汽車和汽車零部件行業(yè)專題報(bào)告汽車勢(shì)力三國(guó)殺，破而后立vs守正出奇

1、正文目錄一、制造門檻降低、新勢(shì)力多角度切入....................................................................61.1造車新勢(shì)力迎來量產(chǎn)、科技公司商業(yè)化落地...................................61.2純電化為新勢(shì)力提供土壤...................................................91.3純電化

2、和智能化相輔相成..................................................11二、汽車產(chǎn)業(yè)價(jià)值重塑...........................................................................................122.1從生產(chǎn)商到服務(wù)商..............................................

3、..........122.22021年前后純電車初始購(gòu)買成本將具備競(jìng)爭(zhēng)力...............................122.3智能化出行將顛覆產(chǎn)業(yè)格局................................................132.4核心零部件體系變動(dòng)......................................................14三、三方勢(shì)力核心優(yōu)勢(shì)各不相同...

4、..........................................................................153.1新勢(shì)力從造車切入、打造垂直產(chǎn)業(yè)鏈........................................153.2科技巨頭從自動(dòng)駕駛切入、打造出行生態(tài)....................................263.3傳統(tǒng)OEM抱團(tuán)取暖............

5、..........................................32四、掌握核心環(huán)節(jié)、跑向終點(diǎn)................................................................................39五、投資建議...........................................................................

6、..............................41六、風(fēng)險(xiǎn)提示.........................................................................................................42圖表34電動(dòng)車代表車型核心參數(shù)對(duì)比.............................................24圖表35特斯拉銷量單位

7、：萬(wàn)輛.................................................25圖表36特斯拉扣非凈利潤(rùn)單位：億美元.........................................25圖表37特斯拉三項(xiàng)費(fèi)用單位：億美元...........................................25圖表38特斯拉三項(xiàng)費(fèi)用率...............................

8、........................25圖表39造車新勢(shì)力驅(qū)動(dòng)電機(jī)電控供應(yīng)鏈...........................................26圖表40無人駕駛條件下乘客出行成本構(gòu)成.........................................27圖表41全球汽車網(wǎng)約出行市場(chǎng)規(guī)模單位：億元...................................27圖表42中國(guó)公路貨運(yùn)成

9、本構(gòu)成...................................................28圖表43中國(guó)公路貨運(yùn)市場(chǎng)規(guī)模單位：億元.......................................28圖表44Waymo自動(dòng)駕駛項(xiàng)目歷史................................................29圖表45Waymo無人車（克萊斯勒）...................

10、...........................29圖表46Waymo傳感器系統(tǒng)......................................................29圖表47谷歌無人駕駛專利申請(qǐng)分類...............................................30圖表48自動(dòng)駕駛脫離報(bào)告............................................

11、...........30圖表49長(zhǎng)安汽車智能部門團(tuán)隊(duì)人員規(guī)劃...........................................31圖表50汽車消費(fèi)現(xiàn)階段及未來痛點(diǎn)演繹...........................................31圖表51全球汽車OEM聯(lián)盟.....................................................32圖表52全球車企新能源戰(zhàn)略

12、規(guī)劃.................................................33圖表53合資車企20182019年電動(dòng)新車規(guī)劃......................................33圖表54大眾集團(tuán)新能源三階段規(guī)劃...............................................34圖表55大眾集團(tuán)ERoadmap規(guī)劃.....................

13、..........................34圖表56大眾集團(tuán)奧迪純電平臺(tái)車型規(guī)劃...........................................34圖表57寶馬集團(tuán)全球新能源車銷量規(guī)劃單位：萬(wàn)輛...............................35圖表58寶馬集團(tuán)全球新能源車銷量規(guī)劃...........................................35圖表59自主品牌OE

14、M企業(yè)新能源平臺(tái)概況.......................................36圖表60自主品牌車企20182019年新能源車......................................36圖表61全球主機(jī)廠智能化領(lǐng)域合作模式...........................................37圖表62全球主機(jī)廠智能化領(lǐng)域合作模式.........................

15、..................37圖表63大眾集團(tuán)未來三年資本開支單位：十億歐元...............................38圖表64大眾集團(tuán)未來三年研發(fā)支出單位：十億歐元...............................38圖表65蘋果諾基亞銷量單位：百萬(wàn)部...........................................39圖表66諾基亞凈利潤(rùn)單位：億美元..........