2024年11月全國新能源市場深度分析報(bào)告

2024年11月全國新能源市場深度分析報(bào)告專業(yè)

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|創(chuàng)新目錄Contents說明：總市場（轎車、MPV、SUV）：ICE+BEV+PHEV新能源市場（轎車、MPV、SUV）

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BEV+PHEVICE：燃油車 NEV：新能源 BEV：純電動(dòng) PHEV：插電混動(dòng)NEV=BEV（含F(xiàn)CV）+PHEV（含EREV）產(chǎn)銷數(shù)據(jù)來源：中國汽車流通協(xié)會乘用車市場信息聯(lián)席分會月報(bào)表（零售表，狹義匯總）

-終稿未計(jì)入份額低于2%的細(xì)分市場豪華品牌：奔馳、寶馬、奧迪、凱迪拉克、捷豹、路虎、沃爾沃、英菲尼迪、謳歌、特斯拉價(jià)格：以起步市場指導(dǎo)價(jià)劃分分為10萬以下、10-20萬、20-30萬、30-40萬、40萬以上五檔1、整體總市場3、廠商表現(xiàn)4、車型大類5、品牌定位6、級別定位7、價(jià)格定位2、細(xì)分總市場整體總市場深度分析報(bào)告3整體總市場產(chǎn)銷情況（2024年11月及累計(jì)）單位：輛產(chǎn)量批發(fā)零售出口2024年11月銷量3021172294145324242083961762024年10月銷量264964727330482262380441386同期銷量264832325505222079048374367同比14.1%15.3%16.6%5.8%環(huán)比14.0%7.6%7.2%-10.2%累計(jì)銷量2390756124116335202584814387345累計(jì)同期銷量2288945822831961193540843449761同比4.4%5.6%4.7%27.2%整體總市場9月10月11月累計(jì)12月1月129.3203.8138.6110.7159.1169.1

162.4153.4174.2

171.22月176.1

176.9

171.6192.4190.7

201.9210.7

203.2226.2207.9189.41,935.42,025.8242.43月4月5月6月7月8月235.3+57.7%-20.1%+6.3%-5.6%-1.8%-7.0%-3.0%-0.9%+4.3%+11.3%+16.6%+4.7%2023年2024年94.2%85.2%72.4%64.3%63.3%53.4%47.2%47.6%52.6%11.9%15.4%18.9%23.1%21.1%20.0%23.7%20.7%

21.3%1.0%2.7% 27.7% 29.7% 31.3%27.4%NEV5.7%

14.8%6.9%2020年2021年

2022年27.6%2023年

2024年Q1

Q235.6% 36.7%46.6%Q352.8%11月

1-11月52.4% 47.4%1,929.12,015.7

2,054.5

2,170.7 483.6 500.7 572.9 242.4 2,025.84.7%

12.1%整體總市場不同燃料類型零售份額走勢BEVPHEVICE整體總市場零售月度走勢整體總市場各車型零售走勢925.2985.31,025.71,030.7221.2233.2264.3112.0934.1109.223.824.327.310.495.3109.0107.994.3894.9922.4934.51,030.7238.6243.2281.4120.1996.5Q3

