5月新能源汽车销量整体同环比提升,看好需求复苏。5月,埃安/小鹏/哪吒/理想/蔚来/零跑/问界/极氪的交付量分别为4.5/0.8/1.3/2.8/0.6/1.2/0.6/0.9万辆,分别同比+114%/-26%/+18%/+146%/-12%/+20%/+12%/+100%,分别环比+10%/+6%/+18%/+10%/-8%/+38%/+23%/+7%,埃安、理想、哪吒交付量位列前三。2023年1-5月,埃安/小鹏/哪吒/理想/蔚来/零跑/问界/极氪的累计销量分别为166,323/32,815/50,285/106,542/43,854/31,293/21,873/32,013台,分别累计同比+118%/-39%/+1%/+125%/+16%/-23%/+66%/+118%。总体来看,5月新能源汽车销量表现较好,随着供应链环境的稳定和各车企的发力,需求复苏有望持续。