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1 分析师：何俊艺 S0740523020004 2023 年04 月12日 1 分析师：刘欣畅 S0740522120003 分析师：毛玄 S0740523020003 2 23 22 DMI 23/186w 23/4 SUV 23&23&23 23 Model3&SUV GLC,X1 e PHEV 0YEVyRnQmPoPtNtQtOoRnM8OdNbRmOnNmOsRfQrRrNeRmNtR6MmNrNuOqNtPxNtPoQ 3 4 1 4 5 4 1912-1941 1945-1974 1975-2004/2005-1912-1941 1945-1974 1975-2004 2005-2034 5%1.3%-1.4%5%5%-6%6%-20%20%-30%2 GDP 3 65 6 GDP 2016 GDP 1976-1978 1974-1975 2016 1980-1982 1975 5 2021-7 4 5 8 2017 2020 3-5+2025 28.2%30.9%33.3%31.0%30.7%32.9%32.4%37.0%40.8%41.7%40.3%37.4%36.5%42.8%50.6%52.9%10.2%13.9%14.2%13.4%14.4%15.5%13.6%15.4%17.7%20.2%22.5%22.8%25.3%30.5%36.0%41.9%5.7%8.9%9.1%8.4%8.9%10.1%9.6%10.6%11.0%10.0%9.8%10.3%12.2%16.8%21.9%27.8%0.0%10.0%20.0%30.0%40.0%50.0%60.0%2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023.1-2 9 2020-2023 1-2 36.5%52.9%+16.4pct 2020-2023 1-2 12.2%27.8%+15.6pct Marklines 6 2008-2023.2 2020 SUV A+A-B+A0 A B C D SUV MPV&10-&7-11/1 2 8 12 2015-2020 459 743 31.4%25.7%2021 2022 9 Marklines 31.4%30.1%28.3%27.5%26.7%25.7%28.4%27.4%22%24%26%28%30%32%020040060080010002015 2016 2017 2018 2019 2020 2021 2022 2018 2019 2020 2021 2022 2023 1-2 2957 3136 4065 4407 4184 4275 CS35plus 10951 11808 7934 6679 6414 6206 CS75plus 5834 17189 17335 21198 16124 CS55plus 9964 11575 12732 13184 UNI-T 5716 6968 4925 4729 X7 7205 4285 5038 4453 X5 10711 8137 7588 UNI-K 3042 3467 3557 UNI-V 9070 17071 SL03 6670 3604 LUMIN 8783 9655 E11*5000=/1/1 3/3 1/2 4/4 1/1 1 CS75plus PLUS CS75PLUS/CS55PLUS/CS35PLUS X5/X7 UNI K/T/V 2 2018 3.7%2023 1-2 7.8%+4.1pct 13 1 10 Marklines 11 Marklines*4.9 4.4 3.7 3.8 4.9 5.7 6.3 7.8 01234567890100020003000400050006000700080002016 2017 2018 2019 2020 2021 2022 2023 1-2%-200002000400060008000100001200014000160002021/012021/022021/032021/042021/052021/062021/072021/082021/092021/102021/112021/122022/012022/022022/032022/042022/052022/062022/072022/082022/092022/102022/112022/122023/012023/02 ONE L9 L8 P5 P7 EC6 ES6 ES8 1 ONE 2 ONE L9/L8 2021 11 ONE 1w+L9 L8 1w 10 14 2 0-10 12 13 ONE/L9/L8 1w 15 1=/2 3 1 2/A00/A0/A/B/C/SUV/MPY 16 1 2+=(m*+n*)+(p*+d*)3 m n q p 14 17 4 15 4 m n p q 18%0.2155 57.1 107.4%-20%0.2 50.0 100.0%5.00 