资源描述
2022-2023 2021 GDP1.14 8.1%2.4 13.7%2021-2035 GB/T 40032-2021 2021 2627.5 3.8%3 2021 352.1 1.6 784 68%2021 2021 16 162%4.6%25 178%3.2%2025 192 CAGR 86%19%400 2021 1406 1.5 BaaS 2025 3 2025 8 1 2 3 4 5 16 162%1,406 1.5 2021 /B C 1 2 3 4 5 2338 2499 2675 2862 2761 3156 12.0%6.9%7.0%7.0%-3.5%14.3%2016 2017 2018 2019 2020 2021()%2016-2021 2016-2021 2021 2021 2021 GDP 1.14 8.1%3.51 9%2.4 13.7%3156 14.3 24 26 28 31 32 17 18 20 22 21 24 8.9%8.7%8.9%4.8%9.0%8.4%9.0%7.1%8.4%8.6%-1.7%35 13.7%2019 2016 2017 2018()(%)2020 2021()(%)2022 2030 2060 2021-2035 2022 2014 2015 2016 A/B C D E 2020 2021 B GB/T 40032-2021 E 2019 2019 B,(2019-2020)B 2019 B D(2021-2035)A D 2022 E 2013 2019 2019 2019 2020 2021 GB/T 40032-2021 2022 2022 B B B 2015-2020 B 2013 9 B 2014 7 8 30 B 2015 9 B 2015-2020 2015 11 B 2016 4 2016 2020 D 2019 2019 2 B,(2019-2020)2019 6 B 2019 2019 10 B 2020 4 30(30)D(2021-2035)()2020 10 2025 12.0/20%A 2021 10 11 8 3 10 1000 B GB/T 40032-2021()2021 11 E 2022 2022 3,E 610 3060 5 5/0.60.8/1012/0.20.3/1 80 4.8 40%1406 8%2%90%/510 35 13/80%8%1 2 3 4 5 2537 2020 2021+3.5%2020 28087 2021 30151+7.3%2020 2522 2021 2608+3.4%2627 25145 26977+7.3%1999 2140+7.1%2018 2148+6.4%2942 3174+7.9%523 467-10.7%519 479-7.7%1 2021 2021,2018 2021 2627 3.5%3 2148 6.4%2.7 479 7.7%3174 2020 2021 -51 78 126 121 137 352 53.3%61.6%-4.0%13.3%157.6%160%2016 2017 2018 2019 2020 2021%2021(2021 2035)2021 352.1 1.6 13.4%8%2016-2021 2016-2021 1.8%2.7%4.5%4.7%5.4%13.4%2016 2017 2018 2019 2020 2021%-2021 354.5 2021 354.5 1.6 13.6%8.2%2016-2021 2016-2021 52 79 127 124 137 355 53.6%59.9%-2.2%10.0%159.5%2016 2017 2018 2019 2020 2021%1.8%2.7%4.6%4.8%5.4%13.6%2016 2017 2018 2019 2020 2021%-5 154 91 260 361 467 68.7%68.8%38.8%29.4%784 67.9%2016 2017 2018 2019 2020 2021%2021 784 0.9%2021 784 68%2.6%0.9%2016-2021 2016-2021 0.5%0.7%1.1%1.7%1.4%2.6%2016 2017 2021 2018 2019 2020%-105 106 125 331 17 20 20 15 12 21 72.3%81.9%17.5%0.7%15.8%2.5%-28.1%-17.1%72.7%80 1.4%2.3%4.4%4.9%6.2%2021 15.4%2021 331.2 166%94%2020 3%15.4%2020 9.2%2021 21 73%6%2020 3%4.4%2020 2%2016-2021 2016-2021 165.8%15.4%4.7%4.8%4.6%3.4%2.4%4.4%58 2017 34 2016 2016 2017 2018 2019 2020 2021 2018 2019 2020 2021%-125 337 17 20 20 107 15 109 12 18 72.1%80.6%14.1%2.2%16.8%-0.5%-25.4%-20.0%47.4%60 1.4%2.4%4.5%5.1%6.2%2021 336.8 170%2021 336.8 170%95%2020 4%15.7%2020 9.5%18 47.4%5%2020 4%3.8%2020 1.5%2016-2021 2016-2021 