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: 2026-05-07 05:00

TSLA↑+2.40%

$398.73

CNEVC Real-time Terminal

NVDA↑+5.77%

$207.83

CNEVC Real-time Terminal

BYDDF↓1.31%

$13

CNEVC Real-time Terminal

LI↓0.34%

$17.72

CNEVC Real-time Terminal

NVDA↑+5.90%

$208.095

CNEVC Real-time Terminal

BYDDF↓1.31%

$13

CNEVC Real-time Terminal

LI↓0.20%

$17.745

CNEVC Real-time Terminal

NVDA↑+5.43%

$207.17

CNEVC Real-time Terminal

BYDDF↓1.31%

$13

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↑+4.52%

$205.39

CNEVC Real-time Terminal

BYDDF↓1.31%

$13

CNEVC Real-time Terminal

LI↑+0.00%

$17.78

CNEVC Real-time Terminal

NVDA↑+4.00%

$204.36

CNEVC Real-time Terminal

BYDDF↓1.31%

$13

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↑+4.21%

$204.77

CNEVC Real-time Terminal

BYDDF↓1.31%

$13

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↑+4.20%

$204.75

CNEVC Real-time Terminal

BYDDF↓1.31%

$13

CNEVC Real-time Terminal

LI↓0.51%

$17.69

CNEVC Real-time Terminal

NVDA↑+3.68%

$203.74

CNEVC Real-time Terminal

BYDDF↓1.31%

$13

CNEVC Real-time Terminal

LI↓1.63%

$17.49

CNEVC Real-time Terminal

NVDA↓1.00%

$196.5

CNEVC Real-time Terminal

BYDDF↓1.31%

$13

CNEVC Real-time Terminal

LI↓0.56%

$17.78

CNEVC Real-time Terminal

NVDA↓1.00%

$196.5

CNEVC Real-time Terminal

BYDDF↓1.31%

$13

CNEVC Real-time Terminal

LI↓0.56%

$17.78

CNEVC Real-time Terminal

NVDA↓1.00%

$196.5

CNEVC Real-time Terminal

BYDDF↓1.31%

$13

CNEVC Real-time Terminal

LI↓0.56%

$17.78

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 · 2026-05-06

🟢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 | 这届北京车展，智驾人也有春天05-06

2CNEVC 快讯 | 存量博弈时代，洋河打响周期突围战｜看财报05-06

3CNEVC 快讯 | 存量博弈时代，洋河打响周期突围战｜看财报05-06

4CNEVC 快讯 | 九张图，看清当下光伏企业的“ICU指数”05-06

5CNEVC 快讯 | 功率半导体，缺货05-05

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