{"id":619002,"date":"2026-02-05T04:24:16","date_gmt":"2026-02-05T12:24:16","guid":{"rendered":"https:\/\/nai500.com\/?p=619002"},"modified":"2026-02-05T04:24:16","modified_gmt":"2026-02-05T12:24:16","slug":"10-30","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/02\/10-30\/","title":{"rendered":"10 \u652f\u4e2d\u56fd\u80a1\u7968\u53ef\u4e58\u4e30\u7530\u6df7\u5408\u52a8\u529b\u8d85\u7ea7\u5468\u671f\u4e4b\u98ce"},"content":{"rendered":"

\u4e30\u7530\u8ba1\u5212\u5230 2028 \u5e74\u5c06\u5168\u7403\u6df7\u5408\u52a8\u529b\u4ea7\u91cf\u63d0\u5347\u81f3 670 \u4e07\u8f86\uff0c\u8868\u660e\u6df7\u5408\u52a8\u529b\u52a0 EV \u7684\u5468\u671f\u5c06\u6301\u4e45\u5b58\u5728\uff0c\u800c\u975e\u653e\u5f03\u7535\u6c14\u5316\u3002\u77ed\u671f\u53d7\u76ca\u8005\u662f\u4e2d\u56fd\u5df2\u89c4\u6a21\u5316\u7684\u7535\u6c60\u3001\u7535\u529b\u7535\u5b50\u548c\u8f6f\u4ef6\u751f\u6001\u7cfb\u7edf\uff0c\u4f9b\u5e94\u4ece\u7535\u82af\u3001\u7535\u673a\u5230\u8f66\u8054\u670d\u52a1\u7684\u4e00\u5207\u3002\u968f\u7740\u7f8e\u56fd\u548c\u6b27\u6d32\u5bf9\u7eaf\u7535\u6c60\u8f66\u8865\u8d34\u7684\u9000\u6f6e\uff0c\u6df7\u5408\u52a8\u529b\u6b63\u5728\u5206\u5f97\u5e02\u573a\u4efd\u989d\u3002\u5177\u5907\u6210\u672c\u9886\u5148\u3001\u5316\u5b66\u8def\u7ebf\u591a\u6837\u6027\u548c\u5168\u7403\u5e03\u5c40\u7684\u4f9b\u5e94\u5546\u5927\u591a\u6765\u81ea\u4e2d\u56fd\u2014\u2014\u4ed6\u4eec\u5df2\u5c31\u4f4d\u51c6\u5907\u4ece\u8fd9\u4e00\u8f6c\u5411\u4e2d\u83b7\u5229\u3002<\/p>\n

\u6df7\u5408\u52a8\u529b\u56de\u5f52\u3002\u4e2d\u56fd\u5df2\u6784\u5efa\u8d77\u4f9b\u5e94\u94fe\u89c4\u6a21<\/h3>\n

