本周图表（5月12日- 18日）新能源汽车周渗透率达到56%

PV Weekly SalesWoW (RHS)WoW (RHS) -50%-20%10%40%70%100%-50%-10%30%70% Johnson Wan * | Equity Analyst852 3743 8083 | johnson.wan@jefferies.comXiaoyi Lei * | Equity Analyst852 3767 1126 | xiaoyi.lei@jefferies.comAaron Wang * | Equity Analyst+852 3767 1121 | aaron.wang@jefferies.com Exhibit 6 - Weekly Insurance Sales Data of Major Brands.Full year targetPV Weekly Sales22,840,000NEV Weekly Sales13,570,000BEV Weekly Sales7,870,600PHEV Weekly Sales-EREV Weekly Sales-EV startupsTesla-NIO300,000Li Auto619,291Xpeng430,803Leapmotor500,000Zeekr349,000AITO474,856Xiaomi400,000Domestic BrandsBYD4,700,000GWM1,590,000Geely2,014,880SAIC-GAC PV-Chang'An-Chery-SAIC GM Wuling-Foreign BrandsFAW VW-SAIC VW-Brilliance BMW-BAIC Mercedes Benz-SAIC GM-Chang'An Ford-FAW Toyota-GAC Toyota-GAC Honda-Dongfeng Honda-Dongfeng Nissan-Source: ThinkerCar, JefferiesPlease see important disclosure information on pages 8 - 13 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Exhibit 7 - Weekly Insurance Sales Data of Major Models.May W3 2024Aito M5 EREV816Aito M5 EV108Aito M7 EREV2,333Aito M8 EREVAito M9 EREV3,142Aito M9 EV233Aito SubTotal6,632BYD D1 EVBYD e2 EV566BYD e3 EVBYD e6 EV253BYD EA1 EV2,054BYD EK DM1,007BYD EK EV271BYD EQ EV6,585BYD F5 DM5,307BYD Sealion 05 DMBYD Sealion 05 EVBYD SK2 DM266BYD UX DMBYD UX EVBYD Xia DMHan DM1,891Han EV1,751Han L DMHan L EVQin EV703Qin L DMQin L EVQin PLUS DM6,867Qin PLUS EV4,374Seal 05 DMSeal 06 DMSeal 06GT EVSeal 07 DMSong L DMSong L EV791Song MAX DMSong PLUS DM4,109Song PLUS EV2,357Song Pro DM4,554Tang DM2,281Tang EV171Tang L DMTang L EVYuan PLUS EV5,231Yuan Pro EV135Yuan UP EV2,044BYD SubTotal53,661Denza D9 DM1,704Denza D9 EVDenza N7 EV195Denza N8 DMDenza N9 DMDenza Z9 EVDenza Z9 GT DMDenza SubTotal1,979BYD SF DM391BYD Super 8 DMSuper 3 EVFangchengbao SubTotal391Leap B10 EVLeap C01 EREV114Leap C01 EV268Leap C10 EREV319Leap C10 EV734Leap C11 EREV516Leap C11 EV673Leap C16 EREVLeap C16 EVLeap T03 EV970Leap SubTotal3,594Source: ThinkerCar, JefferiesPlease see important disclosure information on pages 8 - 13 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Exhibit 8 - Weekly Insurance Sales Data of Major Models.May W3 2024Li L6 EREV2,870Li L7 EREV2,163Li L8 EREV1,214Li L9 EREV1,449Li MEGA EV151Lixiang SubTotal7,847Neta AYA EVNeta GT EVNeta L EREV533Neta L EVNeta S EREVNeta S EVNeta U EVNeta X EVNeta SubTotal642Nio EC6 EV570Nio EC7 EVNio ES6 EV1,761Nio ES7 EVNio ES8 EV180Nio ET5 EV1,554Nio ET7 EV272Nio ET9 EVNio SubTotal4,453Onvo L60 EVOnvo SubTotalModel 3 EV4,412Model Y EV9,362Tesla SubTotal13,774Binguo EV2,677Binguo Plus EV137Wuling Air EV126Wuling hongguang Mini EV2,793Wuling HongGuang Plus148Wuling HongGuang S3126Wuling Jiacheng394Wuling Nano EVWuling VictoryWuling Xingchen228Wuling Xingchi297Wuling Xingguang EV627Wuling Xingguang PHEV1,082Wuling Xingguang S EVWuling Xingguang S PHEVWuling XingyunWuling SubTotal8,719Xiaomi SU7 EV2,024Xiaomi SubTotal2,024Xpeng G3 EVXpeng G6 EV804Xpeng G9 EV449Xpeng P5 EV110Xpeng P7 EV322Xpeng P7+ EVXpeng X9 EV339XpengMONA M03 EVXpeng SubTotal2,028Zeekr 001 EV2,683Zeekr 007 EV1,095Zeekr 007GT EVZeekr 009 EVZeekr 7X EVZeekr MIX EVZeekr X EVZeekr SubTotal3,932Source: ThinkerCar, JefferiesPlease see important disclosure information on pages 8 - 13 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Exhibit 9 - Weekly PV Insurance Sales WoW vs Weekly PV Ask Orders WoW.-100%-80%-60%-40%-20%0%20%40%60%80%100%W4-JunW2-JulW4-JulW2-AugW4-AugW1-SepPV Weekly Sales WoWSource: ThinkerCar, JefferiesExhibit 11 - Ask Orders of Xpeng.010,00020,00030,00040,00050,00060,00070,00080,00090,000100,000May-23Jun-23Jul-23Aug-23Sep-23Oct-23P7G3Source: Autohome, JefferiesExhibit 13 - Ask Orders of Li Auto.010,00020,00030,00040,00050,00060,000Apr-23May-23Jun-23Jul-23Aug-23Sep-23Li ONELi L9Source: Autohome, JefferiesExhibit 15 - Ask Orders of Denza.010,00020,00030,00040,00050,000May-23Jun-23Jul-23Aug-23Sep-23Oct-23Denza D9Denza Z9 GTSource: Autohome, JefferiesPlease see important disclosure information on pages 8 - 13 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Source: ThinkerCar, JefferiesMay-25Exhibit 12 - Ask Orders of Huawei Models.010,00020,00030,00040,00050,000May-23Jun-23Jul-23Aug-23Sep-23Aito M5Luxeed S7Aito M8Source: Autohome, JefferiesMay-25Exhibit 14 - Ask Orders of NIO.05,00010,00015,00020,00025,00030,000May-23Jun-23Jul-23Aug-23Sep-23ES6ES8ET5TES7Source: Autohome, JefferiesMay-25Exhibit 16 - Ask Orders of BYD Yangwang & Fangchengbao.05,00010,00015,00020,00025,00030,00035,000Sep-23Oct-23Nov-23Dec-23Yangwang U8Source: Autohome, Jefferies Exhibit 17 - Ask Orders of BYD Dynasty.020,00040,00060,00080,000100,000120,000140,000160,000180,000200,000May-23Jun-23Jul-23Aug-23Sep-23Oct-23HanQin L DM-iSource: Autohome, JefferiesExhibit 19 - Ask Orders of Zeekr.0