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|2023 12 09 TMT/2023 ICT 3 2009 2013 2019 3 HI HI 11/12 M5/M7/M7 11 S7 M9 2023 2010 ICT 1 2 1+8+N 2022 HarmonyOS 3.3 8 4.0 3 2023 Mate 60/X5 4/M7/S7 1 ADS 2.0 AI NCA S7 MDC MDC L2+L5 192 2-8M 4D 2 OS+SoC+HUAWEI SOUND OS 4.0%484 9.6 7386.6 9.6 5789.4 8.6%1m 6m 12m-4.2-2.0 2.9 1.7 9.0 17.0 S1090511060002 S1090518120002 S1090522060001 S1090522090002 S1090518050001-20-1001020Dec/22 Apr/23 Jul/23 Nov/23(%)电子 沪深300 Smart EV 2 9610A 200kDMIPS HUAWEI SOUND HUAWEI 3 AutOptiX AR-HUD xHUD xPixel xScene 4 HUAWEI iDVP 5-C-V2X 6 DriveONE 800V 3 12 2023 M7 S7 SUV M9 2023/2024 10/40-50*1 2 3 4 5*1 XVDWxOrMtQrQtNoNrMqPoP9PcM8OtRqQnPnOeRnMnPkPmNmR7NpPvNNZnRoNuOrNsR 3 1-HUD PSS TCL CCL/PCB MCU-RSU-4 5.8 1.8 2/.10 1“”M7 M9.10 2“”S7.13 3 HI“”.18 4.20.21 1 L3 2010.21 2.26 1.26 2“1+8+N”.39 3.40.42.45 1 2022.9 2 2022.9 3 2009-2023Q3.9 4.11 5.11 6.11 7 2022 3/.12 8.14 9.14 10 2023 1-10.14 11 2023 1-10.14 12 2022.15 13.15 14 S7.17 15.18 16.20 17 S HI.21 18.22 19.22 6 20 2018-2022.24 21.25 22.26 23.26 24.27 25.31 26 HUAWEI SOUND.32 27 HUAWEI SOUND.32 28.33 29.33 30 AutOptiX.33 31 HUAWEI xHUD.34 32 HUAWEI xHUD.34 33 HUAWEI xPixel.34 34 HUAWEI xPixel.34 35 HUAWEI xScene.34 36.34 37 iDVP.35 38 iDVP.35 39 iDVP.35 40 HUAWEI xMotion.36 41 HUAWEI xMotion.36 42.36 43 V2X.37 44.37 45 DriveONE 800V.38 46 DriveONE 800V.38 47“”800V.38 48“”800V.38 49.38 50.38 51 S7.39 52 4.39 53“1+8+N”IoT.40 54 21Q4-23Q3.40 55.40 56 APP.40 7 57&.41 58 22Q3.41 1.3 2.8 3 3.10 4 M7/M7.12 5“2025”.15 6 S7.17 7.19 8 12.19 9.21 10 NOA.23 11 ADS 2.0.28 12.28 13.29 14.29 15.30 16 4D.30 17 2.0/3.0/4.0.31 18 4.0.31 19.32 20.36 21.42 22.44 8 1 ICT 3 2009-2013 2009 2011 2013-2018 2013 ME909T 2016 5GAA 2019 2019 BU BG CEO BU IRB 2 时间 历程 2009-2013 2009 2011 2013-2018 2013 ME909T 2014 Wi-Fi CarFi 2016 5G 5GAA ISO/TS 16949 2017 2018 2019 ICT 3 2019 BU HUAWEI HiCar 2020 HI&2021 AITO M5 HarmonyOS SF5 M5 AITO HI/2022 M7/M5e 2023 ADS2.0 HarmonyOS 4 M7 M9 S7 9 BU HI ICT BU 2022 BU 30 7000 2022/BU 2144.6/20.8 32.0%/0.3%23H1 BU 10 0.3%BU 2023 11 BU 1 2022 2022 2 2022 3 2009-2023Q3 2022 HI ICT 0%2%4%6%8%10%12%14%16%18%20%020040060080010001200净利润(亿元)净利率（%）10 AR HUD T-Box 2022 30 200 HI