电力设备及新能源行业周报（20240205-20240218）：1月新能源车销量与动力电池装车量同比高增

10% 0% -10% -20% -30% -40% -50% 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8 1.行业要闻8 2.重要公告8 五、风险提示9 .............................................................................................3 ........................................................................................4 ....................................................................................................................................5 ........................................................................................................................................5 .......................................................................................................................................5 ................................................................................................................................6 ....................................................................................................................................6 .........................................................................................................................6 ....................................................................................................................................6 ..................................................................................................................................6 ...........................................................................................................................6 ................................................................................................................................7 ................................................................................................................................................7 .............................................................................................................................................7 ................................................................................................................................................7 .........................................................................................................................................7 ..................................................................................................................................7 ...........................................................................................................................................4 ..................................................................................................................8 ...................................................................................................8 2  120 100 80 60 40 20 0 零售销量批发销量  医药国防军工 电子电力设备及新能源 基础化工有色金属 汽车食品饮料非银行金融 计算机钢铁通信机械 石油石化交通运输 家电建材 农林牧渔消费者服务 煤炭电力及公用事业 传媒轻工制造商贸零售综合金融 银行房地产纺织服装 建筑综合 1.2 1 0.8 0.6 0.4 0.2 0 2020/1/3 2021/1/3 2022/1/3 2023/1/3 2024/1/3 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% 12% 10% 8% 6% 4% 2% 0% -2% -4% 5 70 60 50 40 30 20 10 0 2020-01-01 2021-02-24 2022-04-20 2023-06-14 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 70 60 50 40 30 20 10 0 2020/6/19 2021/6/19 2022/6/19 2023/6/19 45 40 35 30 25 20 15 10 5 0 2020/1/3 2021/1/3 2022/1/3 2023/1/3 2024/1/3 NCM333 NCM523 NCM622 NCM811 磷酸铁锂 9 8 7 6 5 4 3 2 1 0 2020/1/3 2021/1/3 2022/1/3 2023/1/3 2024/1/3 中端产品 高端产品 14 12 10 8 6 4 2 0 2020/1/3 2021/1/3 2022/1/3 2023/1/3 2024/1/3 电解液(磷酸铁锂) 电解液(三元/圆柱/2600mAh) 12 10 8 6 4 2 0 单晶硅片-182mm(M10) 单晶硅片-210mm(G12) 2.1 1.9 1.7 1.5 1.3 1.1 0.9 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 350 300 250 200 150 100 50 0 1.5 1.3 1.1 0.9 0.7 0.5 0.3 单晶PERC-182mm 单晶PERC-210mm Topcon-182mm 3 2.5 2 1.5 1 0.5 0