5.00 0.02 1.00 4.0 m n p q+=(m*+n*)+(p*+q*)=20%=2000=50 57.1=100%107.4%4 1 m=5 n=5 p=0.02 q=2:18/SUV SUV SUV B 25-35%B,SUV 47%65%50%SUV SUV A SUV A SUV 50 20-30 60-80 19 SUV A0 0.3 5.1*2.7 2.7 A 2.2 3.3 5.8 3.8 B 1.2 4.4 4.3 3.3 C 2.6 2.2 4.8 3.2 D-0.6 0.5 9.9 3.3 CAR A00 0.0 5.6*2.8 A0 0.3 4.4*2.3 A 2.0 4.1 4.5 3.5 B 1.8 4.7 7.0 4.5 C 1.7 12.9 1.0 5.2 MPV MPV 1.1 1.5 6.6 3.1 1 A0 2022 2 A0 SUV A00 A0 16 A0 SUV A00 A0 SUV 20 A SUV 2021-2022 2021-2022 21-22 SUV A0 0.3 0%0%1944 1439 123.1 71.5-41.9%A 2.2 25%22.6%2816 2519 497.4 403.5-18.9%B 1.2 33%9.1%1980 1786 155.2 134.2-13.5%C 2.6 33%40.0%1385 1261 22.2 22.4 0.5%D-0.6/0%130 35 0.2 0.1-62.4%A00 0.0 0%0%0 0 0 0/A0 0.3 0%0%1657 1321 39.7 24.0-39.6%A 2.0 4.2%7.7%3738 3613 467.4 372.8-20.2%B 1.8 0%0%3532 3772 193.6 186.1-3.9%C 1.7 0%/4271 3763 56.9 47.0-17.4%MPV 1.1 20%16.7%1289 1149 93.2 66.8-28.3%17 21 SUV A0 B 2021-2022 2021-2022 21-22 SUV A0 5.1 12.5%20.0%377 1402 13.2 46.3 252.1%A 3.3 42.9%10.0%852 1166 23.1 51.1 121.6%B 4.4 12.5%25.0%1449 1813 31.3 61.7 97.1%C 2.2 0%25.0%938 674 2.1 3.3 57.1%D 0.5/0%399 417 0.5 0.6 25.6%A00 5.6 29.4%37.5%2805 2963 90.2 130.1 44.2%A0 4.4 50.0%/2125 4557 11.2 32.5 189.2%A 4.1 45.5%20.0%1099 1689 35.6 89.2 150.5%B 4.7 0%33.3%3537 3822 32.2 47.5 47.6%C 12.9 50.0%25.0%1403 1987 1.2 14.5 1065.5%MPV 1.5 40.0%9.1%378 424 3.3 5.7 70.7%A0 2022/18 22-SUV B MPV 2021-2022 2021-2022 21-22 SUV A0 2.7/50%367 345 0.9 0.9 0.5%A 5.8 31%25%674 1448 12.5 48.7 288.8%B 4.3 33%25%682 1344 8.3 23.7 185.8%C 4.8 0%50%3261 2756 9.7 16.0 65.1%D 9.9/100%/9652 0 2.8/A00/0 0/A0/0 0/A 4.5 0%40%1030 2005 13.5 30.2 123.5%B 7.0 0%50%497 1807 5.9 26.5 346.7%C 1.0 0%/838 924 3.8 5.3 41.5%MPV MPV 6.6/67%197 466 0.6 2.5 293.6%19 23 SUV 20 SUV 2022H2 2023 SUV A0 C-HR（2023）2023 Pro MAX T-ROC 2023 A T-1 2022 X5 PLUS X1 CX-50 2023 2022 M6 X A11 SUV X1(05 H6 DPHEV 2022 DHT-PHEV 2022 PHEV H6 PHEV CS75 PLUS iDD P2 CS55 PLUS iDD P13 Z6 iDD 2022 7 PLUS PHEV T-1 i-DM 2022 L7 X1(B 9 L 2022 GLC L N7 E0Y ES6 G5 F30 M5 2022 S7 11 2022 ID.7 bZ5X 07 DM-P 2022-PHEV UNI-K iDD;S7 C11 L C L 2023 N8 SUV#1 R7 LS7 S01 G9 2022 EC7 ES7 2022 ES8 C12 Electra E5 N8 F SF 500 PHEV 09 M7 2022 L8 2022 L7 D 700 