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2020 22020.12 iResearch I 70%50%2025 500 SMS 9 SUV APP 2035 5G 4G SDV 3 2 3 51 442020.12 iResearch I 52020.12 iResearch I 2020.07-12 24 2020.06-2020.05-2020.04-2022 2020.02-2025 2020.01-2019-2020 10 2021-2035 15 5 2020-2-5000-2020-2022-2022 92%-2020-100%62020.12 iResearch I 2020.12 iResearch I 2017 2019 2018 2019 18.320.222.023.826.028.230.713.214.515.717.118.319.921.610.1%8.9%8.4%9.0%8.7%8.9%9.6%8.4%8.9%7.1%8.4%8.6%2013 2014 2015 2016 2017 2018 2019()()(%)(%)2013-2019 1627.01869.02087.0.02338.02499.02675.02862.014.9%11.7%12.0%6.9%7.0%7.0%2013 2014 2015 2016 2017 2018 2019()%2013-2019 72020.12 iResearch I 2020.12 iResearch I 2025 2025 2030 2030 2040 2040 2019 5 2019 70%50%2030 3.823.083.363.814.204.625.062.10 2.112.152.001.92 1.89 1.912013 2014 2015 2016 2017 2018 2019 2013-2019/2019 2030 2020 2025 2030 70%82020.12 iResearch I 2020.12 iResearch I 2013 2017 2018 2019 IT IT 6.214.771.5276.6451.0319.7394.082251727973582013 2014 2015 2016 2017 2018 2019 2013-2019 92020.12 iResearch I 2020.12 iResearch I“”159.7 165.1219.5259.2320.2370.9382.429.5 27.0 34.137.743.948.8 48.4 km 2014-2020 2014202010 2 3 51 4112020.12 iResearch I 5 9 2019 310 81.4%3373125211310918285071116.7%68.1%70.6%46.0%100.0%55.6%78.6%42.0%2015 2016 2017 2018 2019%2015-2019 122020.12 iResearch I 2020.12 iResearch I1.87.533.150.777.7125.6120.6316.7%341.3%53.2%53.3%61.6%-4.0%9.65.312.69.710.415.28.08.58.07.59.516.34.41.35.37.28.210.49.810.913.816.020.01 2 3 4 5 6 7 8 9 10 11 12 2019 2020 2019 4%2019 12 120 2020 3 7 9 13.8 9 11 20 2020 130 2019&2020 2013-2020.11 110.92019 80%7 132020.12 iResearch I 2019 2019 65707 EX5 16683 2019 92.2%1668314191114879265896217681086686394 38625.4%21.6%17.5%14.1%13.6%2.7%1.7%1.0%0.6%0.6%EX5 G3 ES6 ES8 N01 DEV1 S01 EV10 SA01%2019 TOP10 92.2%142020.12 iResearch I 2020.12 iResearch I 2020 300km 2013-2020 4.84.64.44.23.3 3.42.21.93.53.33.23.02.42.21.00.92013 2014 2015 2016 2017 2018 2019 2020 80.0 80.0 80.0100.0 100.0150.0250.0300.090.0130.0160.0 160.02013 2014 2015 2016 2017 2018 2019 2020 km Wh/kg 2013-2020 152020.12 iResearch I 2020.12 iResearch I 2020 3 27 7.8 4 251 2020 6 132.2 55.8 5.814.924.038.751.655.8156.9%61.1%61.3%33.3%8.1%2015 2016 2017 2018 2019 2020.6%6.364.293.403.363.133.153.473.263.842.733.502015 2016 2017 2018 2019 2020.6 2015-2020.6 2015-2020.6 162020.12 iResearch I 2025 500 2020 11 2 2025 20%3 4 2025 530 2000 1 1261211301802293034015304.5%4.7%5.2%6.8%8.9%11.7%15.3%20.0%2018 2019 2020e 2021e 2022e 2023e 2024e 2025e2018-2025%172020.12 iResearch I 182020.12 iResearch I/192020.12 iResearch I 2020.12 iResearch I-RE Sm Nd Sm TM Fe Co 2019 4400 36.7%36.7%18.3%18.3%10.0%5.8%5.8%2019 202020.12 iResearch I 2020.12 iResearch I-44.0%54.0%65.2%49.0%38.0%32.0%7.0%8.0%2.8%2017 2018 2019%2013 2018 72 2019 10%2019 65.2%2017 21.2%GGII GGII 0.83.715.728.036.456.962.4368.4%324.3%78.3%30.0%56.3%9.7%2013 2014 2015 2016 2017 2018 2019 GWh%2013-2019 2017-2019 212020.12 iResearch I 2020.12 iResearch I-P2P 4S A B SUV OTA A0 B SUV 222020.12 iResearch I-7kW 60120kW+232020.12 iResearch I 2020.12 iResearch I-2018-2024+0.73.314.125.232.851.256.1368.4%324.3%78.3%30.0%56.3%9.7%2018 2019 2020e 2021e 2022e 2023e 2024e GWh%242020.12 iResearch I L3 SEA L0L5 L1-L3 L4 L4 L2 L3 5G L0 L1 L2 L3 L4 L5 L2 L3 L2/L3 252020.12 iResearch I 2020.12 iResearch I-4/5G GPS LTE-V2X V2PV2R V2C V2VV2X+TSPETC262020.12 iResearch I 5G HUD NIO OS NOMI()es8CleanPro AI Living Pilot