资源描述
2009 1210 2023 02 20 1 N 2020 0.2%2022 3.7%2021 2022+4.4+2.7 2022 1.2 0.2%1.8%2021-2022 CR3 67%51%9 10 5 8 6-10 1 1 1 7-8 5 11%19%2 20%+2025 80%Kearney/2.1%11.6%3 80%8.8%11.5%30%50%20%20%3 5 CAGR 60%2030 10 2022 160 2027 1200 CAGR 50%2023 2.4/+93%2027 16.7 CAGR 68%2030 23 10+5 1 2023 2.4+93%3%2027 16.7 15%5 CAGR 68%270 1200 2030 1600 021-20572543 S0360519070003 021-20572532 S0360522030001%()210 0.03()35,156.93 3.75()25,420.74 3.56%1M 6M 12M 3.4%-11.2%-0.6%4.5%-9.2%10.7%1 1Q 2023-02-09 2024 2023-02-07 2023 2023-02-01-26%-11%3%18%22/02 22/04 22/07 22/09 22/12 23/022022-02-162023-02-16 300 2009 1210 1 2 1 5 11%19%20%/80%30%50%20%20%5 CAGR 60%2030 10 2022 160 2027 1200 CAGR 50%2023 2.4/+93%2027 16.7 CAGR 68%2030 23 10+5 1 2023 2.4+93%3%2027 16.7 15%5 CAGR 68%270 1200 2030 1600 WUCXxOsPpMrQtNsRqNpQnMaQaO9PoMqQnPtQjMoOmOjMpNpO8OqQxOMYmRmNwMtOwP 2009 1210 3 1.5 1.1.5 1.2.“”.6 1.3.8 2.+10+.10 2.1.1.10 2.2.20%.13 2.3.5 CAGR 50%2030 10.15 3.17 3.1.17 3.2.18 3.3.18 3.4.18 3.5.18 3.6.18 4.20 5.21 2009 1210 4 1.5 2.5 3.5 4.5 5.6 6.6 7.6 8.6 9 2021-2022.7 10 2022.7 11 2022.7 12 2015-2022 8.8 13.9 14.9 15.9 16.9 17.11 18.12 19 2022/.13 20.14 21.15 22.16 23.17 24 2022.17 25.17 26.17 27/HTED.18 28 TED.18 29.19 2009 1210 5 1.1.1.9 2019 5000 6 3000 2020 2600 55%2021 1+3 0.7%7M21 600 12 3000 5%2022 2.5+1.4 3.7%12 6000 10%1 2 3 4 5 2020-2022 600 3300 1.2 23%32%49%2021-2022+4.4+2.7 12M22 3300 63%7M21 1 5,0362,61910,44825,152-50%0%50%100%150%200%250%300%-5,00005,00010,00015,00020,00025,00030,0002019 2020 2021 2022新能源重卡（辆，左轴）增速（%，右轴）0.4%0.2%0.7%3.7%0%1%2%3%4%2019 2020 2021 2022新能源/重卡（%）-100%0%100%200%300%400%-2,00002,0004,0006,0008,0002019 2020 2021 2022新能源重卡销量（辆，左轴）同比增速（%，右轴）11.3%0%2%4%6%8%10%12%2019 2020 2021 2022新能源/重卡（%）2009 1210 6 B/5 6 7 8 1.2.2021-2022 2021 800 25%2022 2400+2 20%2022+3.1+1.1 18%13%6123,32712,431444%274%0%100%200%300%400%500%03,0006,0009,00012,00015,0002020 2021 2022换电重卡销量（辆，左轴）增速（%，右轴）23%32%49%0%10%20%30%40%50%2020 2021 2022换电/新能源重卡（%）0%100%200%300%400%01,0002,0003,0004,0002021 2022换电重卡销量（辆，左轴）同比增速（%，右轴）63%0%10%20%30%40%50%60%70%2021 2022换电/新能源重卡（%）2009 1210 7 9 2021-2022 10 2022 2022 9 10 2022 11%6%2021 50%5 8 6-10 11 2022 2022%2022%1 2,434 20%1 15.8 24%2 2,253 18%2 12.8 19%3 1,656 13%3 12.6 19%4 1,343 11%4 10.9 16%5 916 7%5 6.6 10%6 709 6%6 1.7 3%7 598 5%7 1.5 2%8 588 5%8 1.3 2%9 547 4%9 1.2 2%10 1,342 11%10 2.7 4%12,386 100%67 100%05001,0001,5002,0002,5003,000汉马科技,20%徐工重卡,18%上汽红岩,13%东风汽车,11%三一集团,7%陕汽集团,6%中国重汽,5%福田汽车,5%一汽解放,4%大运重卡,3%北奔重汽,2%宇通集团,1%其他,4%2009 1210 8 12 2015-2022 8 1.3.3 1 24 2 150 60-75 1 120-150 1 3 0%20%40%60%80%100%2015 2016 2017 2018 2019 2020 2021 2022中国重汽 东风汽车 陕汽集团 北汽福田 一汽集团 其它 2009 1210 9 13 14 15 16 2009 1210 10 2.