20231130_美云智数_2023汽车行业分析蓝皮书：用户洞察篇_40页.pdf

1-M-insight2023 11 2023 2 AR-HUD WUEVvMqNmPpOqOsRmRqPoP9PaOaQnPqQsQpMkPnMtReRqRpM8OrQpMMYnQwPNZtQrR3.01.02.03.04.05 P4P8P18P33P264 2023 015 25.7%31.6%34.3%32.3%33.3%35.1%36.3%37.3%37.0%-38.0%10.0%0.5%54.9%28.6%-2.6%-2.7%2.6%5.00%-6.5%60.9%22.8%84.8%60.9%25.2%31.9%34.5%22.1%1 2 3 4 5 6 7 8 9 2023 11.3%6 20%1&2 17 13 2023 2024 7 7 7 21 7 31 9 1 20+6 2023 1-10 2022 1-10 1 2 2023 6-11.41%14.45%-1.12%4.75%0.84%40.38%2.41%8.80%16.53%31.84%1 2 3 4 5 6 7 8 9 10 2022 2023 23.1-10 TOP100+1-1+1+1-2+4-10+3 22/23.1-10 TOP100+2-1-100+20-2+1 227 1 2 4 7 10 40%-20.89%14.87%5.64%48.44%15.17%24.90%41.59%2.94%39.50%44.36%1 2 3 4 5 6 7 8 9 10 2022 2023 TOP51 2 2-5.8%96.6%77.9%164.3%231.1%185.1%259.8%182.5%121.2%81.7%1 2 3 4 5 6 7 8 9 10 _ _ 0 8 029 81.32%9.17%9.51%-72%74%76%78%80%82%18%20%22%24%26%28%2023 1-9/0%20%40%60%80%100%2022 20230%20%40%60%80%100%2022 2023 1 6/2023 1-9(,+0.81)(,-0.44%)(,-0.37)2 1.1%2.3%10 2023 1-9 29.0%10.3%28.9%45.6%22.7%12.6%15.3%16.1%2.7%13.0%0.7%1.7%0.6%0.7%84.4%52.6%75.3%15.6%47.4%24.7%155%87%117%506%116%219%2023 1-9 23 2 1 11 23 3 2023 1-9 TOP 53.55%-4.15%18.04%1.12%1.01%1.02%2.89%-0.36%25.46%4.98%-,67.1%,32.9%-32.9%/4 12 2023 1-9 TOP 4S 5 1 ARCFOX 2 AITO3 4 5 6 7 8 9 10 4s 8 9.8%5.3%9.3%17.3%/6.5%6.6%6.3%15.5%5.6%13.9%/5.3%44.4%5.0%18.6%4.9%9.4%4.2%24.9%4.2%3.8%2023 1-9 1 13/65.0%68.8%29.8%95.1%39.4%/35.0%31.2%70.2%4.9%60.6%125%187%123%150%149%152%189%119%303%169%2023 1-9 2 2023 1-9 TOP/67%46%6%64%44%45%70%172%230%59%23 3/14/-700 4 300,62.9%,37.1%/-4 2023 1-9/TOP/20 600km 5/1 2 3 4 5 6 7 8 9 10 6 500 6 7 20 600 15 123%113%111%132%500%97%112%142%2023 1-9 52.2%49.8%48.1%53.9%47.8%50.2%51.9%46.1%49.0%11.0%11.3%27.2%7.0%35.1%4.4%5.6%3.4%12.0%2.4%44.5%1.7%33.0%1.6%44.1%2023 1-9 1 2 16 2023 1-9 TOP 191%55%112%78%-14%160%82%-20%-11%20%3-06,96.6%,3.4%-23 4 17 2023 1-9 TOP 5 1 2 3 4 5 6 7 8 9 10 0 0 0 18 EV 23 0319 2023 1 9 7 1 2,559 3,242 3,276 3,659 3,019 3,094 3,678 5,092 7,135 4,244 5,346 5,170 5,659 4,569 4,425 5,281 7,573 1 2 3 4 5 6 7 8 9 2023 1-9 1,082 1,396 1,855 2,271 3,694 3,246 6,219 5,181 4,198 1,792 2,602 3,822 3,844 7,952 5,904 9,071 7,100 6,463 1 2 3 4 5 6 7 8 9 2023 1-9 20 23 1-9 44%2 56610427291091411936197622664032590121965/TOP5 12432627390830361883840126393824404526 TOP5 15.12%39.39%57.38%79.40%44.02%39.64%5.48%16.59%2.98%2023 1-9 21 TOP 3 1,059 1,141 1,160 2,631 4,093 