銆€銆€鏍规摎CINNO Research鐢㈡キ绲辫▓鏁告摎锛岃嚜2022骞碪TG閫插叆閲忕敘闅庢浠ヤ締锛�2023骞村湅鍏ф惌杓塙TG鐨勬姌鐤婂睆鏅鸿兘鎵嬫鍗犳瘮澧炶嚦杩戜竷鎴愶紝鍚屾瘮澧為暦24.5鍊嬬櫨鍒嗛粸锛孶TG宸叉垚鐐哄湅鍏ф姌鐤婂睆鏅鸿兘鎵嬫鐨勯閬歌搵鏉匡紱寰炴惌杓夐潰绌嶄締鐪嬶紝2023骞碪TG鍦ㄥ湅鍏ф姌鐤婂睆鏅鸿兘鎵嬫涓殑浣跨敤闈㈢⿳宸查仈鍒�6.6钀帯锛屽悓姣斿ぇ骞呭闀�250.7%銆�
銆€銆€鍦栫ず锛氫腑鍦嬪競鍫存姌鐤婂睆鏅鸿兘鎵嬫UTG浣跨敤闈㈢⿳璁婂寲瓒ㄥ嫝
銆€銆€渚嗘簮: CINNO Research鏈堝害涓湅鏅鸿兘鎵嬫甯傚牬鐧煎睍瓒ㄥ嫝鍒嗘瀽鍫卞憡
銆€銆€寰炲搴︽暩鎿氫締鐪嬶紝鍦嬪収鎶樼枈灞忔櫤鑳芥墜姗烾TG鐨勪娇鐢ㄩ潰绌嶅憟蹇€熷闀锋厠鍕€€俀2'23 UTG鐨勪娇鐢ㄩ潰绌嶉娆$獊鐮�1钀帯锛屼富瑕佹槸鍥犵偤鍝佺墝鑿偤鍦≦1'23鍔犲叆UTG鐨勯櫍鐕熶腑锛岄€蹭竴姝ユ帹鍕昒TG浣跨敤闈㈢⿳鐨勫揩閫熷闀凤紱闄や簩鎶樺睆鏅鸿兘鎵嬫澶栵紝鑿偤涔熷湪甯冨眬灏嶆煍鎬у睆鏈韩鍜屽悇鍊嬭啘灞ゆ噳鍔涙帶鍒惰姹傞潪甯搁珮鐨勪笁鎶樺睆鏅鸿兘鎵嬫鐢㈠搧锛屽叿楂斾笂甯傛檪闁撳彇姹轰簬椹楄瓑閫插害锛岀洰鍓嶅叾灞忓箷鐢变含鏉辨柟锛圔OE锛夋彁渚涖€�
銆€銆€鍦栫ず锛�2023骞村湅鍏у搧鐗屾惌杓塙TG鎶樼枈灞忔櫤鑳芥墜姗熼姺閲忓崰姣斾締婧�: CINNO Research鏈堝害涓湅鏅鸿兘鎵嬫甯傚牬鐧煎睍瓒ㄥ嫝鍒嗘瀽鍫卞憡
銆€銆€寰炲湅鍏т富瑕佹櫤鑳芥墜姗熷搧鐗屾惌杓塙TG鐨勬儏娉佷締鐪嬶紝2023骞存姌鐤婂睆鏅鸿兘鎵嬫鎼級UTG鐨勫搧鐗屾湁鍥涘锛屽叾涓搧鐗孫PPO琛ㄧ従鍑虹溇锛屾惌杓塙TG鎶樼枈灞忔櫤鑳芥墜姗熺殑閵烽噺宸茬獊鐮寸櫨钀嚭锛屽悓姣旂炕4.7鍊嶏紝鎺掑悕绗竴锛�2023骞存槸鑿偤鎼級UTG鐨勯枊灞€涔嬪勾锛岃〃鐝句笉淇楋紝绱▓鎼級绱�90.0钀嚭锛屾帓鍚嶈簫灞呯浜岋紱vivo鍜屽皬绫虫惌杓塙TG鎶樼枈灞忔櫤鑳芥墜姗熺殑閵烽噺鍗犳瘮鍒嗗垾鐐�15.0%鍜�7.4%锛屼綅灞呯涓夊拰绗洓浣嶃€�
