電動汽車行業(yè)產(chǎn)銷突破百萬，裝機(jī)高度景氣，鈷鋰價(jià)格承壓

1、目錄整車：累計(jì)產(chǎn)銷突破百萬，結(jié)構(gòu)繼續(xù)兩端分化..........................................................................................................3鋰電裝機(jī)：車型年底沖量，裝機(jī)高度景氣.........................................................................

2、........................................8化工：看好三元和軟包電池帶動相關(guān)鋰電池材料需求................................................................................................9有色金屬：鈷價(jià)短期仍有壓力，鋰價(jià)成本支撐或下移....................................

3、..........................................................11圖表圖表1:新能源汽車11月銷量總覽......................................................................3圖表2:新能源乘用車小計(jì)...........................................................

4、...................4圖表3:新能源客車小計(jì)................................................................................4圖表4:純電動乘用車按月統(tǒng)計(jì)歷年銷量..................................................................4圖表5:插電混動乘用車按月統(tǒng)計(jì)歷年銷量....

5、............................................................4圖表6:純電動客車按月統(tǒng)計(jì)歷年銷量....................................................................4圖表7:插電混動客車按月統(tǒng)計(jì)歷年銷量.......................................................

6、...........4圖表8:10月純電動乘用車OEM銷量占比.................................................................5圖表9:10月插電混動乘用車OEM銷量占比...............................................................5圖表10:純電動乘用車月度銷量按尺寸分類.................

7、..............................................6圖表11:插電混動乘用車月度銷量按尺寸分類.............................................................6圖表12:純電動乘用車月度銷量占比按尺寸分類...........................................................6圖表13:插電混

8、動乘用車月度銷量占比按尺寸分類.........................................................6圖表14:北汽新能源重點(diǎn)車型月度銷量...................................................................6圖表15:比亞迪PHEV重點(diǎn)車型月度銷量.........................................

9、........................6圖表16:吉利重點(diǎn)車型月度銷量.........................................................................7圖表17:廣汽重點(diǎn)車型月度銷量.........................................................................7圖表18:寶馬5系新能源月度銷量.

10、.....................................................................7圖表19:蔚來ES8車型月度銷量.........................................................................7圖表20:動力鋰電月度裝機(jī)量及同比增速.........................................

11、........................8圖表21:動力鋰電分車類裝機(jī)結(jié)構(gòu).......................................................................8圖表22:11月及111月裝機(jī)前5企業(yè)....................................................................8圖表23:11月三元及鐵鋰裝機(jī)前5企業(yè)

12、...................................................................8圖表24:11月龍頭企業(yè)分車輛類別裝機(jī)占比...............................................................8圖表25:11月龍頭企業(yè)分材料裝機(jī)占比................................................

13、...................8圖表26:2017~2018年三元正極材料月度量價(jià).............................................................9圖表27:2017~2018年磷酸鐵鋰正極材料月度量價(jià).........................................................9圖表28:2017~2018年負(fù)極材料月度量價(jià).....

14、...........................................................10圖表29:2017~2018年電解液月度量價(jià)..................................................................10圖表30:2017~2018年隔膜月度量價(jià)................................................

15、....................10圖表31:2018年1~109月隔膜分結(jié)構(gòu)產(chǎn)量...............................................................10圖表32:國內(nèi)鈷冶煉產(chǎn)量維持負(fù)增長....................................................................11圖表33:LME鈷價(jià)格及庫存.........

16、...................................................................11圖表34:進(jìn)口鈷精礦和鈷中間品價(jià)格....................................................................11圖表35:國內(nèi)主要鈷化合物價(jià)格.................................................

17、.......................11圖表36:國內(nèi)鈷金屬價(jià)格..............................................................................12圖表37:無錫鈷交易量和庫存..........................................................................12圖表38:國內(nèi)碳酸鋰和氫氧

18、化鋰產(chǎn)量....................................................................12圖表39:進(jìn)口鋰輝石價(jià)格..............................................................................13圖表40:國內(nèi)主要鋰鹽價(jià)格.........................................

19、...................................13圖表41:可比公司估值表..............................................................................14圖表2:新能源乘用車小計(jì)圖表3:新能源客車小計(jì)160000140000120000100000(輛)83580139625120198106660900135000040000800

20、0060000355837187661393731777358930000200004000020000032254JanFebMarAprMayJunJulAugSepOctNovDec2015201620172018100000JanFebMarAprMayJunJulAugSepOctNovDec2015201620172018資料來源：中汽協(xié)，資料來源：中汽協(xié)，圖表4:純電動乘用車按月統(tǒng)計(jì)歷年銷量圖表5:插電混動乘用車按月統(tǒng)計(jì)歷

21、年銷量12000010000080000(輛)650711088349367979970624133500030000250006000040000224625536146217516254021120000150001000020000021315JanFebMarAprMayJunJulAugSepOctNovDec201520162017201850000JanFebMarAprMayJunJulAugSepOctNovDec20

22、15201620172018資料來源：中汽協(xié)，資料來源：中汽協(xié)，圖表6:純電動客車按月統(tǒng)計(jì)歷年銷量圖表7:插電混動客車按月統(tǒng)計(jì)歷年銷量450004000035000300002500020000150001000050000(輛)1597612799237213114005660884528937578948384689JanFebMarAprMayJunJulAugSepOctNovDec20152016201720187000600

23、0500040003000200010000(輛)190833123426551424428397275126348JanFebMarAprMayJunJulAugSepOctNovDec2015201620172018資料來源：中汽協(xié)，資料來源：中汽協(xié)，(輛)1474216426872790652703443372126217526851221334(輛)3079127602066920651921233785531850913121