电力设备及新能源行业周报（20240205-20240218）：1月新能源车销量与动力电池装车量同比高增

请阅读最后评级说明和重要声明 -50%-40%-30%-20%-10%0%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 ............................................................................................................................... 8 1.行业要闻 ...................................................................................................................................................... 8 2.重要公告 ...................................................................................................................................................... 8 五、风险提示 ............................................................................................................................... 9 ............................................................................................. 3 ........................................................................................ 4 .................................................................................................................................... 5 ........................................................................................................................................ 5 ....................................................................................................................................... 5 ................................................................................................................................ 6 .................................................................................................................................... 6 ......................................................................................................................... 6 .................................................................................................................................... 6 .................................................................................................................................. 6 ........................................................................................................................... 6 ................................................................................................................................ 7 ................................................................................................................................................ 7 ............................................................................................................................................. 7 ................................................................................................................................................ 7 ......................................................................................................................................... 7 .................................................................................................................................. 7 ........................................................................................................................................... 4 .................................................................................................................. 8 ................................................................................................... 8 3 ⚫ ⚫ 020406080100120零售销量批发销量 4 5 -4%-2%0%2%4%6%8%10%12%医药国防军工电子电力设备及新能源基础化工有色金属汽车食品饮料非银行金融计算机钢铁通信机械石油石化交通运输家电建材农林牧渔消费者服务煤炭电力及公用事业传媒轻工制造商贸零售综合金融银行房地产纺织服装建筑综合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） 6 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 7 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 8 9 10