TOP5 737 1,208 1,323 1,329 9,641 TOP5 70%EV DM-i EV PLUS Pro PLUS EV 22 4 TOP 2021 386 504 646 1,565 4,118 TOP5 1,009 1,201 1,391 1,399 1,628 TOP5 2021 8 OTA 21-23 OTA 22 7 PLUS 4S PLUS 23 2102132042021 2022 2023 J.D.Power PP100 J.D.Power 2023 SM IQS 2023 2.8 9 PP100 18%16%15%14%12%11%2023 2-12 23 22 TOP3 1 23 24 2 19%12%15%11%OTA 16%vs11%19%12%16%17%15%15%15%11%11%16%11%16%TOP5(40/)()5.0%3.9%3.9%3.7%3.6%TOP5/7.8%OTA 5.9%5.3%/5.1%4.8%TOP5 11.2%13.1%25 3 20 1 2 2 TOP10 284-278 271 H6 267 5 265-264-255 253 B70 252 249 TOP10 229 ZEEKR 001 200 C11 181 PLUS 181 167 PLUS 159 142 UNI-K 129 Model Y 126 ID.4 X 126 26 AR-HUD 0427/AR-HUD 2023 1-9 38%1 1-2.8%40.6%9.2%23.6%30.5%93.4%52.4%44.6%44.5%2023-012023-022023-032023-042023-052023-062023-072023-082023-09 2023 1-9 2023 1-9 28 86%2 AR-HUD OTA AR-HUD 2023 1-9 27.4%86.0%2023 1-9 29 1 82.1%12.9%30.4%17.7%64.6%32.5%0.1%855.4%72.7%10-1515-2020-2525-3030-3535-4040-5050 64.6%32.5%25 30 MPV 30 TOP5 L9/L8/L7/260 42%Model3/Y performance smart#1 TOP5 TOP5 4.58%2.12%2023 8.74%6.08%23 100%4.58%2.12%8.74%6.08%2 31 220V YYDS 8 22 TOP5 TOP5 66 14 100%32 23 AR-HUD 23 6 AR-HUD AR-HUD HUD AR-HUD HUD 2023 272 12 23 HUD AR-HUD AR-HUD AR-HUD SL03 AR-HUD AR-HUD 3 AR-HUD 6 33 0534 1 2022 4 8 2022 7 18 2022 11 29 2022 12 7 2023 4 1 2023 5 7 2023 10 10 2023 10 24 20222023/2022.12022.22022.32022.42022.52022.62022.72022.82022.92022.102022.112022.122023.12023.22023.32023.42023.52023.62023.72023.82023.920222023 17.0%37.0%35 3 3 7 13 10 24 01-0301-2302-0602-1402-2203-0603-1503-2504-0404-1304-2505-0305-1105-1905-2706-0406-1206-2106-3007-0807-1807-2608-0308-1108-1908-2709-0509-1509-2510-0310-1110-1910-272023 3 18 3 22 7 13 10 24 6.3 5.6 5.6 11.7 14.3 13.2 7.5 6.6 3.6 1.2 2014 2015 2016 2017 2018 2019 2020 2021 2022 202320142023 2 1973 2018 22%2020 2023 36 2 2022 2022.12022.22022.32022.42022.42022.62022.72022.82022.92022.102022.112022.122023.12023.22023.32024.42023.52023.620222023 2022 11 19 2022 9 28 2022 2023 1 90%2022 11 2022 2023 82.4%6.8%10.7%0.0%0.1%2021 89.5%5.2%3.8%1.6%0.0%2022 ASX 87.5%6.7%5.5%0.3%0.0%2023 2021-2023 37 2 2023 17.6%17.6%14.7%14.7%14.7%11.8%8.8%/20 7 APP 1 CR-V 4.0 4.2 4.3 4.5 4.5 38 4 75%16.98 23 3 45.8%CR-V 54.9%49.4%45.8%42.6%CR-V CRV L 74%26%2w 2 15 RAV4 3 1.5T 17 CRV CRV CRV L 2.0T 39 5 90 00 30 40+50+SUV 2.4%26.1%40.9%18.0%12.6%4.4%37.5%35.6%15.1%7.5%0-19 20-29 30-39 40-49 50+SUV 40 500 2016+AI