\u4e30\u7530\u9884\u8ba1\u5230 2028 \u5e74\uff0c\u6df7\u5408\u52a8\u529b\u5c06\u5728\u5176 1130 \u4e07\u8f86\u4ea7\u80fd\u4e2d\u5360\u6bd4\u7ea6 60%\uff0c\u9ad8\u4e8e\u5f53\u524d\u7ea6 50%\uff0c\u5e76\u5728\u7f8e\u56fd\u6269\u5927\u6df7\u5408\u52a8\u529b\u53d1\u52a8\u673a\u4e0e\u96f6\u90e8\u4ef6\u4ea7\u80fd\u3002\u798f\u7279\u6b63\u5728\u7f29\u51cf EV \u8ba1\u5212\uff0cGM \u6b63\u5728\u91cd\u7ec4\uff0c\u5927\u4f17\u6b63\u5728\u90e8\u7f72\u5176\u9996\u4e2a\u5168\u6df7\u5408\u7cfb\u7edf\u3002\u7279\u65af\u62c9\u5728\u9500\u91cf\u4e0b\u6ed1 9% \u540e\u91cd\u65b0\u5206\u914d\u8d44\u6e90\u3002\u8fd9\u662f\u4e00\u6b21\u504f\u5411\u8fd1\u671f\u53ef\u8d1f\u62c5\u6027\u4e0e\u4ea7\u80fd\u786e\u5b9a\u6027\u7684\u91cd\u7f6e\u3002\u5b83\u4e5f\u5c06\u6760\u6746\u96c6\u4e2d\u5230\u4e0a\u6e38\uff1a\u9a71\u52a8\u7535\u6c60\u3001e-\u8f74\u3001\u9006\u53d8\u5668\u548c\u50a8\u80fd\u3002\u4e2d\u56fd\u638c\u63a7\u5168\u7403\u9502\u79bb\u5b50\u7535\u6c60\u5236\u9020\u4ea7\u80fd\u7684\u5927\u90e8\u5206\uff0c\u4e3b\u5bfc LFP \u5316\u5b66\u8def\u7ebf\uff0c\u5728\u6b63\u8d1f\u6781\u6750\u6599\u4e0a\u9886\u5148\uff0c\u5e76\u62e5\u6709\u6700\u5bc6\u96c6\u7684\u7535\u529b\u7535\u5b50\u4f9b\u5e94\u5546\u57fa\u7840\u3002\u65e0\u8bba\u6574\u8f66\u662f\u5728\u80af\u5854\u57fa\u6216\u4eac\u90fd\u7ec4\u88c5\uff0c\u6df7\u5408\u52a8\u529b\u589e\u91cf\u4ef7\u503c\u7684\u5f88\u5927\u4e00\u90e8\u5206\u4ecd\u901a\u8fc7\u4e2d\u56fd\u4e3b\u5bfc\u7684\u4f9b\u5e94\u94fe\u62c9\u52a8\u3002<\/p>\n

\u4e30\u7530\u8f6c\u5411\u5bf9\u8d44\u672c\u6d41\u5411\u7684\u4fe1\u53f7<\/h3>\n

\u6bcf\u53f0\u5168\u6df7\u5408\u8f66\u589e\u52a0 1\u20132 kWh \u7684\u7535\u6c60\u5bb9\u91cf\u548c\u4e00\u5957\u9ad8\u538b\u52a8\u529b\u7cfb\u7edf\uff0c\u800c\u63d2\u7535\u5f0f\u6df7\u5408\u52a8\u529b\u6bcf\u8f66\u589e\u52a0 10\u201325 kWh\u3002\u89c4\u6a21\u91cd\u8981\u3002\u4e30\u7530 670 \u4e07\u8f86\u7684\u6df7\u5408\u52a8\u529b\u76ee\u6807\u610f\u5473\u7740\u6bcf\u5e74\u589e\u52a0\u6570\u5341 GWh \u7684\u7535\u82af\u9700\u6c42\uff0c\u4ee5\u53ca\u9006\u53d8\u5668\u3001DC-DC \u53d8\u6362\u5668\u548c\u70ed\u7ba1\u7406\u7cfb\u7edf\u3002\u8d44\u91d1\u5c06\u6d41\u5411\u5728\u4e2d\u56fd\u6709\u5728\u5730\u4ea7\u80fd\u5e76\u4e14\u8d8a\u6765\u8d8a\u591a\u5728\u53cb\u5cb8\u5316\u4e2d\u5fc3\uff08\u5982\u5308\u7259\u5229\u3001\u6cf0\u56fd\u3001\u58a8\u897f\u54e5\u548c\u7f8e\u56fd\uff09\u5efa\u5382\u7684\u6210\u672c\u9886\u5148\u8005\u3002\u4e2d\u56fd\u9f99\u5934\u901a\u8fc7\u6388\u6743\u6280\u672f\u3001\u4e0e\u897f\u65b9 OEM \u5efa\u7acb\u5408\u8d44\u6846\u67b6\u5e76\u672c\u5730\u5316\u4ee5\u89c4\u907f\u5173\u7a0e\u6765\u5206\u6563\u98ce\u9669\u3002\u66fe\u8ba9\u4e2d\u56fd\u6210\u4e3a\u5168\u7403 EV \u51fa\u53e3\u5f15\u64ce\u7684\u540c\u4e00\u751f\u4ea7\u4f53\u7cfb\uff0c\u5982\u4eca\u652f\u6301\u66f4\u4e3a\u591a\u6837\u5316\u7684\u7ec4\u5408\uff1a\u9762\u5411\u5317\u7f8e\u7684 HEV\u3001\u9762\u5411\u6b27\u6d32\u7684 PHEV\uff0c\u4ee5\u53ca\u9762\u5411\u4e2d\u56fd\u4e0e\u65b0\u5174\u5e02\u573a\u7684 BEV\u3002\u5176\u7ed3\u679c\u662f\u4e2d\u56fd\u6c7d\u8f66\u4e0e\u50a8\u80fd\u4f01\u4e1a\u7684\u6536\u76ca\u53ef\u89c1\u5ea6\u4e0a\u884c\uff0c\u5c3d\u7ba1\u653f\u7b56\u566a\u97f3\u589e\u52a0\u3002<\/p>\n