HI S HI HI&AITO M5/M7 S7 23 M9 3 3 模式 合 作车企 车型 类型 起 售价 发 布时间 HI S HI 39.79 2022 5 11 SUV 34.99 2022 8 12 30.08 2023 11-2024 SF5 SUV 21.68 2021 4 M5 SUV 25.98 2021 12 M7 SUV 28.98 2022 7 M7 SUV 24.98 2023 9 M9 SUV-2023 12 S7 25.8 2023 11-SUV-2024H1 X-X-11 34.99 2022 8 2023 8 11 30 S HI 39.79 2022 5 2023 5 S 32.98 2/1 M7 M9 M5/M7/M5e/M7 2023 M7 3 2003 2016 A 2017 2019 2021 11 AITO SUV MPV 4 5 6 M5/M7/M5e/M7 M7/M9 SF5 2019 2021 4 SF5 2021 SF5 680 M5/M7 2021 12 M5 2022 3 M5 HOS M5 87 2022 M7 M5 2022 7.6 M7 2023 M7 5000 M7/M9 2023 9 M7 5 1 M7/M7 4/2 2 ADS 2.0 90km/h(40)(20)0204060801001200501001502002503003504002008200920102011201220132014201520162017201820192020202120222023Q3营业总收入（亿元）增长率（%）(3,000)(2,500)(2,000)(1,500)(1,000)(500)0500(50)(40)(30)(20)(10)010归属母公司股东的净利润（亿元）增长率（%）12 3 3338mm 66.3%4 3.0 ADS 2.0 M7 10 60%M9 11 28 3.3 12 7 2022 3/wind/ADS 2.0 Mate 60 2023 S7 SUV/MPV 4 M7/M7 问界 M7 问界新 M7（大五座）理想 L7 比亚迪唐 DM-i 岚图 FREE 特斯拉 modelY()28.98-37.98 24.98-30.98 31.98-33.98 24.98-28.18 26.69 30.24 SUV SUV SUV SUV SUV SUV x x(mm)5020*1945*1775 5020*1945*1760 5050*1995*1750 4870*1950*1725 4905*1950*1645 4750*1921*1624(mm)2820 2820 3005 2820 2960 2890 200/330 272/449 330 160 360 331 272/449 360/660 449 325 720 559(km/h)190 190 180 180 200 217 0-100km/h(s)4.8/7.8 7.8/4.8 5.3 4.3 4.8 5 ps 272/449 DriveONE 272/449 449 218 490 450 05,00010,00015,00020,00025,000赛力斯总销量 问界交付量 13 问界 M7 问界新 M7（大五座）理想 L7 比亚迪唐 DM-i 岚图 FREE 特斯拉 modelY/(kWh)40 40 42.8-39.2 78.4(km)WLTC 1000/1100 CLTC 1300/1250 CLTC 1315-CLTC 688 km CLTC 230/200 CLTC 240/210 CLTC 210-CLTC 210 CLTC 688-HUAWEI ADS 2.0 ADPro/Max DiPilot Apollo Autopilot 5 5/11 8/11 6 10 8 3 3 1 3 5-12 12 12 8 12 12-1 Max 1-990A 990A 5/Orin-X*2-8155 AMD Ryzen 15.6 15.6 15.7 15.6 12.3 15 HUD-19 17/21 19/21 9/11 10 14 2 S7 20 1997 3 5 SUV MPV 2021 23H1 74.1+56%2001 2005 20 23H1 39.4+170%14 8 9 ifind wind 10 2023 1-10 11 2023 1-10 iCar QQ 7 1 CHERY EXEED JETOUR iCar 90%2022 SUV/68%/31%SUV 7 X70 PLUS QQ 2 MPV-30%-20%-10%0%10%20%30%40%50%60%70%0204060801001201402008200920102011201220132014201520162017201820192020202120222023H1奇瑞汽车销量（万）yoy0%20%40%60%80%100%120%140%050,000100,000150,000200,000中国:销量:汽车:奇瑞汽车:当月值 yoy01020304050607080901000123456789101 