11月1-11月2,025.82020年

2021年

2022年

2023年2024年Q1

Q21,929.1

2,015.7

2,054.5

2,170.7

483.6

500.7

572.9

242.4轎車MPVSUV深度分析報(bào)告4單位：萬輛單位：萬輛細(xì)分總市場深度分析報(bào)告5燃油市場產(chǎn)銷情況（2024年11月及累計(jì)）單位：輛產(chǎn)量批發(fā)零售出口2024年11月銷量1536204150159211543613162692024年10月銷量126653913628831065620321554同期銷量165590315896411236646289130同比-7.2%-5.5%-6.7%9.4%環(huán)比21.3%10.2%8.3%-1.6%累計(jì)銷量1317722013398549106622413219828累計(jì)同期銷量1505984015073300125570782512398同比-12.5%-11.1%-15.1%28.2%新能源市場產(chǎn)銷情況（2024年11月及累計(jì)）單位：輛產(chǎn)量批發(fā)零售出口2024年11月銷量148496814398611269847799072024年10月銷量138310813701651196760119832同期銷量99242096088184240285237同比49.6%49.8%50.7%-6.3%環(huán)比7.4%5.1%6.1%-33.3%累計(jì)銷量107303411071778695962401167517累計(jì)同期銷量782961877586616797006937363同比37.0%38.1%41.2%24.6%純電市場產(chǎn)銷情況（2024年11月及累計(jì)）單位：輛產(chǎn)量批發(fā)零售出口2024年11月銷量857465831746757621581992024年10月銷量78715377737767490896978同期銷量66317765176555503775686同比29.3%27.6%36.5%-23.1%環(huán)比8.9%7.0%12.3%-40.0%累計(jì)銷量623673862233215551900936398累計(jì)同期銷量537688053872714552859873031同比16.0%15.5%21.9%7.3%插電混動(dòng)市場產(chǎn)銷情況（2024年11月及累計(jì)）單位：輛產(chǎn)量批發(fā)零售出口2024年11月銷量627503608115512226217082024年10月銷量59595559278852185222854同期銷量3292433091162873659551同比90.6%96.7%78.2%127.3%環(huán)比5.3%2.6%-1.8%-5.0%累計(jì)銷量449360344944654044340231119累計(jì)同期銷量24527382371390224414764332同比83.2%89.5%80.2%259.3%細(xì)分總市場96.2136.794.7104.497.7109.9116.2122.9112.7120.7127.598.6126.9106.6123.7140.5115.4燃油市場零售月度走勢Q1 Q2 Q3 Q471.985.890.890.883.888.2單位：輛1月2月3月4月5月6月7月8月9月10月11月12月累計(jì)Y202413670737186439772248576679083149079468375048822189856711065620115436110662241ICE

份額%67.1%64.9%57.8%55.9%53.1%51.6%48.8%46.3%46.8%47.1%47.6%52.6%%2024vs.

202342.1%-24.1%-6.4%-22.0%-21.8%-26.1%-25.7%-26.9%-22.7%-16.1%-6.7%-15.1%Y2023961712946529104391510994341162125122866611271071206966127461112693671236646140539913962477ICE

份額%74.4%68.3%65.6%67.7%66.7%64.9%63.7%62.7%63.1%62.5%59.5%59.7%64.3%%2023vs.

2022-44.3%-4.0%-8.3%43.9%16.9%-13.0%-15.3%-10.0%-2.7%-1.4%17.8%-8.0%-6.1%深度分析報(bào)告6銷量306.3295.2同比3.8%-23.3%完成率28.7%21.1%銷量267.4349.0同比-23.4%10.1%完成率25.1%25.0%2024累計(jì)（1066.2）2023全年（1396.2）銷量270.5360.9同比-25.0%-9.4%完成率25.4%25.8%銷量222.0391.1同比-11.4%1.2%完成率20.8%28.0%單位：萬輛細(xì)分總市場67.143.954.771.352.567.658.080.366.585.364.287.871.7102.574.4112.176.3119.784.2127.094.7新能源市場零售月度走勢Q1 Q2 Q3 Q433.138.8單位：輛1月2月3月4月5月6月7月8月9月10月11月12月累計(jì)Y202467131138809071344867594180348285334387802710251001120891119676012698479596240NEV滲透率%32.9%35.1%42.2%44.1%46.9%48.4%51.2%53.7%53.2%52.9%52.4%47.4%%2024vs.

2023102.9%-11.7%30.4%28.7%38.5%28.2%36.9%42.9%50.6%56.8%50.7%41.2%Y20233308124393375471985250255802816654806415067174977444367630328424029471797744185NEV滲透率%25.6%31.7%34.4%32.3%33.3%35.1%36.3%37.3%36.9%37.5%40.5%40.3%35.7%%2023vs.

