华创证券研究所证券分析师:黄麟 邮箱:huanglin1@hcyjs.com执业编号:S0360522080001 Mustang EcoBoost Premium 2022,2024 $55,000 $32,495 Y Fastback 2022,2025 MustangEcoBoost Convertible $55,000 $32,970 Y 2022,2026 Mustang GT Fastback $55,000 $38,045 Y Mustang EcoBoost Premium 2022,2027 $55,000 $37,995 Y Convertible 2022,2023 Mustang GT Premium Fastback $55,000 $43,065 Y Mustang GT Premium 2022,2024 $55,000 $48,565 Y Convertible 2022,2025 Mustang Mach 1 $55,000 $56,270 N 2022,2026 Mustang Mach 1 Premium $55,000 $58,365 N 2022,2027 Mustang Shelby ® GT500 ® $55,000 $79,420 N 林肯Aviator Grand Touring- 2022,2023 $80,000 $53,340 Y STANDARD 林肯Aviator Grand Touring- 2022,2024 $80,000 $58,505 Y RESERVE 林肯Corsair Grand Touring- 2022,2023 $55,000 $38,690 Y STANDARD 林肯Corsair Grand Touring- 2022,2024 $55,000 $43,075 Y RESERVE 2022,2025 雪佛兰Bolt-1LT $55,000 $26,595 Y 2022,2026 雪佛兰Bolt-2LT $55,000 $29,795 Y 通用 2022,2027 雪佛兰Bolt EUV-LT $55,000 $34,495 Y 2022,2028 雪佛兰Bolt EUV-Premier $55,000 $38,995 Y 2022, 2023 凯迪拉克Lyriq $55,000 $62,990 N 2021,2022,2023日产聆风S $55,000 $28,040 Y 2021,2022 日产聆风S Plus $55,000 未查询到售价N 日产北美2021,2022 日产聆风SL plus $55,000 未查询到售价N 2021,2022 日产聆风SV $55,000 未查询到售价N 2021,2022,2023日产聆风SV Plus $55,000 $36,040 Y 2022,2023 Rivian R1S $80,000 $78,000 Y Rivian 2022,2023 Rivian R1T $80,000 $73,000 Y 克莱斯勒Pacifica PHEV- 2022,2023 $80,000 $48,478 Y TOURING L 克莱斯勒Pacifica PHEV- 2022,2024 $80,000 $54,422 Y LIMITED 克莱斯勒Pacifica PHEV- Stellantis 2022,2025 $80,000 $58,172 Y PINNACLE 2022,2026 吉普牧马人4xe-Willys 4xe $80,000 $54,735 Y 2022,2027 吉普牧马人4xe-Sahara 4xe $80,000 $56,845 Y 2022,2028 吉普牧马人4xe-Rubicon 4xe $80,000 $61,080 Y 投资建议:IRA法案有助于加速美国汽车电动化进程,美国新能源车销量有望高增,相关供应链均有望受益,建议关注:1)动力电池:宁德时代;2)铁锂正极:德方纳米、富临精工、龙蟠科技;3)三元正极:容百科技、厦钨新能、长远锂科、当升科技、振华科技;4)负极:贝特瑞、中科电气、璞泰来、信德新材;5)隔膜:星源材质、恩捷股份; 6)电解液:新宙邦、天赐材料;7)铜箔:中一科技、嘉元科技;8)铝箔:鼎胜新材; 9)结构件:科达利、震裕科技;10)电剂:天奈科技、道氏技术。 风险提示:上游原材料价格上涨;下游新能源汽车需求增长不及预期;产能投放不及预期;行业竞争加剧等。