新能源车ETF事件流｜8月11日11:00–13:00（3条）

[ { "event_id": "caam-cn-20260811-belt-road-nev-exports", "title": "上半年一带一路新能源车出口 113.5 万辆", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-11T03:01:00Z", "event_type": "sales_data", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": { "NEW_ENERGY_VEHICLE": 2 }, "confidence": 97, "horizon": "weeks", "raw_facts": { "data_period": "2026 年 1—6 月", "destination_scope": "一带一路沿线国家", "automotive_goods_export_value": "836.7 亿美元", "automotive_goods_export_value_yoy": "+30.8%", "share_of_total_automotive_goods_exports": "57.5%", "complete_vehicle_exports": "338.1 万辆", "complete_vehicle_exports_yoy": "+48.1%", "new_energy_vehicle_exports": "113.5 万辆", "new_energy_vehicle_exports_yoy": "+59.4%", "data_provenance": "中国汽车工业协会整理的海关总署数据" }, "transmission_chain": "上半年对一带一路沿线国家新能源车出口 113.5 万辆、同比增长 59.4%→海外需求增量抬升国内整车及电池产业链订单预期→新能源车 ETF 中期方向偏正。", "invalidation_conditions": [ "中国汽车工业协会或海关总署更正 2026 年 1—6 月统计口径或数值", "官方后续说明一带一路沿线国家范围发生变化，导致本期数据不可比" ], "source_urls": [ "[http://mp.[weixin.qq.com/s?__biz=Mzg4MzIyNjE2OQ==&mid=2247508283&idx=1&sn=3e33fd0ca8fe0c659473682f0e8a7204](http://mp.weixin.qq.com/s?__biz=Mzg4MzIyNjE2OQ==&mid=2247508283&idx=1&sn=3e33fd0ca8fe0c659473682f0e8a7204)](https://weixin.qq.com/s?__biz=Mzg4MzIyNjE2OQ==&mid=2247508283&idx=1&sn=3e33fd0ca8fe0c659473682f0e8a7204](http://mp.weixin.qq.com/s?__biz=Mzg4MzIyNjE2OQ==&mid=2247508283&idx=1&sn=3e33fd0ca8fe0c659473682f0e8a7204))", "https://m.cls.cn/detail/2450930", "[https://www.[yicai.com/brief/103313139.html](https://www.yicai.com/brief/103313139.html)](https://yicai.com/brief/103313139.html](https://www.yicai.com/brief/103313139.html))" ], "source_tier": "A" }, { "event_id": "cpca-cn-20260811-beijing-june-nev-sales", "title": "北京 6 月新能源车交易 5.13 万辆", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-11T03:42:15Z", "event_type": "sales_data", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": { "NEW_ENERGY_VEHICLE": 1 }, "confidence": 94, "horizon": "weeks", "raw_facts": { "data_period": "2026 年 6 月及 1—6 月", "data_publisher": "中国汽车流通协会乘用车市场信息联席分会", "data_originator": "北京北辰亚运村汽车交易市场中心", "beijing_new_vehicle_sales_june": "7.21 万辆", "beijing_new_vehicle_sales_mom": "+61.08%", "beijing_new_vehicle_sales_yoy": "+4.09%", "mom_growth_premium_vs_national": "+54.18 个百分点", "yoy_growth_premium_vs_national": "+7.29 个百分点", "beijing_new_vehicle_sales_h1": "27 万辆", "beijing_new_vehicle_sales_h1_prior_year": "30.43 万辆", "beijing_new_vehicle_sales_h1_yoy": "-11.26%", "beijing_nev_sales_june": "5.13 万辆", "beijing_nev_sales_mom": "+62.16%", "beijing_nev_sales_yoy": "+12.62%", "beijing_nev_share_of_new_vehicle_sales": "71.12%", "beijing_bev_sales_june": "3.62 万辆", "beijing_bev_share_of_nev_sales": "70.85%", "beijing_nev_sales_h1": "17.05 万辆", "beijing_nev_sales_h1_yoy": "-1.32%", "beijing_nev_share_of_new_vehicle_sales_h1": "63.26%", "beijing_imported_vehicle_sales_june": "1619 辆", "beijing_imported_vehicle_sales_mom": "-6.58%", "beijing_imported_vehicle_sales_yoy": "-33.81%", "beijing_imported_vehicle_sales_h1": "10270 辆", "beijing_imported_vehicle_sales_h1_yoy": "-29.06%", "beijing_used_vehicle_transfers_june": "6.01 