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13.8%9.8%9.6%4.7%7.6%2014 2015 2016 2017 2018Q32014-2018 Q3%2017-2018 2018 3 13.5%7.9%5 2018Q3 2017Q3 102018.12 iResearch I 2018.12 iResearch I BP 5 2017 20.8%90%2 10%67.4%65.6%63.7%62.0%60.4%17.1%17.4%18.3%18.3%18.8%5.3%5.7%5.9%6.4%7.2%10.2%11.3%12.1%13.3%13.6%15.5%17.0%18.0%19.7%20.8%2013 2014 2015 2016 20172013-2017%28174 30837 33550 38101 41957 4.0%9.5%8.8%13.6%10.1%2013 2014 2015 2016 20172013-2017%112018.12 iResearch I 2018.12 iResearch I 2020 1.2 480 500 2015-2020 4300 220 7400 250 400 10 3 24 30 45 60 9 58 109 153 221 3.2 2.4 3.6 3.4 3.7 2014 2015 2016 2017 2018Q32014-2018 Q3 2018Q3 2017Q3 122018.12 iResearch I 2018.12 iResearch I2051302017 20252017-2025/kWh 2025 2017 35%UBS IEA 2018 2020 2025 2030NMC111NMC622 Stage1-20182020 Stage2-20202030 Stage3-2030/NMC811+5%10%5V 25301010 132018.12 iResearch I 2018.12 iResearch I TSP 327.2 508.0 703.5 912.0 1162.0 47.1%55.3%38.5%29.6%27.4%2014 2015 2016 2017 2018e2014-2018 Q3%Stage 1 Stage 2 Stage 3 V2X 5G V2X 142018.12 iResearch I L4 L4 UBS SAE International 2015 2020 202550km/h Construction Zone Assist/60km/h Automated Valet Parking130km/h L2 L4 L5 L3 L0 L115 1 2018 2 3 4 2 162018.12 iResearch I 2018.12 iResearch I 169/30%-50%M2 2018 3 2017 113 125 140 156 169 11.9%10.6%12.0%11.5%8.3%2014 2015 2016 2017 2018Q32014-2018 Q3/%2372.3 2450.3 2811.9 2901.5 2049.1 2349.2 2459.8 2802.8 2887.9 2049.1 7.3%3.3%14.8%3.2%0.9%6.9%4.7%13.9%3.0%1.5%2014 2015 2016 2017 2018Q32014-2018 Q3%2018Q3 2017Q3 2018Q3 2017Q3 172018.12 iResearch I 2018.12 iResearch I 5 20 2016 46.1%48.5%57.2%63.4%66.0%2014 2015 2016 2017 2018Q32014-2018 Q3%=/2018Q3 2017Q3 2018Q3 2017Q3 Wind 7.32 6.66 7.17 7.63 8.33 8.05 7.98 6.67 6.49 6.78 7.44 6.66 6.92 7.15 7.45 7.57 7.64 7.50 7.37 7.31 7.32 2009-2018 Q3 2009-2018 Q3/2009/182018.12 iResearch I 2018.12 iResearch I 2020 500 2018 260 2018 3 2018 3 2017 9.0 58.3 109.0 153.0 260.0 80.8%547.8%87.0%40.4%69.9%2014 2015 2016 2017 2018e2014-2018%8.4 37.9 51.7 79.4 73.5 7.5 33.1 50.7 77.7 72.1 2014 2015 2016 2017 2018Q32014-2018 Q3 2018Q3 2017Q3 192018.12 iResearch I 2018.12 iResearch I 2018 100 2018 3 60 2017 2018 2.4%2018 100 2018 5.5 21.5 34.4 59.2 62.0 5.4 20.7 33.6 57.9 60.0 211.4%294.1%60.1%72.1%96.8%205.7%285.5%62.0%72.3%74.9%2014 2015 2016 2017 2018Q32014-2018 Q3%18923 17720 32183 40156 68161 45712 35289 49538 71127 12372 10302 14254 15982 18988 21340 19001 22959 26284 60.5%63.2%69.3%71.5%78.2%68.2%65.0%68.3%73.0%18.1 18.2 18.3 18.4 18.5 18.6 18.7 18.8 18.92018%2018Q3 2017Q3 202018.12 iResearch I 2018.12 iResearch I A 2017 30%A00 2018 15 A A B C 11%11%10%9%6%6%5%4%3%35%2017 37.0%23.1%21.7%10.9%4.8%0.8%0.2%53.7%19.8%16.0%5.2%4.5%0.7%2017-2018 Q3 A00 A A A0 B C C B 2017 2018 3 212018.12 iResearch I 2018 13.7 4.5 7.5 7.3 2.6 3.8 1.8 1.1 2.0 3.3 6.3 5.5 2.5 7.7 1.4 1.2 6.2 0.4 6.0 1.7 68.5%44.8%75.3%48.9%64.8%75.6%22.1%74.0%24.6%66.9%2018 3 2018 3 2018%222018.12 iResearch I 2018.12 iResearch I 2 2019 2 2018 13507 4708 4410 535 230 2018 3 2018 1 2018.04 2018.12 2019.04 2019 2019 2018.08 1 2017.12 