U8 EQS 680 SUV M9 U8 700 PHEV M9 L9 2022 24 21 MPV 2022H2 2023 CAR A00 LUMIN MINI Pro 2022 A0 MINI A 8 M1E 5 GT 2022 C236 G6 MG Mulan 2022 Model Q ET5 2022 2022 UNI-V iDD P2 UNI-V iDD P13 C589 IDD P13 C236 FS12 B PLUS 2022 E12 SL03 E03 Model 3#1 Hyper GT 2022 GT S 2022 E P7i bZ3 07 S 2022 SL03 e:PHEV C 2023 U9 001 22H2 C01 2022 C01 MPV MPV 009 EFE1 W01 H93 D9 EV 2022 D9 2022 WEY MPV#1 WEY MPV#2 MAXUS G90 M8/MPV 25 22 2022/15 12 80%79.7 5.3 186.3 0.43 15 11 73%71.2 4.7 88.1 0.81 19 16 84%84.9 4.5 132.6 0.64 11 8 73%51.6 4.6 143.8 0.36 12 6 50%43.0 3.6 116.0 0.30 5 3 60%20.4 4.1 65.3 0.31 4 2 50%15.1 3.8 89.4 0.17 5 3 60%23.3 4.7 13.3 1.75 5 2 40%15.1 3.0 13.6 1.11 3 1 33%8.1 2.7 12.1 0.67 2 2 100%8.8 4.4 71.1 0.12 5 2 40%23.7 4.7 11.1 2.14 4 3 75%19.6 4.9 8.0 2.45 3 3 100%16.4 5.5 15.2 1.08 1/2/3 2022 2022H2 2023-26 23 27 28 8-10 2023 4 N7 SUV 35 2023 6 U8 80-150 2023 8 U9 2023 PHEV SUV 13.58-15.68 2023 3 SUV 15-20 2023 4 MAX SUV 16-21 2023 4 WEY SUV 30-35 2023 4 UNI UNI-V iDD CAR 14.49-15.99 2023 2 CAR 8.79-10.79 2023 3 CS CS75 PLUS iDD SUV 15-17 2023 3 CS55 PLUS iDD SUV 10-15 2023 9 L7 SUV 15.48-21.88 2023 2 X SUV 20 2023 4 2023/186w/SUV 24 A00 10 3780/1715/1540mm 2500mm e 3.0 10 29 A00 25 2023 4 mm 3780 mm 1715 mm 1540 mm 2500 e3.0+26 N7 N7-Motion 4860/1935/1602mm 2940mm e 3.0 Link+HUD N7 DEVIALET N7 D9 30 N7 D9 27 N7 28 N7 N7 2023 6 mm 4860 mm 1935 mm 1602 mm 2940 e 3.0 Link+HUD U8 U8 LED 5319/2050/1930mm 3050mm U8 2023 31 U8 30 U8 U8 2023 8 mm 5319 mm 2050 mm 1930 mm 3050+29 U8 U9 2 ID U9 C LED 32 U9 32 U9 U9 2023 mm-mm-mm-mm-C LED 31 U9 33 SUV 33 34 2023 4 mm 5156 mm 1980 mm 1805 mm 3050 1.5T+P4 3 7 5156/1980/1805mm 3050mm SUV 6 1.5T P4 3 7 4600/1877/1675mm 2710mm 1.5L+DHT 9.4119.27 19.94 WLTC 45 96 5.3 7+12.3 34 SUV 35 36 2023 4 mm 4600 mm 1877 mm 1675 mm 2710 1.5L+DHT 7+12.3 35 MAX Hi4 SUV 37 MAX 38 MAX MAX 4 mm 4758/4771 mm 1895 mm 1725 mm 2800 Hi-4 W-HUD Hi-4 SUV MAX 4758 4771 x1895x1725mm 2800mm Hi-4 9.41kwh 19.27kwh 19.94kwh WLTC 44 86 5.6+W-HUD 3/4 4705/1908/1780mm 2810mm 1.5T+2 DHT 240kW 33kW 220V-3.3kW WLTC 1.85L/100km 14.6 12.3 36 PHEV SUV 39 PHEV 40 PHEV PHEV 2023 2 16.28-17.58 mm 4705 mm 1908 mm 1780 mm 2810 1.5T+2 