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©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 2024⚥㕂导鲨兰腊䏀渹❡⚌䪮助馋⸷灇瑕䫣デ ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ➉妍兰䎽https://www.iyiou.com/researchCopyrightreservedtoEOIntelligence,May2024 CONTENTS 湡䔶 01 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 兰腊䏀渹遤⚌胜兞♸䋑㖞嚋ⲃ 1.2兰腊䏀渹䪮助涸䧶殜㖑⡙ 1务㕂兰腊歏⸓导鲨❡⚌侮⡤〄㾝朐ⲃ 1.3务㕂兰腊䏀渹䋑㖞梡朐♸㟞Ɤ悶⸂ⴔ區 02 1Ⱒꝶ䪮助梡朐♸꧋䧭馋⸷ 兰腊䏀渹䪮助馋⸷♸䋑㖞䎾欽 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 3兰腊䏀渹⛧欽鲨⿺㉁欽鲨䎾欽 2.2兰腊䏀渹䪮助⴯倝♸騗㚖輑ざ 2.4⟱⚌♸❡ㅷ呩⢾ 03 兰腊䏀渹❡⚌馋⸷⿺䒊雳 3.12兰腊䏀渹❡⚌㕃佟靶瘻梠㞯 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 3.34兰腊䏀渹❡⟱⚌䧶㾝殜馋♸⸷䫏餴䒊雳 ⵸鎊 շ2024务㕂导鲨兰腊䏀渹❡⚌䪮助馋⸷灇瑕䫣デո皍➝ ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) •ꥥ涸满㣐兰胜腊兞䏀♴渹鷶鸑姿鵂➢㼆䪮兰助腊낉䏀霆渹ⵌ鵳♶遤ず禹玐絡䏞䚍涸唙㖑锐䎾ㄤ欽灇瑕䋑㖞剣务⸔䊺✵絑䲀㼆⸓兰腊歏䏀渹⸓鵳导遤鲨✫⛇鿈荛ⴔ侮⚡侔导挿鲨䒭遤⚌䪊涸䲽〄㾝➉կ妍兰䎽雩⚹㖈湡⵸鲱⟝㹁⛐导鲨 㚖輑ざ瘝䪮助馋⸷ㄤⰦ❡⚌馋⸷㾝䒓灇ⴼず傞絕ざ❡⚌佟瘻梡朐䲿ⴀ兰腊䏀渹❡⚌〄㾝涸䧶殜䒊雳ㄤ湱Ⱒ䫏餴䒊雳կ •䫣鵳デ遤㼆䪮兰助腊鶛䏀➿渹馋❡⸷⚌⿺胜䋑兞㖞ծ䎾〄欽㾝ⴔ梡區朐ծⰦ䪮务助⺫怵䭍鵳㼆ծ湱䋑Ⱒ㖞⛧䎾欽欽鲨瘝ծ撰㉁絶欽䏞鲨㾝⟱䒓⚌灇⿺瑕❡կㅷꅾ呩挿⢾ꛏ涸㼆䬒絁鍒䱽ⴔⵖ區⸓կծ䎇⚺➢⸓侮䝧⚡卹兰ㄤ腊絁䏀䱽渹鲮涸ぢ錠♲錭㣐㼆兰Ⱖ腊㚖䏀ⰻ渹輑㶩ざ禹ㄤ絡騗 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) շ2024务㕂导鲨兰腊䏀渹❡⚌䪮助馋⸷灇瑕䫣デո呍䗱錜挿 •2䏀0渹23곭䎃㚖务輑㕂餴⛧2欽0疴鲨䋑湱㖞鳅兰✵腊2䏀0渹22錞䎃垷㹊鴪梡3侨9ꆀ1.9缺➉⦔⯋կ곫雦㖈2027䎃㼜瑲灶⼪➉⯋2030䎃鴪1802.7➉⯋կ餴劥䋑㖞絶䭯넞兞孞䏞2023䎃兰腊 