\u6df7\u5408\u52a8\u529b\u52a0 EV \u5468\u671f\u7684 10 \u652f\u4e2d\u56fd\u80a1\u7968\u8981\u70b9<\/h3>\n

1) BYD (1211.HK) \u2013 \u81ea 2025 \u5e74\u8d77\u6210\u4e3a\u5168\u7403\u6700\u5927\u7684\u7535\u52a8\u8f66\u5236\u9020\u5546\uff0c\u81ea 2023 \u5e74\u8d77\u4e3a\u4e2d\u56fd\u6700\u7545\u9500\u6c7d\u8f66\u54c1\u724c\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u6cf0\u56fd\u548c\u5df4\u897f\u5ba3\u5e03\u7684\u7ec4\u88c5\u9879\u76ee\u52a0\u901f\u6d77\u5916\u6269\u5f20\uff0c\u6269\u5c55\u5176\u6210\u672c\u4f18\u52bf\u5e76\u5bf9\u51b2\u5173\u7a0e\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5f3a\u52b2\u7684 PHEV \u9635\u5bb9\u9002\u914d\u6df7\u5408\u52a8\u529b\u6d6a\u6f6e\uff0c\u7eaf\u7535\u51fa\u53e3\u89c4\u6a21\u5316\u3002<\/p>\n

2) CATL (300750.SZ) \u2013 \u5168\u7403\u7535\u6c60\u4efd\u989d\u9886\u5148\uff0c\u5177\u5907\u591a\u79cd\u5316\u5b66\u8def\u7ebf\u6df1\u5ea6\uff08LFP\u3001NMC\u3001\u94a0\u79bb\u5b50\uff09\u3002\u91cc\u7a0b\u7891\uff1a\u5308\u7259\u5229\u8d85\u7ea7\u5de5\u5382\u5728\u5efa\uff0c\u4f7f CATL \u8fdb\u5165\u6b27\u76df\u4f9b\u5e94\u94fe\u5185\u90e8\u3002\u5168\u7403\u5f71\u54cd\uff1a\u901a\u8fc7\u6388\u6743\u4e0e\u897f\u65b9 OEM \u7684\u4f9b\u5e94\u534f\u8bae\uff0c\u5c06 CATL \u62c9\u5165\u6df7\u5408\u52a8\u529b\u722c\u5761\uff0c\u800c\u65e0\u9700\u628a\u6bcf\u4e00\u5757\u7535\u6c60\u90fd\u5efa\u5728\u4e2d\u56fd\u3002<\/p>\n

