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2009 1210 2023 02 21 Model Q 1,700/500 2015-2019 1,700 1,300-1,400 300 2022 1,203/-10%25%/2022 241/+14%25%/4.4 2%2022 1Q23 2023 300 50 Stellantis 20 7 3%ID Model 3/Y 7 2 70%20%2017 2021 PSA FCA Stellantis 2020 Top 10 20-60 16-20 2020/2020/SUV 4:5 2022 SUV 1,089 91%/SUV 502/587 SUV SUV MPV 1)Model 3 BBA 3 C A4 Model 3 2 70-90 Model 3 15%10.5-13.5 2)Model Y SUV GLC Q5 X3 Model Y SUV 1.3 SUV 110 3 Model Y 15%-20%16.5-22.0 3)Model Q SUV 800 3/Y Model Q/5%-10%40-80 Model 3/Y Model Q 021-20572543 S0360519070003 021-20572532 S0360522030001%()212 0.03()34,879.80 3.76()25,215.33 3.56%1M 6M 12M 2.7%-13.0%-1.7%5.2%-8.7%11.1%1 1Q 2023-02-09 2024 2023-02-07 193 2023-01-20 2023-01-09-26%-11%3%18%22/02 22/05 22/07 22/09 22/12 23/022022-02-212023-02-17 300 2009 1210 2.4.6.9.11 XVDWyRqNnOpOoQoNsPrOqR8OcM9PoMmMnPtQlOnNpNkPoMtR7NpPxPMYnOwOMYqNrN 2009 1210 3 1%.4 2%.5 3 2015-2022%.6 4 2015-2022%.6 5 2020-2022%.7 6 2020-2022%.8 7 2020-2022 SUV MPV%.8 8 Model 3/.9 9 Model 3/.9 10 Model Y/.10 11 Model Y/.10 12 2021-2023/02 EUR/MWh.11 13 2021-2023/02 USD/Liter.11 14 2021-2023/02 EUR/MWh.11 15 2021-2023/02 USD/Liter.11 16 2021-2023/02 GBP/MWh.12 17 2021-2023/02 USD/Liter.12 18 2023 2.12 19 B-E.13 2009 1210 4 1700 500 Marklines 2015-2019 1,600-1,700 1,300-1,400 300 2022 1,203/-10%981/-5%/222/-29%25%/2022 241/+14%25%/+3.9PP/4.4/+71%2%/+1.1PP 2022 1Q23 2023 15%-25%300 Tesla 2022 23 9.4%Model Y 2Q22 23/+38%Model 3/Y 9.1/13.6 9.4%/+1.7PP 1.9%/+0.7PP 1%2020 2021 2022 22YoY 1,047.0 1,028.0 981.0-4.6%/323.4 313.7 222.2-29.2%Total 1,370.4 1,341.7 1,203.2-10.3%2020 2021 2022 22YoY 123.7 212.6 241.2+13.5%/1.1 2.5 4.4+71.4%Total 124.8 215.1 245.6+14.2%2020 2021 2022 22YoY 11.8%20.7%24.6%+3.9%/0.3%0.8%2.0%+1.1%Total 9.1%16.0%20.4%+4.4%Tesla 2020 2021 2022 22YoY 9.7 16.5 22.7+37.6%/0.1 0.1 0.3+112.1%Total 9.8 16.7 23.0+38.3%Tesla NEV%2020 2021 2022 22YoY 7.8%7.8%9.4%+1.7%/6.9%5.6%6.9%+1.3%Total 7.8%7.7%9.4%+1.6%Tesla%2020 2021 2022 22YoY 2009 1210 5 0.9%1.6%2.3%+0.7%/0.0%0.0%0.1%+0.1%Total 0.7%1.2%1.9%+0.7%Marklines/200-300 150-250 2022-5%-10%2021 155 61/-61%/33%/23%/21%/56%/89%20%6 11 2%2020 2020 2021 2021 2022 2022 22YoY No.1 268.5 237.7 240.8 1.3%No.2 166.8 169.4 157.8-3.0%No.3 161.6 162.7 156.0-7.9%No.4 