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: 2026-05-06 05:00

TSLA↓0.80%

$389.37

CNEVC Real-time Terminal

NVDA↓1.00%

$196.5

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↓0.56%

$17.78

CNEVC Real-time Terminal

NVDA↓1.03%

$196.44

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↓0.53%

$17.785

CNEVC Real-time Terminal

NVDA↓0.86%

$196.77

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↓0.28%

$17.83

CNEVC Real-time Terminal

NVDA↓0.60%

$197.28

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↓0.22%

$17.84

CNEVC Real-time Terminal

NVDA↓0.46%

$197.56

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↓0.22%

$17.84

CNEVC Real-time Terminal

NVDA↓0.62%

$197.24

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↓0.06%

$17.87

CNEVC Real-time Terminal

NVDA↓0.68%

$197.14

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↓0.17%

$17.85

CNEVC Real-time Terminal

NVDA↑+0.14%

$198.75

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↑+0.00%

$17.88

CNEVC Real-time Terminal

NVDA↑+0.02%

$198.48

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↑+1.76%

$17.88

CNEVC Real-time Terminal

NVDA↑+0.02%

$198.48

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↑+1.76%

$17.88

CNEVC Real-time Terminal

NVDA↑+0.02%

$198.48

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↑+1.76%

$17.88

CNEVC Real-time Terminal

NVDA↑+0.02%

$198.48

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↑+1.76%

$17.88

CNEVC Real-time Terminal

NVDA↑+0.02%

$198.48

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↑+1.76%

$17.88

CNEVC Real-time Terminal

NVDA↑+0.02%

$198.48

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↑+1.76%

$17.88

CNEVC Real-time Terminal

NVDA↑+0.02%

$198.48

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↑+1.76%

$17.88

CNEVC Real-time Terminal

NVDA↑+0.02%

$198.48

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↑+1.76%

$17.88

CNEVC Real-time Terminal

NVDA↑+0.02%

$198.48

CNEVC Real-time Terminal

BYDDF↓1.55%

$13.172

CNEVC Real-time Terminal

LI↑+1.76%

$17.88

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 · 2026-05-05

🟢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 | 功率半导体，缺货05-05

2CNEVC 快讯 | 9.35万, 威马破产大甩卖05-02

3CNEVC 快讯 | 股价一年涨450%，三年累亏超2亿，华盛锂电赴港上05-02

4CNEVC 快讯 | 科大讯飞财报：标王的里子和面子05-01

5CNEVC 快讯 | 泡泡玛特胡健：盈利不是乐园现阶段最重要的事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