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2023 10 10 Table_Author Email:S1320523080001 2021 2023+1 70%2 EE 002594.SZ 601633.SH/2333.HK 0175.HK 00025.SZ NIO.US 9868.HK/XPEV.US/9 8 2023.09.14 8+2023.08.18-10%-6%-1%3%7%11%16%20%10/10 12/22 3/5 5/17 7/29 10/10 300 2 1.vs.5 1.1.5 1.2.6 1.2.1 2022.6 1.2.2 2023.7 1.2.3.9 1.3.9 1.4.11 2.11 2.1.11 2.2.14 2.3“”2024.16 2.4.18 2.5 2023.19 2.6 2024.20 3.21.22 0YDWyRrMtQoPsMtQtOpQpO6MdN9PmOrRnPoNiNrQpPfQmNpNaQqRmQxNmPqQMYoMrM 3 1 2000-2023%.5 2 2000-2023%.5 3 2000-2023%.5 4.6 5.6 6.6 7.7 8.7 9.8 10 2023 1-8 60%.8 11.8 12.8 13.8 14 2023 1-8 100%.9 15.9 16.10 17%.10 18%.10 19 2023 1-8 TOP10.11 20 2023 1-8 TOP10.11 21 2022 TOP10.11 22 2023 1-8 TOP10.11 23 2023.13 24 2023.13 25.14 26.15 27.15 28.16 29.17 30.19 31.20 32.21 4 1886 70 1956 90 2000 F3 know-how 2010 2021 2023 EE 2015.5 2023.4 5 1.vs 1.1 2000 2022 63096.00+4.4%2023 1-8 38932.25 2022-6.5%22232.39-5.6%16699.86-7.6%5532.53 1 2000-2023%iFinD 2 2000-2023%3 2000-2023%iFinD iFinD 2021 2022+1400 1412.45 601.56-20-10010203040010000200003000040000500006000070000进出口差 额 进出口总 值 进出口金 额:同比-20-100102030400500010000150002000025000300003500040000出口总值 出口金额:同比-20-1001020304050050001000015000200002500030000进口总值 进口金额:同比 6+74.7%810.89+7.4%2021 2001 15.59 0.65%2005 1%2022 4%2023 1-8 1219.93 5.5%1-8 634.3+91.2%2022 4 iFinD 5 6 iFinD iFinD 1.2 1.2.1 2022 2000 2009 2008-2010 14.37%25.34%2016 30%20190123456020000400006000080000100000120000140000160000汽车相关 出口金 额 百万 美元 占比%-100-50050100150200010000200003000040000500006000070000汽车(包括 底盘):出口金 额 百 万美元汽车(包括 底盘):出口金 额同比%-40-200204060801000100002000030000400005000060000700008000090000汽车零配 件:出口 金额 百万美 元汽车零配 件:出口 金额同 比%7 28.67%2020-2021 32%2022 33.49%2023 1-7 4960+10%31.51%7 8 1.2.2 2023 2017 2015.5 2023.4 2017 2020 100 2021 2021 200 201.5 2022 300 311.1 2023 99.4+70.6%1-8 294.1+61.9%2022 310.8 2023 0100020003000400050006000700080009000100000500100015002000250030003500中国 亚洲其他 南半球欧洲 北美洲 全球（右 轴）0%10%20%30%40%50%60%70%80%90%100%8 2020 9 iFinD 10 2023 1-8 60%11 12 13 050100150200250300350400450500韩国汽车 出口量 日本汽车 出口量 中国汽车 出口量 德国汽车 出口量-20020406080100120050100150200250300350汽车出口 数量 万辆 汽车出口 数量:同比%0%10%20%30%40%50%60%70%80%90%100%-20020406080100120050100150200250300乘用车出 口数量 万辆 乘用车出 口数量:同比%-40-20020406080010203040506070商用车出 口数量 万辆 商用车出 口数量:同比%9 1.2.3 2020 7+89.4%7.0%2021 31 3 2022 67.9 1.2 2023 1-8 72.7 1.1 24.72%14 2023 1-8 100%15 1.3 2020 2018 2018 6.9%2022 29.4%2023 1-8 40%0%50%100%150%200%250%300%350%400%010203040506070802020 2021 2022 2023.1-8新能源汽 车出口 量（万 辆）同比增速0%10%20%30%40%50%60%70%80%90%100%10 16 2023 50 Inovev 2023 8%2022 6%2021 4%2023 1-8 664%6 1-8 65687 662%17%18%0%10%20%30%40%50%60%70%80%90%100%010203040506070欧洲 亚洲 北美洲南美洲 大洋洲 非洲2030405060708090100欧洲 亚洲 北美洲南美洲 大洋洲 非洲 11 19 2023 1-8 TOP10 20 2023 1-8 TOP10 1.4 2023 1-8 10 66.7 2023 1-8 12.5 6.5 2022 2 21 2022 TOP10 22 2023 1-8 TOP10 2.2.1 2012 CTI 30 80%2020 01002003004005006007000100000200000300000400000500000600000汽车出口（辆）同比增速（%）0100200300400500600700020000400006000080000100000120000140000160000新能源汽 车出口（辆）同比增速（%）90.645.227.124.9 