电力设备及新能源行业周报：欧盟上调风光装机目标，国内海风边际变化明显

15% 10% 5% 0% -5% -10% -15% -20% -25% 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9 ...............................................................................................................................................3 ....................................................................................................................................4 ........................................................................................................................................5 .......................................................................................................................................5 ................................................................................................................................5 ....................................................................................................................................5 .........................................................................................................................5 ....................................................................................................................................5 ....................................................................................................................................6 ...........................................................................................................................6 ................................................................................................................................6 ................................................................................................................................................6 .............................................................................................................................................6 ................................................................................................................................................6 .........................................................................................................................................7 ..................................................................................................................................7 ...........................................................................................................................................4 ..................................................................................................................7 ...................................................................................................7 2   120 500% 100 400% 80 300% 60 200% 40 100% 20 0% 0 -100% 20192020202120222023E2024E2025E 国内海上风电新增装机(GW)国内风电新增装机(GW) 国内海上风电新增装机增速 国内风电新增装机增速 3 医药机械 电力设备及新能源 传媒综合 商贸零售 电子汽车通信建筑 纺织服装计算机国防军工 电力及公用事业 轻工制造石油石化 煤炭银行家电 交通运输综合金融基础化工消费者服务 建材钢铁 农林牧渔有色金属食品饮料房地产 非银行金融 3% 2% 1% 0% -1% -2% -3% -4% 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 0 350 300 250 200 150 100 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 Topcon-182mm 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 3 2.5 2 1.5 1 0.5 0 50 45 40 35 30 25 20 15 10 5 0 3.2mm镀膜 2.0mm镀膜