2022-6.6%61.0%22.9%84.9%61.0%25.2%32.0%34.8%21.8%36.9%40.1%47.7%36.4%深度分析報(bào)告7銷量177.3131.7同比34.6%22.9%完成率18.5%17.0%銷量233.3177.1同比31.7%50.6%完成率24.3%22.9%銷量302.4210.3同比43.7%29.1%完成率31.5%27.2%銷量246.7255.3同比53.6%41.8%完成率25.7%33.0%單位：萬輛2024累計(jì)（959.6）2023全年（774.4）廠商表現(xiàn)2024年11月新能源市場狹義乘用車TOP

10廠商批發(fā)銷量2024年11月新能源市場狹義乘用車TOP

10廠商零售銷量序車企批發(fā)銷量（輛）同比份額 序 車企 零售銷量（輛） 同比 份額1比亞迪汽車504,003 67.2%35.0% 1 比亞迪汽車 417,232 58.6% 32.9%2吉利汽車122,453 93.9%8.5% 2 吉利汽車 120,896 96.4% 9.5%3上汽通用五菱103,86646.0%7.2% 3 上汽通用五菱 84,757 56.1% 6.7%4長安汽車93,592122.3%6.5% 4 特斯拉中國 73,490 12.2% 5.8%5特斯拉中國78,856-4.3%5.5% 5 長安汽車 72,570 62.5% 5.7%6奇瑞汽車72,443339.3%5.0% 6 奇瑞汽車 64,362 296.9% 5.1%7理想汽車48,74018.8%3.4% 7 理想汽車 48,740 18.8% 3.8%8廣汽埃安42,3011.8%2.9% 8 廣汽埃安 38,864 -4.8% 3.1%9零跑汽車40,169117.0%2.8% 9 零跑汽車 38,850 109.9% 3.1%10長城汽車35,88515.1%2.5% 10 長城汽車 33,951 17.3% 2.7%TOP10匯總1,142,30861.1%79.3% TOP10匯總 993,712 56.6% 78.3%深度分析報(bào)告8廠商表現(xiàn)2024年1-11月新能源市場狹義乘用車TOP

