电力设备及新能源行业周报：23年国内风光装机高速增长，行业景气度持续向好

请阅读最后评级说明和重要声明 -40%-30%-20%-10%0%10%000300.SHCI005011.CI投资要点 ➢ ➢ ➢ 2 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 3 ⚫ 9.32.74.05.38.96.76.78.15.67.521.720.413.214.712.917.218.716.015.813.621.453.00.010.020.030.040.050.060.02022-022022-032022-042022-052022-062022-072022-082022-092022-102022-112022-122023-012023-022023-032023-042023-052023-062023-072023-082023-092023-102023-112023-125.72.21.71.22.12.01.23.11.91.415.15.84.63.82.26.63.32.64.63.84.134.50.05.010.015.020.025.030.035.040.02022-022022-032022-042022-052022-062022-072022-082022-092022-102022-112022-122023-012023-022023-032023-042023-052023-062023-072023-082023-092023-102023-112023-12 4 -4%-2%0%2%4%6%8%10%12%14%综合金融房地产石油石化建筑煤炭非银行金融银行钢铁交通运输电力及公用事业通信建材传媒综合有色金属国防军工商贸零售家电消费者服务计算机食品饮料轻工制造农林牧渔机械汽车基础化工纺织服装电力设备及新能源医药电子 5 0%5%10%15%20%25%30%35%40%45%00.20.40.60.811.22020/1/32021/1/32022/1/32023/1/32024/1/3三元车用电芯铁锂车用电芯方形储能电芯（磷酸铁锂）0510152025303540452020/1/32021/1/32022/1/32023/1/32024/1/3NCM333NCM523NCM622NCM811磷酸铁锂0102030405060702020-01-012021-02-242022-04-202023-06-1401234567892020/1/32021/1/32022/1/32023/1/32024/1/3中端产品高端产品00.511.522.52020/2/142021/2/142022/2/142023/2/14干法-16μm湿法基膜-9μm湿法基膜-7μm 6 024681012142020/1/32021/1/32022/1/32023/1/32024/1/3电解液(磷酸铁锂)电解液(三元/圆柱/2600mAh)0102030405060702020/6/192021/6/192022/6/192023/6/19050100150200250300350024681012单晶硅片-182mm