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: 2026-06-04 05:00

TSLA↓0.01%

$423.7

CNEVC Real-time Terminal

NVDA↓3.62%

$214.75

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↓2.85%

$14.99

CNEVC Real-time Terminal

NVDA↓3.56%

$214.89

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↓2.50%

$15.045

CNEVC Real-time Terminal

NVDA↓3.04%

$216.04

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↓1.94%

$15.13

CNEVC Real-time Terminal

NVDA↓3.19%

$215.71

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↓2.14%

$15.1

CNEVC Real-time Terminal

NVDA↓3.10%

$215.92

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↓2.27%

$15.08

CNEVC Real-time Terminal

NVDA↓2.58%

$217.06

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↓1.94%

$15.13

CNEVC Real-time Terminal

NVDA↓3.30%

$215.46

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↓1.69%

$15.17

CNEVC Real-time Terminal

NVDA↓2.49%

$217.27

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↓2.85%

$14.99

CNEVC Real-time Terminal

NVDA↓0.69%

$222.82

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↑+6.12%

$15.43

CNEVC Real-time Terminal

NVDA↓0.69%

$222.82

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↑+6.12%

$15.43

CNEVC Real-time Terminal

NVDA↓0.69%

$222.82

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↑+6.12%

$15.43

CNEVC Real-time Terminal

NVDA↓0.69%

$222.82

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↑+6.12%

$15.43

CNEVC Real-time Terminal

NVDA↓0.69%

$222.82

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↑+6.12%

$15.43

CNEVC Real-time Terminal

NVDA↓0.69%

$222.82

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↑+6.12%

$15.43

CNEVC Real-time Terminal

NVDA↓0.69%

$222.82

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↑+6.12%

$15.43

CNEVC Real-time Terminal

NVDA↓0.69%

$222.82

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↑+6.12%

$15.43

CNEVC Real-time Terminal

NVDA↓0.69%

$222.82

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↑+6.12%

$15.43

CNEVC Real-time Terminal

NVDA↓0.69%

$222.82

CNEVC Real-time Terminal

BYDDF↑+4.09%

$12.23

CNEVC Real-time Terminal

LI↑+6.12%

$15.43

CNEVC Real-time Terminal

NVDA↓0.69%

$222.82

CNEVC Real-time Terminal

BYDDF↑+0.82%

$11.75

CNEVC Real-time Terminal

LI↑+6.12%

$15.43

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 · 2026-06-03

🟢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 | 理想汽车投了一只“灵巧手”06-03

2CNEVC 快讯 | 当比亚迪开始往更深处走06-02

3CNEVC 快讯 | 英特尔发布至强6+，芯片算力在“时间压缩”与“06-01

4CNEVC 快讯 | 36氪首发 | 服务富士康，半年营收超两千万的机器06-01

5CNEVC 快讯 | 36氪首发 | 服务富士康，半年营收超两千万的机器06-01

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