请阅读最后评级说明和重要声明 -40%-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 ............................................................................................................................... 8 1.行业要闻 ...................................................................................................................................................... 8 2.重要公告 ...................................................................................................................................................... 8 五、风险提示 ............................................................................................................................... 9 ........................................................................................... 3 ...................................................................................... 4 .................................................................................................................................... 4 ........................................................................................................................................ 5 ....................................................................................................................................... 5 ................................................................................................................................ 6 .................................................................................................................................... 6 ......................................................................................................................... 6 .................................................................................................................................... 6 .................................................................................................................................. 6 ........................................................................................................................... 6 ................................................................................................................................ 7 ................................................................................................................................................ 7 ............................................................................................................................................. 7 ................................................................................................................................................ 7 ......................................................................................................................................... 7 .................................................................................................................................. 7 ........................................................................................................................................... 5 .................................................................................................................. 8 ................................................................................................... 8 3 ⚫ ⚫ 4 -3%-2%-1%0%1%2%3%4%5%6%传媒计算机通信煤炭房地产电力设备及新能源综合电子医药机械轻工制造国防军工基础化工商贸零售消费者服务综合金融家电非银行金融建筑建材电力及公用事业交通运输农林牧渔纺织服装汽车银行有色金属钢铁石油石化食品饮料 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） 6 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-7μm024681012142020/1/32021/1/32022/1/32023/1/3电解液(磷酸铁锂)电解液(三元/圆柱/2600mAh)010203040506070 7 050100150200250300350024681012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00.511.522.53051015202530354045503.2mm镀膜2.0mm镀膜 8 9 10