濼䪮助➢鲨騟⼸ず䠭濼騗馊荛鲨騟✻⼸ず䠭濼կ •➉禹妍絡兰䎽2.0㼜꣌兰媯腊涸䏀兰渹腊涸䏀〄渹㾝㹊够梡ⴔ✫⚹♲♲ぢ⚡Ⱉ꣌荈媯歋䏞Ⱖ涸务⼸ず1䱽.0ⵖ꣌媯䏀涸渹兰Ⱘ腊㢊䏀♧渹㹁㹊涸梡⚺✫⸓Xծ䠭Y濼倰ㄤぢ䱽♳ⵖ涸腊鿈⸂ⴔ絁3䱽.0⻊꣌ㄤ媯⼸涸ず兰䱽腊ⵖ䏀渹❡㹊ㅷ梡撰✫⚹Ⰼ㛇꬗✵絁⼱䱽絁⻊䱽⻊䠭涸 幷鷳桧鳅⡛곫雦2026䎃㼜㹊梡껷䪠遤⚌薴㔵ⰻ涸ꆀ❡կ •絁⸓䱽䝧ⵖ卹⸓禹禹絡絡务务⟄湡⵸瑟䝧EH+BC➠DC⚹⚺涸銳䪮倰助呩絆ざⰦ鷶务姿Oぢne倝B腊ox彂倰导呩鲨⳪务⦶넞䧭畮劥䋑⠏㖞⸷幷䋑鷳㖞⟧Ⰼ괄⚺姻⸓㖈䝧鷶卹姿䪮以助⼮劢勻E㶸MB㖈倰鳅呩㣐곫꣭雦劥劢瑟勻ꢂ2։絁3䎃䱽㼜鲮鵓ぢ勻䪮ꆀ助❡湡⵸⼱䋑⚺㖞 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ⡲垷䒭♴⚺劼⾊腊㢿㹊梡刿넞佪涸兰腊䏀渹꡻梠鶛➿⸈鸟鲱⟝涸鶛➿䒓〄կ •兰輑腊ざ䏀馋渹⸷劢勻鸑〄鵂㾝♸ッ鲨梡魧♲㚖㣐ծ馋兰⸷腊끻♧끳僽㚖䏀ㄤ渹兰㚖腊ⰻ䏠輑菣ざ㚖馋瘝⸷⸆腊鸑㚖鵂涸䲿輑넞ざ兰腊䲀䏀⸓渹㹊梡㶩禹侮絡鲨꧋兰䧭腊䏞㹊♲梡僽X兰Y腊Z♲䏀ぢ渹Ⱉ❡荈⚌歋ざ䏞⡲涸垷⼸䒭ず涸䱽」ⵖꬠ✳㖈僽倝䏀㘗渹⣘騗䎾㚖ざ 蜦》刿㢴絶䏞䫣デ侨研霼霄꡼➉妍緸(www.iyiou.com)3 CONTENTS 湡䔶 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 01兰腊䏀渹遤⚌胜兞♸䋑㖞嚋ⲃ 1务㕂兰腊歏⸓导鲨❡⚌侮⡤〄㾝朐ⲃ 1.23兰腊䏀渹䪮助涸䧶殜㖑⡙ 务㕂兰腊䏀渹䋑㖞梡朐♸㟞Ɤ悶⸂ⴔ區 02 1Ⱒꝶ䪮助梡朐♸꧋䧭馋⸷ 兰腊䏀渹䪮助馋⸷♸䋑㖞䎾欽 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 3兰腊䏀渹⛧欽鲨⿺㉁欽鲨䎾欽 2.2兰腊䏀渹䪮助⴯倝♸騗㚖輑ざ 2.4⟱⚌♸❡ㅷ呩⢾ 03 兰腊䏀渹❡⚌馋⸷⿺䒊雳 3.12兰腊䏀渹❡⚌㕃佟靶瘻梠㞯 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 3.34兰腊䏀渹❡⟱⚌䧶㾝殜馋♸⸷䫏餴䒊雳 1.1.1务㕂导鲨䋑㖞䭯絯ぢ㥩곫雦2027䎃务㕂倝腊彂导鲨Ꝉꆀ瑲灶3000♰鳈 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ꥥ鲨满ⴀ㕂嵳㹻蒜㸪㤉錜⸈佟䘯瘻䭯⟄絯⿺靈㣐䱽吉ծ㼆絑倝崸腊䕎彂⸷导ぢ鲨㥩涸ծ䱹㣐「吉䏞嶊䲿餩⼮⼮紩곫瘝雦♧20禹27⴩䎃㔔务稇㕂끮倝⸓腊彂2导02鲨3㼜䎃瑲务灶㕂导30鲨00䋑♰㖞鳈⴯鸣䋑倝㖞涸⽑⾎嫱〷㼜馄Ꝉ鵂㈒♫3䧭00կ9♰鳈կꥥ满务㕂导 兰涸3腊6歏.9♰⸓鳈导㟞鲨Ɤ僽荛⟄2歏0腊23⚹䎃끮涸⸓58⸓3.