銆€銆€寰炴惌杓塙TG鐨勭啽闁€姗熷瀷渚嗙湅锛�2023骞磋并鐛荤巼瓒呴亷10%鐨勬姌鐤婂睆鏅鸿兘鎵嬫姗熷瀷涓昏鏈夊洓娆撅紝鍏朵腑鑿偤鏈夊叐娆撅紝鍒嗗垾鏄疩3'23涓婂競鐨� Mate X5鍜孮1'23涓婂競鐨凪ate X3锛屼簩鑰呭悎瑷堣并鐛荤巼閬�26.9%锛涗互鍙奜PPO鍏╂鐔遍姺鏅鸿兘鎵嬫锛欶ind N3 Flip鍜孎ind N2 Flip锛屼互涓婂洓娆剧啽閵锋鍨嬪悎瑷堣并鐛荤巼瓒呬簲鎴愩€�
銆€銆€寰濽TG鐨勭鐖皪鎵婥PI鎼級鎯呮硜渚嗙湅锛�2023骞村湅鍏ф惌杓塁PI鎶樼枈灞忔櫤鑳芥墜姗熺殑閵烽噺鐐�203.3钀嚭锛屽叾婊查€忕巼杓冨幓骞村悓鏈熶笅闄�24.5鍊嬬櫨鍒嗛粸锛屼富瑕佹槸鐢变簬鍝佺墝鑿偤鍦�2023骞村ぇ骞呬笅瑾夸簡CPI鎶樼枈灞忔櫤鑳芥墜姗熺殑鍑鸿波閲忕洰妯欙紝瑭叉鍨嬮姺閲忓崰姣斿悓姣斾笅婊�45.7鍊嬬櫨鍒嗛粸銆�
銆€銆€鎶樼枈灞忔櫤鑳芥墜姗熷彈鐩婁簬褰㈡厠鍓垫柊銆佺崹鐗圭殑浣跨敤楂旈浠ュ強鎴愭湰涓嬫帰绛夊劒鍕紝鍦ㄦ櫤鑳芥墜姗熷競鍫存暣楂旈渶姹備綆杩风殑鐠板涓嬶紝渚濊垔淇濇寔閫嗗嫝澧為暦鐨勬厠鍕€€傛牴鎿欳INNO Research鐢㈡キ绲辫▓鏁告摎锛�2023骞翠腑鍦嬪競鍫存姌鐤婂睆鏅鸿兘鎵嬫閵烽噺閬�680钀儴锛屽悓姣斿闀�140%锛涢爯瑷�2024骞达紝涓湅甯傚牬鎶樼枈灞忔櫤鑳芥墜姗熼姺閲忛仈960钀儴锛屽悓姣斿闀�41%銆�
銆€銆€姝ゅ锛岃繎鍏╁勾渚嗗湅鍏у钃嬫澘寤犲湪UTG鐨勬姌鐥曞劒鍖栵紝鍙潬鎬ф彁鍗囩瓑鏂归潰鍙栧緱浜嗕竴瀹氱殑閫叉锛屼絾浠嶅瓨鍦ㄦ垚鏈€佸帤搴﹀拰閲嶉噺鏂归潰鐨勭棝榛炪€傞毃钁楁妧琛撶爺鐧间笉鏂锋敼鍠勩€佷緵鎳夐張甯冨眬閫愭鍔犳繁锛孶TG钃嬫澘甯傚牬瑕忔ā灏囨寔绾屾彁鍗囥€侰INNO Research闋愯▓锛�2024骞达紝鍦嬪収鎶樼枈灞忔櫤鑳芥墜姗烾TG浣跨敤闈㈢⿳鎴栧皣鎻愬崌鑷�11.5钀帯锛屽悓姣斿闀疯秴70%銆�
闂滄敞鎴戝€�
鍏溇铏燂細china_tp
寰俊鍚嶇ū锛氫簽濞佽硣瑷�
椤ず琛屾キ闋傜礆鏂板獟楂�
鎺冧竴鎺冨嵆鍙棞娉ㄦ垜鍊