汽车行业：2024年1月中美欧电动车总计销量为1010317辆，同比上升51.14%，环比下降37.45%

本研究报告由海通国际分销，海通国际是由海通国际研究有限公司，海通证券印度私人有限公司，海通国际株式会社和海通国际证券集团其他各成员单位的证券研究团队所组成的全球品牌，海通国际证券集团各成员分别在其许可的司法管辖区内从事证券活动。关于海通国际的分析师证明，重要披露声明和免责声明，请参阅附录。(Please see appendix for English translation of the disclaimer)Equity – Asia Research2024年1月中美欧电动车总计销量为1010317辆，同比上升51.14%，环比下降37.45% EV Sales in China, U.S. and Europe Totaled 1,010,317 Units in January 2024, Up 51.14% YoY and down 37.45% MoM吴旖婕 Yijie Wu, lisa.yj.wu@htisec.com王曼琪 Manqi Wang, mq.wang@htisec.com3月3日For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com2表：主要产品的最新价格、年初价格及年初至今涨跌幅（截止2024年3月01日）资料来源：WIND1. 主要产品价格数据金属单位最新报价23Q4均价23Q3均价现价较Q4均价变化铜美元/吨8478.008242.708389.392.85%铝美元/吨2221.002222.522198.63-0.07%锌美元/吨2407.002507.942440.39-4.02%锡美元/吨26390.0024684.6826732.816.91%镍美元/吨17440.0017490.3220554.06-0.29%金美元/盎司2095.701986.751947.185.48%银美元/盎司23.3623.4023.75-0.16%碳酸锂元/吨102540.00140506.00240626.56-27.02%铁矿石元/吨891.00927.13821.08-3.90%螺纹钢元/吨3788.003845.133750.20-1.49%氧化镨钕元/吨361000.00492129.03485781.25-26.65%仲钨酸铵元/吨183790.00179182.17179341.412.57%镁元/吨19850.0022358.7523616.41-11.22%For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com32. 智利铜矿产量•智利铜矿产量：2023年12月智利铜矿产量为494700吨，同比下降0.56%，环比上升11.72%。资料来源：智利铜委员会，海通国际-20%-15%-10%-5%0%5%10%01000002000003000004000005000006000002020-032020-062020-092020-122021-032021-062021-092021-122022-032022-062022-092022-122023-032023-062023-092023-12智利铜月度产量及同比增速月度产量（吨）同比增速For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com43. 全球原铝产量•全球原铝产量：2023年12月全球原铝产量为604.1万吨，同比上升3.11%，环比上升2.51%。资料来源：全球铝业协会官网，海通国际-4%-2%0%2%4%6%8%4604805005205405605806006202020-112020-122021-012021-022021-032021-042021-052021-062021-072021-082021-092021-102021-112021-122022-012022-022022-032022-042022-052022-062022-072022-082022-092022-102022-112022-122023-012023-022023-032023-042023-052023-062023-072023-082023-092023-102023-112023-12全球铝产量月度数据及同比增速全球原铝月度产量（万吨，左轴）同比增速（右轴）For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com5•中美欧电动车总计销量：2024年1月中美欧电动车总计销量为1010317辆，同比上升51.14%，环比下降37.45%。资料来源： Wind，InsideEV，Clean technica，海通国际4.中国+美国+欧洲的电动车销量和同比0%50%100%150%200%250%300%0200,000400,000600,000800,0001,000,0001,200,0001,400,0001,600,0001,800,0002021-032021-042021-052021-062021-072021-082021-092021-102021-112021-122022-012022-022022-032022-042022-052022-062022-072022-082022-092022-102022-112022-122023-012023-022023-032023-042023-052023-062023-072023-082023-092023-102023-112023-122024-01图：中美欧新能源车销量中国新能源汽车月度销量欧洲新能源汽车月度销量美国新能源汽车月度销量同比增速For full disclosure of risks, valuation methodologies and target price fo