10廠商批發(fā)銷量2024年1-11月新能源市場狹義乘用車TOP

10廠商零售銷量序車企批發(fā)銷量（輛）同比份額 序 車企 零售銷量（輛） 同比 份額1比亞迪汽車3,740,930 40.0%34.9% 1 比亞迪汽車 3,315,206 37.8% 34.5%2特斯拉中國822,894 -3.6%7.7% 2 吉利汽車 754,137 94.3% 7.9%3吉利汽車777,029 91.7%7.2% 3 特斯拉中國 574,175 8.8% 6.0%4長安汽車581,49353.9%5.4% 4 上汽通用五菱 557,130 42.6% 5.8%5上汽通用五菱537,34265.2%5.0% 5 長安汽車 550,332 60.6% 5.7%6理想汽車441,99535.7%4.1% 6 理想汽車 441,995 35.7% 4.6%7奇瑞汽車434,370311.4%4.1% 7 賽力斯汽車 355,813 379.2% 3.7%8賽力斯汽車359,566371.6%3.4% 8 奇瑞汽車 353,913 252.3% 3.7%9廣汽埃安307,201-29.2%2.9% 9 廣汽埃安 330,752 -24.8% 3.4%10長城汽車278,76620.3%2.6% 10 長城汽車 253,332 21.3% 2.6%TOP10匯總8,281,58642.6%77.3% TOP10匯總 7,486,785 43.9% 78.0%深度分析報(bào)告9車型大類細(xì)分市場新能源市場各車型不同技術(shù)類型零售銷量、環(huán)比、同比（2024年11月及累計(jì)）車型大類技術(shù)類型本月同期同比上月環(huán)比本月累計(jì)同期累計(jì)累計(jì)同比BEV45966432846339.9%39788815.5%3296209272283721.1%轎車PHEV16827179600111.4%185637-9.4%1369385669005104.7%NEV62793540806353.9%5835257.6%4665594339184237.6%BEV11947714367.3%13406-10.9%1126287035960.1%MPVPHEV261931709953.2%257001.9%21577614067953.4%NEV381402424257.3%39106-2.5%32840421103855.6%BEV28601021943130.3%2636148.5%2143063175966321.8%SUVPHEV31776219066666.7%3105152.3%2459179143446371.4%NEV60377241009747.2%5741295.2%4602242319412644.1%合計(jì)126984784240250.7%11967606.1%9596240679700641.2%深度分析報(bào)告10*NEV=BEV+PHEV車型大類細(xì)分市場新能源市場不同級別車型大類增速、銷量、份額、滲透率（2024年11月）*未計(jì)入份額低于2%的細(xì)分市場157.8%87.9%67.7%57.3%53.9%53.3%50.7%48.5%47.2%36.4%25.9%18.6%16.6%15.0%-6.7%-19.3%轎車-BSUV-B轎車-CMPV轎車MPV-CNEV總市場轎車-A0SUV轎車-A00SUV-ASUV-C整體總市場SUV-A0ICE總市場轎車-A銷量（輛）21013230416295819381406279352567712698477904160377216786616881085929242420844243115436175077份額占新能源市場16.5%24.0%7.5%3.0%49.4%2.0%100.0%6.2%47.5%13.2%13.3%6.8%-3.5%-5.9%滲透率在總體市場8.7%12.5%4.0%1.6%25.9%1.1%52.4%3.3%24.9%6.9%7.0%3.5%-1.8%47.6%3.1%深度分析報(bào)告11車型大類細(xì)分市場新能源市場不同級別車型大類增速、銷量、份額、滲透率（2024年1-11月）*未計(jì)入份額低于2%的細(xì)分市場92.4%88.9%59.9%55.6%44.1%43.1%41.2%37.6%34.8%32.6%14.4%4.8%4.7%1.6% 0.0%-15.1%SUV-B轎車-B轎車-CMPVSUVMPV-CNEV總市場轎車SUV-C轎車-A00SUV-ASUV-A0整體總市場轎車-A0轎車-AICE總市場銷量（輛）22156951528913737338328404460224221436795962404665594666140110117013090653925362025848143352086465310662241份額占新能源市場23.1%15.9%7.7%3.4%48.0%2.2%100.0%48.6%6.9%11.5%13.6%4.1%-4.5%9.0%滲透率在總體市場10.9%7.5%3.6%1.6%22.7%1.1%47.4%23.0%3.3%5.4%6.5%1.9%-2.1%4.3%52.6%深度分析報(bào)告12車型大類細(xì)分市場各市場車型大類零售份額走勢46.4%45.8%

45.5%47.5%49.3%48.6%49.1%49.5%

49.2%5.7%5.4%4.6%5.0%4.9%4.8%4.8%4.3%4.7%48.0%48.9%49.9%47.5%45.8%46.6%46.1%46.2%

46.1%Q31-11112020 2021 2022 20232024.Q1

Q2整體市場46.4%46.1%47.1%46.3%44.4%44.6%43.6%42.6%43.8%5.6%6.1%6.1%5.7%5.9%5.9%6.1%5.7%6.1%51.7%49.9%49.3%50.3%50.3%47.6%47.8%47.2%47.6%Q31-111120202021202220232024.Q1

Q2燃油車市場72.7%64.8%57.3%49.5%48.0%48.9%48.4%49.4%48.6%3.2%3.6%3.4%3.6%3.0%3.4%47.3%48.3%47.8%48.0%47.5%48.0%1.6%41.1%1.3%33.9%26.3%11Q31.0%1-112020 2021202220232024.Q1

