CNEVC — 全球新能源产业情报中枢

透过数据迷雾，锁定新能源汽车产业链的确定性机会。

Global EV Market Pulse

SYNC: 2026-05-16 05:00

TSLA↓4.75%

$422.24

CNEVC Real-time Terminal

NVDA↓4.42%

$225.32

CNEVC Real-time Terminal

BYDDF↓2.08%

$12.6625

CNEVC Real-time Terminal

LI↓3.94%

$18.51

CNEVC Real-time Terminal

NVDA↓4.18%

$225.88

CNEVC Real-time Terminal

BYDDF↓2.08%

$12.6625

CNEVC Real-time Terminal

LI↓4.02%

$18.495

CNEVC Real-time Terminal

NVDA↓2.96%

$228.77

CNEVC Real-time Terminal

BYDDF↓2.08%

$12.6625

CNEVC Real-time Terminal

LI↓3.17%

$18.66

CNEVC Real-time Terminal

NVDA↓2.08%

$230.83

CNEVC Real-time Terminal

BYDDF↓2.08%

$12.6625

CNEVC Real-time Terminal

LI↓3.32%

$18.63

CNEVC Real-time Terminal

NVDA↓3.35%

$227.85

CNEVC Real-time Terminal

BYDDF↓2.08%

$12.6625

CNEVC Real-time Terminal

LI↓4.00%

$18.5

CNEVC Real-time Terminal

NVDA↓3.29%

$227.99

CNEVC Real-time Terminal

BYDDF↓2.08%

$12.6625

CNEVC Real-time Terminal

LI↓4.26%

$18.45

CNEVC Real-time Terminal

NVDA↓3.93%

$226.47

CNEVC Real-time Terminal

BYDDF↓2.08%

$12.6625

CNEVC Real-time Terminal

LI↓4.05%

$18.49

CNEVC Real-time Terminal

NVDA↓4.15%

$225.95

CNEVC Real-time Terminal

BYDDF↓2.08%

$12.6625

CNEVC Real-time Terminal

LI↓4.98%

$18.31

CNEVC Real-time Terminal

NVDA↑+4.39%

$235.74

CNEVC Real-time Terminal

BYDDF↓2.08%

$12.6625

CNEVC Real-time Terminal

LI↓3.75%

$19.27

CNEVC Real-time Terminal

NVDA↑+4.39%

$235.74

CNEVC Real-time Terminal

BYDDF↓2.08%

$12.6625

CNEVC Real-time Terminal

LI↓3.75%

$19.27

CNEVC Real-time Terminal

NVDA↑+4.39%

$235.74

CNEVC Real-time Terminal

BYDDF↓2.08%

$12.6625

CNEVC Real-time Terminal

LI↓3.75%

$19.27

CNEVC Real-time Terminal

NVDA↓-1.40%

$165.17

CNEVC Real-time Terminal

BYDDF↑+4.57%

$13.27

CNEVC Real-time Terminal

LI↑+0.52%

$17.55

CNEVC Real-time Terminal

📊 新能源车交付数据看板 · 2026 Q1

比亚迪

961,900

完成率 98% | 同比 +62.3%

特斯拉

386,800

完成率 85% | 同比 -8.5%

理想汽车

108,200

完成率 92% | 同比 +18.7%

⚠️ 供应链风险矩阵 · 实时预警

🔴 高风险

锂价波动

碳酸锂价格 2026 Q1 跌至 $12,000/吨，上游利润承压

🟡 中风险

芯片供应

英飞凌 IGBT 交期延长至 16 周，影响功率模块产能

🟢 低风险

电池产能

宁德时代 + 比亚迪产能充足，2026 年扩产 120GWh

🔵 监控中

镍钴供应

印尼政策收紧，镍出口配额审批延迟

⚡ 核心技术进度条

固态电池商业化25%

L4级自动驾驶落地40%

全固态电池成本$150/kWh

📊 每日推演 · 2026-05-15

🟢比亚迪 (BYDDF)

看多

营收王地位确立，市场重新定价

🟡特斯拉 (TSLA)

中性

交付疲软，等待催化剂

🔵新势力分化

蔚来+3.8% / 理想+0.5% / 小鹏-1.2%

蔚来回暖，小鹏回调

🟣机器人板块

关注

越疆营收+31.7%，自动化升温

Flash Intelligence

LIVE

1CNEVC 快讯 | 一心卖车的蔚来，终于被看懂了05-15

2CNEVC 快讯 | 腾讯AI拿到“船票”了吗？我从腾讯财报读到的三05-15

3CNEVC 快讯 | 8点1氪丨周大福回应金饰又涨价；韩国一季度未成05-15

4CNEVC 快讯 | 2026 Q1财报解读：阿里、腾讯、京东的三种AI焦虑05-14

5CNEVC 快讯 | 阿里财报，全是问号05-14

Deep Analysis Vault

REPORTS

#012026-04-03

CNEVC 深度分析 | 特斯拉Q1库存危机：需求拐点还是战略转型？

#022026-03-31

比亚迪 vs 特斯拉：制造业霸权论

#032026-03-30

固态电池商业化突破：2026 年量产元年已至