EPISODE · Jul 9, 2026 · 16 MIN
如何快速了解一个行业29 算出新能源汽车真实规模
from 深蓝趋势:未来十年投资机会与风险
【本期主题】 拆解市场规模三层漏斗(TAM→SAM→SOM)——总量池、可服务量、可获得量的逐级过滤,深度解析置换频率(循环因子)、充换电设施密度(渗透限制因子)、智驾系统溢价率(收益因子)三大核心变量。【核心案例】 为什么"万亿市场只要1%"是危险幻觉?人均GDP与千人保有量的强相关性如何锁定TAM?软件陈旧如何加速置换周期?L5自动驾驶实现后千人保有量是否会断崖下跌?AI语音创业者如何从万亿TAM漏斗至几十亿SOM?
Embed this episode
Ready to play
如何快速了解一个行业29 算出新能源汽车真实规模
0:00
16:04
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
Frequently Asked Questions
How long is this episode of 深蓝趋势:未来十年投资机会与风险?
This episode is 16 minutes long.
When was this 深蓝趋势:未来十年投资机会与风险 episode published?
This episode was published on July 9, 2026.
Can I download this 深蓝趋势:未来十年投资机会与风险 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!