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新能车维持较高增速,2024年为35.5%
新能车维持较高增速,2024年为35.5%
行业数据
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所属报告:
易鑫集团-港股公司深度报告:深耕汽车金融平台+自营驱动-250409(27页).pdf
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2025-2029年全球新能车通信模组市场规模(亿元)
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市场规模
2025-05-15
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国内新能车产量(万台)及增速(%)
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行业数据
2025-04-14
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2024年汽车保有量同比增长5.1%,新能车保有量增速为53.8%
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行业数据
2025-04-10
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新能车汽车电子用量情况
fCDmlbDmja4gfCDmj4/ov7AgfAp8IC0tLSB8IC0tLSB8Cnwg5L+d5a6I6aKE5rWLIHwg5YiwMjAzMOW5tO+8jOeUteWKqOaxvei9pumUgOmHj+WwhuWNoOaWsOi9pumUgOmHj+eahDMyJSB8Cnwg55S15a2Q57uE5Lu25aKe5YqgIHwg55S15Yqo5rG96L2m5Lit55qE55S15a2Q57uE5Lu25q+U5YaF54eD5py65rG96L2m5aSaNeWAjSB8CgrotYTmlpnmnaXmupDvvJpVQlMsIEZ1dHVyZSBTbWFydCBTdHJhdGVnaWVz
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其它
2024-07-05
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2018年至今中国新能车保有量(万辆)
fCDlubTku70gfCDkuK3lm73mlrDog73mupDmsb3ovabkv53mnInph4/vvIjkuIfovobvvIkgfCBZb1kgfAp8IC0tLSB8IC0tLSB8IC0tLSB8CnwgMThBIHwgMzAwIHwgLSB8CnwgMTlBIHwgNDAwIHwgLSB8CnwgMjBBIHwgNTAwIHwgLSB8CnwgMjFBIHwgNzAwIHwgLSB8CnwgMjJBIHwgMTIwMCB8IC0gfAp8IDIzQSB8IDIwNDEgfCA1NS44JSB8CgrotYTmlpnmnaXmupDvvJrkuJzljJfor4HliLjvvIzlhazlronpg6g=
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其它
2024-07-04
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新能源车持续抢占燃油车市场份额,2024Q2新能
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竞争格局
2024-07-03
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我国汽车销量(万辆)、新能车销量(万辆)及渗透率
fCDlubTku70gfCDmsb3ovabplIDph4/vvIjkuIfovobvvIkgfCDmlrDog73mupDmsb3ovabplIDph4/vvIjkuIfovobvvIkgfCDmlrDog73mupDmsb3ovabmuJfpgI/njocgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS18CnwgMjAxNSB8IDI0NTAgICAgICAgICAgIHwgMzAgICAgICAgICAgICAgfCAxLjIlICAgICAgICAgICAgIHwKfCAyMDE2IHwgMjgwMCAgICAgICAgICAgfCA1MCAgICAgICAgICAgICB8IDEuOCUgICAgICAgICAgICAgfAp8IDIwMTcgfCAyOTAwICAgICAgICAgICB8IDcwICAgICAgICAgICAgIHwgMi40JSAgICAgICAgICAgICB8CnwgMjAxOCB8IDI4MDAgICAgICAgICAgIHwgMTI1ICAgICAgICAgICAgfCA0LjUlICAgICAgICAgICAgIHwKfCAyMDE5IHwgMjU3MCAgICAgICAgICAgfCAxMjAgICAgICAgICAgICB8IDQuNyUgICAgICAgICAgICAgfAp8IDIwMjAgfCAyNTMwICAgICAgICAgICB8IDEzNiAgICAgICAgICAgIHwgNS40JSAgICAgICAgICAgICB8CnwgMjAyMSB8IDI2MDAgICAgICAgICAgIHwgMzUwICAgICAgICAgICAgfCAxMy40JSAgICAgICAgICAgIHwKfCAyMDIyIHwgMjYwMCAgICAgICAgICAgfCA2ODAgICAgICAgICAgICB8IDI2LjAlICAgICAgICAgICAgfAp8IDIwMjMgfCAzMTAwICAgICAgICAgICB8IDEwMDAgICAgICAgICAgIHwgMzIuMyUgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrmsb3ovablt6XkuJrljY/kvJrvvIzkuJzljJfor4HliLg=
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其它
2024-05-17
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2026-07-30
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汽车消费进入存量竞争阶段,二手车交易量增速相对较高。(1)我国新车销量增速2016 年达到峰值后逐渐放缓,2018 年至 2020 年甚至负增长,除疫后第一年 2023 年增速出现反弹外,整体增速均低于 5%。2024 年新车销量为 3143.6 万辆,同比增长4.46%(图 10)。(2)二手车需求相对较好,2023、2024 年交易量同比增速分别为14.88%、6.52%,均高于新车销量增速(图 11)。(3)新能车销量增速较高,2024 年销量同比增长 35.5%至 1286.6 万辆,占比新车销量同比提升 9.38 个百分点至 40.93%
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易鑫集团-港股公司深度报告:深耕汽车金融平台+自营驱动-250409(27页).pdf
财务报表预测摘要及指标
可比公司平均PB为0.58倍
公司业务拆解
2017年以上公司共实施4次股权激励计划
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