電氣設(shè)備行業(yè)深度研究報(bào)告三省八城草根調(diào)研，全面呈現(xiàn)新能車(chē)行業(yè)換擋提質(zhì)

1、電氣設(shè)備行業(yè)深度研究報(bào)告電氣設(shè)備行業(yè)深度研究報(bào)告證監(jiān)會(huì)審核華創(chuàng)證券投資咨詢(xún)業(yè)務(wù)資格批文號(hào)：證監(jiān)許可（2009）1210號(hào)2目錄一、新能源汽車(chē)第一、新能源汽車(chē)第9批推廣目錄發(fā)布，能量密度和續(xù)航里程顯著提升批推廣目錄發(fā)布，能量密度和續(xù)航里程顯著提升....................................................................5（一）能量密度提升顯著，主流車(chē)型集中在140Whkg以上.

2、...........................................................................5（二）續(xù)航里程顯著提升，近半數(shù)車(chē)型達(dá)到350km以上.................................................................................7（三）乘用車(chē)三元電池保持主流，部分物流車(chē)轉(zhuǎn)戰(zhàn)磷酸鐵鋰..........

3、.................................................................9（四）電池廠商CR5占比達(dá)50%，寧德時(shí)代領(lǐng)先依舊..................................................................................10二、山東新能源汽車(chē)調(diào)研情況：終端反饋樂(lè)觀，真實(shí)需求多面開(kāi)花二、山東新能源汽車(chē)調(diào)研情況：終端

4、反饋樂(lè)觀，真實(shí)需求多面開(kāi)花.....................................................................12（一）濟(jì)南市場(chǎng)：新能源市場(chǎng)啟動(dòng)稍晚.........................................................................................................13（二）濟(jì)寧市場(chǎng)：以A00

5、車(chē)型為主，家庭輔助代步工具................................................................................14（三）濰坊市場(chǎng)：呈現(xiàn)多層次需求..............................................................................................................

6、..15（四）青島市場(chǎng)：純電動(dòng)網(wǎng)約車(chē)爆發(fā)............................................................................................................16三、廣東新能源汽車(chē)調(diào)研情況：需求持續(xù)旺盛，非限行城市家庭用車(chē)需求提升三、廣東新能源汽車(chē)調(diào)研情況：需求持續(xù)旺盛，非限行城市家庭用車(chē)需求提升......................

7、..............................18（一）廣州地區(qū)：限行政策8月正式執(zhí)行，推動(dòng)新能源汽車(chē)爆發(fā)增長(zhǎng)...........................................................18（二）東莞地區(qū)：A0及以上車(chē)型增長(zhǎng)顯著..............................................................................

8、......................20四、浙江新能源汽車(chē)調(diào)研情況：消費(fèi)者對(duì)新能源汽車(chē)認(rèn)可度有所提升四、浙江新能源汽車(chē)調(diào)研情況：消費(fèi)者對(duì)新能源汽車(chē)認(rèn)可度有所提升..................................................................22（一）杭州地區(qū)：需求持續(xù)高增長(zhǎng)，A級(jí)車(chē)和SUV等車(chē)型占比較高......................................

9、.......................22（二）寧波地區(qū)：新能源汽車(chē)銷(xiāo)售網(wǎng)點(diǎn)逐漸增多，消費(fèi)者對(duì)新能源的認(rèn)可度有所上升...................................24五、投資建議五、投資建議.............................................................................................................

10、.........................................27六、風(fēng)險(xiǎn)提示六、風(fēng)險(xiǎn)提示......................................................................................................................................................27電氣設(shè)備電氣設(shè)備行業(yè)深度研

11、究報(bào)告行業(yè)深度研究報(bào)告證監(jiān)會(huì)審核華創(chuàng)證券投資咨詢(xún)業(yè)務(wù)資格批文號(hào)：證監(jiān)許可（2009）1210號(hào)4圖表332018年7月廣東主要城市純電動(dòng)汽車(chē)上險(xiǎn)數(shù)........................................................................................18圖表34廣州市純電動(dòng)汽車(chē)主要車(chē)型上險(xiǎn)數(shù)據(jù).....................................

12、...............................................................19圖表35東莞市純電動(dòng)汽車(chē)主要車(chē)型上險(xiǎn)數(shù)據(jù)....................................................................................................20圖表36北汽EU5和傳統(tǒng)燃油車(chē)費(fèi)用對(duì)比..............

13、...........................................................................................21圖表37北汽EX360和傳統(tǒng)燃油車(chē)費(fèi)用對(duì)比......................................................................................................21圖表

14、382018年7月浙江省主要城市純電動(dòng)汽車(chē)上險(xiǎn)數(shù).....................................................................................22圖表39杭州市純電動(dòng)汽車(chē)主要車(chē)型上險(xiǎn)數(shù)據(jù).........................................................................................

15、...........23圖表40寧波市純電動(dòng)汽車(chē)主要車(chē)型上險(xiǎn)數(shù)據(jù)....................................................................................................25圖表41比亞迪元EV360........................................................................