CNEVC Background

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: 2026-04-05 05:00

TSLA↓5.42%
$360.59
CNEVC Real-time Terminal
NVDA↑+0.93%
$177.39
CNEVC Real-time Terminal
BYDDF↓0.37%
$13.36
CNEVC Real-time Terminal
LI↑+0.49%
$18.47
CNEVC Real-time Terminal
NVDA↑+0.93%
$177.39
CNEVC Real-time Terminal
BYDDF↓0.37%
$13.36
CNEVC Real-time Terminal
LI↑+0.49%
$18.47
CNEVC Real-time Terminal
NVDA↑+0.94%
$177.41
CNEVC Real-time Terminal
BYDDF↓0.37%
$13.36
CNEVC Real-time Terminal
LI↑+0.54%
$18.48
CNEVC Real-time Terminal
NVDA↑+0.94%
$177.41
CNEVC Real-time Terminal
BYDDF↓0.37%
$13.36
CNEVC Real-time Terminal
LI↑+0.54%
$18.48
CNEVC Real-time Terminal
NVDA↑+0.94%
$177.41
CNEVC Real-time Terminal
BYDDF↓0.37%
$13.36
CNEVC Real-time Terminal
LI↑+0.54%
$18.48
CNEVC Real-time Terminal
NVDA↑+0.94%
$177.41
CNEVC Real-time Terminal
BYDDF↓0.37%
$13.36
CNEVC Real-time Terminal
LI↑+0.54%
$18.48
CNEVC Real-time Terminal
NVDA↑+0.94%
$177.41
CNEVC Real-time Terminal
BYDDF↓0.37%
$13.36
CNEVC Real-time Terminal
LI↑+0.54%
$18.48
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 · 2026-04-04

🟢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 | 比亚迪3月销量超30万辆，海外同比暴涨65%04-03
2CNEVC 快讯 | 特斯拉Q1交付不及预期，小米挖走两名高管04-03
3CNEVC 快讯 | 蔚来3月交付同比暴涨136%，新势力复苏信号04-03
4CNEVC 快讯 | 全国电池溯源平台启动，动力电池全生命周期监管04-03
5CNEVC 快讯 | Robotaxi 狂奔十年，却迎来了虚假黎明04-03

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