3) Gotion High-Tech (002074.SZ) \u2013 LFP \u4e13\u5bb6\uff0c\u79ef\u6781\u8fdb\u519b\u5317\u7f8e\u3002\u91cc\u7a0b\u7891\uff1a\u5ba3\u5e03\u5728\u4f0a\u5229\u8bfa\u4f0a\u548c\u5bc6\u6b47\u6839\u7684\u7535\u6c60\u5de5\u5382\uff0c\u6269\u5c55\u7f8e\u56fd\u672c\u5730\u5316\u4ea7\u80fd\u3002\u5168\u7403\u5f71\u54cd\uff1a\u7f8e\u56fd\u4ea7\u80fd\u4f7f\u5176\u5728\u6df7\u5408\u52a8\u529b\u89c4\u6a21\u5316\u65f6\u6709\u8d44\u683c\u4eab\u53d7\u672c\u5730\u91c7\u8d2d\u4f18\u5f85\u3002<\/p>\n

4) EVE Energy (300014.SZ) \u2013 \u9876\u7ea7\u5706\u67f1\u5f62\u4e0e\u65b9\u5f62\u7535\u82af\u4f9b\u5e94\u5546\u3002\u91cc\u7a0b\u7891\uff1a\u9762\u5411\u5168\u7403 OEM \u5e73\u53f0\u7684\u6b27\u6d32\u4ea7\u80fd\u9879\u76ee\u3002\u5168\u7403\u5f71\u54cd\uff1a\u591a\u6837\u5316\u7684\u5316\u5b66\u4e0e\u5f62\u6001\u5951\u5408 HEV\/PHEV \u7535\u6c60\u5305\u4e0e 800V BEV \u5e73\u53f0\u3002<\/p>\n

5) Geely Automobile (0175.HK) \u2013 \u8986\u76d6 Geely\u3001Volvo\u3001Polestar\u3001Lynk & Co \u53ca Zeekr \u7684\u591a\u54c1\u724c\u7ec4\u5408\u3002\u91cc\u7a0b\u7891\uff1a\u81ea\u4e3b\u6df7\u52a8\u52a8\u529b\u603b\u6210\u4e0e\u5168\u7403\u5316\u5e73\u53f0\u4f7f\u5409\u5229\u5728\u5404\u5730\u533a\u62e5\u6709\u6760\u6746\u6548\u5e94\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5bf9\u6b27\u6d32\u4e0e\u4e1c\u76df\u7684\u51fa\u53e3\u52a0\u4e0a Zeekr \u7684\u9ad8\u7aef EV\uff0c\u5f62\u6210\u6df7\u5408\u52a8\u529b\u4e0e BEV \u9700\u6c42\u7684\u4e24\u7aef\u5e03\u5c40\u3002<\/p>\n

6) Li Auto (LI) \u2013 \u4e2d\u56fd\u6700\u6210\u529f\u7684\u589e\u7a0b\u5f0f\u7535\u52a8\u8f66\u54c1\u724c\u3002\u91cc\u7a0b\u7891\uff1a\u6301\u7eed\u76c8\u5229\u4e14\u591a\u6708\u4ea4\u4ed8\u91cf\u8d85 5 \u4e07\u8f86\uff0c\u9a8c\u8bc1\u4e86\u9762\u5411\u5bb6\u5ead\u7684\u6df7\u5408\u90bb\u8fd1\u578b\u4ef7\u503c\u4e3b\u5f20\u3002\u5168\u7403\u5f71\u54cd\uff1aEREV \u7684\u6548\u7387\u5728\u5145\u7535\u4e0d\u5747\u8861\u5730\u533a\u5177\u6709\u5438\u5f15\u529b\uff0c\u4e3a\u5176\u4ed6\u5e02\u573a\u63d0\u4f9b\u84dd\u56fe\u3002<\/p>\n