DHT 240kW 33kW 220V-3.3kW 14.6 S7 SUV LED 4750/1930/1625mm 2900mm 1200 37 S7 SUV 41 S7 42 S7 S7 2023/mm 4750 mm 1930 mm 1625 mm 2900 XTDM66 UNI-V iDD 4680/1838/1435mm 2750mm NE1.5T 6.5s 30 80%38 UNI-V iDD P2 iDD 43 UNI-V iDD 44 UNI-V iDD UNI-V iDD 2023 2 14.49-15.99 mm 4680 mm 1838 mm 1435 mm 2750;19;1.5T;6+CS75PLUS iDD SUV LED 4700/1865/1710mm 2710mm NE1.5T+iDD NEDC 150km 540 39 CS75PLUS iDD SUV 45 CS75PLUS iDD 46 CS75PLUS iDD CS75PLUS iDD 2023 4 mm 4700 mm 1865 mm 1710 mm 2710 LED 19 540 NE1.5T+iDD S-winding 28.39kwh 8-13w 4770/1840/1440(1450)mm 2765mm NE1.5T WLTC 5.99L/100km 40 10 47 48 2023 3 8.79-10.79 mm 4770 mm 1840 mm 1440/1450 mm 2765 4.0 IACC 540 DMS IMS NE1.5T 方舟架构 L7 SUV 4700/1905/1685mm 2785 e-CMA SUV 8848 N OS 41 L7 20 SUV 49 L7 50 L7 L7 2023 2 15.48-21.88 mm 4700 mm 1905 mm 1685 mm 2785 8848 N OS 8155 X SEA SUV X 3 LED LED 41 4450/1836/1572mm 2750mm LOGO 200kW 315kW 42 X:51 X 52 X X 2023 4 mm 4450 mm 1836 mm 1572 mm 2750 200kW 315kW LED MPV MAXUS G90 5280/1998/1845mm 3200mm L2+43 MAXUS G90 53 MAXUS G90 54 MAXUS G90 MAXUS G90 2023 4 mm 5280 mm 1998 mm 1845 mm 3200 L2+M8 PHEV 5212/1893/1823mm 3070mm 25.6kWh CLTC 106 12.3+14.6 44 M8 PHEV 55 M8 PHEV 56 M8 PHEV M8 PHEV 2023 4 mm 5212 mm 1893 mm 1823 mm 3070 25.6kWh CLTC 106 12.3 14.6 45 46 ES6 SUV 38-55 2023 ES8 SUV 52.8-63.8 2022 12 EC7 SUV 48.8-57.8 2022 12 P7i 20-30 G6 SUV 20-30 C11 15.58-21.98 2023 3 C11 14.98-18.58 2023 3 C01 14.98-22.88 2023 3 T03 5.99-8.99 2023 3 GT 20 2023&23&23&SUV 2023 57 47 ES6&58 ES6 59 ES6 es6 2023 38-55 mm 4854 mm 1995 mm 1703 mm 2915 NT2.0 ES6 4854/1995/1703mm 2915mm LED NT2.0 150kW 210kW 150kWh CLTC 900km 48 ES8 60 ES8 61 ES8 ES8 2022 12 52.8-63.8 mm 5099 mm 1989 mm 1750 mm 3070 NT2.0 480kW Orin-X*4 HUD 2023 ES8 5099 1989 1750mm 3070mm SUV NT2.0 180kW 300kW 28 Orin-X 49 EC7 NT2.0 Coupe SUV 62 EC7 63 EC7 EC7 2022 12 48.8-57.8 mm 4968 mm 1974 mm 1714 mm 2060 NT2.0 480kW Orin-X*4 HUD 4968/1974/1714mm 2960mm 5 SUV NT2.0 Coupe SUV SUV 0.230cd 180kW 300kW CDC Orin-X 50 G6+800V SiC MY 64 G6 65 G6 G6 mm 4753 mm 1920 mm 1650 mm 2890 800V SiC XNGP 4753*1920*1650mm 2890mm SUV LOGO SUV F 218kW 140/218kW 800VSiC G9 800V XNGP 51 P7i P7 66 P7i 67 P7i