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: 2026-05-12 05:00

TSLA↑+3.89%

$445

CNEVC Real-time Terminal

NVDA↑+1.97%

$219.44

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+4.83%

$18.87

CNEVC Real-time Terminal

NVDA↑+1.89%

$219.26

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+4.75%

$18.855

CNEVC Real-time Terminal

NVDA↑+2.37%

$220.29

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+4.78%

$18.86

CNEVC Real-time Terminal

NVDA↑+2.51%

$220.61

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+4.72%

$18.85

CNEVC Real-time Terminal

NVDA↑+2.61%

$220.82

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+5.06%

$18.91

CNEVC Real-time Terminal

NVDA↑+3.11%

$221.9

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+4.83%

$18.87

CNEVC Real-time Terminal

NVDA↑+3.10%

$221.88

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+4.72%

$18.85

CNEVC Real-time Terminal

NVDA↑+0.93%

$217.21

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+4.94%

$18.89

CNEVC Real-time Terminal

NVDA↑+1.75%

$215.2

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+2.27%

$18

CNEVC Real-time Terminal

NVDA↑+1.75%

$215.2

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+2.27%

$18

CNEVC Real-time Terminal

NVDA↑+1.75%

$215.2

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+2.27%

$18

CNEVC Real-time Terminal

NVDA↑+1.75%

$215.2

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+2.27%

$18

CNEVC Real-time Terminal

NVDA↑+1.75%

$215.2

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+2.27%

$18

CNEVC Real-time Terminal

NVDA↑+1.75%

$215.2

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+2.27%

$18

CNEVC Real-time Terminal

NVDA↑+1.75%

$215.2

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+2.27%

$18

CNEVC Real-time Terminal

NVDA↑+1.75%

$215.2

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+2.27%

$18

CNEVC Real-time Terminal

NVDA↑+1.75%

$215.2

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+2.27%

$18

CNEVC Real-time Terminal

NVDA↑+1.75%

$215.2

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+2.27%

$18

CNEVC Real-time Terminal

NVDA↑+1.75%

$215.2

CNEVC Real-time Terminal

BYDDF↓1.53%

$12.8055

CNEVC Real-time Terminal

LI↑+2.27%

$18

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 · 2026-05-11

🟢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 | 千里科技二次递表港交所，AI老兵的800万辆智驾野05-11

2CNEVC 快讯 | 光伏教父施正荣回归：一只年赚13亿的“下蛋金鸡05-10

3CNEVC 快讯 | 光伏教父施正荣回归：一只年赚13亿的“下蛋金鸡05-10

4CNEVC 快讯 | 【数智周报】梁文锋自掏200亿领投DeepSeek，阿里或05-09

5CNEVC 快讯 | 昆仑芯A+H双线冲刺，百度芯片“断奶”倒计时05-08

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