Professionals !!! Why?
To precisely answer your questions, I searched for the original government document and found it here http://cn.nev-hk.com/datas/up/files/9%E6%9C%8817%E6%97%A5%E5%9B%9B%E9%83%A8%E5%A7%94%E6%96%B0%E9%80%9A%E7%9F%A5.pdf
The document says that, the major city and areas include Beijing, Tianjin, Shanghai, Chongqing, Shanghai / Hangzhou / Nanjing area, Guangzhou / Zhujiang area, etc. These cities and areas require 10K NEV, all other cities in that 86 city list have 5K requirement. So, basically about 80 cities need to have 5K, so that's 400K, then 6 cities plus some areas need 10K each, thus roughly 500K total. Probably no exact list of the cities, but each one knows where they fit. All those 86 cities are probably the tier 1 and tier 2
I tried to find the list of the 86 cities, and found one here. Not sure this is the same list as the one in that investment research report, but got be close. Here is 86 city list 国务院审批城市总体规划的86个城市————有你的家乡没 – 【人人分享-人人网】