Q2新能源市場轎車 MPV SUV1,929.12,015.72,054.52,170.7483.6500.7572.9242.4

2,025.8轎車 MPV1,818.11,717.01,486.71,396.2

306.3SUV267.4270.5115.4

1,066.2轎車 MPV SUV111.0298.7567.8774.4177.3233.3302.4127.0

959.6深度分析報(bào)告13車型大類細(xì)分市場010203040505.8%14.8%27.6%35.7%47.4%2020-2024.1-11新能源整體滲透率整體總市場整體新能源滲透率

=*

100%新能源轎車整體總市場滲透率

=2020-2024年1-11月新能源整體及新能源各車型滲透率走勢0510152025單位:% 單位:%60 304.2%9.6%15.8%17.7%23.0%2020-2024.1-11新能源轎車滲透率整體總市場*

100% 滲透率

=新能源MPV*

100%1.1%

1.6%0.1%0.2%

0.4%2020-2024.1-11新能源MPV滲透率新能源SUV整體總市場滲透率

=*

100%22.7%16.9%11.4%5.0%1.5%深度分析報(bào)告142020-2024.1-11新能源SUV滲透率品牌定位細(xì)分市場新能源市場各品牌不同技術(shù)類型零售銷量、環(huán)比、同比（2024年11月及累計(jì)）品牌定位技術(shù)類型本月同期同比上月環(huán)比本月累計(jì)同期累計(jì)累計(jì)同比BEV63881443508446.8%5931537.7%4521180358511226.1%自主PHEV50265128072979.1%515123-2.4%3981357216337484.0%NEV114146571581359.5%11082763.0%8502537574848647.9%BEV3417737204-8.1%311429.7%33247830013110.8%主流合資PHEV8267529256.2%564546.4%5381755703-3.4%NEV4244442496-0.1%3678715.4%3862953558348.6%BEV84630827492.3%5061367.2%6982426676164.6%豪華PHEV13081344-2.7%108420.7%916625070-63.4%NEV85938840932.2%5169766.2%7074086926862.1%合計(jì)126984784240250.7%11967606.1%9596240679700641.2%深度分析報(bào)告15*NEV=BEV+PHEV品牌定位細(xì)分市場新能源市場各品牌車型大類增速、銷量、份額、滲透率（2024年11月）*未計(jì)入份額低于2%的細(xì)分市場60.8%59.4%57.3%53.9%50.7%47.2%42.0%41.2%16.6%-6.7%-13.3%SUV-自主轎車-自主MPV轎車NEV總市場SUVMPV-自主轎車-豪華整體總市場ICE總市場SUV-豪華銷量（輛）53550757153338140627935126984760377234425334332424208115436152408份額占新能源市場42.2%45.0%3.0%49.4%100.0%47.5%2.7%2.6%--4.1%滲透率在總體市場22.1%23.6%1.6%25.9%52.4%24.9%1.4%1.4%-47.6%2.2%深度分析報(bào)告16品牌定位細(xì)分市場39549093284043082174602242 9596240 4239411 466559421449720258481 21168649515310662241銷量（輛）份額占新能源市場41.2%3.4%3.2%48.0%100.0%44.2%48.6%2.2%-2.2%5.2%-滲透率在總體市場19.5%1.6%1.5%22.7%47.4%20.9%23.0%1.1%-1.0%2.4%52.6%新能源市場各品牌車型大類增速、銷量、份額、滲透率（2024年1-11月）SUV-自主MPVMPV-自主SUVNEV總市場轎車-自主轎車轎車-主 整體總市場流合資轎車-豪華SUV-豪華ICE總市場57.1%55.6%46.0%44.1%41.2%40.4%37.6%28.8%4.7%3.2%1.6%-15.1%*未計(jì)入份額低于2%的細(xì)分市場深度分析報(bào)告17品牌定位細(xì)分市場各市場品牌定位零售份額走勢35.8%41.2%47.3%51.9%55.0%57.8%62.9%64.4%60.3%51.1%45.6%39.5%34.4%31.4%28.7%27.6%25.5%25.0%13.1%13.2%13.2%13.7%13.6%13.6%11.6%12.1%10.6%Q31-111120202021202220232024.Q1