170.3%15.7%4.7%4.8%4.7%3.4%2.3%3.8%59 2017 34 2016 2016 2017 2018 2019 2020 2021 2018 2019 2020 2021%-48 101 206 307 413 725 44 53 54 54 54 59 112.2%104.3%49.1%34.5%75.4%21.4%1.4%-0.4%0.1%9.8%80 2016 2017 2018 2019 2020 2021%0.3%0.5%1.0%1.3%1.6%2.7%2.7%2.7%2.3%2.0%1.8%1.9%2016 2017 2018 2019 2020 2021%2021 725 75%2021 725 75.4%92.5%2020 4%2.7%2020 1.1%59 9.8%7.5%2020 4%1.9%2020 0.1%2016-2021 2016-2021 5 40.9 98.4 97.0 110.9 290.9 9.7 12.4 65.2 27.1 23.3 0.08 0.13 0.15 0.27 0.12 25.7 0.16 61.1 50.9%-1.4%14.3%118.7%-13.7%10.1%162.3%137.6%62.5%59.4%27.3%15.4%80.0%-55.6%29.2%2017 2018 2019 2020 2016%2021%-2021 291 1.6 82.6%61.1 1.4 17.1%2020 2021 2021 0.16 29%2016-2021 41.7 66.7 98.6 102 110.5 294.0 9.9 12.6 28.2 22.0 60.3 0.10 0.14 0.15 0.28 0.10 26.0 0.17 47.9%3.4%8.3%26.9%124.5%-22.0%18.2%60.0%40.0%9.0%85.5%-64.7%166.1%132.1%70.0%2017 2020 2016%2018 2019%2021%-2021 294 83%2021 294 1.66 82.9%60.3 1.3 17%0.17 70%2016-2021 5 72.6 125.5 211.4 309.3 400.1 640.0 18.6 48.2 51.1 66.2 142.9 0.14 0.26 28.2 0.38 0.62 0.68 1.10 29.4%59.9%72.9%52.2%70.8%68.4%46.3%5.9%115.9%82.4%46.2%62.6%29.6%10.0%61.4%2017 2019 2020 2018 2016%2021%-2021 640 2021 640 61%81.6%143 1.2 18.2%1.1 60%2016-2021-3 4.5%16 2021 16 162%2021 2021 16 162%4.6%15 90%172%4.5%2021 1.1 75%5%2021 15 1 172%2 93.4%1.1 75%6.6%5%162%4.6%1.2020 2.3.-2021 25 178%2021 25 178%3.2%22.4 95%172%3%2.6 73%4.4%2021 3 3.1%22.4 1 199%2 95%2.6 73%5%4.4%25 178%3.2%1.2020 2.3.4.5 ,62.7%,16.1%2021 1 2 58.4 43.1 16.6%12.2%4 13.4 3.8%5 12.7 3.6%6 11.4 3.2%7 9.8 2.8%11 8.01 2.3%12 7.65 2.2%16 6.1 1.7%CR10 60%2021 63%21%16%2021 16.6%CR10 60%2020 10%2021,21.2%2021 3 32.3 9.2%13 7.0 2.0%15 6.2 1.8%17 4.9 1.4%20 2.4 0.7%21 1.8 0.5%22 1.7 0.5%23 1.2 0.4%2021 8 9.66 2.7%9 9.14 2.6%10 9.13 2.6%14 6.97 2.0%18 4.5 1.3%19 4.4 1.2%5 534 686 856 1086 28.5%24.7%26.9%2022e 2023e 2024e 2025e%1235 1791 2458 45.0%37.2%33.6%3284 2022e 2023e 2024e 2025e%2025 1 30%2021 2022 2022 500 2025 1 3 30%2020 2021-2035 20%2022-2025 2022-2025 51.6%57.5%5 507 653 816 53.1%28.7%25.0%27.2%1037 1199 1742 2383 2022e 2023e 2024e 2025e 2022e 2023e 2024e 2025e%5 5 2025 40%2025 1 40%3 2022-2025 2022-2025 59.6%52.2%43.1%38.4%3173 2025 48.8 12%111.2 2022-2025 27 33 49 40 2022-2025 28.1%24.9%19.6%22.1%36 49 75 111 24.1%36.4%51.7%49.3%2022e 2023e 2024e 2025e 2022e 2023e 2024e 2025e%5 5 33 59 176 3 7 11 101 16 123.6%75.0%73.2%73.7%62.7%46.8%2022e 2023e 2024e 2025e%37 65 