2 3 4 5 6 7 8 9 10 15 12 2022 8 2.4 1.6 2022 9 2025 5 1000 2 300 13 2023 4 iCAR STERRA 15 2023 E0X 135 iCAR iCAR STERRA 13 5 2025 核 心领域 细 分领域 量产 正 在开发 预研 E0X&E0X&CIC 1.0&2.0 CIC 3.0 EEA 5.0 EEA 5.1 EEA 6.0 5.0 6.0 E-Fuels/-100%-50%0%50%100%150%200%250%300%-200002000400060008000100001200014000 7 X70 PLUS 8 5X 8 PLUS 3X X90 PLUS LX TXL X70M X70 VX TX X3 K60 QQ 5 5 PLUS XFL GX XEL 5eSUV 轿车 16 3.0 1DHT/3DHT 4.0 1DHT/3DHT 5.0 2.0 800V 3.0 800V 4.0 2.0 700+km CTP 3.0 4.0 Lion 6.0&1.0 Lion 6.1&2.0 Lion 7.0&3.0 Cherry Pilot 3.0 Cherry Pilot 4.0&Drive 1.0 Drive 2.0 AI 2023 DAY ODM 2022 2 100.54 19.88%7.87%6.24%ODM 2022 2023 S7 2020 12 2022 9 2023 11 S7 S7 800V DriveONE 800V 1/Beta 2024Q1/7 2 ADS 2.0 3 HarmonyOS 4 2.0 3D K HUAWEI MagLink 1 HUAWEI ADS iVSE HUAWEI DATS HUAWEI xMotion 2 DriveONE 800V 22000rpm 98%3 800V 800V 117mm 5/15 215/430km CLTC 855km 12.4kW/h 1 OneBox 88%E300L/Model S/Taycan 2/3 17 14 S7 S7 25.8 11 28 2 S7 Pro/Max/Max+/Max RS 4 25.8/29.8/32.8/35.8 Max Max RS Max+Pro 12 2 Pro 11 28 S7 2 6 S7 车型 智界 S7 Pro 智界 S7 Max 智界 S7 Max+智界 S7 Max RS 25.8+29.8+32.8+35.8+4971*1963*1477 4971*1963*1474 4971*1963*1474 4971*1963*1461 R20/1472 R21+kWh 60.48 79.93 97.68 79.93 km 550 705 800+630 215kw 215kw 215kw 150kw/215kw 5.4s 3.3s/R19 R19 R19 R20/CDC/Brembo 1 1 1 NCA)9000 9000 9000 6000 6000 10000 15000 18 车型 智界 S7 Pro 智界 S7 Max 智界 S7 Max+智界 S7 Max RS-R21()15000-10000 EH3 SUV EHY EH3 E0X EHY E0Y S7 EH3 EHY S7 3 HI+1862 1984 12 22 UNI/CS/2017 2018 23 23 1-10 211.06+10.76%23 1-10 36.41+88.76%15 HI 1 2014 2018 2&2020 HI HI 30 11 2022 8 12 2023 11 19 2025 4 3&2023 8 16 6 2 12 7 阶段 时间 事件/产品 2014.11 2018.07 2019.07 2020.11 2021.11 11 2023.08 2023.11 12 2023.11 12 30 3+ADS2.0 6 1.5 23 11 12 12 3.9 700 12 3+ADS 2.0 12 11 HALO 10500 LED 23 47 180 12 72 1 35 6 1.5 8 12 12 ET7 2023 001 30.08-40.08 42.8-50.6 30-40.3 x x(mm)5020*1999*1460 5101*1987*1509 4970*1999*1560(mm)3020 3060 3005 kW 230/425 480 200/400 370/650 850 343/686(km/h)215/220 200 200 0-100km/h(s)3.9/6.7 3.8 3.8/6.9 ps 313/578 653 272/544 1/2 2 1/2+(kWh)94.5 75/100 86/140 km CLTC 650/700 CLTC 530/675 CLTC 560/1032 AVATRANS NAD ZEEKR AD 11 11 15 3 5 1 12 12 12 3 1 0/MDC 810 Drive Orin Mobileye EyeQ5H 15.6 12.8 