Q2整體市場33.4%34.5%33.1%33.7%37.3%31.9%33.7%36.4%34.8%49.7%53.7%52.4%52.5%50.6%49.7%48.8%46.8%48.8%18.4%15.7%15.9%16.6%16.4%14.4%14.9%12.9%13.1%Q31-111120202021202220232024.Q1

Q2燃油車市場74.6%79.8%84.6%84.6%85.7%87.4%89.1%89.9%88.6%9.1%6.8%16.4%5.6%5.2%13.4%4.8%4.6%9.8%10.2%9.5%3.8%3.3%4.0%8.0%7.1%6.8%7.4%Q31-111120202021202220232024.Q1

Q2新能源市場自主 主流合資豪華1,929.12,015.72,054.52,170.7483.6500.7572.9242.4

2,025.8自主主流合資豪華1,818.11,717.01,486.71,396.2306.3267.4270.5115.4

1,066.2自主 主流合資深度分析報(bào)告18豪華111.0298.7567.8774.4177.3233.3302.4127.0

959.6品牌定位細(xì)分市場010203040505.8%14.8%27.6%35.7%47.4%2020-2024.1-11新能源整體滲透率整體總市場整體新能源滲透率

=*

100%2020-2024年1-11月新能源整體及新能源各品牌滲透率走勢新能源自主整體總市場滲透率

=010203040單位:% 單位:%60 504.3%11.8%23.4%30.2%42.0%2020-2024.1-11新能源自主滲透率整體總市場新能源主流合資*