EX6272020.12 iResearch I HMI Human Machine Interaction OTA 5G 28 2 3 51 4292020.12 iResearch I1 2 2020.09 1236 302020.12 iResearch I N=928 2020 9 iClick 84.3%15.1%67.3%71.8%69.8%30.2%2640 71.8%39.7%49.4%65.7%13%/60.3%20.8%8.9%2020 47.6%39.0%36.3%33.0%36.7%30.3%84.4%312020.12 iResearch I 2020.12 iResearch I 0.9%24.8%26.4%27.2%32.5%33.8%43.9%45.4%46.4%52.0%2020 46.4%45.4%N=928 2020 9 iClick N=928 2020 9 iClick 1.0%26.5%27.7%30.9%56.1%56.7%56.8%73.6%/2020 322020.12 iResearch I1.0%38.3%39.4%40.3%42.3%45.3%46.7%51.0%54.0%59.2%60.8%2020 60.8%59.2%54.0%51.0%N=928 2020 9 iClick 332020.12 iResearch I N=928 2020 9 iClick 2020 342020.12 iResearch I N=928 2020 9 iClick 21.4%36.6%27.9%37.8%33.5%18.8%28.2%26.4%39.3%34.7%40.0%50.3%24.9%40.0%26.2%22.8%45.6%40.0%27.6%22.4%19.0%23.9%2020%352020.12 iResearch I 2020.12 iResearch I 45.9%43.1%9.7%1.2%0.1%2020 89%43.1%/OTA 50%N=928 2020 9 iClick N=928 2020 9 iClick 1.3%42.3%46.6%48.1%48.2%52.4%52.8%56.8%OTA/2020 9 362020.12 iResearch I/L2 N=928 2020 9 iClick 39.3%37.2%29.7%29.3%29.3%28.8%27.2%23.1%22.8%19.6%18.9%17.6%9.1%2020 372020.12 iResearch I 2020.12 iResearch I 78.7%20-30 78.7%55.1%20.8%10-30 N=928 2020 9 iClick N=928 2020 9 iClick 78.7%55.1%20.8%2020 29.2%24.1%18.2%8.7%7.2%6.8%5.7%2020 382020.12 iResearch I 2020.12 iResearch I N=928 2020 9 iClick N=928 2020 9 iClick 1.9%20.6%24.7%32.8%38.4%39.7%39.8%42.3%45.6%48.2%2020 2020 4.17/54.29/54.27/5 4.22/54.17/5 4.14/5 392020.12 iResearch I 2020.12 iResearch I N=928 2020 9 iClick N=928 2020 9 iClick 0.6%25.4%26.8%32.5%33.0%36.9%44.1%44.2%48.6%49.2%2020 1.3%19.2%23.4%25.3%25.9%34.6%35.3%36.6%36.7%37.1%42.7%2020 402020.12 iResearch I 2020.12 iResearch I 60%N=308 2020 9 iClick N=308 2020 9 iClick 2.0%22.4%29.6%30.5%32.8%35.1%40.3%47.4%48.1%49.7%2020 0.7%37.0%40.6%41.9%47.1%62.7%62.7%64.0%2020 41 2 3 51 4422020.12 iResearch I-1995 2 3 50%SUV SUV SUV SUV MPV NEDC 605432020.12 iResearch I-7+4 2015 7+4 7 7+4 7 4+442020.12 iResearch I-2014 11 3556 nomi NIO pilot BaaS GB/T NIO Power NIO BaaS 2.0 90kW 10 100 60000+ec6NEDC 615kmes8NEDC 580kmes6NEDC 610km452020.12 iResearch I-EP9 EP9 NIO333 APP NIO NIO 1234462020.12 iResearch II-2015 SUV Maven 2021 NEDC 800km L4 5G IdeaL4-EX5-Z SUVNEDC 520kmEX6-Plus SUV 5/6NEDC 501km SUVIdeaL4 D E A L4I-Intelligence cockpit D-Digital Architecture E-EIC A-Autonomous Driving EX5 SUVNEDC 520kmMaven NEDC 800km472020.12 iResearch I 2020.12 iResearch I-OTA OTA Apple Watch 300 CN95 PM0.3 95%L2 ACCA TJA 12 L3 L4 AI 6 OTA ACCA ICA TJA TSR LKA WMConnect AI 12 L2 12 Apple Watch 3.5 AVP L4 482020.12 iResearch I-SUV 4.0 C2M VDA 2.0 20%AGV 2mm 4.0+C2M 75.8%2.0 20%492020.12 iResearch I-APP APP 200 20 APP 1000 EX5 7+50 2 3 51 4512020.12 iResearch I 2020.12 iResearch I 2035 2035 50%3 80%80%80%74.7%80.7%83.9%78.3%80.6%25.3%19.3%16.1%21.6%19.2%2015 2016 2017 2018 2019 2015-2019 522020.12 iResearch I 2020.12 iResearch I2.091.631.240.992016 2017 2018 2019/Wh 30%-40%4 300Wh/kg GGII wind 2016-2019 Ni Co Mn 1:1:15:3:25:2:36:2:28:1:12019.4-2020.7 20.5 19.5 20.3 18.6 19.117.05.0 4.84.4 4.1 3.8 3.62019.4 2019.7 2019.1 2020.1 2020.4 2020.7 811/532020.12 iResearch I 2020.12 iResearch I5G 5G 4G 5G 100/1ms 500km/h 5G eMBB uRLLC mMTC Gbit/s Mbit/s km/h ms/km2 Mbit/m2 101001x 3x3505001011051061x100 x0.1101205G 4G 5G 5G eMBB uRLLC mMTC eMBB 10Gbps 1ms 5G 4G542020.12 iResearch I SDV SDA Software Defined Vehicle OTA OTA SDV 5G 55 Keep Learning 400-026-2099 56
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