7) NIO (NIO) \u2013 \u9ad8\u7aef EV \u5236\u9020\u5546\uff0c\u62e5\u6709\u4e2d\u56fd\u6700\u5927\u7684\u6362\u7535\u7f51\u7edc\u3002\u91cc\u7a0b\u7891\uff1a\u8d85\u8fc7 2,000 \u5ea7\u6362\u7535\u7ad9\u964d\u4f4e\u4e86\u5145\u7535\u6469\u64e6\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e0e\u5176\u4ed6\u8f66\u4f01\u7684\u6362\u7535\u8054\u76df\u6307\u5411\u6807\u51c6\u5316\uff0c\u80fd\u591f\u63d0\u5347\u5171\u4eab\u57fa\u7840\u8bbe\u65bd\u7684\u5229\u7528\u7387\u3002<\/p>\n

8) XPeng (XPEV) \u2013 \u4ee5\u8f6f\u4ef6\u4e3a\u5148\u7684\u6574\u8f66\u5382\uff0c\u5177\u5907\u5148\u8fdb\u7684\u9a7e\u9a76\u8f85\u52a9\u3002\u91cc\u7a0b\u7891\uff1a\u5927\u4f17\u7684\u6218\u7565\u6295\u8d44\u4e0e\u5171\u540c\u5f00\u53d1\u534f\u8bae\u6269\u5c55\u4e86\u5c0f\u9e4f\u7684\u5168\u7403\u89e6\u8fbe\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5728\u57ce\u5e02\u7ea7\u522b\u5b9e\u73b0\u7684 ADAS \u6027\u80fd\u4e0d\u91cd\u5ea6\u4f9d\u8d56\u9ad8\u7cbe\u5730\u56fe\uff0c\u8fd9\u53ef\u51fa\u53e3\u5e76\u964d\u4f4e\u5355\u8f66\u6210\u672c\u3002<\/p>\n

9) Xiaomi (1810.HK) \u2013 \u5c06\u6d88\u8d39\u7535\u5b50\u4e0e\u667a\u80fd\u7535\u52a8\u8f66\u8fde\u63a5\u8d77\u6765\u7684\u751f\u6001\u73a9\u6cd5\u3002\u91cc\u7a0b\u7891\uff1aSU7 \u53d1\u5e03\u83b7\u5f97\u5f3a\u52b2\u9884\u8ba2\uff0c\u8868\u660e\u54c1\u724c\u80fd\u4ece\u624b\u673a\u5411\u6c7d\u8f66\u8f6c\u79fb\u3002\u5168\u7403\u5f71\u54cd\uff1a\u8f6f\u4ef6\u3001\u786c\u4ef6\u4e0e\u670d\u52a1\u7684\u5782\u76f4\u6574\u5408\u53cd\u6620\u4e86\u4e2d\u56fd\u5728\u8f66\u8054\u5e73\u53f0\u4e0a\u7684\u4f18\u52bf\u3002<\/p>\n

10) Seres Group (601127.SS) \u2013 \u652f\u6491\u534e\u4e3a Aito \u54c1\u724c\u8f66\u578b\u7684\u5236\u9020\u4f19\u4f34\u3002\u91cc\u7a0b\u7891\uff1aAito \u7684\u8f66\u578b\u6362\u4ee3\u5f15\u53d1\u663e\u8457\u8ba2\u5355\u6fc0\u589e\uff0c\u51f8\u663e\u6d88\u8d39\u8005\u5bf9\u642d\u8f7d HarmonyOS \u7684\u8f66\u578b\u7684\u5438\u5f15\u529b\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e2d\u56fd\u7684\u4fe1\u606f\u901a\u4fe1\u4e0e\u6c7d\u8f66\u878d\u5408\u6b63\u5728\u521b\u9020\u5177\u51fa\u53e3\u80fd\u529b\u7684\u8f6f\u4ef6\u5b9a\u4e49\u8f66\u8f86\u3002<\/p>\n

\u8f6f\u4ef6\u3001\u8f66\u8054\u4e0e\u91d1\u878d\u968f\u786c\u4ef6\u800c\u6765<\/h3>\n

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