电力设备及新能源行业周报：宁德时代业绩超预期，工信部发文推进未来能源等产业创新发展

请阅读最后评级说明和重要声明 -50%-40%-30%-20%-10%0%000300.SHCI005011.CI投资要点 ➢ ➢ ➢ ➢ 2 一、投资要点 ............................................................................................................................... 3 二、行情回顾 ............................................................................................................................... 3 三、行业数据 ............................................................................................................................... 4 四、行业资讯 ............................................................................................................................... 7 1.行业要闻 ...................................................................................................................................................... 7 2.重要公告 ...................................................................................................................................................... 7 五、风险提示 ............................................................................................................................. 11 .................................................................................................................................... 4 ........................................................................................................................................ 4 ....................................................................................................................................... 4 ................................................................................................................................ 5 .................................................................................................................................... 5 ......................................................................................................................... 5 .................................................................................................................................... 5 .................................................................................................................................... 5 ............................................................................................................................. 5 ................................................................................................................................ 6 ................................................................................................................................................ 6 ............................................................................................................................................. 6 ................................................................................................................................................ 6 ......................................................................................................................................... 6 .................................................................................................................................. 6 ........................................................................................................................................... 3 .................................................................................................................. 7 ................................................................................................... 7 3 ⚫ ⚫ 4 -16%-14%-12%-10%-8%-6%-4%-2%0%银行家电煤炭食品饮料电力及公用事业非银行金融农林牧渔石油石化交通运输钢铁建材建筑有色金属通信汽车电力设备及新能源医药纺织服装房地产机械电子传媒基础化工国防军工商贸零售消费者服务综合金融轻工制造计算机综合0%5%10%15%20%25%30%35%40%45%00.20.40.60.811.22020/1/32021/1/32022/1/32023/1/32024/1/3三元车用电芯铁锂车用电芯方形储能电芯（磷酸铁锂） 5 0510152025303540452020/1/32021/1/32022/1/32023/1/32024/1/3NCM333NCM523NCM622NCM811磷酸铁锂0102030405060702020-01-012021-02-242022-04-202023-06-1401234567892020/1/32021/1/32022/1/32023/1/32024/1/3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-7μm024681012142020/1/32021/1/32022/1/32023/1/32024/1/3电解液(磷酸铁锂)电解液(三元/圆柱/2600mAh)0102030405060702020/6/192021/6/192022/6/192023/6/19 6 050100150200250300350024681012单晶硅片-182mm(M10)单晶硅片-210mm(G12)0.30.50.70.91.11.31.5单晶PERC-182mm单晶PERC-210mmTopcon-182mm0.91.11.31.51.71.92.1182mm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 7 8 9 10 11 12