电新行业9月深度跟踪：新能源汽车销量尚未回暖，光伏海外需求景气-20191027-中银国际-21页
| 2019 10 27 [Table_Industr yRank] [Table_relatedreport] 8 2019.09.26 [Table_Industry] [Table_Analyser] 862120328319 cheng.shenbocichina.com S1300517030001 8675582560533 kai.zhubocichina.com S1300518050002 [T able_Title] 9 [T able_Summary] 2019 9 9 2019 9 8.0 34.20 6.5 1-9 87.2 20.8 9 6.5 33.4 8 1-9 77.74 29 9 4.21GWh 29.90 9.76 3.03GWh 72.01 3.12GWh 74.15 3.67GWh 87.18 2.34GWh 55.52 507.58MWh 12.05 2019 1-9 42.76GWh 43.31 9 9 6,020kWh 4.4 11.08 1-9 53,442 kWh 4.4 9 1.16GW 22 1-9 16.11GW 63.70 9 1.99GW 15 1-9 13.08GW 47 9 6.3GW 72.65 1-9 49.94GW 80.83 9 9 60.3 9 PMI 9 264 33 8.01 1-9 1,797 5.96 9 575 0.9 61.1 1-9 2953 12.5 9 PMI 49.8 2019-2020 每 日 免 费 获 取 报 告 1、每日微信群内分享 7 最新重磅报告； 2、每日分享当日华尔街日报、金融时报； 3、每周分享经济学人 4、行研报告均为公开版，权利归原作者 所有，起点财经仅分发做内部学习。 扫一扫二维码 关注公号 回复研究报告 加入“起点财经” 微信群。。 2019 10 27 9 2 . 5 5 8 . 9 . 9 10 . 10 . 11 . 12 12 12 . 13 13 . 15 15 220KV 15 16 PMI . 16 17 18 2019 10 27 9 3 1. 2016.01-2019.09 . 5 2. 2016.01-2019.09 . 5 3. 2016.01-2019.09 5 4. 2016.01-2019.09 . 5 5. 2019 9 6 6. 2019 1-9 . 6 7. 2018 6 8. 2017 6 9. 2019 9 7 10. 2019 9 8 11. 2016.01-2019.09 . 8 12. 2016.01-2019.09 . 8 13. 2017.01-2019.09 . 9 14. 2019 9 9 15. 2019 1-9 . 9 16. 2019 9 . 10 17. 2019 1-9 10 18. 2019 9 10 19. 2019 1-9 . 10 20. 2019 9 11 21. 2019 1-9 . 11 22. 2017.01-2019.09 . 12 23. 2017.01-2019.09 . 12 24. 2017.01-2019.09 . 12 25. 2017.01-2019.09 . 13 26. 20mm . 14 27. . 14 28. 2017.01-2019.09 15 29. 2017.01-2019.09 15 30. 2017.01-2019.09 220kV 15 31. 2017.01-2019.09 220kV 15 32. 2017.01-2019.09 . 16 33. 2017.01-2019.09 . 16 2019 10 27 9 4 34. 2017.01-2019.09 PMI 16 35. . 19 2019 10 27 9 5 2019 10 14 2019 9 9 8.9 8.0 29.9 34.2 2.0 6.5 8.0 7.3 6.5 5.6 1.5 1.6 0.9 0.7 0.8 0.7 2019 1-9 88.8 87.2 20.9 20.8 80.8 79.2 64.1 61.6 16.7 17.6 8.0 8.0 7.6 0.3 1. 2016.01-2019.09 2. 2016.01-2019.09 9 6.5 33.4 8 6 2019 1-9 78 29 2019 30 20 3. 2016.01-2019.09 4. 2016.01-2019.09 0 2 4 6 8 10 12 14 16 18 1 2 3 4 5 6 7 8 9 10 11 12 2016 2017 2018 2019 -100 0 100 200 300 400 500 600 1 2 3 4 5 6 7 8 9 10 11 12 2016 2017 2018 2019 2019 10 27 9 6 9 A00 1.2 57 33 18.48 A0 0.61 49 9 9.41 A 3.69 56.83 8 5.06 A A 2.94 1 2 0.76 50 3 B 0.59 9 2,393 2136 17 3,482 59 27 C 3,874 5.96 341 84 37 3,533 32 15 1-9 A00 16.62 26 21.38 A0 10.12 13.01 A0 9.95 49 A 41.27 53.09 A 32.48 139 A 8.79 33 B 6.86 8.83 B 1.33 1245 B 5.53 89 C 2.87 3.69 C 8,216 73 C 2.05 108 5. 2019 9 6. 2019 1-9 A00 18 A0 10 A 57 B 9 C 6 A00 21 A0 13 A 53 B 9 C 4 7. 2018 8. 2017 A00 21 A0 7 A 57 B 11 C 4 A00 53 A0 5 A 22 B 1 C 19 2019 10 27 9 7 1 9 1.29 1.00 45.8 6.8 9 9 9 4315 313.7 4130 57.1 5 PHEV X1 PHEV 4,010 99.8 Aion S 9 2478 1518 1472 1001 9. 2019 9 9 1000 20 4000 EU Aion S 8710 4315 4006 ES6 2190 ES8 ES6 ES8 288 EX5 G3 N01 1000 9 EX5 G3 N01 1518 1472 1001 2019 10 27 9 8 10. 2019 9 5 2019 9 1414 75 2019 1-9 3.69 14 11. 2016.01-2019.09 12. 2016.01-2019.09 0.0 2.0 4.0 6.0 8.0 10.0 1 2 3 4 5 6 7 8 9 10 11 12 2016 2017 2018 2019 -500 0 500 1000 1500 2000 2500 3000 1 2 3 4 5 6 7 8 9 10 11 12 2016 2017 2018 2019 2019 10 27 9 9 2019 9 4.21GWh 29.90 9.76 2019 1-9 42.76GWh 43.31 13. 2017.01-2019.09 9 9.76 PHEV PHEV EV 3.03GWh 0.58 PHEV 2019 9 42.76GWh 43.31 EV 9 28.77GWh 75.88 EV 8.86GWh 1.72 14. 2019 9 15. 2019 1-9 EV 72 PHEV 4 EV 19 PHEV 0 EV 5 PHEV 0 EV 67 PHEV 5 EV 21 PHEV 0 EV 7 PHEV 0 2019 10 27 9 10 9 NCM 3.12GWh 74.15 94.09 EV LFP 9 1.04GWh 24.65 5 74.75 EV 9
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