100% 滲透率

= *

100%0.5%1.0%

1.6%1.8%1.9%2020-2024.1-11新能源主流合資滲透率新能源豪華整體總市場滲透率

=*

100%2.0% 2.7%3.6%

3.5%0.9%深度分析報(bào)告192020-2024.1-11新能源豪華滲透率級別定位細(xì)分市場深度分析報(bào)告20新能源市場各級別不同技術(shù)類型零售銷量、環(huán)比、同比（2024年11月及累計(jì)）級別定位技術(shù)類型本月同期同比上月環(huán)比本月累計(jì)同期累計(jì)累計(jì)同比BEV16849412627333.4%1555918.3%111997685899530.4%A00PHEV--------NEV16849412627333.4%1555918.3%111997685899530.4%BEV1252089026438.7%1222072.5%8489508177163.8%A0PHEV8083543-77.2%1340-39.7%11607679270.9%NEV1260169380734.3%1235472.0%8605578245084.4%BEV1417431383452.5%1358274.4%121690411298957.7%APHEV1029928943115.2%106531-3.3%9638628891648.4%NEV2447352277767.4%2423581.0%218076620190598.0%BEV21736014053154.7%17042127.5%1623501130889924.0%BPHEV305817107673184.0%311602-1.9%2193595680640222.3%NEV523177248204110.8%4820238.5%3817096198953991.9%BEV1048165962475.8%9086215.4%74256943735469.8%CPHEV1026098671818.3%1023790.2%87527666755131.1%NEV20742514634241.7%1932417.3%1617845110490546.4%合計(jì)126984784240250.7%11967606.1%9596240679700641.2%*NEV=BEV+PHEV級別定位細(xì)分市場新能源市場不同級別車型大類增速、銷量、份額、滲透率（2024年11月）*未計(jì)入份額低于2%的細(xì)分市場157.8%87.9%67.7%57.3%53.9%53.3%50.7%48.5%47.2%36.4%25.9%18.6%16.6%15.0%-6.7%-19.3%轎車-BSUV-B轎車-CMPV轎車MPV-CNEV總市場轎車-A0SUV轎車-A00SUV-ASUV-C整體總市場SUV-A0ICE總市場轎車-A銷量（輛）21013230416295819381406279352567712698477904160377216786616881085929242420844243115436175077份額占新能源市場16.5%24.0%7.5%3.0%49.4%2.0%100.0%6.2%47.5%13.2%13.3%6.8%-3.5%-5.9%滲透率在總體市場8.7%12.5%4.0%1.6%25.9%1.1%52.4%3.3%24.9%6.9%7.0%3.5%-1.8%47.6%3.1%深度分析報(bào)告21級別定位細(xì)分市場新能源市場不同級別車型大類增速、銷量、份額、滲透率（2024年1-11月）*未計(jì)入份額低于2%的細(xì)分市場92.4%88.9%59.9%55.6%44.1%43.1%41.2%37.6%34.8%32.6%14.4%4.8%4.7%1.6% 0.0%-15.1%SUV-B轎車-B轎車-CMPVSUVMPV-CNEV總市場轎車SUV-C轎車-A00SUV-ASUV-A0整體總市場轎車-A0轎車-AICE總市場銷量（輛）22156951528913737338328404460224221436795962404665594666140110117013090653925362025848143352086465310662241份額占新能源市場23.1%15.9%7.7%3.4%48.0%2.2%100.0%48.6%6.9%11.5%13.6%4.1%-4.5%9.0%滲透率在總體市場10.9%7.5%3.6%1.6%22.7%1.1%47.4%23.0%3.3%5.4%6.5%1.9%-2.1%4.3%52.6%深度分析報(bào)告22級別定位細(xì)分市場60.2%55.0%50.8%44.8%43.3%38.3%34.6%34.5%37.6%7.0%7.7%6.7%7.1%6.0%7.0%6.8%8.7%4.8%5.5%38.1%8.9%4.3%35.4%37.8%37.0%10.7%4.5%34.2%30.5%11.7%5.3%4.5%27.0%23.7%1.6%21.1%14.9%14.3%13.0%12.8%11.5%11.5%8.0%5.5%6.2%1-111120202021202220232024.Q1

Q2Q31,929.12,015.72,054.52,170.7483.6500.7572.9242.4

2,025.8整體市場AA0 A00BC各市場級別定位零售份額走勢5.2%5.7%

6.5%8.7%

8.3%10.2%9.6%9.3%9.2%28.2%20.6%

23.7%30.9%34.6%35.6%34.2%

34.4%33.4%11.2%12.0%53.5%52.2%50.1%50.1%51.2%

51.0%62.1%59.4%

56.9%0.0%5.3%Q30.0%4.7%6.1%

0.0%5.1%0.0%6.9%0.0%8.4%0.0%0.0%0.0%1-110.0%5.3%112020 2021

2022 20232024.Q1

Q21,818.11,717.01,486.71,396.2306.3267.4270.5115.4

1,066.2燃油車市場AA0 A00BC29.2%29.5%34.8%29.3%27.8%24.7%20.7%19.3%22.7%9.9%9.0%9.0%8.5%7.9%6.4%7.6%12.0%11.4%13.3%11.7%10.3%26.7%10.4%11.8%30.1%12.6%40.3%41.2%36.4%39.8%19.3%35.5%29.6%28.3%23.8%23.6%20.2%18.5%16.4%17.0%16.3%16.9%11.8%9.4%9.1%111-11Q32020

2021

2022 20232024.Q1

Q2111.0298.7567.8774.4177.3233.3302.4127.0

959.6新能源市場A深度分析報(bào)告23A0 A00BC級別定位細(xì)分市場010203040505.8%14.8%27.6%35.7%2020-2024.1-11新能源整體滲透率整體新能源整體總市場滲透率

