电力设备及新能源行业周报：光伏组件排产增长或超预期，宁德神行超充电池量产装车

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 ............................................................................................................................... 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 ............................................................................................................................... 9 .................................................................................................................................... 4 ........................................................................................................................................ 4 ....................................................................................................................................... 4 ................................................................................................................................ 5 .................................................................................................................................... 5 ......................................................................................................................... 5 .................................................................................................................................... 5 .................................................................................................................................... 5 ............................................................................................................................. 5 ................................................................................................................................ 6 ................................................................................................................................................ 6 ............................................................................................................................................. 6 ................................................................................................................................................ 6 ......................................................................................................................................... 6 .................................................................................................................................. 6 ........................................................................................................................................... 3 .................................................................................................................. 7 ................................................................................................... 7 3 ⚫ ⚫ 4 0%2%4%6%8%10%12%14%16%传媒计算机通信综合金融综合煤炭轻工制造机械消费者服务建筑银行纺织服装汽车电子商贸零售石油石化房地产基础化工有色金属电力及公用事业国防军工交通运输建材食品饮料钢铁电力设备及新能源非银行金融家电农林牧渔医药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00.511.522.52020/2/142021/2/142022/2/142023/2/142024/2/14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