电力设备及新能源行业周报：9月光伏风电装机高增，行业景气度有望持续提升

请阅读最后评级说明和重要声明 -30%-20%-10%0%10%20%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 ............................................................................................................................. 10 ....................................................................................................................................... 3 ....................................................................................................................................... 3 .................................................................................................................................... 4 ........................................................................................................................................ 5 ....................................................................................................................................... 5 ................................................................................................................................ 5 .................................................................................................................................... 5 ......................................................................................................................... 5 .................................................................................................................................... 5 .................................................................................................................................. 6 ........................................................................................................................... 6 ................................................................................................................................ 6 ................................................................................................................................................ 6 ............................................................................................................................................. 6 ................................................................................................................................................ 6 ......................................................................................................................................... 7 .................................................................................................................................. 7 ........................................................................................................................................... 4 .................................................................................................................. 7 ................................................................................................... 7 3 9.3 2.7 4.0 5.3 8.9 6.7 6.7 8.1 5.6 7.5 21.7 20.4 13.2 14.7 12.9 17.2 18.7 16.0 15.8 0246810121416182022245.7 2.2 1.7 1.2 2.1 2.0 1.2 3.1 1.9 1.4 15.1 5.8 4.6 3.8 2.2 6.6 3.3 2.6 4.6 0246810121416 4 -3%-2%-1%0%1%2%3%4%5%6%农林牧渔汽车医药食品饮料综合纺织服装交通运输钢铁国防军工基础化工电子建筑机械电力及公用事业消费者服务商贸零售轻工制造家电有色金属综合金融传媒建材非银行金融房地产计算机电力设备及新能源石油石化银行煤炭通信 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)010203040506070050100150200250300350024681012单晶硅片-182mm(M10)单晶硅片-210mm(G12)0.50.60.70.80.91.01.11.21.31.4单晶PERC-182mm单晶PERC-210mmTopcon-182mm1.11.21.31.41.51.61.71.81.92.02.1182mm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 7 00.511.522.53051015202530354045503.2mm镀膜2.0mm镀膜 8 9 10 11