150.0 154.9 131.1-10.2%No.5 137.9 146.0 80.6-5.4%485.5 471.0 436.9-7.2%Total 1,370.4 1,341.7 1,203.2-10.3%2020 2020 2021 2021 2022 2022 22YoY No.1 40.4 66.3 79.7 20.3%No.2 18.7 30.5 35.8 19.8%No.3 16.3 29.9 32.9 7.6%No.4 10.5 16.0 16.1 20.1%No.5 9.0 15.1 15.3 1.8%29.9 57.3 65.7 14.6%Total 124.8 215.1 245.6 14.2%Tesla 2020 2020 2021 2021 2022 2022 22YoY No.1 2.5 4.0 7.0 76.2%No.2 1.7 3.5 5.5 56.7%No.3 0.9 2.6 2.9 10.4%No.4 0.9 2.0 2.1 4.4%No.5 0.7 0.8 0.9 13.6%3.1 3.7 4.6 24.2%Total 9.8 16.7 23.0 38.3%Marklines 2009 1210 6 7 2 Top 10 93%70%20%2017 2021 PSA FCA Stellantis FCA PSA PSA FCA 2020 1.9%Top 10 3 2015-2022%Marklines 4 2015-2022%Marklines 销量#2015 2015 2016 2016 2017 2017 2018 2018 2019 2019 2020 2020 2021 2021 2022 20221 365.2 379.5 386.4 385.1 395.9 328.5 314.4 282.52 253.2 270.3 289.0 281.5 269.3 217.0 Stellantis 241.8 Stellantis 217.63 PSA 146.6 PSA 146.6 PSA 152.4 PSA 245.0 PSA 241.3 PSA 173.5 199.2 165.04 121.6 128.2 137.1 146.9 148.8 125.2 140.9 120.65 115.8 112.7 107.5 102.7 103.9 82.7 91.3 82.66 106.3 109.0 105.9 99.6 96.7 79.2 80.1 73.07 87.4 FCA 99.1 FCA 104.3 FCA 99.5 94.0 77.2 70.0 65.18 FCA 86.9 98.0 103.0 91.9 92.4 FCA 71.1 54.7 53.59 82.5 90.5 91.2 90.4 FCA 92.3 67.8 35.1 33.510 75.0 81.9 88.9 33.4 35.8 32.5 19.0 Tesla 23.0Total 1,576.2 1,660.1 1,718.8 1,733.7 1,721.3 1,370.4 1,341.7 1,203.2市占#2015 2015 2016 2016 2017 2017 2018 2018 2019 2019 2020 2020 2021 2021 2022 20221 23.2%22.9%22.5%22.2%23.0%24.0%23.4%23.5%2 16.1%16.3%16.8%16.2%15.6%15.8%Stellantis 18.0%Stellantis 18.1%3 PSA 9.3%PSA 8.8%PSA 8.9%PSA 14.1%PSA 14.0%PSA 12.7%14.8%13.7%4 7.7%7.7%8.0%8.5%8.6%9.1%10.5%10.0%5 7.3%6.8%6.3%5.9%6.0%6.0%6.8%6.9%6 6.7%6.6%6.2%5.7%5.6%5.8%6.0%6.1%7 5.5%FCA 6.0%FCA 6.1%FCA 5.7%5.5%5.6%5.2%5.4%8 FCA 5.5%5.9%6.0%5.3%5.4%FCA 5.2%4.1%4.4%9 5.2%5.5%5.3%5.2%FCA 5.4%4.9%2.6%2.8%10 4.8%4.9%5.2%1.9%2.1%2.4%1.4%Tesla 1.9%CR5 63.6%62.5%62.4%67.0%67.3%67.6%73.6%72.2%CR6-10 27.8%28.8%28.7%23.9%23.9%23.9%19.3%20.6%CR10 91.4%91.3%91.1%90.9%91.2%91.6%92.9%92.8%日韩 16.9%16.8%17.3%17.4%17.0%17.9%21.1%19.0%美系 14.1%13.4%12.4%5.9%5.6%4.9%4.1%6.4%欧系 60.4%61.2%61.4%67.6%68.6%68.7%67.7%67.4%销量#2015 2015 2016 2016 2017 2017 2018 2018 2019 2019 2020 2020 2021 2021 2022 20221 63.9 59.6 58.0 50.9 45.8 31.2 24.2 21.82 Polo 36.5 