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。(Please see appendix for English translation of the disclaimer)Equity – Asia Research2023年12月中美欧电动车总计销量为1615279辆，同比上升34.49%，环比上升14.00%EV Sales in China, U.S. and Europe totaled 1,615,279 units in Dec23, up 34.49% YoY and 14.00% MoM 吴旖婕 Yijie Wu, lisa.yj.wu@htisec.com王曼琪 Manqi Wang, mq.wang@htisec.com1月21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1月19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/吨铝美元/吨锌美元/吨锡美元/吨镍美元/吨金美元/盎司银美元/盎司碳酸锂元/吨铁矿石元/吨螺纹钢元/吨氧化镨钕元/吨仲钨酸铵元/吨镁元/吨8354.008242.708389.391.35%2164.002222.522198.63-2.63%2470.002507.942440.39-1.51%25650.0024684.6826732.813.91%16175.0017490.3220554.06-7.52%2029.301986.751947.182.14%23.1523.4023.75-1.09%96560.00140506.00240626.56-31.28%947.00927.13821.082.14%3907.003845.133750.201.61%401000.00492129.03485781.25-18.52%181150.00179182.17179341.411.10%21400.0022358.7523616.41-4.29%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：2023年11月智利铜矿产量为442800吨，同比下降2.34%，环比下降3.66%。资料来源：智利铜委员会，海通国际-20%-15%-10%-5%0%5%10%0100000200000300000400000500000600000智利铜月度产量及同比增速智利月度铜产量（吨，左轴）同比增速（右轴）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：2023年11月全球原铝产量为589.3万吨，同比上升4.15%，环比下降3.65%。资料来源：全球铝业协会官网，海通国际-4%-2%0%2%4%6%8%460480500520540560580600620全球铝产量月度数据及同比增速全球原铝月度产量（万吨，左轴）同比增速（右轴）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：2023年12月中美欧电动车总计销量为1615279辆，同比上升34.49%，环比上升14.00%。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0%50%100%150%200%250%300%0200,000400,000600,000800,0001,000,0001,200,0001,400,0001,600,0001,800,0002021-022021-032021-042021-052021-062021-072021-082021-092021-102021-112021-122022-012022-022022-032022-042022-052022-062022-072022-082022-092022-102022-112022-122023-012023-022023-032023-042023-052023-062023-072023-082023-092023-102023-112023-12图：中美欧新能源车销量中国新能源汽车月度销量欧洲新能源汽车月度销量美国新能源汽车月度销量同比增速For full disclosure of risks, valuation met...
