电力设备及新能源行业周报：风光装机持续高增，大众入股小鹏汽车

投资要点 ➢ ➢ 一、投资要点...............................................................................................................................31.风光装机持续高增，上半年新增超100GW................................................................................................32.大众增资小鹏，中国智驾步入新时代..........................................................................................................3二、行情回顾...............................................................................................................................4三、行业数据...............................................................................................................................5四、行业资讯...............................................................................................................................71.行业要闻......................................................................................................................................................72.重要公告......................................................................................................................................................8五、风险提示.............................................................................................................................11 ................................................................................................................................3................................................................................................................................3....................................................................................................................................4........................................................................................................................................5.......................................................................................................................................5................................................................................................................................5....................................................................................................................................5.........................................................................................................................5....................................................................................................................................5..................................................................................................................................6...........................................................................................................................6..................................................................................................................6................................................................................................................................6................................................................................................................................................6.............................................................................................................................................6................................................................................................................................................7..................................................................................................................................7 ...........................................................................................................................................4..................................................................................................................7...................................................................................................8