电力设备及新能源行业周报：2023Q1-Q3电力设备行业业绩保持增长，光伏设备营收表现亮眼

20% 10% 0% -10% -20% -30% -40% 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11 .............................................................................................3 ....................................................................................................3 .........................................................................................4 ................................................................................................4 ....................................................................................................................................5 ........................................................................................................................................6 .......................................................................................................................................6 ................................................................................................................................6 ....................................................................................................................................6 .......................................................................................................................6 ..................................................................................................................................6 ..................................................................................................................................7 ...........................................................................................................................7 ................................................................................................................................7 ................................................................................................................................................7 .............................................................................................................................................7 ................................................................................................................................................7 .........................................................................................................................................8 ..................................................................................................................................8 ..............................................................................................................................3 ...................................................................................................................4 ...........................................................................................................................................5 ..................................................................................................................8 ...................................................................................................8 2 2% 7% 19% 33% 5% 34% 电机 电池 光伏设备 电网设备 风电设备 其他电源设备 2% 7% 20% 32% 5% 34% 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% 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 1% 4% 17% 43% 32% 3% 电机 电池 光伏设备 电网设备 风电设备 其他电源设备 传媒食品饮料 电子农林牧渔 医药计算机轻工制造 机械基础化工 电力及公用事业 国防军工消费者服务 综合 煤炭非银行金融交通运输 汽车石油石化 通信有色金属纺织服装商贸零售 电力设备及新能源 银行钢铁建筑家电 综合金融 建材 房地产 6% 5% 4% 3% 2% 1% 0% -1% -2% -3% 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 磷酸铁锂 NCM622 NCM811 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