Polo 38.6 39.4 38.9 37.0 30.6 Polo 21.5 20.83 36.4 37.5 Polo 34.5 Polo 36.9 Polo 32.1 Polo 23.5 21.5 19.44 33.3 31.9 28.6 29.0 30.3 21.6 20.9 18.65 26.6 27.8 27.1 27.3 26.8 20.9 20.3 18.26 25.9 26.7 26.3 26.8 25.0 19.8 20.3 18.17 25.1 26.7 26.2 24.5 24.9 19.7 20.1 17.78 24.8 25.4 25.2 24.5 24.6 18.7 19.7 17.29 23.5 24.2 24.8 24.5 23.8 18.5 19.0 16.310 22.2 24.1 24.7 23.4 23.4 17.7 18.5 16.0Total 1,576.2 1,660.1 1,718.8 1,733.7 1,721.3 1,370.4 1,341.7 1,203.2市占#2015 2015 2016 2016 2017 2017 2018 2018 2019 2019 2020 2020 2021 2021 2022 20221 Golf 4.1%Golf 3.6%Golf 3.4%Golf 2.9%Golf 2.7%Clio 2.3%Clio 1.8%Peugeot 208 1.8%2 Polo 2.3%Polo 2.3%Clio 2.3%Clio 2.2%Clio 2.1%Golf 2.2%Polo 1.6%Dacia Sandero 1.7%3 Clio 2.3%Clio 2.3%Polo 2.0%Polo 2.1%Polo 1.9%Polo 1.7%Peugeot 208 1.6%Clio 1.6%4 Fiesta 2.1%Fiesta 1.9%Dualis(Qashqai)1.7%Tiguan 1.7%Tiguan 1.8%Tiguan 1.6%Golf 1.6%T-Roc 1.5%5 Focus 1.7%Astra 1.7%Tiguan 1.6%Fiesta 1.6%Duster 1.6%Peugeot 208 1.5%Duster 1.5%Duster 1.5%6 Passat(Santana)1.6%Dualis(Qashqai)1.6%Fiesta 1.5%Dualis(Qashqai)1.5%Dualis(Qashqai)1.5%Captur 1.4%Peugeot 2008 1.5%Golf 1.5%7 Dualis(Qashqai)1.6%Peugeot 208 1.6%Peugeot 208 1.5%Captur 1.4%Captur 1.4%Octavia(Laura)1.4%Dacia Sandero 1.5%Fiat 500 1.5%8 Peugeot 208 1.6%Octavia(Laura)1.5%Octavia(Laura)1.5%Octavia(Laura)1.4%Octavia(Laura)1.4%Duster 1.4%Tiguan 1.5%Tucson(ix35)1.4%9 Octavia(Laura)1.5%Focus 1.5%Captur 1.4%Peugeot 208 1.4%Peugeot 208 1.4%Focus 1.3%T-Roc 1.4%Vitz(Yaris)1.4%10 Astra 1.4%Passat 1.4%Focus 1.4%Duster 1.4%Focus 1.4%Vitz(Yaris)1.3%Corolla 1.4%C3 1.3%CR5 12.5%11.8%10.9%10.5%10.0%9.3%8.1%8.2%CR6-10 7.7%7.7%7.4%7.1%7.1%6.9%7.3%7.1%CR10 20.2%19.4%18.3%17.7%17.1%16.2%15.4%15.3%日韩 1.6%1.6%3.1%3.0%2.9%2.7%1.4%2.8%美系 3.8%3.4%3.0%1.6%1.4%1.3%0.0%0.0%欧系 14.8%14.4%12.2%13.1%12.8%12.1%14.0%12.5%2009 1210 7 Top 10 20-60 16-20 2020 2020 50 Stellantis 20 2022 Model 3/Y 10 7 3%ID Model 3/Y 5 2020-2022%Marklines/SUV 4:5 2022 B-E/SUV 1,089 91%SUV 502/587 SUV SUV/Model 3/Y 13%/12%MPV 销量#2020 2020 2021 2021 2022 2022 市占#2020 2020 2021 2021 2022 20221 29.6 52.7 52.0 1 23.7%24.5%21.2%2 14.8 Stellantis 27.6 Stellantis 34.6 2 11.9%Stellantis 12.8%Stellantis 14.1%3 14.6 21.9 24.9 3 11.7%10.2%10.1%4 12.8 21.0 24.4 4 10.3%9.8%9.9%5 11.5 20.7 Tesla 23.0 5 9.2%9.6%Tesla 