24.219.817.311.5 118.3010203040506070809010066.755.823.5 23.121.318.213.912.511.310.401020304050607080 12 2023 6.4%+2.6pct 2023 26%5 2024 15 2023 2021 2023 15 140 2023 PLUS EV U D9 Atto 3 2023 13 1 2023.7-15 2023.7 30 45 2023.3 4 2023.3 2 2023.1-2 7000 CEU 2022.12 UzAuto DM-i 2022.12 ASTARA 2022.10 SIXT 2022.10 2022.9 Bustami&Saheb Trading Company 2022.8 REVER Automotive 2022.8 Hedin Mobility 2022.7 louwman 2022.7 99 2022.7 2022 EV PLUS DM-i PLUS DM-i PLUS DM-i 2022 PLUS ATTO 3 2021 EV PLUS 2021 EV EV 2020 2018 2017 2016 2014 9100 2013 1500 2013 2013 2012 Bulmineral 23 2023 24 2023 14 25 Seal D9 SONG PLUS ATTO 3 PLUS HAN EV iFinD 2.2 3 KD KD 2019-2021 GWM H6 HEV/PHEV JOLION WEY coffee 2021 11 170 700 050001000015000200002500030000 15 26 27 2 2023.5 2023.5 2024 5 1 2023.3 GWM 2022.12 2022 2022.11 GWM H6 HEV H6 PHEV 2022.11 GWM H6 PHEV 2022.7 300 100 2022.6 SUV H6 GT 2022.1 PHEV Coffee 01 PHEV Coffee 02 GT PHEV Coffee 01 2021.11 GWM 2021.10 2021.9 2021.8 2021.6 H6 HEV 2021.4 F7 JOLION 2021.2 GWM 2019.6 F7 F7F7x H5 H9 2016 2015 2014 H6 H9 5 6 2012 5 C20R H6 5 2007 2006 KD 1997 16 28 500 H5 H9 iFinD 2.3 2024 KD 2023 12 2024 2023 4 2030 100 120 10000 2023 7 2024 90%40 2024 10 20 2024 2-3 05000100001500020000250003000035000 17 3 2023.9-11 9 8 5 3 2023.9 2023 12 2024 2023.8 2023.4-2030 100 120 10000 2022.1 Fieldman Eado EV460 10 2.4 2022 CS35 PLUS CS75 48%28%UNI 2021 X7 SUV 2021 8 Hunter EADO PLUS CS75 PLUS CS85 UNI 2020 2019 Fieldman Sdn Bhd Fieldman EV 2019.11 MCML JV 2019.4 M201 Master 2018 2018 MASTER MOTORS CKD 10 2016 M201 2009 CM8 2005 BERJAYA CM8 CV6 CKD 2003 29 12 Lamore CS35 PLUS CS75 UNI-K iFinD 0500010000150002000025000 18 2.4 2010 100%2013 2017 49.9%51%2018 9.69%2025 60 600+2016 LYNK&CO 2020 01 2021 01 2023 6 2023 4 2023.9 001 59990 X 44990 2024 2023.8 001 2023.7 001 X 2022.1-Mobileye 2024 L4 2021.12 Waymo Waymo One-M SEA-M CEVT 2021.11 IPO 220 2021.8 2021.1 UTI E200 8T 2018.3 02 Tictail 2018.2-9.69%2018.1 Fuji Speedway 2017.6 DRB-HICOM 49.9%51%2016.1 LYNK&CO 2013.2 2010.3 100%2009.3 5456.34 DSI 2006 19.97%7 1104 2005.9 2003.8-19 30 01 X70 001 Tugella E200 8T iFinD 2.5 2023 2020 10 NIO House 2021 5 9 ES8 2023 NIO House NIO Space 5 NIO House 7 NIO Space 2021 2022 9 2023 8 500kW 2023 18 8 APP 50 2023 120 050001000015000200002500030000 20 5 2023.8 500kW 2023.8 2023.7 2023.6 NIO House 2023.3 NIO House 2023.3 NIO House 2022.12 NIO House 2022.10 NIO Berlin 2022 ET7 EL7 ET5 NT2 2021.10 NIO House 2022.9 NIO Space 2022.9 2021.9 ES8 60.9 75.9 2021.6 ES8 EWVTA ES8 2021.5 2020 2016 2015 2015 31 ES8 EL7 ET5 ET7 2.6 2024 2020 G3 P7 2022 2 Emil Frey NV Bilia+2021 8 P7 11 2022 3 P5 21 2023 P7i G9 2024 2023 17 15 6 2023.9 2023 P7i G9 2022.10 G3 826 2020 86 2021 438 2022.4 Axel Towers 2022.3 P5 39,366-53,333 2022.3 2022.2 2022 2021 P7 WVTA 11 2020 100 G3 200 IT 32 3.2021 2023+22 1 70%2/002594.SZ 601633.SH/2333.HK 0175.HK 00025.SZ NIO.US 9868.HK/XPEV.US/23 6 A 300 10%5%10%-5%+5%5%195 8 11 15F 266100 5 27F 100029 1366 9-10F 200120 2 28-30F 518000
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