2018 232018.12 iResearch I 2018.12 iResearch I 2018 3 158%6 145 43.5%43.7%44.1%47.9%67.2%TOP5%38.4%39.8%45.9%49.9%55.3%TOP5%N=518 2018 11 iClick N=518 2018 11 iClick 242018.12 iResearch I%N=518 2018 11 iClick 30%60%90%252018.12 iResearch I 2018.12 iResearch I SUV B SUV B B 20%11-15 34%20%31%17%16%23%18%22%23%21%53%A B C SUV SUV SUV 11-15 16-20 21-25 26-30 N=518 2018 11 iClick N=518 2018 11 iClick 2.4%4.2%7.7%8.3%11.7%12.9%15.9%18.1%18.9%D SUV SUVA SUVC B SUV%262018.12 iResearch I 28%35%42%49%50%64%70%74%2018 3 27 N=518 2018 11 iClick 272018.12 iResearch I 2018.12 iResearch I0.2%20.9%24.8%28.4%41.3%49.3%52.9%58.4%60.0%65.6%KOL APP APP APP APP APP%N=518 2018 11 iClick iUserTracker.2012.6 40 9654 8372 8885 8217 8813 8375 8178 8342 8158 9444 8300 8640 8014 8394 7909 7970 7865 7963 8639 7574 7616 7055 7361 6972 7110 7267 7046 7978 7157 7102 6629 7025 6746 6794 6842 6801 18.1 18.2 18.3 18.4 18.5 18.6 18.7 18.8 18.92018 3 PC TOP4 282018.12 iResearch I 2018.12 iResearch I 5 2018 9%400 10561.8 12326.7 14095.9 16278.2 18469.5 2010.6 2125.5 2065.6 2171.9 2338.8 2013 2014 2015 2016 20172013-2017 380.3 342.4 369.8 420.9 314.1 379.1 345.1 365.1 416.1 323.1-5.7%-10.0%8.0%13.8%4.0%-6.5%-9.0%5.8%14.0%5.1%2014 2015 2016 2017 2018Q32014-2018 Q3%2018Q3 2017Q3 292018.12 iResearch I 2018.12 iResearch I 330089016263794554940136052688487462400874 123236205201494466006769888618.1 18.2 18.3 18.4 18.5 18.6 18.7 18.8 18.92018 3 24202826872018 3 302018.12 iResearch I 2018.12 iResearch I 2018 2018 3 1 2018 3 3 3 2 2.6 11.2 13.5 10.5 5.2 1.9 9.4 11.8 10.6 5.6 2014 2015 2016 2017 2018Q32014-2018 Q3 13942074293930113291329132924142784812240 2018 3 TOP10 2018Q3 2017Q3 31 1 2 3 4 3 322018.12 iResearch I 332018.12 iResearch I 342018.12 iResearch I 2017 9 27 2018 4 1 1 CAFCNEV=1=-352018.12 iResearch I 2018 2017 2018 2018 R 2018 100km 2 1.4=km3.6 2.52 1.5 200km km 2.4 250km km4.4 3.08 3.4 300km km 4.5 400km 5 50km 2.4 1.68 2.2 362018.12 iResearch I 2018 9 2018 2018 2020 2018 9000 2245 100%372018.12 iResearch I 2018.12 iResearch I PMI PMI 2017 51 2018 9 50 PMI 1 2 74.1 81.4 88.3 87.5 87.2 85.9 86.3 2017Q1 2017Q2 2017Q3 2017Q4 2018Q1 2018Q2 2018Q32017-2018 Q3 51.851.752.451.651.5 51.550.8502017Q1 2017Q2 2017Q3 2017Q4 2018Q1 2018Q2 2018Q32017-2018 Q3 PMI PMI 382018.12 iResearch I 2018.12 iResearch I 40%30%2017 4 Wind Wind 78.4 77.9 77.3 77.3 77.5 78.4 74.4 74.0 75.3 89.7 90.5 91.3 92.4 91.1 91.0 91.1 90.1 90.4 116.3 114.5 113.8 111.7 114.8 116.3 116.1 120.6 122.0 53.2 52.5 49.5 45.3 45.3 43.7 44.1 46.4 48.0 18.1 18.2 18.3 18.4 18.5 18.6 18.7 18.8 18.92018 3 23.0 23.3 23.6 24.0 23.4 22.4 20.8 19.3 18.7 40.9 42.6 46.1 48.9 48.8 46.0 42.5 38.2 35.0 18.1 18.2 18.3 18.4 18.5 18.6 18.7 18.8 18.92018 3/60%/392018.12 iResearch I 2018.12 iResearch I 2017-2018 180 2018 2018 3 2017 EV Sales EV Sales 910131422323946 C B A 2017-2018 Q3 17232833 3328242017Q1 2017Q2 2017Q3 2017Q4 2018Q1 2018Q2 2018Q32017-2018 Q3 402018.12 iResearch I 4S Space Store Station E Spot APP AR 412018.12 iResearch I 2018.12 iResearch I 2016 1.2.4S 3.422018.12 iResearch I 2018.12 