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: 2026-05-01 05:00

TSLA↑+2.37%

$381.63

CNEVC Real-time Terminal

NVDA↓4.63%

$199.57

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↑+0.45%

$17.83

CNEVC Real-time Terminal

NVDA↓4.42%

$200.005

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↑+0.42%

$17.825

CNEVC Real-time Terminal

NVDA↓3.54%

$201.84

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↑+0.17%

$17.78

CNEVC Real-time Terminal

NVDA↓3.89%

$201.12

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↑+0.00%

$17.75

CNEVC Real-time Terminal

NVDA↓4.43%

$199.97

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.28%

$17.7

CNEVC Real-time Terminal

NVDA↓4.00%

$200.89

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.23%

$17.71

CNEVC Real-time Terminal

NVDA↓3.44%

$202.05

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.56%

$17.65

CNEVC Real-time Terminal

NVDA↓2.80%

$203.4

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓1.35%

$17.51

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↑+2.14%

$13.556

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↓2.20%

$13.2715

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.84%

$209.25

CNEVC Real-time Terminal

BYDDF↓2.20%

$13.2715

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.97%

$208.98

CNEVC Real-time Terminal

BYDDF↓2.20%

$13.2715

CNEVC Real-time Terminal

LI↓0.28%

$17.73

CNEVC Real-time Terminal

NVDA↓2.00%

$208.9

CNEVC Real-time Terminal

BYDDF↓2.20%

$13.2715

CNEVC Real-time Terminal

LI↑+0.17%

$17.81

CNEVC Real-time Terminal

NVDA↓1.91%

$209.09

CNEVC Real-time Terminal

BYDDF↓2.20%

$13.2715

CNEVC Real-time Terminal

LI↑+0.17%

$17.81

CNEVC Real-time Terminal

NVDA↓2.07%

$208.75

CNEVC Real-time Terminal

BYDDF↓2.20%

$13.2715

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.19%

$210.63

CNEVC Real-time Terminal

BYDDF↓2.20%

$13.2715

CNEVC Real-time Terminal

LI↑+0.23%

$17.82

CNEVC Real-time Terminal

NVDA↓0.86%

$211.34

CNEVC Real-time Terminal

BYDDF↓2.20%

$13.2715

CNEVC Real-time Terminal

LI↑+0.51%

$17.87

CNEVC Real-time Terminal

NVDA↓0.99%

$211.07

CNEVC Real-time Terminal

BYDDF↓2.20%

$13.2715

CNEVC Real-time Terminal

LI↓0.17%

$17.75

CNEVC Real-time Terminal

NVDA↓1.59%

$213.17

CNEVC Real-time Terminal

BYDDF↓2.20%

$13.2715

CNEVC Real-time Terminal

LI↓0.95%

$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 · 2026-04-29

🟢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 | 泡泡玛特胡健：盈利不是乐园现阶段最重要的事04-29

2CNEVC 快讯 | 对话smart佟湘北：下一个5年不堆新车，做销量04-29

3CNEVC 快讯 | 吉利德突破关键位，后市仍有 35% 上涨空间04-29

4CNEVC 快讯 | 透过财报看古井贡酒韧性：主动谋变，穿越周期04-29

5CNEVC 快讯 | 透过财报看古井贡酒韧性：主动谋变，穿越周期04-29

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