电力设备及新能源行业周报：9月光伏风电装机高增，行业景气度有望持续提升

20% 10% 0% -10% -20% -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 ...................................................................................................7 2 24 22 20 18 16 14 12 10 8 6 4 2 0 21.7 20.4 18.7 17.2 14.7 16.015.8 13.2 12.9 9.3 8.9 8.1 6.76.7 7.5 5.3 5.6 2.7 4.0 16 15.1 14 12 10 8 6.6 5.75.8 64.6 3.8 4.6 4 3.1 3.3 2.2 1.7 2.12.0 1.9 1.4 2.2 2.6 2 1.2 1.2 0 3 农林牧渔 汽车医药 食品饮料 综合纺织服装交通运输 钢铁国防军工基础化工 电子建筑机械 电力及公用事业消费者服务商贸零售轻工制造 家电有色金属综合金融 传媒 建材 非银行金融 房地产计算机 电力设备及新能源 石油石化 银行煤炭通信 6% 5% 4% 3% 2% 1% 0% -1% -2% -3% 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 0.5 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 1.1 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