2015 2016 2017 2018Q32014-2018 Q3 SUV SUV%SUV%SUV 5 SUV SUV SUV 236 SUV 49 50%SUV 15262112363910 SUV SUV SUV SUV 2018 SUV 2018 12 20 SUV 20.8%48%2018Q3 2017Q3 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