> 数据图表我想了解一下汽车：新能源渗透率抬升，未来五年用铜量CAGR约为6%2026-8-4汽车：新能源渗透率抬升，未来五年用铜量CAGR约为6%• 铜具有耐用性、延展性、可靠性和优越的电导率，常被用于电动车的电动机、电池、逆变器、布线以及充电站等。随着新能源汽车渗透率持续提升，单车铜含量出现数量级跃升，一辆电动车的含铜量是一辆燃油车的 3倍，汽车行业电气化成为拉动铜需求的关键引擎。• 据ICA数据，ICE、 HEV 、 PHEV、 BEV用铜单耗分别为23、40、60、83kg，参考彭博给予的汽车销量预测，预计2026-2030年汽车行业用铜量CAGR约6%。图：电动车含铜量高于传统燃油车表：参考彭博给出的汽车销量预测，全球汽车行业用铜量增速高于汽车销量增速汽车销量（万辆）2020202120222023202420252026E2027E2028E2029E2030EBEVHEVPHEV其他总计yoy用铜量（万吨）BEVHEVPHEV其他总计yoy197.71421.05666.74881.251035.401287.991438.741613.121785.891966.952168.11313.76396.84441.24577.05697.28774.88866.96988.071151.311364.511631.1492.67180.65254.46369.66585.46649.26630.31722.37827.36970.231175.906026.795925.805404.165644.625480.985190.544814.854663.054362.373993.083486.566630.946924.346766.607472.587799.137902.677750.867986.608126.938294.788461.714%-2%10%4%1%-2%3%2%2%2%16.4134.9555.3473.1485.94106.90119.42133.89148.23163.26179.9512.5515.8717.6523.0827.8931.0034.6839.5246.0554.5865.255.5610.8415.2722.1835.1338.9637.8243.3449.6458.2170.55138.62136.29124.30129.83126.06119.38110.74107.25100.3391.8480.19173.14197.95212.55248.23275.02296.24302.65324.00344.26367.89395.9414%7%17%11%8%2%7%6%7%8%14数据来源：Bloomberg，ICA，东吴证券研究所测算东吴证券综合其他
