电力设备及新能源行业周报：七月动力电池产量稳步增长，新能源汽车销量淡季不淡

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3 二、行情回顾4 三、行业数据5 四、行业资讯7 1.行业要闻7 2.重要公告7 五、风险提示10 ...........................................................................................................3 .....................................................................................3 ....................................................................................................................................4 ........................................................................................................................................5 .......................................................................................................................................5 ................................................................................................................................5 ....................................................................................................................................5 .........................................................................................................................5 ....................................................................................................................................5 ..................................................................................................................................6 ...........................................................................................................................6 ..................................................................................................................6 ................................................................................................................................6 ................................................................................................................................................6 .............................................................................................................................................6 ................................................................................................................................................7 ..................................................................................................................................7 ...........................................................................................................................................4 ..................................................................................................................7 ...................................................................................................8 2 2018-06 2018-09 2018-12 2019-03 2019-06 2019-09 2019-12 2020-03 2020-06 2020-09 2020-12 2021-03 2021-06 2021-09 2021-12 2022-03 2022-06 2022-09 2022-12 2023-03 2023-06 70.0 60.0 50.0 40.0 30.0 20.0 10.0 0.0 3 石油石化 煤炭交通运输 医药电力及公用事业 基础化工纺织服装农林牧渔有色金属国防军工 传媒银行 消费者服务 电力设备及新能源 食品饮料商贸零售轻工制造 钢铁综合 非银行金融 机械家电汽车建筑电子计算机房地产 综合金融 建材 通信 0% -1% -2% -3% -4% -5% -6% -7% 4 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 2020/2/14 2021/2/14 2022/2/14 2023/2/14 干法-16μm 湿法基膜-9μm 湿法基膜-7μm 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) 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 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 210mm单面单晶PERC组件 182mm双面单晶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