15.4 HUD-20 12 ET7 2023 001 14/27 23 8/12 2023 2023 11 25 26 1 AR-HUD 2 40%3 4 2023 11 28 4 2019 MDC QX 77G 2023 2023 12 16 HI 2017 2018/2019 2021 S HI 21 2022 96 34 400 TOPS 39.79/42.99 S HI HI 2023 HI 17 S HI 1 L3 2010 2023 L3 2010 9 20032006 20082013 GPRS L1 L1 20072009 20142022 3G IOS AP 1.0 Mobileye EQ3 L2 2010-2016 2023-2030 4G L3 2023 NOA 2016 2030 22 Counterpoint CINNO IDC Ofweek Mobileye Statista Apple Linux TechWeb IT 18 IDC statista Strategy Analysis Gartner 19 ICV TANK IDC 2023 ADAS L3 2023 2023H1 L2 324.5+37.65%34.9%+8pct NOA L3 NOA L3 2023 NOA NOA FSD 23 10 NOA 品牌 城市 NOA 进度 2023 8 FSD Beta V12 2023 11 12 FSD V12 11 FSD V12 2023 11 23 FSD 23 50 NGP 24 XNGP 23 9 NOP+23Q4/24Q1/24Q2 6/20/40 23 12 NOA 100 M7 23 12 NCA 9 NOA 2024 100+2025 Doorto Door 2023 8 S/NCA 2023 10 NCA/16/ADAS AIoT+IoT 24 20 2018-2022+Tier 1 Tier 2 ECU 2021-2025 E/E 4-5 DCU 80-100 ECU CAN E/E 25 21/3 Tier 1 Tier 1 2016 ES6/ES8/EC6/ET7 2023 2023 Tier1 Tier 1 1 Tier3-Tier2-Tier1-Tier1 Tier1 Tier1 2 Tier1 Tier1 Tier 1 26 22 23 Tier2/2 ICT Tier1/Tier2 CHN DriveONE 1 ICT 5 2022 30 200 27 24 2023 1 ADS ADS 2/HI 1 ADS 1.0 S HI 11 ADS1.0 NCA 30 259 NCA 2 ADS 2.0 2023 4 M5 11 S.HI ADS 2.0/GOD 2023 11 ADS 2.0 99.9%2.5 CAS 90km/h NCA ADS 1.0 Transformer BEV ADS 2.0 ADS 2.0 90%2023 NCA 11 ADS 2.0 ADS 1.0 100km 200km NCA 23 4 259 30 23 11 OTA AVP 28/160 RPA S7/Beta 2024Q1 AI 1000+1.8E FLOPS 5 11 ADS 2.0 特点 具体内容 NCA GOD(General Obstacle Detection)RCR(Road Cognition&Reasoning)CAS(ollision Avoidance System)AI 2023 E/E M5/M7 MDC 610 200TOPS 11/12 MDC 810 400TOPS 12 智 能驾驶辅助 硬件 问 界新 M7 智界 S7 Max RS 阿 维塔 12 蔚来 ES6 小鹏 G9 570 Max 理想 L9 Max MDC 610 200TOPS MDC 610 200TOPS MDC 810 400TOPS NIO Adam 1016TOPS Nvidia Drive Orin x2 508TOPS Nvidia Drive Orin x2 508TOPS 1 126 1 192 3 1 2 1 128 3 3 3 5 5 1 12 12 12 12 12 12 2+1+4+4 2+4+1+4 11 7+4 2+/5+4 2+4+1+4 29 MDC 910/310/610/620 L3-L4 13 年份 性能 最 大功耗 制程 自 动驾驶级 别 910 2019 640TOPS 310 N7+L4 310 2019 16TOPS 8 12nm L3 MDC MDC MDC 210/300F/610/810/510 L2+L5 MDC Host CPU AI ISP SSD MDC&MDC M7 S7 S HI AH8/LXPlus S 14 厂商 型号 Al 算力(TOPS)功耗(W)MDC 210 48-MDC 300F 64-MDC 610 200-MDC 810 400+-Pegasus 320 500 Atlan 1000-Xavier 30 1 Orin-X 200 3.1 Tesla FSD 144 72 Mobileye