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|2022 28.1%2013-2017 0.6%1.1%2022 6.8%28%100 Cybertruck。/2023 03 26 S0860512060001 cybertruck 2023-02-04 2023 2022-11-26 3 3 2022-11-06 2 1.4 2.5 3.8 4.10 4.1.10 4.2.11 4.3.13 5.14 6.15 XVCXvMsPoNrQsMpMmRoRmN8OaObRsQqQtRoNiNoOsReRnPpQ9PmMxPvPpMxOvPoOtO 3 1.5 2.5 3.6 4.6 5 2021.6 6 2022.6 7.8 8 Model Y.8 9/.10 10.11 11.11 12.12 13 2018-2022H1.12 14 2018-2022H1.12 1.4 2.7 3.7 4.9 5.13 6.15 4 1 2020 7-75%62.5%2022 1 2020 7 75%2022 5 31.6 6000 2022 10 28 12 20 2022 8 527 10 2022 8 7500 4000 1 2 2023 40 2027 80 3750 3 2023 50 2028 100 3750 4 2024 2025 2021-2022 2016-2020 33.70 120.37 2021 2021 5 332.27 176.0%2022 653.58 96.7%2021-2022 2016-2020 1.4%6.1%2021 15.8%2020 9.7 2022 4 33.6%2022 28.1%2021 12.4 1 2 2 2013-2017 9.71 19.57 2018 Model 3 2018 14 33.09 69.1%2019-2020 2 2021 Model Y 63.56 106.6%2022 8.1%10 2022 92.76 45.9%2021-2022 2013-2017 0.6%1.1%Model 3 2018 1.9%2017 0.8 2019-2020 2021-2022 2021 2.1%4.3%2020 2.1 2022 6.8%2021 2.5 28%0%50%100%150%200%01002003004005006007002016 2017 2018 2019 2020 2021 2022 0%5%10%15%20%25%30%2016 2017 2018 2019 2020 2021 2022 6 3 4 Argonne National Laboratory Argonne National Laboratory Model 3 Model Y 2021 2022 54.4%53.1%F-150 Lighting Mach-E E-transit 2022 2021 5.1%7.5%Jeep 2022 Stellantis 2021 4.5%6.7%2022 4.0%Rivian 2021 2022 1.5 2022 5 2021 6 2022 Marklines Marklines 2021 3 1740 2021 8 2030-20%0%20%40%60%80%100%120%01020304050607080901002013 2014 2015 2016 2017 2018 2019 2020 2021 2022 0%1%2%3%4%5%6%7%8%2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 54.4%7.9%6.6%5.1%4.8%4.5%4.4%3.8%3.5%2.2%2.9%Stellantis 53.1%7.5%7.4%6.7%5.0%4.2%4.0%3.6%2.8%1.6%4.2%Stellantis Rivian 7 50%2022 8 7500 4000 20 2026 35%2035 100%2/2021 3 1740 50 2021 8 2030 50%2022 8 7500 4000 20 20 2022 8 2026 35%2035 100%2021 8 2030 50%Stellantis 2030 40%-50%2025 100 200 ZERO 4 2026 200 2030 50%2026 500 2025 2028 Stellantis 2025 300 2030 40%3 2025 100 200 4 2026 200 2030 50%2026 500/Stellantis 2025 2028 Stellantis 2025 300 2030 Stellantis 40%8 3 2016 Model 3 2019 1-3 2019 2020 1 Model 3 2020 3 4 30%2021 2021 60%76.0%2022 1-3 54.3%22.4%48.3%2020 Model Y Model Y 2021 1 2021 1-2 68.4%27.1%2021 2022 Model Y 2022 1 2 33.3%15.7%3 90.4%5 7 8 Model Y Wind Wind 65 10 Model S/X 55 Model 3/Y Model Y Cybertruck Model Y 25 2022 4 Cybertruck 2023 2024 Cybertruck 9000T Giga Press 66-40%-20%0%20%40%60%80%100%120%01020304050 Model3-20%0%20%40%60%80%100%0510152025 ModelY 9 Cybertruck 2023 2024 Semi Semi 2022 2023 1 36 100GWh 4680 Semi 2024 Semi 5 50 100 4 Model S/Model X 10 Model 3/Model Y 55 Model Y 25 Cybertruck-Semi-100 2019 35 Model 3 9 Model X/S Model Y 65/Model 3/Y 45/2022 75 90-100 Model Y 50/2022 25/100/3 1 10 9/4 4.1 2023 1 2 Model 3/Y Cybertruck 3 020406080100120 11 10 4.2 11 12 2016 2017 12 2018 1826.74-1550.77 2019 2019 1.06 478.5%507.40 2020-2021 2020 2021 1.33 1.76-45.35-1335.40 2022 2 2022 1.46 1200.73 13 2018-2022H1 14 2018-2022H1 13 4.3 Cybertruck 5 2018 Motus Motus 2019 8 2022-2022 8 8.23 36 30 60 2021 7 3000 2023 2 5000 3600 2022 25 170 2-2023 2021 10 2.7 2023 2025 4.22 IKD FAEZA IKD MEXICO 2014 IKD FAEZA 2016 2020 IKD MEXICO 2022-2016 2019 6100 2021 IPO 2.23 2023 1 2022 8 181 86 050001000015000200002018 2019 2020 2021 2022H1-2000-1500-1000-5000500100015002018 2019 2020 2021 2022H1 14 2.71 2024 2026 2017 2018 2019 2022 AVAS-2015 3700 3 2017 2022 150 2023 2021 2 2021 6 5000 62 25780 14 34 2023 2 400 2020 6-10-2020 7 1.7 2022 8 11.56 360 2024 2024 2025 176.82 355.79 360 2021 4 1230 2022 12 2000 T-2023 2022 5 800 2022 8 9900 2023-5(603179)(605133)(600933)(002126)(601689)(603730)(603305)(001311)(688533)(603197)(002050)(600741)15 6 Wind EPS 6 2021A 2022E 2023E 2024E 2021A 2022E 2023E 2024E603179 39.29 0.58 0.97 1.54 2.18 67.42 40.51 25.47 17.98605133 36.42 0.62 0.92 1.45 1.93 58.70 39.45 25.11 18.84600933 21.68 0.35 0.73 0.92 1.19 61.80 29.52 23.59 18.23002126 13.30 0.28 0.47 0.71 0.98 47.81 28.58 18.74 13.57601689 57.66 0.92 1.59 2.24 3.04 62.46 36.17 25.73 18.95603730 16.95 0.44 0.70 0.85 1.09 38.37 24.24 19.98 15.55603305 34.70 0.62 1.05 1.55 2.14 55.98 32.98 22.43 16.21001311 84.86 2.73 3.15 3.86 5.06 31.11 26.93 22.01 16.77688533 43.80 0.38 0.54 1.25 1.92 115.51 81.11 35.10 22.87603197 39.78 1.29 0.98 1.71 2.37 30.95 40.65 23.32 16.76002050 23.73 0.47 0.69 0.85 1.05 50.60 34.49 27.80 22.58600741 16.79 2.05 2.21 2.50 2.82 8.18 7.60 6.72 5.95 03-24 EPS PE 16 1%(688533)1%17 Tabl e_Disclai mer 12/15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer 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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