电力设备及新能源行业周报：CPIA上调全年光伏装机预期，碳酸锂期货上市交易

请阅读最后评级说明和重要声明 -30%-25%-20%-15%-10%-5%0%5%10%000300.SHCI005011.CI投资要点 ➢ ➢ ➢ ➢ 2 一、投资要点 ............................................................................................................................... 4 1.上半年光伏装机高增，CPIA上调全年光伏装机预期 .................................................................................. 4 2.碳酸锂期货合约自2023年7月21日起上市交易 ...................................................................................... 4 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 ...................................................................................................................................................... 9 五、风险提示 ............................................................................................................................. 11 ................................................................................................................................ 4 ................................................................................................................................ 4 .................................................................................................................................... 5 ........................................................................................................................................ 6 ....................................................................................................................................... 6 ................................................................................................................................ 6 .................................................................................................................................... 6 ......................................................................................................................... 6 .................................................................................................................................... 6 .................................................................................................................................. 7 ........................................................................................................................... 7 .................................................................................................................. 7 ................................................................................................................................ 7 ................................................................................................................................................ 7 ............................................................................................................................................. 7 bZbWoXdVbWuZeUnMnMnM9P8QbRmOnNpNsRlOpPpQiNpNmQ6MpOqOwMrNnPNZnOmN 3 ................................................................................................................................................ 8 .................................................................................................................................. 8 ........................................................................................................................................... 5 .................................................................................................................. 8 ................................................................................................... 9 4 5 -8%-6%-4%-2%0%2%4%6%房地产商贸零售建材农林牧渔轻工制造纺织服装食品饮料交通运输银行综合金融基础化工综合钢铁家电医药建筑电力及公用事业有色金属消费者服务非银行金融石油石化汽车煤炭机械国防军工电力设备及新能源传媒电子计算机通信 6 0%5%10%15%20%25%30%35%40%00.20.40.60.811.22020/1/32021/1/32022/1/32023/1/3三元车用电芯铁锂车用电芯方形储能电芯（磷酸铁锂）0510152025303540452020/1/32021/1/32022/1/32023/1/3NCM333NCM523NCM622NCM811磷酸铁锂0102030405060702020-01-012021-02-242022-04-202023-06-1401234567892020/1/32021/1/32022/1/32023/1/3中端产品高端产品00.511.522.5干法-16μm湿法基膜-9μm湿法基膜-7μm 7 024681012142020/1/32021/1/32022/1/32023/1/3电解液(磷酸铁锂)电解液(三元/圆柱/2600mAh)0102030405060700.120.130.130.140.140.150.150.16050100150200250300350024681012单晶硅片-182mm(M10)单晶硅片-210mm(G12)0.60.70.80.91.01.11.21.31.42021/1/72021/2/72021/3/72021/4/72021/5/72021/6/72021/7/72021/8/72021/9/72021/10/72021/11/72021/12/72022/1/72022/2/72022/3/72022/4/72022/5/72022/6/72022/7/72022/8/72022/9/72022/10/72022/11/72022/12/72023/1/72023/2/72023/3/72023/4/72023/5/72023/6/7单晶PERC-182mm单晶PERC-210mm 8 1.31.41.51.6