万辆次", "beijing_used_vehicle_transfers_mom": "+19.92%", "beijing_used_vehicle_transfers_yoy": "-4.95%", "beijing_used_vehicle_transfers_h1": "30.3 万辆次", "beijing_used_vehicle_transfers_h1_yoy": "-6.30%", "beijing_used_vehicle_outmigration_rate": "30.27%", "beijing_used_vehicle_outmigration_volume": "1.58 万辆", "beijing_used_vehicle_outmigration_volume_yoy": "-15.76%", "national_used_vehicle_transactions_june": "161.84 万辆", "national_used_vehicle_transactions_mom": "+1.05%", "national_used_vehicle_transactions_yoy": "-2.36%", "national_used_vehicle_transfer_rate": "31.78%", "new_energy_vehicle_quota_allocation_date": "2026 年 5 月 26 日", "conventional_vehicle_quota_allocation_date": "2026 年 6 月 26 日" }, "transmission_chain": "6 月北京新能源车交易 5.13 万辆、同比增长 12.62%且占新车 71.12%→限购城市新能源需求占比升至历史新高→新能源车 ETF 需求侧方向偏正；但上半年新能源累计仍同比下降 1.32%。", "invalidation_conditions": [ "乘联分会或北辰亚市更正北京新车、新能源车或二手车统计口径", "后续数据确认 6 月增长主要由跨期上牌造成且不代表终端成交" ], "source_urls": [ "[https://www.[cpcaauto.com/newslist.php?types=bgzl&id=1519](https://www.cpcaauto.com/newslist.php?types=bgzl&id=1519)](https://cpcaauto.com/newslist.php?types=bgzl&id=1519](https://www.cpcaauto.com/newslist.php?types=bgzl&id=1519))" ], "source_tier": "A" }, { "event_id": "yicai-cn-20260811-july-top10-nev-share", "title": "7 月乘用车销量前十新能源车占九席", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-11T04:42:43Z", "event_type": "sales_data", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": { "NEW_ENERGY_VEHICLE": 1 }, "confidence": 84, "horizon": "weeks", "raw_facts": { "data_period": "2026 年 7 月", "data_provenance": "第一财经报道的懂车帝援引乘联分会零售销量数据", "top10_nev_models": "9 款", "top10_fuel_models": "1 款", "ranking": [ { "rank": "第 1 名", "model": "吉利星愿", "retail_sales": "32306 辆" }, { "rank": "第 2 名", "model": "零跑 A10", "retail_sales": "26424 辆" }, { "rank": "第 3 名", "model": "特斯拉 Model Y", "retail_sales": "25158 辆" }, { "rank": "第 4 名", "model": "小米 SU7", "retail_sales": "21044 辆" }, { "rank": "第 5 名", "model": "比亚迪元 UP", "retail_sales": "20275 辆" }, { "rank": "第 6 名", "model": "长安启源 Q05", "retail_sales": "18871 辆" }, { "rank": "第 7 名", "model": "理想 i6", "retail_sales": "15420 辆" }, { "rank": "第 8 名", "model": "丰田卡罗拉锐放", "retail_sales": "14510 辆", "powertrain": "燃油车", "rank_change_vs_june": "上升 28 名" }, { "rank": "第 9 名", "model": "比亚迪海豚", "retail_sales": "13910 辆" }, { "rank": "第 10 名", "model": "比亚迪宋 Pro DM", "retail_sales": "13757 辆" } ], "model_y_official_price_range": "26.35 万—31.35 万元", "top10_sales_threshold_july": "13757 辆", "top10_sales_threshold_june": "15444 辆", "top20_sales_threshold_july": "10820 辆", "top20_sales_threshold_june": "13798 辆", "fuel_models_in_top20": "7 款", "nev_retail_share_since_april_2026": "持续在 60%以上" }, "transmission_chain": "7 月零售前十九款为新能源车型→头部车型销量份额继续向新能源集中→新能源车 ETF 需求结构方向偏正；但前十门槛由 15444 辆降至 13757 辆显示淡季总量承压。", "invalidation_conditions": [ "乘联分会更正 2026 年 7 月车型零售销量或排名口径", "第一财经更正榜单图片、车型名称或销量数字" ], "source_urls": [ "[https://www.[yicai.com/news/103313195.html](https://www.yicai.com/news/103313195.html)](https://yicai.com/news/103313195.html](https://www.yicai.com/news/103313195.html))" ], "source_tier": "B" } ]