电动车行业：2024年2月中美欧电动车总计销量为776860辆，同比下降4.90%，环比下降23.11%

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。(Pleaseseeappendix for English translation of the disclaimer)Equity – Asia Research2024年2月中美欧电动车总计销量为776860辆，同比下降4.90%，环比下降23.11%Total Sales of Electric Vehicles in China, the U.S. and Europe Totaled 776860 Units in February 2024, Down 4.90% Year-on-year and Down 23.11% Sequentially吴旖婕Yijie Wu, lisa.yj.wu@htisec.com王曼琪Manqi Wang, mq.wang@htisec.com2024年3月22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22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8855.008242.708389.397.43%铝美元/吨2294.502222.522198.633.24%锌美元/吨2489.002507.942440.39-0.76%锡美元/吨27700.0024684.6826732.8112.22%镍美元/吨17350.0017490.3220554.06-0.80%金美元/盎司2160.001986.751947.188.72%银美元/盎司24.8423.4023.756.16%碳酸锂元/吨112690.00140506.00240626.56-19.80%铁矿石元/吨839.50927.13821.08-9.45%螺纹钢元/吨3612.003845.133750.20-6.06%氧化镨钕元/吨356000.00492129.03485781.25-27.66%仲钨酸铵元/吨185580.00179182.17179341.413.57%镁元/吨18850.0022358.7523616.41-15.69%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：2024年1月智利铜矿产量为433800吨，同比增加0.51%，环比下降12.31%。资料来源：智利铜委员会，海通国际-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%01000002000003000004000005000006000002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-012023-032023-052023-072023-092023-112024-01智利铜月度产量及同比增速月度产量同比增速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：2024年2月全球原铝产量为554.4万吨，同比上升5.14%，环比下降8.20%。资料来源：全球铝业协会官网，海通国际-4%-2%0%2%4%6%8%4604805005205405605806006202020-112020-122021-012021-022021-032021-042021-052021-062021-072021-082021-092021-102021-112021-122022-012022-022022-032022-042022-052022-062022-072022-082022-092022-102022-112022-122023-012023-022023-032023-042023-052023-062023-072023-082023-092023-102023-112023-122024-012024-02全球铝产量月度数据及同比增速全球铝产量（万吨，左轴）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.com5•中美欧电动车总计销量：2024年2月中美欧电动车总计销量为776860辆，同比下降4.90%，环比下降23.11%。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-50.00%0.00%50.00%100.00%150.00%200.00%250.00%300.00%0200,000400,000600,000800,0001,000,0001,200,0001,400,0001,600,0001,800,0002021-042021-052021-062021-072021-082021-092021-102021-112021-122022-012022-022022-032022-042022-052022-062022-072022-082022-092022-102022-112022-122023-012023-022023-032023-042023-052023-062023-072023-082023-09