EyeQ4 2.5 3 EyeQ5 24 10 EyeQ6l/h 5/67 3/35 EyeQ Ultra 176-Snapdragon Ride 30-700 130 5 128 4.3 200-1000-FAD 16-280 32 Mobileye Wccftech 42 carandbike EETOP 1 96 2016 2020 96 Pilot 10/MEMS 92 MEMS 2 100 2020 100 220/140 FOV/0.1 1 3 192 2023 30 192 128 250 192 S7 15 华为 Luminar-Iris Livox-Hap Innovusion-Falcon 905nm 1550nm 905nm 1550nm MEMS 150m10%250m10%150m10%250m10%120*25 120*26 120*25 120*25 0.25*0.26 0.05*0.05 0.23*0.18 0.06*0.06 96 300 144 300 S R ES33 P5 ET7 Luminar Innovusion Livox 2020 8M 8M 4 150+20%80 20 2021 4D 4D 12T24R 12 24 3T4R 24 50%4D 360 16 4D AMRR300 FVR40 ARS540 Premium(m)300+300 200 300 350(*)120*30 120()120*25 120()-(*)1*2 0.6*0.8 1 1.2*2.3-4D 10X 4000+-2022H2 2023 2023 2021 2022 S HI,11,S VinFast Eletre-R7 2 OS CC EWAL5+ASIL-D 2023 8 HarmonyOS 4.0 HarmonyOS 2.0/HarmonyOS 3.0 1 2 3 4 31 17 2.0/3.0/4.0 HamonyOS 2.0 HamonyOS 3.0 HamonyOS 4.0 18 4.0 特点 具体内容 HarmonyOS 4.0 HUAWEI MagLink K OTA HUAWEI SOUND K 2023 2024 3 AI AI HarmonyOS 4.0 2024 3 OTA 25 M7 HUAWEI SOUND 990A/710A/9610A 9610A 200kDMIPS M5/M7 RF8 32 19 厂商 型号 工艺 性能/DMIPS CPU Core GPU Core 820A 14nm 42k Kyro200 Adreno530 SA6155P 11nm 40k Kyro300 Adreno608 SA8155P 7nm 100k Kyro435 Adreno640 SA8195P 7nm 106k(E)Kyro495 Adreno690 SA8295P 5nm 220k Kyro695 Adreno695 Kirin 710A 14nm-A73/A53 Mali G51 Kirin 990A 7nm-V120 Lite/A55 Mali G76 Kirin 9610A-200k-A3950 14nm 42K Intel Intel HD 505 Exynos Auto 8890 14nm 63k Customized CPU/A53 Mali T880 Exynos Auto V910 8nm 111k A76 MaliG76 Exynos V920 5nm(E 200k(E A76 MT2712 28nm 22k Arm A72/A53 Mali T880 i.max8QM 28nm 26k Arm A72/A53 GC7000 i.max6 40nm 11.5k Arm A9 GC2000/GC355/GC320 R-CAR H3 16nm 40k Arm A57/A53 GX6650 Jacinto 6 28nm(E-Arm A15 SGX544/GC320 2 28nm-CSDN HUAWEI SOUND HUAWEI SOUND SF5 2023 S7 7.1.4 AI 26 HUAWEI SOUND 27 HUAWEI SOUND 1 20 12 8.9 IPS 1920*720 PPI 230 2 23 4 87%2K HDR Vivid 119ms 213ms/3 23 9 M7 HUAWEI MagLink PAD M9 10 100 33 28 29 3 AutOptiX AR-HUD ICT 30 CAICV 2023 10 HUD 30 AutOptiX AR-HUD 2021 AR-HUD 2021 VR VR/AR 2022 R7 AR-HUD 2023 HUAWEI xHUD 2K LCoS LED 7.5 70 10 96 1920 730 ADS AR/HUAWEI xHUD M9 HUD 3D 34 31 HUAWEI xHUD 32 HUAWEI xHUD 2023 2023 Tier1 LDM HCM 100 2023 HUAWEI xPixel 260 ADB/M9 33 HUAWEI xPixel 