iResearch I 2018 2018 3 PC Mobile OTT 75.56 15.8%30%63.6%iAdTracker.2012.1 200 iAdTracker.2012.1 200 67197 52609 70896 81859 89156 99948 91896 95678 100444 526 390 155 131 64 43 46 642 310 18.1 18.2 18.3 18.4 18.5 18.6 18.7 18.8 18.92018 3 PC Mobile OTT 49499397517428568762839679397672682102425816474298431903542535603063533680026328150479483631 2 3 4 5 6 7 8 92017 2018 3 PC Mobile OTT 2017 2018 432018.12 iResearch I 2018.12 iResearch I 2018 3 3 29.6GWh 64.3%CATL UBS CATL 2017 11.84Gwh 10121417202021242949 CATL2017 10 TOP102018 3 TOP3 TOP5 TOP10 29.6GWh 64.3%41.0GWh 89.1%35.0GWh 76.1%442018.12 iResearch I 2018.12 iResearch I 2020 2020 2018 25 2018-2020 4.3 5 6 80%2017 15 70 5 2017 1 2020 2017 7 60%100%7()50%45 1The head of compliance at Volkswagen said 2019 will be its difficult year.Financial Times 2018.11 Hiltrud Werner 2 3 4 4 462018.12 iResearch I 2018.12 iResearch I0.1%1.0%1.4%2.2%0.2%0.4%0.7%0.7%1.6%0.6%0.7%0.6%0.5%1.0%0.2%0.3%0.4%0.7%2013 2014 2015 2016 20172013-2017%5 IEA IEA 3.2 10.5 31.3 64.9 122.8 1.2 2.5 4.8 7.3 11.0 6.9 10.2 12.6 15.2 20.5 17.1 29.0 40.4 56.4 76.2 2013 2014 2015 2016 20172013-2017 472018.12 iResearch I 2018.12 iResearch I 2017 2017 20 A00-A0 D2-2017 2017 6 180km EV Sales EV Sales 42484431154466150883519625430897057103122103199109485 2017 TOP10 27982309203141031932423424653547195508305471578079 Bolt PHEV i3 Zoe D2 Model X Prime/PHV Model S EC2017 TOP10482018.12 iResearch I Reuters 2018 2020 492018.12 iResearch I 2012 Hubject IT 2017 IONITY Hubject IONITY Reuters Bloomberg Hubject IONITY InterchargeCPO Intercharge InterchargeDIRECT InterchargeEMP Intercharge InterchargeCHECK 2020 400 2018 Q3 30 2018 Q3 48 502018.12 iResearch I 2018.12 iResearch I77%78%67%47%17%14%9%5%1%2%8%15%3%3%8%13%1%1%2%6%1%1%6%14%2018e 2020e 2025e 2030e2018-2030 MHEV HEV PHEV BEV 10-15 BCG National Academy of Sciences 9.1%16.7%23.1%28.6%33.3%41.2%50.0%10%20%30%40%50%60%70%80%90%100%512018.12 iResearch I 2018.12 iResearch I CATL 2017 2018 3 LAZARD 3.4%3.7%-10.6%4.3%10.2%-1.9%2012-2016%240.0 254.3 257.2 262.9 291.4 1.7%6.0%1.1%2.2%10.9%2013 2014 2015 2016 20172013-2017%522018.12 iResearch I 2018.12 iResearch I-Alix Partners 21 22 22 22 221919 20 21 214455 5333536384077776910101111566662019e 2020e 2021e 2022e 2023e2019-2023-1999 15%43.4%2016-2373.5 34%2017 1060 2014 4 43 532018.12 iResearch I 2018.12 iResearch I 7 17%JP Morgan BCG 43%39%22%19%22%26%26%29%29%40%32%29%26%26%11%15%22%20%18%19%18%5%7%11%11%11%12%5%6%6%6%8%8%9%9%2011 2012 2013 2014 2015 2016 20172011-2017 50%35%15%84%16%30%542018.12 iResearch I 2018.12 iResearch I1237.7 1172.0 1215.0 1184.8 842.6 407.8 622.0 904.7 1025.3 723.5 3.1%-5.3%3.4%-2.5%1.3%36.4%52.4%44.6%13.2%3.9%2014 2015 2016 2017 2018Q32014-2018 Q3 SUV SUV%SUV%SUV 5 SUV SUV SUV 236 SUV 49 50%SUV 15262112363910 SUV SUV SUV SUV 2018 SUV 2018 12 20 SUV 20.8%48%2018Q3 2017Q3 552018.12 iResearch I 4S VR 4S 562018.12 iResearch I 2018 40 OEM McKinsey 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 57 Keep Learning 400-026-2099 58
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