=*

100%2020-2024年1-11月新能源整體及新能源各級別滲透率走勢新能源A00級整體總市場滲透率

= *100%051047.4%15單位:% 單位:%60 201.5%5.3%4.5% 4.5%5.5%2020-2024.1-11新能源A00級滲透率4.3%2.9%4.2%1.1%0.4%2020-2024.1-11新能源A0級滲透率10. 10.8%5%9.6%4.4%1.7%2020-2024.1-11新能源A級滲透率18.8%10.6%6.6%3.5%1.6%2020-2024.1-11新能源B級滲透率8.0%5.9%3.3%1.4%0.5%2020-2024.1-11新能源C級滲透率新能源A0級整體總市場滲透率

= *100%新能源A級滲透率

= *100%整體總市場新能源B級滲透率

= *100%整體總市場滲透率

=整體總市場深度分析報(bào)告24新能源C級*100%價(jià)格定位細(xì)分市場新能源市場各價(jià)格段不同技術(shù)類型零售銷量、環(huán)比、同比（2024年11月及累計(jì)）價(jià)格定位技術(shù)類型當(dāng)月同期同比上月環(huán)比當(dāng)月累計(jì)同期累計(jì)累計(jì)同比BEV27975021668229.1%2629186.4%1877007162298515.7%10萬以下PHEV13029343913196.7%147342-11.6%1074445382446180.9%NEV41004326059557.3%410260-0.1%2951452200543147.2%BEV26023317980944.7%2403988.3%1991158170217617.0%10—20萬PHEV23381114199864.7%2290742.1%1697999116727545.5%NEV49404432180753.5%4694725.2%3689157286945128.6%BEV18882112655749.2%14257332.4%137196095894643.1%20—30萬PHEV7708438150102.1%757871.7%618182179050245.3%NEV26590516470761.4%21836021.8%1990142113799674.9%BEV1729421006-17.7%18600-7.0%20606116590524.2%30—40萬PHEV4770549627-3.9%460963.5%4204043907977.6%NEV6499970633-8.0%646960.5%62646555670212.5%BEV11523109834.9%1041910.6%1057141028472.8%40萬以上PHEV233331367770.6%23553-0.9%23331012457987.3%NEV348562466041.3%339722.6%33902422742649.1%合計(jì)126984784240250.7%11967606.1%9596240679700641.2%深度分析報(bào)告25*NEV=BEV+PHEV價(jià)格定位細(xì)分市場新能源市場各價(jià)格段車型大類增速、銷量、份額、滲透率（2024年11月）*未計(jì)入份額低于2%的細(xì)分市場13.4%-8.0%-24.4%20-30萬10-20萬10萬以20-30萬10萬以下10-20萬NEV總40萬以上20-30萬40萬以10-20萬10萬以30-40萬30-40萬轎車SUV下

轎車市場SUV上

SUV轎車下

SUVSUV銷量（輛）8956332340936214526590541004349404412698473485616886228027166532478986499935576份額占新能源市場7.1%25.5%28.5%20.9%32.3%38.9%100.0%2.7%13.3%2.2%13.1%3.8%5.1%2.8%滲透率在總體市場3.7%13.3%14.9%11.0%16.9%20.4%52.4%1.4%7.0%1.2%6.9%2.0%2.7%1.5%117.0%81.4%65.9%61.4%57.3%53.5%50.7%41.3%38.8%34.8%19.1%深度分析報(bào)告26價(jià)格定位細(xì)分市場新能源市場各價(jià)格段車型大類增速、銷量、份額、滲透率（2024年1-11月）*未計(jì)入份額低于2%的細(xì)分市場78.5%74.9%68.5%64.4%56.5%49.1%48.8%47.2%41.2%37.2%28.6%12.5%8.4%4.9%1.6%20-30萬轎車20-30萬20-30萬SUV40萬以上

SUV10萬以下

轎車40萬以上10-20萬SUV10萬以下NEV總市場30-40萬MPV10-20萬30-40萬10萬以下

SUV10-20萬轎車30-40萬SUV銷量（輛）6871371990142125603029148025308063390242270106295145295962402018913689157626465420