9.4%6 PSA 10.8 19.3 21.9 6 PSA 8.6%9.0%8.9%7 Tesla 9.8 Tesla 16.7 19.1 7 Tesla 7.8%Tesla 7.7%7.8%8 9.5 14.6 18.2 8 7.6%6.8%7.4%9 2.5 7.2 8.0 9 2.0%3.3%3.3%10 2.2 4.2 7.4 10 1.7%2.0%3.0%CR5 83.4 143.9 158.9 CR5 66.8%66.9%64.7%CR6-10 34.7 62.0 74.6 CR6-10 27.8%28.8%30.4%CR10 118.1 205.9 233.5 CR10 94.6%95.7%95.1%行业 T o t a l 124.8 215.1 245.6 行业 T o t a l 100.0%100.0%100.0%销量#2020 2020 2021 2021 2022 2022 市占#2020 2020 2021 2021 2022 20221 10.1 Model 3 13.6 Model Y 13.6 1 8.1%Model 3 6.3%Model Y 5.5%2 Model 3 8.3 7.5 Model 3 9.1 2 Model 3 6.6%3.5%Model 3 3.7%3 5.6 6.9 Fiat 500 6.5 3 4.5%3.2%Fiat 500 2.6%4 5.1 6.0 6.4 4 4.1%2.8%2.6%5 4.3 5.4 5.8 5 3.4%2.5%2.4%6 4.0 5.2 5.5 6 3.2%2.4%2.2%7 3.5 Enyaq iV 4.4 5.3 7 2.8%Enyaq iV 2.0%2.2%8 3.1 4.3 5.3 8 2.5%2.0%2.1%9 3.1 Fiat 500 4.2 Enyaq iV 5.2 9 2.5%Fiat 500 1.9%Enyaq iV 2.1%10 3.1 4.1 4.8 10 2.5%1.9%2.0%CR5 33.4 39.4 41.4 CR5 26.7%18.3%16.8%CR6-10 16.8 22.2 26.0 CR6-10 13.5%10.3%10.6%CR10 50.2 61.6 67.4 CR10 40.2%28.6%27.4%行业 T o t a l 124.8 215.1 245.6 行业 T o t a l 100.0%100.0%100.0%2009 1210 8 6 2020-2022%Marklines Total B-E Total/7 2020-2022 SUV MPV%Marklines Total B-E Total/2009 1210 9 Model 3 BBA Model 3 BBA 3 C A4 Model 3 4.3 A3 2-3 2 70-90 Model 3 15%10.5-13.5 8 Model 3/Marklines Auto Express Top Gear X sq.cm=*Y 2022 9 Model 3/Marklines Auto Express Top Gear X 2022 Y sq.cm=*2009 1210 10 Model Y SUV Model Y GLC Q5 X3 SUV Model Y 1.3 SUV SUV 110 3 Model Y 15%-20%16.5-22.0 10 Model Y/Marklines Auto Express Top Gear X sq.cm=*Y 2022 11 Model Y/Marklines Auto Express Top Gear X 2022 Y sq.cm=*Model Q SUV 800 3/Y Model Q 2-3 5%-10%SUV 40-80 2009 1210 11 2022 1Q22-3Q22 4Q22 4Q22 1H22 3Q22 4Q22 12 2021-2023/02 EUR/MWh 13 2021-2023/02 USD/Liter Trading Economics Trading Economics 14 2021-2023/02 EUR/MWh 15 2021-2023/02 USD/Liter Trading Economics Trading Economics 2009 1210 12 16 2021-2023/02 GBP/MWh 17 2021-2023/02 USD/Liter Trading Economics Trading Economics 18 2023 2 1 2023 4 6000 4500 2024 3000 4-6.5 5000 3000 6.5 2 4000 1 2022 10 4.7 6000 7000 4000 5000 4.5 4000 4.5 6 2000 6 2 1000 3 2024 100 2022 6 14 1500 2500 1500 3.5 3.2 2023 1 500 12.5 2 50 47000 25%1 2022 11 8 2 2024 2025 16.1/11.2 1 2023 1 6 2023 9940 6700 3240 2 2024 2550 3 2000 2023 3 4500/3000 3/5000/4000 