新能源车行业数据库-国泰君安-20230103免费下载

证券研究报告1/3/2023新能源车行业数据库增持庞钧文（分析师）电话：021-38674703邮箱：石 岩（分析师）电话：0755-23976068邮箱：牟俊宇（分析师）电话：0755-23976610邮箱：目录数据来源EV-salesMarklinesACEA乘联会中国充电联盟行业评级:全球新能源乘用车销量美国新能源乘用车销量欧洲新能源汽车销量中国新能源汽车销量中汽协中国新能源汽车销量核心新能源车企销量-月度公司公告、乘联会、官方微信号充电桩★ 请务必阅读最末页的重要声明券研究报告能源车行业数据库证书编号：S0880517120001证书编号：S0880519080001证书编号：S0880521080003pangjunwen@gtjas.comshiyan019020@gtjas.commoujunyu@gtjas.com页的重要声明YOY全球新能源汽车渗透率201212.58212.910.2%201320.866.4%8560.610.2%201432.154.3%8833.810.4%201554.369.2%8968.460.6%201679.245.9%9385.640.8%2017126.359.5%9566.061.3%2018208.264.8%9505.592.2%2019226.48.7%9129.672.5%2020324.043.1%7797.124.2%2021675.0108.3%8132.538.3%22Q1206.176.9%1839.7811.2%22H1416.163.4%3467.5012.0%全球新能源汽车销量(万辆)乘用车(万辆)20142015201620172018新能源汽车销量（万辆）12.011.215.819.735.8YOY-6.1%40.7%24.4%81.9%23.512.366%乘用车销量（万辆）1796.01765.51782.5YOY-1.7%1.0%渗透率0.9%1.1%2.0%美国新能源乘用车销量202033544316011917198621432920213580539277507004177158067环比9.7%29.1%-17.6%39.0%同比6.7%24.3%164.5%323.6%305.2%EV2966031076379342989944638PHEV6013806212003114721312582.8%79.1%74.8%71.6%76.9%16.8%20.5%23.7%27.5%22.6%20226267169823835898654285185环比43.7%11.4%19.7%3.5%-1.6%同比75.0%77.8%64.9%107.2%46.7%EV4986656379665036888268948PHEV126211319716484174391595779.6%80.7%79.6%79.6%80.9%20.1%18.9%19.7%20.2%18.7%美国乘用车销量20201179306140365510264367437281140326202111451521229092164531215511371625327202210044681058578125354612562241115810新能源乘用车占比汽车销量20202.8%2.3%1.9%1.3%1.3%20213.1%3.2%3.1%2.7%3.6%20226.2%6.6%6.7%6.9%7.6%2014-2022H1美国新能源乘用车销量及渗透率BEV（辆）PHEV（辆）纯电占比数据来源：Marklines1月2月3月4月5月EV占比PHEV占比EV占比PHEV占比1月2月3月4月5月1月2月3月4月5月2019202020212022H122Q1-Q332.233.367.047.372.3-10.0%3.3%101.3%72.5%65.0%23.626.049.037.758....