如何快速了解一个行业29 算出新能源汽车真实规模 episode artwork

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?

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如何快速了解一个行业29 算出新能源汽车真实规模

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