电力设备及新能源行业周报：上半年业绩增长稳健，光伏设备和电池营收表现亮眼

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5 三、行业数据6 四、行业资讯8 1.行业要闻8 2.重要公告8 五、风险提示13 ................................................................................................3 ....................................................................................................3 ............................................................................................4 ................................................................................................4 ....................................................................................................................................5 ........................................................................................................................................6 .......................................................................................................................................6 ................................................................................................................................6 ....................................................................................................................................6 .......................................................................................................................6 ..................................................................................................................................6 ..................................................................................................................................7 ...........................................................................................................................7 ..................................................................................................................7 ................................................................................................................................7 ................................................................................................................................................7 .............................................................................................................................................7 ................................................................................................................................................8 ..................................................................................................................................8 ..............................................................................................................................3 ...................................................................................................................4 ...........................................................................................................................................5 ..................................................................................................................8 ...................................................................................................9 2 2% 8% 19% 33% 33% 5% 电机 电池 光伏设备 电网设备 风电设备 其他电源设备 1% 8% 20% 34% 32% 5% 电机 电池 光伏设备 电网设备 风电设备 其他电源设备 4% 1% 17% 48% 26% 4% 电机 电池 光伏设备 电网设备 风电设备 其他电源设备 1% 4% 17% 46% 28% 4% 电机 电池 光伏设备 电网设备 风电设备 其他电源设备 电子煤炭家电计算机 轻工制造 汽车传媒机械通信 国防军工纺织服装 建材有色金属 电力设备及新能源 基础化工 医药钢铁 消费者服务商贸零售房地产石油石化食品饮料 建筑 综合交通运输农林牧渔非银行金融 银行综合金融 电力及公用事业 10% 8% 6% 4% 2% 0% -2% 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 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 1.2 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