电力设备及新能源行业周报：欧盟电车反补贴调查影响有限，8月动力电池装机增长稳健

请阅读最后评级说明和重要声明 -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 ............................................................................................................................... 4 三、行业数据 ............................................................................................................................... 5 四、行业资讯 ............................................................................................................................... 7 1.行业要闻 ...................................................................................................................................................... 7 2.重要公告 ...................................................................................................................................................... 7 五、风险提示 ............................................................................................................................... 9 ........................................................................................ 3 .................................................................................................................................... 4 ........................................................................................................................................ 5 ....................................................................................................................................... 5 ................................................................................................................................ 5 .................................................................................................................................... 5 ......................................................................................................................... 5 .................................................................................................................................... 5 .................................................................................................................................... 6 ........................................................................................................................... 6 .................................................................................................................. 6 ................................................................................................................................ 6 ................................................................................................................................................ 6 ............................................................................................................................................. 6 ................................................................................................................................................ 7 .................................................................................................................................. 7 ........................................................................................................................................... 4 .................................................................................................................. 7 ................................................................................................... 8 3 ⚫ ⚫ 4 -5%-4%-3%-2%-1%0%1%2%3%4%5%医药煤炭钢铁石油石化有色金属纺织服装交通运输电力及公用事业商贸零售综合金融农林牧渔银行汽车通信建筑轻工制造家电综合基础化工非银行金融食品饮料房地产传媒建材消费者服务机械电子电力设备及新能源国防军工计算机 5 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 6 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)0.60.70.80.91.01.11.21.31.4单晶PERC-182mm单晶PERC-210mmTopcon-182mm 7 1.21.31.41.51.61.71.81.92.02.1182mm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051015202530354045503.2mm镀膜2.0mm镀膜 8 9 10