汽车行业：特斯拉产业链-230227（33页）.pdf

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1、特斯拉产业链证券研究报告2023年2月27日分析师施毅邮箱证书编号S1230522100002行业评级：看好上游：实现能源一体化，打造户用-商用-车用联动汽车：通过技术创新促使：降本、提效、使用性能提升下游：利用销售数据实现金融服务及自动驾驶迭代特斯拉“能源-汽车-金融”的商业版图012数据来源：浙商证券研究所生态建设数字金融租赁汽车销售能源部门充电桩户用储能工业储能光伏保险租赁业务未来RobotaxiFSD4680电池软件定义汽车一体化压铸芯片：从外采到自研电芯电池包BMS电池：18650-2170-4680迭代pPnM2Y9YfVeUpXfWxU8OaOaQtRrRpNnOkPoOpNfQ

2、tRyQaQpOrQvPpPyRvPtQtN目录C O N T E N T S特斯拉生态发展阶段汽车业务010203特斯拉财务销量量价特斯拉新技术储能FSD304特斯拉供应链明星业务明星业务特斯拉生态01Partone发展4阶段汽车业务4特斯拉发展历程502004006008001000120014002003-07-012003-08-142003-09-292003-11-112003-12-262004-02-112004-03-262004-05-112004-06-252004-08-102004-09-232004-11-052004-12-212005-02-042005-03-

3、222005-05-052005-06-202005-08-032005-09-162005-10-312005-12-142006-01-312006-03-162006-05-012006-06-142006-07-282006-09-122006-10-252006-12-082007-01-262007-03-132007-04-262007-06-112007-07-252007-09-072007-10-222007-12-052008-01-222008-03-062008-04-212008-06-042008-07-182008-09-022008-10-152008-11-

4、282009-01-142009-03-022009-04-152009-05-292009-07-142009-08-262009-10-092009-11-232010-01-082010-02-242010-04-092010-05-242010-07-082010-08-202010-10-052010-11-172011-01-032011-02-162011-04-012011-05-172011-06-302011-08-152011-09-282011-11-102011-12-272012-02-102012-03-272012-05-102012-06-252012-08-

5、082012-09-212012-11-072012-12-212013-02-072013-03-252013-05-082013-06-212013-08-062013-09-192013-11-012013-12-172014-02-032014-03-192014-05-022014-06-172014-07-312014-09-152014-10-282014-12-112015-01-282015-03-132015-04-282015-06-112015-07-272015-09-092015-10-222015-12-072016-01-222016-03-082016-04-

6、212016-06-062016-07-202016-09-012016-10-172016-11-302017-01-172017-03-022017-04-172017-05-312017-07-142017-08-282017-10-112017-11-242018-01-102018-02-262018-04-112018-05-242018-07-102018-08-222018-10-052018-11-192019-01-072019-02-212019-04-052019-05-212019-07-052019-08-192019-10-022019-11-142019-12-