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: 2026-04-11 05:00

TSLA↑+0.96%

$348.95

CNEVC Real-time Terminal

NVDA↑+2.57%

$188.63

CNEVC Real-time Terminal

BYDDF↓2.97%

$13.15

CNEVC Real-time Terminal

LI↑+5.03%

$19.21

CNEVC Real-time Terminal

NVDA↑+2.58%

$188.655

CNEVC Real-time Terminal

BYDDF↓2.97%

$13.15

CNEVC Real-time Terminal

LI↑+4.95%

$19.195

CNEVC Real-time Terminal

NVDA↑+2.66%

$188.81

CNEVC Real-time Terminal

BYDDF↓2.97%

$13.15

CNEVC Real-time Terminal

LI↑+5.14%

$19.23

CNEVC Real-time Terminal

NVDA↑+2.57%

$188.64

CNEVC Real-time Terminal

BYDDF↓2.97%

$13.15

CNEVC Real-time Terminal

LI↑+5.58%

$19.31

CNEVC Real-time Terminal

NVDA↑+2.44%

$188.4

CNEVC Real-time Terminal

BYDDF↓2.97%

$13.15

CNEVC Real-time Terminal

LI↑+5.52%

$19.3

CNEVC Real-time Terminal

NVDA↑+2.40%

$188.32

CNEVC Real-time Terminal

BYDDF↓2.97%

$13.15

CNEVC Real-time Terminal

LI↑+5.85%

$19.36

CNEVC Real-time Terminal

NVDA↑+2.68%

$188.84

CNEVC Real-time Terminal

BYDDF↓2.97%

$13.15

CNEVC Real-time Terminal

LI↑+6.07%

$19.4

CNEVC Real-time Terminal

NVDA↑+1.89%

$187.39

CNEVC Real-time Terminal

BYDDF↓2.97%

$13.15

CNEVC Real-time Terminal

LI↑+6.40%

$19.46

CNEVC Real-time Terminal

NVDA↑+1.01%

$183.91

CNEVC Real-time Terminal

BYDDF↓2.97%

$13.15

CNEVC Real-time Terminal

LI↓1.82%

$18.29

CNEVC Real-time Terminal

NVDA↑+1.01%

$183.91

CNEVC Real-time Terminal

BYDDF↓2.97%

$13.15

CNEVC Real-time Terminal

LI↓1.82%

$18.29

CNEVC Real-time Terminal

NVDA↑+1.01%

$183.91

CNEVC Real-time Terminal

BYDDF↓2.97%

$13.15

CNEVC Real-time Terminal

LI↓1.82%

$18.29

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 · 2026-04-10

🟢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

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3CNEVC 快讯 | AI带火了储能，但“升咖”之路依然漫长04-10

4CNEVC 快讯 | 阿里千亿 AI 目标：算得过来吗？芯片、政企、Toke04-10

5CNEVC 快讯 | 欣旺达装车特斯拉，供应全球车型｜36氪独家04-10

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