34 HUAWEI xPixel HUAWEI xScene 2023 4 HUAWEI xScene 3/40/90PPD SGS M7 M9 SGS 35 HUAWEI xScene 36 35 4 HUAWEI iDVP HUAWEI iDVP SOA iDVP 2023 4 HUAWEI iDVP 800 API 90%37 iDVP iDVP SOA iDVP 38 iDVP 39 iDVP HUAWEI xMotion HUAWEI iDVP 6 HUAWEI xMotion 6 xMotion RTC ICC RDC 2023 11 xMotion MFSS DATS S7 83.1km/h 33.5m 36 40 HUAWEI xMotion 41 HUAWEI xMotion 5 HI/1 2 3 OTA 42 12 1 C-V2X 20 政策 重 点内容 2020 5G C-V2X 11 12 LET-V2X 5G-V2X 5G 2035 2050 C-V2X 37 43 V2X C-V2X 6 1 DriveONE 2 44 1 2020 DriveONE DriveONE M7 11 2 2023 4 DriveONE 11 S7 98%22000rpm 150/215kW/3.3s/33.5m 2.4kW/kg 30%38 45 DriveONE 800V 46 DriveONE 800V 23 11 800V S7 800V 117mm 16.4%80%13 10+3 47 800V 48 800V 23 4 23 10 318 1 600kW V2 250kW 800V 270kW 2 200-1000V 23 11 340+4500+70+2024 10 49 50 S7 39 1/CDC 100 4 50:50 3 DriveONE 800V 365kW 679N m 2 MFSS HUAWEI DATS IVSE HUAWEI xMotion 33.5 83.1km/h 35%30%25%51 S7 52 4 2“1+8+N”1+8+N 2019 1+8+N 1 8/PC/VR/8 N IoT Counterpoint 2022 IOS HarmonyOS 3.3 23 4+8+N 4.0 1 2 3 4 M7 Mate 60 Pro 40 53 1+8+N IoT 54 21Q4-23Q3 Counterpoint 2019 2.4 20%2023 8 Mate 60/X5 23Q3 55 56 APP IDC wind 3 toG 2022Q3 1086 2023 toG 2022 9 AITO M5 M7 M5/M7 010203040506070809021Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3安卓 IOS 鸿蒙0%10%20%30%40%50%60%70%80%90%100%苹果 三星 小米 OPPO 传音 vivo 华为 其他05,00010,00015,00020,00025,00030,00035,0002014-122015-042015-082015-122016-042016-082016-122017-042017-082017-122018-042018-082018-122019-042019-082019-122020-042020-082020-122021-04 41 M7 S7 2023 11 57&58 22Q3 020040060080010001200 42 3 2023 M7 S7 SUV M9 2023/2024 10/40-50 21 2022A 2023E 2024E M5 SUV 25-35 5.7 3.3 4.9 23 1-11 2.96 9/10/11 0.14/0.18/0.36 M7 SUV 25-35 2.1 6 11 23 1-11 4.06 9/10/11 0.5/1.05/1.52 11 10 23 12 2.3 24 3 M9 SUV 50-60 23Q4-0.2 6 11 3.3 S7 25-35-0.6 12 11 2 SUV-24H1-6-X-3-X-2-7.8 10.1 44.7-HI s 33 1 1.5 1.2 23 1-11 1.28 11 SUV 30-40 0.1 2.4 4 23 1-11 2.15 11 4080 12 30-40 0.2 6 11 2 12-2024 1-+HI 8.9 14.2 56.9-M9 S HI 2023 5 S 42.98 32.98 Tier 1 43 ASP/NOA serdes PHY 1 S7 192 2 CIS AR-HUD PSS 1 2 S7 800V 800V SIC IGBT mos SiC 44 CCL/PCB V2X RSU 22-HUD PSS TCL 45 CCL/PCB MCU-RSU-2023 46 6-12 A 300 500 20%5-20%5%5%
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