电力设备及新能源行业周报：CPIA上调全年光伏装机预期，碳酸锂期货上市交易

10% 5% 0% -5% -10% -15% -20% -25% -30% 000300.SH CI005011.CI 投资要点     请阅读最后评级说明和重要声明 一、投资要点4 1.上半年光伏装机高增，CPIA上调全年光伏装机预期4 2.碳酸锂期货合约自2023年7月21日起上市交易4 二、行情回顾5 三、行业数据6 四、行业资讯8 1.行业要闻8 2.重要公告9 五、风险提示11 ................................................................................................................................4 ................................................................................................................................4 ....................................................................................................................................5 ........................................................................................................................................6 .......................................................................................................................................6 ................................................................................................................................6 ....................................................................................................................................6 .........................................................................................................................6 ....................................................................................................................................6 ..................................................................................................................................7 ...........................................................................................................................7 ..................................................................................................................7 ................................................................................................................................7 ................................................................................................................................................7 .............................................................................................................................................7 ................................................................................................................................................8 ..................................................................................................................................8 ...........................................................................................................................................5 ..................................................................................................................8 ...................................................................................................9 4 房地产商贸零售 建材农林牧渔轻工制造纺织服装食品饮料交通运输 银行综合金融基础化工 综合钢铁家电医药建筑 电力及公用事业 有色金属消费者服务非银行金融石油石化 汽车煤炭机械 国防军工电力设备及新能源 传媒电子计算机通信 6% 4% 2% 0% -2% -4% -6% -8% 5 40% 35% 30% 25% 20% 15% 10% 5% 0% 1.2 1 0.8 0.6 0.4 0.2 0 2020/1/3 2021/1/3 2022/1/3 2023/1/3 三元车用电芯 铁锂车用电芯 方形储能电芯（磷酸铁锂） 45 40 35 30 25 20 15 10 5 0 2020/1/3 2021/1/3 2022/1/3 2023/1/3 NCM333 NCM523 NCM622 NCM811 磷酸铁锂 70 60 50 40 30 20 10 0 2020-01-01 2021-02-24 2022-04-20 2023-06-14 9 8 7 6 5 4 3 2 1 0 2020/1/3 2021/1/3 2022/1/3 2023/1/3 中端产品 高端产品 2.5 2 1.5 1 0.5 0 干法-16μm 湿法基膜-9μm 湿法基膜-7μm 1.4 1.3 1.2 1.1 1.0 0.9 0.8 0.7 0.6 单晶PERC-182mm 单晶PERC-210mm 2021/1/7 2021/2/7 2021/3/7 2021/4/7 2021/5/7 2021/6/7 2021/7/7 2021/8/7 2021/9/7 2021/10/7 2021/11/7 2021/12/7 2022/1/7 2022/2/7 2022/3/7 2022/4/7 2022/5/7 2022/6/7 2022/7/7 2022/8/7 2022/9/7 2022/10/7 2022/11/7 2022/12/7 2023/1/7 2023/2/7 2023/3/7 2023/4/7 2023/5/7 2023/6/7 14 12 10 8 6 4 2 0 2020/1/3 2021/1/3 2022/1/3 2023/1/3 电解液(磷酸铁锂) 电解液(三元/圆柱/2600mAh) 70 60 50 40 30 20 10 0 0.16 0.15 0.15 0.14 0.14 0.13 0.13 0.12 350 300 250 200 150 100 50 0 12 10 8 6 4 2 0 单晶硅片-182mm(M10) 单晶硅片-210mm(G12) 2.1 2.0 1.9 1.8 1.7 1.6 1.5 1.4 1.3 182mm单面单晶PERC组件 182mm双面单晶PERC组件 210mm单面单晶PERC组件 210mm双面单晶PERC组件 50 45 40 35 30 25 20 15 10 5 0 3.2mm镀膜 2.0mm镀膜