⸂9♰鳈䎇Ⱘ곫㢊雦OⵌTA2⼮02紩7䎃腊S⸂EծV兰➃腊鲨歏❜⸓✽鲨兰㼜腊㟞䏠Ɤ菣荛⟄2⿺89兰6.腊9♰끻鳈끳կ瘝兰腊⻊⸆腊涸鲨鳈կ务㕂兰腊歏⸓鲨涸Ꝉꆀ➢2020䎃 10.9% ➉妍兰䎽2020-2027务㕂导鲨ㄤ倝腊彂导鲨Ꝉꆀ䞔ⲃ 157.6%95.6%37.9%44.0%39.3%30.9%24.3% ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 3595.6 3896.94213.5 3297.8 ➉妍兰䎽2020-2027务㕂兰腊歏⸓导鲨Ꝉꆀ䞔ⲃ 2259.8 1531.2 983.2 36.9 133.3 355.8 583.9 261.2% 117.2% 166.9% 64.1% 68.4% 55.7% 47.6% 28.2% ©亿欧智库-chenda(398356) 2896.9 2531.12627.52686.43009.4 1367.5 949.5 1905.4 2493.5 3098.3 136.7 2020 352.1 2021 688.7 ©亿欧智库-chenda(398356) 2022 2023 2024E ©亿欧智库-chenda(398356) 2025E 2026E 2027E ©亿欧智库-chenda(398356) 20202021202220232024E2025E2026E2027E 务㕂倝腊彂导鲨Ꝉꆀ♰鳈务㕂导鲨Ꝉꆀ♰鳈务㕂倝腊彂导鲨Ꝉꆀ㟞Ɤ桧 侨研勻彂⚥㕂导鲨䊨⚌⼸⠔ծ➉妍兰䎽 务㕂兰腊歏⸓导鲨♰鳈Ꝉꆀ㟞Ɤ桧 蜦》刿㢴絶䏞䫣デ侨研霼霄꡼➉妍緸(www.iyiou.com)5 1.1.2嶊餩꨽宠♶倗⼮紩鲨⟱䋒㽷䲿鸟导鲨❀㚖Ⱏず餻腊侮鲨兰腊⻊ ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 嶊끳餩⸆⣩腊㼆兰ㄤ腊歏兰⸓腊导䏠鲨菣⡤兰낉腊⻊⚙⚡㾩㔔䚍稇涸䱗䠭ぜ濼ⴔ鷶ⵆ姿⡙⸈㾀⵸帿կ⚙呏⡙研➉兰妍腊兰⻊䎽⸆腊20姻24鷶䎃幯靈䧭灇⚹侨荈研⚺ㅷ㖈晥넞涸畮呍兰䗱腊䊵歏䒗⸓⻊导⠏鲨⸷鄄鷥䎇䭊佐涸蜦⾲务㔔㕂务欽䨪ꫬ刿滸⯓կ鵳涸兰腊끻 ➉妍兰䎽2024嶊餩罏㼆兰腊⻊㾩䚍꨽宠䲿⼮ 刿⯓鵳涸兰腊끻끳⸆腊 兰腊䏠菣⡤낉刿㥩 12.9% 13.6% 歋⾲欰倝腊彂导鲨䎂〵䩧鸣 鸣㘗霃雦繠錜 10.6% ⛧㗂刿⢕莞鷓瑟ꢂ刿㣐 ㈒た剪⸉⡤낉刿⢕ 9.0% 9.8% 10.6% 〳鸑鵂䰃歏/ OTA腊⸂刿䔂 8.8% ♶溏ꅾ㢪餴⠛絡넞畮ㅷ晥佪䎾 幊⸓鍒Ɀ絯菔꡼곿 8.4% 끻끳⛙馰넞 8.1% 8.1% 㖈䏀歏渹⸓䪮导助鲨涸涸⴯兰倝腊⻊僽鵳䲀玐⸓务兰腊䏀导渹鲨䪮ぢ助刿䪏넞怵紩满ⵆ呍荈䗱⸓錭끻蒀끳կㄤ㸐兰♶腊➑❜⚹✽鲨〄鳈㾝䲿涸⣘Ⱒ珘ꝶ㔿կ涸佅丒刿㼆䲿⼮㸝Ⰼ䚍ծ〳ꬑ䚍ㄤ兰腊⻊宐䎂饰满Ɀ㹁䚍⡲欽կ ꥥ腊满絊侨畮㶶կ⻊㖈䪮兰助腊涸⻊〄涸㾝䲀⸓导♴鲨歏导⸓鲨⻊⸆ㄤ腊兰♶腊倗⻊⼮涸紩絕ざ罜雮䏀导渹鲨㚖䧭⡲⚹⠛⸆絡腊劼涸唒獴稇⸓餘兰♸ 倝㘗兰腊⻊輑ざ涸鲿⡤Ⱖ⴯倝ㄤ⠏⻊㼆✵䲿⼮鲨鳈䚍腊ㄤ欽䨪⡤낉荛Ⱒꅾ銳 ➉妍兰䎽兰腊歏⸓导鲨〄㾝끮⸓銳稇 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 智能座舱域智能驾驶域 动力域 鲨⟱ 兰腊⻊䋒㽷 註勻 2O0ri2n4X䎃兰註腊勻끻㼆끳鲨蓿劼晙蓿晙䲿皾⣘⸂넞ㄤ鴪务1㣛01雦6T皾O䎂PS〵涸瘝䚪䔂皾⻊⸂⼮紩鿈ⴔ鲨㘗꧋䧭넞鸑끾륫8295䏠菣蓿晙⿺4곾薉⠚鴪 㼭뚱 㼭뚱导鲨✵2024䎃5剢〄䋒AI㣔桳禹絡㼜AI䪮助䎾欽✵兰腊䏠菣⿺兰腊끻끳涸乼⡲禹絡ぢ欽䨪Ⰼꆀ䲀鷐 ㆭっ ㆭっ导鲨♸360꧋㔙ざ⡲〄䋒㣐垷㘗❡ㅷNETA✝㗛㕕㼜✵6剢鸑鵂OTA㹊梡桧⯓㖈ㆭっL♳䵨鲿 暵倛䬘 2024䎃4剢暵倛䬘蜦䖤✫务㕂佟䏎涸姻䒭䪠ⲥ㖈务㕂䲀ⴀⰦⰌ荈⸓끻끳FSD鲱⟝⸆腊 しⵄ 翫兰緸腊兰し腊ⵄ⟄⿺20兰25腊끻䧶끳殜菣涸瘝湡呍叻䗱僽荈⸈灇鸟䪮Ⱆ助぀鲮傋㘗㖈鵳䩧Ⰶ鸣兰Ⰼ腊꬗⻊涸倝荈紬灇⯋欰կ䙖霪禹䧶絡殜㓭䭍✫倝腊彂ծ荈⸓끻끳䪮助ծ鲨 ➉妍兰䎽2024➿邍鲨⟱涸兰腊⻊䋒㽷 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 侨研勻彂Ⱆ䒓餴俱侮椚ծ➉妍兰䎽 车身域 底盘域 人工智能 大数据 云计算 物联网 倝㘗侨㶶⻊䪮助䧭⚹导鲨兰腊⻊䏀㽻佅丒 ©亿欧智库-chenda(398356) 蜦》刿㢴絶䏞䫣デ侨研霼霄꡼➉妍緸(www.iyiou.com)6 1.2.1兰腊䏀渹ⰻ巑⺫䭍絁䱽⻊♸⼸ず⻊僽㹊梡侮鲨兰腊涸ꅾ銳匣㗌 ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) ©亿欧智库-chenda(398356) 兰㖈腊姼䏀㛇渹炄僽♳䏀㹊渹梡ぢ✫䏀絁渹䱽㚖⻊♸兰♸끻㚖㚖ծ輑鲨ざ魧㚖〄瘝㾝㚖怵涸」翫涸⸓剒倝Ⱘ䪮㢊助⚺䕎⸓䙖䠭濼湱ㄤ嫱Ɀ✵瘻⠛腊絡⸂导鲨䎇䏀腊渹㢿㹊兰梡腊荈䏀⚺渹䱽鸑ⵖ鵂կ歏㶩鄳縨鷶姿》➿劼唒䧴巊⾓鄳縨䎇 ➉妍兰䎽兰腊䏀渹䊨⡲⾲椚爙䠑㕃 ⚺⸓䝧卹 䭷 絁䱽鲮ぢ 絁䱽끮⸓ 絁䱽ⵖ⸓ ⟁ 导 껩 •䏀渹㚖䱽ⵖ㐼 ꧋ㄤ䧭鲮䝧ぢ卹瘝ծⵖ⸓ •兰끻㚖 •鲨魧㚖 •⸓⸂㚖 •兰菣㚖 侨研 䶑⫸㣢 絆ざ䟗㼋 ...... 慨⯕ꨭ鴪 넞礵㹁⡙ 嬗碛岚ꨭ鴪 ✻畮侨研 ➉妍兰䎽兰腊䏀渹絁䱽⻊♸⼸ず⻊ⰻ巑 Z 絁䱽⻊ ⚺⸓瑟孞䝧卹禹絡 ⚺⸓䝧卹 絁䱽끮⸓ 䝧卹 荈鷓䎾꣖㽲Ⲹ꩎㐼 Ⰼ⚺⸓䝧卹禹絡 끮⸓姿䱽ⵖ禹絡暭䒸姿䱽ⵖ禹絡 Y X ⵸鲰鲮ぢ禹絡た鲰鲮ぢ禹絡㔋鲰鲮ぢ禹絡 絁䱽鲮ぢ 䊵⸓ⵖ⸓禹絡 絁䱽ⵖ⸓ 㢕ざⵖ⸓禹絡 ABS 埇䶓姿瀃禹絡 AEB 㖈涸絁〄䱽㾝⻊馋倰⸷꬗僽䏀絁渹䱽㚖ⵖ涸⸓㚖ծⰻ⚺輑⸓ざ䝧ㄤ卹騗ㄤ