> 数据图表请问一下动力：国内乘用车保守5%增长，电池11%增长2026-2-3动力：国内乘用车保守5%增长，电池11%增长◆ 假设电动车需求符合预期，26年国内本土电动乘用车销量5%增长，至1365万辆◆ 单车带电量提升6%至48.4kwh，合计乘用车电池需求660gwh，同比增11%图：国内本土电动乘用车销量及装机电力预测国内：新能源乘用车销量（万辆）1103.41300.41365.41459.41560.11668.11783.920242025E2026E2027E2028E2029E2030EYoY39%国内：电动乘用车电池装机需求（Gwh）472.3YoY乘用车单车带电量（kwh）国内：纯电动销量（万辆）单车电池容量（kwh)纯电动需求量（Gwh)国内：插电式销量（万辆）-占比单车电池容量（kwh)插电式动力需求量（Gwh)国内乘用车销量（万辆，本土）-国内乘用车电动化率33%42.8631.155.9352.6472.342.81%25.3119.72,26249%18%596.026%45.8811.656.4457.9488.838%28.3138.12,40754%5.0%660.210.8%48.4857.056.9487.8508.437%33.9172.42,43156%6.9%711.57.8%48.8925.657.1528.7533.837%34.3182.82,45559%6.9%766.97.8%49.2999.757.3573.0560.536%34.6193.92,47963%6.9%826.67.8%49.66.9%891.17.8%50.01079.61166.057.5621.0588.535%34.9205.62,50467%57.7673.0617.935%35.3218.12,52971%数据来源：中汽协，东吴证券研究所测算23东吴证券综合其他