112 192 2021-2025 128.3%78.5%72.1%71.1%2025e%2021-2025 391895.2%116.1%1/3 2025 1000 2025 192 CAGR 86%19%2025 176 CAGR 85%17%2025 16 CAGR 98%33%2022e 2023e 2024e 61 123 229 415 102.0%86.1%80.7%2022e 2023e 2024e 2025e%2021-2025 144.0%2021-2025 22 55 113 376 3 6 10 21 38 198.7%146.9%84.7%73.3%119.2%79.6%104.3%102.4%84.1%80.4%2021 2022e 2023e%209 2024e 2025e%2025 400 13%2025 415 CAGR 102%13%2025 376 CAGR 102%12%2025 38 CAGR 96%33%5 5 20192021 2019-2021 16 192 3 4 6 9 25 103.3%162.3%86.0%415 2021-2025 177.8%125.0%102.0%2019 2020 2021%2025e%52 81 115 72.0%56.0%42.0%2019 2020 2021%37 1 2 3 4 5 2011 1 2012 2012-2020 2012 2013 9 2014 2016 2016 2016 C50EB 2017 ES8 2021 2021 GB/T 40032-2021;2021()2021 1406 1.5 2011-2021 40 43 192 297 1406 559 30 35 2011 2012 2013 2014 2018 2019 2020 2021 48 57 107 2015 2016 2017 2020 559 2021 1,406+152%2020 18 2021 45+149%2020 6 2021 16+167%2020 21.3 2021 45.7+115%284 748+163%7 19+171%2.4 6.3+163%7.9 22.3+182%275 658+139%11 26+136%4 9.5+138%13.3 23.3+75%2021 1,406 1.5 2021 1,406 1.5 748 1.6 658 1.4 2021 45 1.5 19 1.71 26 1.36 2021 16 1.67 6.3 1.63 9.5 1.38 2021 45.7 1.2 22.3 1.8 23.3 75%2021 /*250400/wh*kwh/*/kwh*kwh/km*km*2021 50%2021 789 2020 3 2021 402 2020 38%2021 107 2020 90%56.1%28.6%2.5%3.6%7.6%0.9%0.6%0.1%191 292 98 789 402 107 38%9%2021.1 2021.12%2021 2021 TOP3 313%18.1%12.7%8.4%6.8%6.5%3.7%3.6%3.2%2.9%2.8%2021 TOP10 968 70%2021 TOP10 968 70%255 178 118 96 92 TOP10 968 70%2021 TOP10 255 178 118 96 92 52 51 45 41 40.BaaS 2B 2C BaaS BaaS 2022 1 46+B C BaaS B C+%5%10%15%20%25%30%40%60%80%100%43.8 87.6 131.4 175.2 219 262.8 350.4 525.6 700.8 876 1200 2400 3600 4800 6000 7200 9600 14400 19200 24000/80 80 80 80 80 80 80 80 80 80/15 30 45 60 75 90 120 180 240 300 365 365 365 365 365 365 365 365 365 365 66 84 101 118 136 153 188 257 327 396 51 51 51 51 51 51 51 51 51 51-73.2-47.4-20.6 6.2 32 58.8 111.4 217.6 322.8 429 25%0 0 0 1.55 8 14.7 27.85 54.4 80.7 107.25-73.2-47.4-20.6 4.65 24 44.1 83.6 163.2 242.1 321.8%-167%-54%-16%3%11%17%24%31%35%37%-20%60 300 28 50kWh/140 1.6/0.6/kWh 10 20%60%5%10%15%20%25%30%40%60%80%100%182.5 365.0 547.6 730.1 912.6 1095.1 1460.2 2190.2 2920.3 3650.4 4680 9360 14040 18720 23400 28080 37440 56160 74880 93600/390 390 390 390 390 390 390 390 390 390/12 24 36 48 60 72 96 144 192 240 365 365 365 365 365 365 365 365 365 365 188 274 361 448 535 621 795 1142 1489 1835 66 66 66 66 66 66 66 66 66 