+10+2.1.1 1 1 7-8 5 11%19%1 400km 330 13.2 km 2 36 282kWh 1300/kWh 36.6 3 0.7/kWh 0.4/kWh 282kWh 190-200 1.8kWh 7.7/L 100 40L 4 9000/1 0.75 1-4 2.73 1.98 3.08 11%36%5 0.3 1.0 6 5 15%1-6 5-212 194 239 11%19%2009 1210 11 17 36 36 36 0 36.6 0 36 72.6 36/kWh 0.7 0.7-/kWh 0.4 0.4-kWh/km 1.8 1.8-1.98 1.98-/L-7.7 L/100km-40/km 1.98 1.98 3.08 km 400 400 400/9000-/km 0.75-/km 2.73 1.98 3.08%-11%-36%330 330 330 km 13.2 13.2 13.2 36 26 41 0.3 0.3 1.0 5+182 132 208()217.68 204.78 244.28%15%15%15%-15%-5 5.4 10.89 5.4 5-212 194 239%-11%-19%0.3/kWh 30 200 40 1 560 2009 1210 12 2 55 3 282kWh 8 30-40 300 10 5 15%160 4 0.3/kWh 30 400 1.8kWh 157 2.6 330 210 40 18/kWh 0.3 80 30 22 km 400 160 kWh 282 300 kWh/km 1.8 562 km 157 2.6 8 330 36 214 288 850 160/54 10%25%56 40 40 15 111 5%15%49 160 2009 1210 13+1 7-8 0-100%2020 23%2022 49%2.2.20%+2022 300 100 19 2022/2022/3/26 2022 2025 20 1000 2025 60 3000 300 2022/4/20 2022 400/80 2022/6/15 3000 400/100 1000 2022/6/24 2022-2024 49 2/2024 50 2022/6/27 2019-2020 2019-2020 600-800/2022/7/11 2017-2019 500/20 2022/7/28 2022 2020 10 1 2022 5 31 2022/8/5 50 400 2022/9/26 30%600 15%300 2023 2 2009 1210 14 2025 80%1:1 1 2023-2025 10 6 2 2 12 1:6 3/50kW 2025 80%/20%Kearney 34%/2.1%11.6%3 80%8.8%11.5%30%50%20%20%20 7.7%1000 43/49 16.6%1000 43/49 10.9%500-1000 43/49 6.1%200-500 43/49 11.8%500 31 10.1%300-500 25 2.7%200-400 25 4.3%20-200 55-65 5.8%20-200 60-100 5.8%10-100 31-55 7.2%10-50 25-55 2.1%50 25-40 1.4%100-500 25-32 6.8%20-200 31-35 0.6%10-200 25-80 Kearney 2009 1210 15 21 6.1%30%1.8%2.7%30%0.8%4.3%50%2.2%5.8%80%4.6%5.8%80%4.6%7.2%50%3.6%2.1%80%1.7%34.0%19.4%Kearney 2.3.5 CAGR 50%2030 10 2022 160 2027 1200 CAGR 50%2030 10 1 2023 80 110 2030 115 2 2023 3%2%2027 15.0%3.5%2030 20%4%3 70 60 1 2022 160 2 2023 4.0 5%270/+69%2.4/+93%3 2027 20.6 19%5 CAGR 55%1200 CAGR 51%16.7 CAGR 68%4 2030 27.6 24%1600 23.0 10 2009 1210 16 22 2020 2021 2022 2023E 2024E 2025E 2026E 2027E 2030E 162 139 67 80 92 101 111 111 115%38%-14%-52%19%15%10%10%0%1 0.1 0.3 1.2 2.4 4.6 9.1 13.4 16.7 23.0%444%274%93%92%98%47%25%0.038%0.2%1.9%3.0%5.0%9.0%12.0%15.0%20.0%2 0.2 0.6 1.0 1.6 2.3 3.0 3.6 3.9 4.6%220%62%56%44%32%19%8%0.122%0.5%1.5%2.0%2.5%3.0%3.3%3.5%4.0%0.3 1.0 2.3 4 6.9 12.1 17.0 20.6 27.6%273%135%77%73%76%40%21%0%1%3%5%8%12%15%19%24%70 70 70 67 65 63 61 60 60 18 68 159 268 449 765 1036 1236 1656%273%135%69%67%71%35%19%2009 1210 17 3.3.1.2020 7 2022 6 2025 12 2017 100 2021-2022 1600 3100 2021 6 2023 23 24 2022 25 26 52%0%20%40%60%0.00.51.01.52.02.52015 2016 2017 2018 2019 2020 2021 2022x 10000中重卡年销量（万辆，左轴）新能源中重卡年销量（万辆，左轴）新能源渗透率（%，右轴）05001,0001,5002,0002,5003,000 2009 1210 18 3.2.2020 2022 2200 3.3.2021 34 20 4 2022 900 3.4.16 2017 1H22 622/+1 30.5%2022 180 12 3.5.30%27/HTED 28 TED 3.6.2022 2 5 2009 1210 19 4 6.8 2022 4 7.2 1000/29 2009 1210 20 4.+5 1 2023 2.4+93%3%2027 16.7 15%5 CAGR 68%270 1200 2030 1600 2009 1210 21 5.1 2022 2%2 3 2009 1210 22 2019 2020 2021 2022 2009 1210 23 010-63214682 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 24(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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