?? ?? ????

??????????

??:??? 2021-03-05 21:40
??????????????????????????????2019??2020????????????1?????????50???????????????????????????????????

????????????2021?1???????????????????????????

???2019??????????????2019????????????????????????????????????????????

???2019????????????????????????????????????????????????????????2019???????????????112.957?????????????????8.63???????????????????????????????

2021?3?2????????2020??????????????2020?????????66.411??????10.178?????????133.2%?????46.7%??2020???????162.579??????24.916?????????107.8%?

???????2020?????????53.041??????8.129????????2019??112.957???????????????2020?12?31???????????424.5??????????????????????????????????????????????????????17.2%??????????????????????????2020??????????????11.5%?????????????

??????????????????????????????2019??2020????????????1?????????50???????????????????????????????????

??????????????????????????????????????????

??????????????????????????????????????????????????2020???????????43728??????112.6%?????????????17353??????111.0%?

????????????????????2020???????32624??????????27041??

????????????????????????????????????????????????????????????????????????????????????????????????????????????????

??????????????????????????????????????????2???????????????????????????????????????????????????????????????????????????????????

??2018??????????????????????????????????????????????????????????????????????????????????????????????

????????????????????????????????????????????????????????????

?????2019??????????????2018??2019????????????????

???2017????????ES8?????????????????????????????????????????????????????????????????????2018????????????????????50%??????????????????2019???????

????????????2019????????????2019????????3989????????????7980???????????????????????????????

????????????????????????2019?6?????????????????????????????????????2019?6?27??????????2018?4?2??2018?10?19??????????????ES8???????4803??????????????????4900????

??????????????????????????????????????????????????

2018?????????-5.2?????2019????????-15.3????????????????????????????2019??????-10.9??

????????????2019????????????????????????????????????????????????????????

?????????????????????????????????????????????????????????2019?7????????????????????????????????????ES8??????67%?????????????

2019????????????????????????

?????????????????????2019???????????????????????2019?????1??????????7000??????????????????2020?????????????????

?2020??????????????????????????????????????????????????????????????????????????????????????????????????????Q4????20%??

?????????????????????????????10%??????????????????????????????????????????????????2020?????????30%???

?????????????????????????????????????????????????????????????????BaaS?Battery as a Service???NOP?Navigate on Pilot???????????

???????????????ES8?2020?4??????????????2019????ES6?????40??????ES8??????????????????9?25?????????EC6???????????????EC6?????ES6????

???2020???????????????????????????????-7.4%?9.7%?14.5%?17.2%?????????????

????????????????????????????14.5%????????17.2%?????????????ES8?EC6????????????????????????????????????1???????????????????????????????????1.2?????????????1.8%????????????

?????????????????????????????10.2%????13.6%????18.0%????20.5%?????16.6%??????????????????????????????

??????????????????????????????????????

?????????????????????????OTA?????????????

????????????????AD?AD as a Service??????????????????????????????????????????NOP????????8.8????????????????????????

2020?8?20????????????????BaaS (Battery as a Service)? ?????????????????????????2020????????????????????????????????????30????????????????????????

?????BaaS????????????????????????????????NOP?????????

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