P7i mm 4888 mm 1896 mm 1450 mm 2998 Orin-X XNGP NGP NGP Nappa 20 4888/1896/1450mm 2998mm 180kW XNGP Pro 1 Orin-X Max 2 Max 7.1.4 820A 8155P 52 C01 68 C01 69 C01 C01 2023 3 mm 5050 mm 1902 mm 1509 mm 2930 CTC 28 L3 Nappa 5050/1902/1509mm 2930mm CTC 14.5%10%10mm 28 L3 10.25+10.25+12.8 UI 53 T03 200 6w 70 T03 71 T03 T03 2023 3 mm 3620 mm 1652 mm 1605 200/310 mm 2400 200 3620/1652/1605mm 2400mm 40kW 54 GT 3.7s 72 73 GT GT 2023 mm 4715 mm 1979 mm 1415 mm 2770 3.7s-4715/1979/1415mm 2770mm 170kW 560km 660km 340kW 580km 3.7s 55 56 ID.7 18-25 2023 6 T-ROC SUV 15.89-17.79 4 SUV 15.86-21.66 2023 3 L SUV 21.38-26.08 2023 4 4 e PHEV 24 2023 4 Electra E5 SUV 25-30 2023 4 CX-50 SUV 17-23 2023 5 L/SUV 22.98-31.98 2023 4 Timberline SUV 35-40 2023 4 bZ3 16.98-19.98 2023 3/SUV 26.88-34.88 2023 3 BBA GLC,X1 E5 e PHEV-74 MINI Concept Aceman 4.05 1.99 1.59 COOPER COUNTRYMAN OLED MINI 57 MINI Concept Aceman 75 mini concept aceman 76 Mini concept aceman Mini concept aceman-mm 4050 mm 1990 mm 1590 mm-OLED X1 X1 2802mm 22mm 4616/1845/1641mm 1.5T 2.0T 1.5T 103Kw 115Kw 2.0T 141kw 150kw 5 7 58 X1 77 X1 78 X1 X1 2023 5 mm 4616 mm 1845 mm 1641 mm 2802:5 7 GLC 8 4826/1890/1714mm 2977mm GLC 2.0T 48V 190 150 9 4MATIC GLC 59 GLC SUV 79 GLC 80 GLC GLC 2023 4 mm 4826 mm 1890 mm 1714 mm 2977 9 4MATIC 7 SUV 5125/1959/1718mm 3210mm 17.7 OLED 12.3 12.3 1.41 8 CPU 24GB Xavier AI+60 EQS 680 SUV 81 EQS 680 SUV 82 EQS 680 SUV EQS 680 SUV 2023 2 mm 5125 mm 1959 mm 1718 mm 3210 8 CPU 24GB Xavier AI 1.41 MBUX ID.7 4940/1859/1529mm 2969mm 15 AR-HUD 700km 61 ID.7 83 ID.7 84-ID.7-ID.7 2023 6 mm 4940 mm 1859 mm 1529 mm 2969 15 2023 T-ROC R-LINE 4336(4319)/1819/1592mm 10mm,2680mm EA211 1.5T Evo 2 L2 PLA IQ.62 2023 T-ROC 85 2023 T-ROC 86-2023 T-ROC 2023 T-ROC 2023 4 mm 4336/4319 mm 1819 mm 1592 mm 2680 10.3+9.2 IQ.Drive TravelAssist PLA IQ.1.5T EA211 EVO 2 LOGO 10.25 12 4458/1841/1632mm 2680mm 1.5/2.0T IQ.63 87 88 2023 3 mm 4458 mm 1841 mm 1632 mm 2680 1.5TEVOII 4MOTION IQ.Drive IQ.360 IQ.Light/2023 L 4733(4735)/1839(1859)/1673(1677)mm 2791mm 2.0T DKX DTJ 2.0T DPL DTH 64 2023 L 89 2023 L 90 2023 L 2023 L 2023 4 mm 4733/4735 mm 1839/1859 mm 1673/1677 mm 2791 10 IQ.Drive DTH 4150-6000rpm 