4 月蔚来、理想、小鹏、哪吒、比亚迪力销量分别为5,074/4,167/9,002/8,813/106,042辆，同比-29%/-25%/+75%/+120%/+313%，环比-49%/-62%/-42%/-27%/+1%，销量承压主要受到疫情影响下需求暂缓、供应链与物流停滞待恢复。同时也看到如比亚迪等销量表现优于行业，源于自身产能与供应链受疫情影响有限，关键零部件自控，多车型挖掘需求，全国渠道保障有效交付，说明了新能源车需求自发且刚性。
而随着吉林全面复工复产，上海6 个区符合社会面清零标准，汽车产业链复工复产有序推进，静待疫情扰动消退，需求刚性回暖，带动新能源车产业链回归正轨。

1 新能车需求刚性待释放，精矿拍价支撑锂价高位 ................................................................................................................ 4
2 行情概览 ................................................................................................................................................................................ 6
2.1 标的池 ............................................................................................................................................................................. 6
2.2 涨跌幅及PE 变化 ........................................................................................................................................................... 6
3 行业概览 ................................................................................................................................................................................ 8
3.1 产业链价格变化 .............................................................................................................................................................. 8
3.2 产业链产销数据跟踪 .................................................................................................................................................... 11
3.3 行业重要新闻 ................................................................................................................................................................ 15
3.3 重要公司公告 ................................................................................................................................................................ 19
3.4 新股动态........................................................................................................................................................................ 23
风险提示： ............................................................................................................................................................................... 24