电力设备及新能源行业周报：上半年业绩增长稳健，光伏设备和电池营收表现亮眼

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 ............................................................................................................................... 3 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 ...................................................................................................................................................... 8 五、风险提示 ............................................................................................................................. 13 ................................................................................................ 3 .................................................................................................... 3 ............................................................................................ 4 ................................................................................................ 4 .................................................................................................................................... 5 ........................................................................................................................................ 6 ....................................................................................................................................... 6 ................................................................................................................................ 6 .................................................................................................................................... 6 ....................................................................................................................... 6 .................................................................................................................................. 6 .................................................................................................................................. 7 ........................................................................................................................... 7 .................................................................................................................. 7 ................................................................................................................................ 7 ................................................................................................................................................ 7 ............................................................................................................................................. 7 ................................................................................................................................................ 8 .................................................................................................................................. 8 .............................................................................................................................. 3 ................................................................................................................... 4 ........................................................................................................................................... 5 .................................................................................................................. 8 ................................................................................................... 9 oMpMqMmNzXzXwUqPtPmRrPpQ8ObP6MpNoOnPnOlOrRvMfQrRsO6MrQoRNZoMmNwMpPpN 3 2%33%5%33%19%8%电机光伏设备风电设备电池电网设备其他电源设备1%34%5%32%20%8%电机光伏设备风电设备电池电网设备其他电源设备 4 1%48%4%26%17%4%电机光伏设备风电设备电池电网设备其他电源设备1%46%4%28%17%4%电机光伏设备风电设备电池电网设备其他电源设备 5 -2%0%2%4%6%8%10%电子煤炭家电计算机轻工制造汽车传媒机械通信国防军工纺织服装建材有色金属电力设备及新能源基础化工医药钢铁消费者服务商贸零售房地产石油石化食品饮料建筑综合交通运输农林牧渔非银行金融银行综合金融电力及公用事业 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00.511.522.52020/2/142021/2/142022/2/142023/2/14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-18