4100-6000 1500-4050rpm 1500-4000rpm DTJ 4900-6700rpm 4500-6200 1600-4300rpm 1500-4400rpm bZ3 20 e-TNGA 4725/1835/1475(1480)mm 2880mm 967mm CLTC 616km Digital Island 65 bZ3 91 bZ3 92 bZ3 bZ3 2023 3 mm 4725 mm 1835 mm 1475/1480 mm 2880 12.8 Digital Island Toyota Safety Sense PCS DRCC LTA LDA 2023 LED 4965/1930/1750mm 2850mm 2.5L 181 2 66 93 2023 94 2023 2023 2023 3/mm 4965 mm 1930 mm 1750 mm 2850 12.3 12.3 T-SMART OTA 行李架黑化处理 靠背增加金色装饰 2023 SUV PLUS 4485/1825/1620mm 2640mm 4 4.5 TSS 3.0 67 95 2023 96 2023 2023 2023 3 mm 4485 mm 1825 mm 1620 mm 2640 10.25 7 T-PILOT TSS 3.0 PDA EDSS RSA 4 高亮黑前格栅 后保险杠套件 2023 4665/1855/1680mm 2690mm 12.3 4.2 10.25/68 97 2023 98 2023 2023 2023 3/mm 4665 mm 1855 mm 1680 mm 2690 10.25 CarPlay/HiCar/CarLife GPF 12.3 英寸全液晶仪表+10.25 英寸 中控 屏 2023 C-HR SUV 4390/1795/1565mm 2640mm 10.25 2.0L 7 2.0L/69 C-HR 99 2023 C-HR 100 2023 C-HR 2023 C-HR 2023 3/mm 4390 mm 1795 mm 1565 mm 2640 10.25/Toyota Safety Sense nano TM 2023 4885-4905/1840/1455mm 2825mm 10.1 70 101 2023 102 2023 2023 2023 3/mm 4885-4905 mm 1840 mm 1455 mm 2825 10.1 Type-C/4980/1862/1449mm 2830mm i-MMD Honda SENSING 12.3+10.2 71 e:PHEV 103 e:PHEV 104 e PHEV e:PHEV 2023 4 mm 4980 mm 1862 mm 1449 mm 2830 i-MMD Honda SENSING 12.3+10.2 E5 4892/1905/1655mm 2954mm 13.5kWh/100km 8155 5G+72 Electra E5 105 Electra E5 106 Electra E5 Electra E5 2023 4 mm 4892 mm 1905 mm 1655 mm 2954 CLTC:620km 8155+5G+EYEMAX 30 6K CX-50 SUV SUV 4785/1920/1638mm 2815mm CX-5 115mm 2.5L 73 CX-50 107 CX-50 108 CX-50 CX-50 2023 5 mm 4785 mm 1920 mm 1638 mm 2815 SKYACTIV-G 2.0L 2.5L L 2.0T EcoBoost 5000/1961/1773mm 2950mm 2.0T EcoBoost+7.1s 20 74 L 109 L 110 L L 2023 4/mm 5000 mm 1961 mm 1773 mm 2950 12.3 27 Co-Pilot360 SYNC+2.0 E-2.0T EcoBoost+Timberline LED 5066/2004/1797mm 3025mm 19mm 2.3T 276 10 TMS 75 Timberline 111 Timberline 112 Timberline TV Timberline 2023 4 mm 5066 mm 2004 mm 1797 mm 3025 18 265/65 R18 12.3+27 SYNC+2.0 TMS 7.6s 76 2020 12.2%27.8%+15.6pct 30%70%/80%:19-22+2.7pct 22 6.1%+1.4pct 19 11 10 90%+18 IPD+1+2 3 2023 Plus DM-i EV DMi 1 Atto 3 Plus 35 D9 6 7000 N7 U8 U9 77+:ONE():a):H6 MPV b):(MAX):a):;b):&78 1+2 3 79 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