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: 2026-05-14 05:00

TSLA↑+2.73%

$445.27

CNEVC Real-time Terminal

NVDA↑+2.29%

$225.83

CNEVC Real-time Terminal

BYDDF↓1.62%

$12.8

CNEVC Real-time Terminal

LI↑+6.83%

$20.02

CNEVC Real-time Terminal

NVDA↑+2.13%

$225.475

CNEVC Real-time Terminal

BYDDF↓1.62%

$12.8

CNEVC Real-time Terminal

LI↑+6.75%

$20.005

CNEVC Real-time Terminal

NVDA↑+2.66%

$226.66

CNEVC Real-time Terminal

BYDDF↓1.62%

$12.8

CNEVC Real-time Terminal

LI↑+6.78%

$20.01

CNEVC Real-time Terminal

NVDA↑+2.31%

$225.89

CNEVC Real-time Terminal

BYDDF↓1.62%

$12.8

CNEVC Real-time Terminal

LI↑+5.87%

$19.84

CNEVC Real-time Terminal

NVDA↑+2.79%

$226.94

CNEVC Real-time Terminal

BYDDF↓1.62%

$12.8

CNEVC Real-time Terminal

LI↑+5.92%

$19.85

CNEVC Real-time Terminal

NVDA↑+2.72%

$226.78

CNEVC Real-time Terminal

BYDDF↓1.62%

$12.8

CNEVC Real-time Terminal

LI↑+5.07%

$19.69

CNEVC Real-time Terminal

NVDA↑+2.55%

$226.4

CNEVC Real-time Terminal

BYDDF↓1.62%

$12.8

CNEVC Real-time Terminal

LI↑+4.48%

$19.58

CNEVC Real-time Terminal

NVDA↑+1.44%

$223.96

CNEVC Real-time Terminal

BYDDF↓1.62%

$12.8

CNEVC Real-time Terminal

LI↑+3.47%

$19.39

CNEVC Real-time Terminal

NVDA↑+0.61%

$220.78

CNEVC Real-time Terminal

BYDDF↓1.62%

$12.8

CNEVC Real-time Terminal

LI↓0.69%

$18.74

CNEVC Real-time Terminal

NVDA↑+0.61%

$220.78

CNEVC Real-time Terminal

BYDDF↓1.62%

$12.8

CNEVC Real-time Terminal

LI↓0.69%

$18.74

CNEVC Real-time Terminal

NVDA↑+0.61%

$220.78

CNEVC Real-time Terminal

BYDDF↓1.62%

$12.8

CNEVC Real-time Terminal

LI↓0.69%

$18.74

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 · 2026-05-13

🟢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 | 36氪首发 | 清华系光计算芯片企业完成数千万天使05-13

2CNEVC 快讯 | 36氪首发 | 清华系光计算芯片企业完成数千万天使05-13

3CNEVC 快讯 | 海辰储能王鹏程：2027年将成为AIDC储能商业化应用05-13

4CNEVC 快讯 | 中国正在成为世界内容工厂05-13

5CNEVC 快讯 | 36氪首发 | 清华系光计算芯片企业完成数千万天使05-13

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