66-71.48 25.04 120.56 216.08 311.6 408.1 599.2 982.2 1365.3 1749.4 25%0 0 0 54.02 77.9 102.0 149.8 245.6 341.3 437.4-71.48 25.04 120.56 162.06 233.7 306.1 449.4 736.7 1024.0 1312.1%-39%7%22%22%26%28%31%34%35%36%-10%24 240 8 300kWh/360 1.3/0.6/kWh 10 10%24 ,331.7,92%,29.7,8%2021 2021 91,429+109.1%2022 Q1 2025 900 800 31 194 59.4%2022 1300+4,000 2022-2025 600 2025 4,000 3,000 789+351%25,768+28.5%2021 361.4 331.7 118.5%40.2 91,429 109.1%2022 4 900 800 31 194 59.4%2022-2025 600 2022 1300+2025 4000 3000 2021 C 2021 B 7 10 3 887 13.4 50 1 2 3 4 5 1 2 202 202 CA 202 202 CA 202 202 CA 202 202 CA 202 202 CA 202 202 CA 202 202 CA 1 5E GR 1 5E GR 1 5E GR 1 5E GR 1 5E GR 1 5E GR 1 5E GR 16 192 86 25 415 102 0.14 3.4 122 0.14 3.1 117 45 101 118 16 355 118 117 616 90%2%15 176 85 22.4 376 102 0.08 1.5 112 19 376 112 6.3 127 112 92.8 262 85%1.1 16 98 2.6 36.1 96 0.07 1.6 122 26 636 122 9.5 229 122 24.5 356 95%2025 3 1.2.0%100%200%300%400%500%600%-50%-30%-10%10%1406 5393 11434 20495 33733 152.0%283.6%112.0%79.3%64.6%2021 2022e 2023e 2024e 2025e%,10000,5000,5000,5000,4000,3000,1733 X 2025 3 2025 3 2025 10000 5000 2021-2025 2025 Y-2025 2025 2021-2025 100 10,000 20 1000 10,000 30%123%2025 5,000 5,000 15%196%2025 5,000 5,000 15%166%2022 500 800 2025 5,000 5,000 15%495%2025 1150 20 37 4,000 22.8 4,000 12%267%2022-2025 600 2025 4,000 3,000 4,000 9%40%2025 1 553 4519 8345 15056 2375 4266 8636 15897 195.7%84.7%80.4%79.6%104.3%102.4%84.1%2023e 2022e%2024e 2025e%4587 8786 16981 30953 225.6%91.5%93.3%82.3%2022e 2023e 2024e 2025e%-2025 30953 2025 30953 15897 15056 2021-2025 2021-2025 260.9%2021-2025 150 284 554 1012 233.9%88.7%95.4%82.7%2022e 2024e 2023e 2025e%55 113 209 376 95 171 345 636 195.7%104.3%84.7%80.4%2021-2025 260.9%79.6%102.4%84.1%2022e 2023e%2024e 2025e%2025 CAGR118%2025 1012 CAGR 118%376 CAGR 112%636 CAGR 122%-2021-2025 53 99 194 355 234.9%88.3%95.6%82.8%2022e 2023e 2024e 2025e%18.6 38.0 70.1 126.5 34.2 61.4 124.4 228.9 195.7%104.3%84.7%80.4%2021-2025 260.9%79.6%102.4%84.1%2022e 2023e 2024e 2025e%-2025 355 CAGR118%2025 355 CAGR 118%127 CAGR 112%228.9 CAGR 122%130 271 429 616 2021-2025 125.0%80.0%75.0%74.0%2022e 2023e 2024e 2025e 2025 616 CAGR90%2025 1,448 CAGR 87%260 CAGR 85%356 CAGR 95%61 122 186 260 69 149 242 356 174.4%98.9%52.4%39.4%2021-2025 181.8%116.1%62.7%46.8%2022e 2023e 2024e 2025e-%T H A N K Y O U
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