电力设备及新能源行业周报：光伏组件排产增长或超预期，宁德神行超充电池量产装车

投资要点    10% 0% -10% -20% -30% -40% -50% 000300.SHCI005011.CI  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3 三、行业数据4 四、行业资讯7 1.行业要闻7 2.重要公告7 五、风险提示9 ....................................................................................................................................4 ........................................................................................................................................4 .......................................................................................................................................4 ................................................................................................................................5 ....................................................................................................................................5 .........................................................................................................................5 ....................................................................................................................................5 ....................................................................................................................................5 .............................................................................................................................5 ................................................................................................................................6 ................................................................................................................................................6 .............................................................................................................................................6 ................................................................................................................................................6 .........................................................................................................................................6 ..................................................................................................................................6 ...........................................................................................................................................3 ..................................................................................................................7 ...................................................................................................7 2   3 传媒计算机通信 综合金融 综合煤炭 轻工制造 机械消费者服务 建筑银行 纺织服装 汽车电子 商贸零售石油石化房地产基础化工有色金属 电力及公用事业 国防军工 交通运输 建材 食品饮料 钢铁电力设备及新能源 非银行金融 家电农林牧渔 医药 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% 16% 14% 12% 10% 8% 6% 4% 2% 0% 4 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 2024/2/14 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