电力设备及新能源行业周报：10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 ............................................................................................................................... 9 ....................................................................................................................................... 3 ....................................................................................................................................... 3 .................................................................................................................................... 4 ........................................................................................................................................ 5 ....................................................................................................................................... 5 ................................................................................................................................ 5 .................................................................................................................................... 5 ......................................................................................................................... 5 .................................................................................................................................... 5 .................................................................................................................................. 6 ........................................................................................................................... 6 ................................................................................................................................ 6 ................................................................................................................................................ 6 ............................................................................................................................................. 6 ................................................................................................................................................ 6 ......................................................................................................................................... 7 .................................................................................................................................. 7 ........................................................................................................................................... 4 .................................................................................................................. 7 ................................................................................................... 7 3 4 -5%-4%-3%-2%-1%0%1%2%3%4%5%房地产农林牧渔煤炭综合金融医药商贸零售食品饮料交通运输综合建材银行石油石化消费者服务钢铁纺织服装家电轻工制造建筑电力及公用事业传媒非银行金融基础化工机械有色金属汽车国防军工电力设备及新能源电子通信计算机 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)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-182mm1.01.21.41.61.82.0182mm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