“拥抱成长“新能源汽车产业链系列报告:全球电动化趋势持续推进,拓宽产业链成长空间
机构:华西证券
全球新能源乘用车销量逐步恢复,Model 3最为畅销
全球新能源乘用车销量环比持续修复,7月同比实现高增长。受到疫情影响,2020年上半年全球新能源乘用车市场表现疲软。根据GGII数据, 2020H1全球新能源乘用车累计实现销量85.15万辆,同比下滑15.9%。但从各月表现来看,从5月开始,全球新能源乘用车销量环比保持正增长,呈现逐月修复的趋势。此外,2020年7月,全球新能源乘用车销量取得22.27万辆的优异表现,同比明显增长63.3%。随着疫情影响的不断消退,国内及欧美等主要市场有望持续发力,全年全球销量表现仍然可期。
Model 3为全球最畅销车型。根据GGII数据,2020年1-7月,特斯拉Model 3以16.38万辆的销量成为全球最畅销乘用车车型,在纯电动乘用车市场中的市占率高达22.6%,领先优势显著。随着特斯拉在全球布局的持续完善,车型供给的不断丰富将推动其全球销量规模扩大,从而带动全球新能源汽车销量增长。

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