汽车是新的智能手机？– 中国电动汽车的经验教训.pdf

1、Source:Benedict EvansSource:Vox MediaSource:Notebook Check WebsiteiPhone moment for the Car2012-Tesla Model SSource:TeslaSource:Company Public FilingsAuto RohilGMFordTeslaRivianLucidVW GroupMercedes-BenzRenaultBMWStellantisFerrariPorscheAston MartinToyotaSuzuki MotorHonda MotorMitsubishiNissanHyunda

2、i KoreaKia CorpMSILHMILTata MotorsM&MBYDGeelySAICXiaomi CorpNioXpengChangan AutoLi AutoWuling Motors$-$50,000.00$100,000.00$150,000.00$200,000.00$250,000.00$300,000.00$350,000.00$400,000.00$-$5.00$10.00$15.00$20.00$25.00$30.00$35.00$40.00$45.00Revenues(in$Mns)Source:Company FilingsGMFordTeslaVW Grou

3、pMercedes-BenzRenaultBMWStellantisFerrariPorscheToyotaSuzuki MotorHonda MotorMitsubishiNissanHyundai KoreaKia CorpMSILHMILTata MotorsM&MBYDGeelySAICXiaomi CorpNioXpengChangan AutoLi AutoWuling Motors-40.00%-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%051015202530354045EBITDA MarginsSource:Compa

4、ny FilingsSource:Google FinanceGMFordRivianLucidVW GroupMercedes-BenzRenaultBMWStellantisFerrariPorscheAston MartinToyotaSuzuki MotorHonda MotorMitsubishiNissanHyundai KoreaKia CorpMSILHMILTata MotorsM&MBYDGeelySAICXiaomi CorpNioXpengChangan AutoLi AutoWuling Motors$-$50,000.00$100,000.00$150,000.00

5、$200,000.00$250,000.00$300,000.00$350,000.00$400,000.00$-$5.00$10.00$15.00$20.00$25.00$30.00$35.00$40.00$45.00Market Capitalization GMFordTeslaRivianVW GroupMercedes-BenzRenaultBMWStellantisFerrariJLRPorscheAston MartinToyotaSuzuki MotorHonda MotorMitsubishiNissanHyundai KoreaKia CorpMSILHMILTata Mo

6、torsM&MBYDGeelySAICXiaomi CorpNioXpengChangan AutoLi AutoWuling Motors0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%45.00%051015202530354045R&D to SalesSource:Company FilingsSource:Company FilingsGMFordTeslaRivianLucidVW GroupMercedes-BenzRenaultBMWStellantisFerrariJLRPorscheAston MartinToyota