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: 2026-04-17 05:00

TSLA↓0.78%

$388.9

CNEVC Real-time Terminal

NVDA↓0.26%

$198.35

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↑+1.98%

$18.52

CNEVC Real-time Terminal

NVDA↓0.33%

$198.21

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↑+1.93%

$18.51

CNEVC Real-time Terminal

NVDA↓0.37%

$198.13

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↑+2.04%

$18.53

CNEVC Real-time Terminal

NVDA↓0.39%

$198.09

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↑+1.87%

$18.5

CNEVC Real-time Terminal

NVDA↓0.18%

$198.52

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↑+1.98%

$18.52

CNEVC Real-time Terminal

NVDA↑+0.07%

$199.01

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↑+2.48%

$18.61

CNEVC Real-time Terminal

NVDA↓0.09%

$198.7

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↑+0.77%

$18.3

CNEVC Real-time Terminal

NVDA↓1.04%

$196.8

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↑+0.17%

$18.19

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↓1.49%

$13.91

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↑+0.00%

$14.12

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↑+0.00%

$14.12

CNEVC Real-time Terminal

LI↓3.10%

$18.16

CNEVC Real-time Terminal

NVDA↑+1.20%

$198.87

CNEVC Real-time Terminal

BYDDF↑+0.00%

$14.12

CNEVC Real-time Terminal

LI↓3.10%

$18.16

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 · 2026-04-16

🟢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 | 阿斯麦二季度业绩指引不及预期，股价一度跌逾5%04-16

2CNEVC 快讯 | 阿斯麦二季度业绩指引不及预期，股价一度跌逾5%04-16

3CNEVC 快讯 | 阿斯麦二季度业绩指引不及预期，股价一度跌逾5%04-16

4CNEVC 快讯 | 阿斯麦二季度业绩指引不及预期，股价一度跌逾5%04-16

5CNEVC 快讯 | 阿斯麦二季度业绩指引不及预期，股价一度跌逾5%04-16

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