2022 10 1 3 7000 5000 2000 2009 1210 13 19 B-E cm cm-20 21 22 Clio B 405.0 179.8 1.9 2.1 31.2 24.2 19.4 Polo B 407.4 175.1 2.0 2.9 23.5 21.5 13.3 C3 B 399.6 182.9 1.4 2.3 17.3 18.3 16.0 Sandero B 408.8 184.8 1.3 1.5 17.1 20.1 20.8 C 428.4 178.9 2.6 4.8 30.6 20.9 18.1 Octavia C 467.5 181.4 1.3 1.9 19.7 15.5 11.1 C 437.8 182.5 2.6 4.0 18.5 10.0 7.9 C 437.0 179 2.4 3.1 16.8 18.5 15.7 A-Class C 441.9 179.6 3.2 4.2 16.0 11.7 8.8 PUMA C 418.6 180.5 2.5 3.2 11.8 13.2 13.7 A3 C 434.3 181.6 2.6 4.8 10.5 10.6 10.7 D 476.7 183.2 1.5 4.2 13.7 9.9 7.4 3 D 471.3 182.7 3.9 5.8 12.4 12.3 9.0 C-Class D 475.1 182.0 4.4 5.6 8.7 5.8 7.6 Model 3 D 469.4 185.0 4.3 5.8 8.3 13.6 9.1 A4 D 476.2 184.7 3.5 6.0 7.9 5.7 5.6 E-Class E 493.5 185.2 4.9 6.7 8.0 6.3 4.6 5 E 496.3 186.8 4.3 7.7 6.7 6.1 5.8 A6 E 495.1 188.6 4.1 6.8 5.7 5.3 4.8 S90 E 496.3 189.5 6.3 6.8 1.6 1.3 1.0 SUV B 422.7 179.7 2.2 2.5 19.8 18.1 14.2 2008 SUV B 430.0 177.0 3.6 4.0 16.7 20.3 14.8 C3 SUV B 415.5 176.5 2.1 2.6 6.9 6.9 6.7 Arona SUV B 415.4 178.0 2.1 2.8 8.1 9.0 6.2 SUV C 450.9 183.9 3.0 4.9 21.6 19.7 15.4 Dualis SUV C 442.5 183.5 2.6 4.1 16.7 13.1 12.6 T-Roc SUV C 423.6 181.9 2.6 4.2 16.5 19.0 18.6 Kona SUV C 420.5 180.0 2.4 3.6 13.1 10.9 10.0 ix35 SUV C 450.0 186.5 3.0 3.9 12.8 16.8 17.2 Sportage SUV C 448.5 185.5 2.8 4.0 10.3 11.7 14.8 RAV4 SUV D 460.0 185.5 2.3 3.1 12.5 14.3 9.1 GLC-Class SUV D 475.9 189.0 5.2 7.4 10.5 8.3 6.9 XC60 SUV D 470.8 190.2 3.9 6.5 7.3 7.8 6.7 X3 SUV D 471.6 189.7 4.2 8.5 6.7 7.8 6.9 Q5 SUV D 468.2 189.3 4.7 7.6 5.5 6.4 6.2 Model Y SUV D 475.1 192.1 4.5 6.0 0.0 3.1 13.6 2009 1210 14 GLE-Class SUV E 492.4 194.7 5.8 11.4 5.0 5.8 4.6 X5 SUV E 492.2 200.4 6.6 8.5 4.8 5.2 4.9 e-tron SUV E 498.6 193.5 5.8 7.1 3.5 3.2 3.4 XC90 SUV E 495.0 200.8 6.2 8.3 2.8 3.4 2.9 Marklines Auto Express Top Gear 2009 1210 15 2019 2020 2021 2022 2009 1210 16 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82871425 0755-83024576 0755-82756804 0755-82756803 0755-82871425 021-20572536 021-20572551 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572560 021-20572509 021-20572548 021-20572573 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 17(300)6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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