电力设备行业：财政部再次支持新能源车，光伏政策定调迎需求高增-20191229-安信证券-20页
1 2020 12 26-27 2020 20 2020 19 20 120 Model 3 MEB B C 160-180 1 2 2020 UX300e C-HR BYD BYD 10 2020 - - SK Innovation E-GMP 50 PSA-FCA 640 160 Choice 160 -180 2019 250 10 / 6 B 5-10 C 20 8 -10 11 12 MEB CTP 19 20 120 Model 3 MEB B C 160-180 1 2 MEB 3 / 7 1.2. 1 2018-2019 2 /wh GGII 3 / 4 / GGII GGII 5 / 6 / GGII GGII -100 -50 0 50 100 150 0 50000 100000 150000 200000 250000 1 2 3 4 5 6 7 8 9 10 11 12 2018-2019 2018 2019 0 1 2 3 4 5 15Q3 16Q3 17Q1 17Q3 18Q1 18Q3 19Q1 19Q3 LFP NCM 0 10 20 30 40 50 60 15Q3 16Q3 17Q1 17Q3 18Q1 18Q3 19Q1 19Q3 LCO NCM LFP LMO 0 1 2 3 4 5 6 7 16Q3 17Q1 17Q3 18Q1 18Q3 19Q1 19Q3 0 1 2 3 4 5 6 7 14Q1 14Q3 15Q1 15Q3 16Q1 16Q3 17Q1 17Q3 18Q1 18Q3 19Q1 19Q3 0 5 10 15 20 25 30 35 40 14Q1 14Q3 15Q1 15Q3 16Q1 16Q3 17Q1 17Q3 18Q1 18Q3 19Q1 19Q3 / 8 1.3. 2 Model 3 100kWh https//soso.bz/isafJP http//mrw.so/5oGROX https//soso.bz/75drDP https//soso.bz/t6TcJG http//mrw.so/59EpyL 24 / 550km P7 http//mrw.so/4TVySi SUV http//mrw.so/4qF3pC http//mrw.so/4TVAW2 http//mrw.so/4F3aZy http//mrw.so/59SyxP V3 http//mrw.so/59SAAL 3 http//mrw.so/4U5wyg 160 http//mrw.so/5hoN92 IZOA EV 2020 4 http//mrw.so/4UKyx3 IBM 5 80 http//mrw.so/5haDNI 2024 190 http//mrw.so/59MJKj 2019 https//soso.bz/kGNuj8V 2022 6000 http//mrw.so/4qFs66 http//mrw.so/52gAbG NFC https//soso.bz/RrvsmLX 5 200 https//soso.bz/TqvJ2bb https//soso.bz/EHpgVJ8 2020 https//soso.bz/HCLHWZ 3 *ST 5.5 3.5 279.62 3150 9245 574 8670 721 5 3455 *ST 2.5 8698 732 5000 8000 4100 12.21 19.53 10.01 2019 12 26 5798 4782 1.61 17.68 291 8.88 2100 5 1991 1382.26 424 0.5275 3590 5 5.36 4 3993 0.0005 5 6.2 47.24 28.378 2600 27.31
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