每經(jing)AI快(kuai)訊，中國銀河04月08日發布研報稱：給予電力設備及新能源推薦（維持）評級。

行(xing)情(qing)回顧(gu)：本(ben)周(zhou)滬深300指(zhi)數(shu)漲幅為(wei)(wei)(wei)(wei)0.86%；創業(ye)(ye)板指(zhi)數(shu)漲幅為(wei)(wei)(wei)(wei)1.22%；電(dian)新(xin)指(zhi)數(shu)本(ben)周(zhou)漲幅1.91%，行(xing)業(ye)(ye)排名第12。按照(zhao)三級子行(xing)業(ye)(ye)拆分(fen)(fen)(fen)(fen)來看，鋰電(dian)池/電(dian)池綜(zong)合(he)服務/配電(dian)設備漲幅前三，分(fen)(fen)(fen)(fen)別為(wei)(wei)(wei)(wei)4.23%/3.94%/2.53%。估值分(fen)(fen)(fen)(fen)析(xi)：估值已處于(yu)歷史(shi)低位(wei)，預期收益率明顯增高。2024年(nian)(nian)4月(yue)(yue)3日，電(dian)力(li)設備與新(xin)能源(yuan)行(xing)業(ye)(ye)（CI）市盈率（TTM）為(wei)(wei)(wei)(wei)19.78倍(bei)(bei)，為(wei)(wei)(wei)(wei)10年(nian)(nian)歷史(shi)估值分(fen)(fen)(fen)(fen)位(wei)點(dian)的(de)3.72%，處于(yu)歷史(shi)底部區域。分(fen)(fen)(fen)(fen)子行(xing)業(ye)(ye)看，2024年(nian)(nian)4月(yue)(yue)3日，電(dian)網/儲(chu)能/太陽能/新(xin)能源(yuan)車/風電(dian)行(xing)業(ye)(ye)的(de)市盈率分(fen)(fen)(fen)(fen)別為(wei)(wei)(wei)(wei)18.14倍(bei)(bei)/21.06倍(bei)(bei)/11.63倍(bei)(bei)/23.81倍(bei)(bei)/27.98倍(bei)(bei)，為(wei)(wei)(wei)(wei)10年(nian)(nian)歷史(shi)估值分(fen)(fen)(fen)(fen)位(wei)點(dian)的(de)6.65%/3.82%/2.74%/6.57%/48.19%。

行(xing)業(ye)(ye)數(shu)據(ju)：鋰價(jia)企穩回升。Wind數(shu)據(ju)顯(xian)示(shi),截(jie)(jie)至4月5日，碳酸(suan)鋰11.12萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)/噸(dun)（+1.41%）；三元(yuan)(yuan)(yuan)(yuan)622前驅體(ti)7.95萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)/噸(dun)（0.00%），磷酸(suan)鐵鋰前驅體(ti)1.06萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)/噸(dun)（+0.00%）；三元(yuan)(yuan)(yuan)(yuan)622正極(ji)13.40萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)/噸(dun)（0.00%）；六氟磷酸(suan)鋰7.20萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)/噸(dun)（+1.41%）。2光(guang)伏：產業(ye)(ye)鏈(lian)價(jia)格(ge)進(jin)(jin)入景氣下行(xing)周期。Solarzoom數(shu)據(ju)顯(xian)示(shi)，隨著(zhu)產能(neng)釋放，原材料(liao)一線廠商硅(gui)料(liao)成交價(jia)自2022年(nian)底開始一路下行(xing)。硅(gui)料(liao)正式(shi)進(jin)(jin)入降價(jia)周期，中(zhong)下游(you)產業(ye)(ye)鏈(lian)價(jia)格(ge)同步(bu)反饋(kui)。截(jie)(jie)至4月4日，特級致(zhi)密硅(gui)料(liao)65元(yuan)(yuan)(yuan)(yuan)/千(qian)克（-5.8%）；單(dan)晶(jing)182硅(gui)片(pian)(pian)1.80元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)（-2.7%）；單(dan)晶(jing)210硅(gui)片(pian)(pian)2.50元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)（-2.0%）；單(dan)晶(jing)PERC182電池片(pian)(pian)0.36元(yuan)(yuan)(yuan)(yuan)/W（-2.7%）；單(dan)晶(jing)PERC210電池片(pian)(pian)0.36元(yuan)(yuan)(yuan)(yuan)/W（-2.7%）；單(dan)晶(jing)PERC組(zu)件單(dan)面0.88元(yuan)(yuan)(yuan)(yuan)/W（0%）；鍍膜(mo)玻璃3.2mm26.0元(yuan)(yuan)(yuan)(yuan)/平方米（0.0%）；EVA膠膜(mo)7.35元(yuan)(yuan)(yuan)(yuan)/平方米（0%）。2024年(nian)4月4日硅(gui)料(liao)毛利潤(run)為0.03元(yuan)(yuan)(yuan)(yuan)/W，同比(bi)下滑(hua)93.7%，全(quan)行(xing)業(ye)(ye)整體(ti)毛利潤(run)達(da)-0.01元(yuan)(yuan)(yuan)(yuan)/W，同比(bi)下滑(hua)102.1%。

重要新聞：1）《配電區域(yu)劃分辦(ban)法(fa)》修訂，存量用戶處置(zhi)迎來重大(da)變(bian)化；2）IRENA：2023年(nian)全球可再生能(neng)源(yuan)(yuan)新增裝機473GW；3）江(jiang)蘇850MW海上風電項目(mu)招標；4）印發《關于組織開展“千鄉萬村(cun)馭風行動”的(de)通知》；5）貴州儲(chu)能(neng)項目(mu)管理暫行辦(ban)法(fa)：布(bu)局/備案(an)/并網/調度/交(jiao)易/監(jian)管；6）55億美(mei)元，LG新能(neng)源(yuan)(yuan)美(mei)國電池廠開建。

重要公(gong)告：1）林洋能源、炬華科技、金杯電工(gong)發(fa)布(bu)(bu)中標公(gong)告；2）東方電纜、四方股份發(fa)布(bu)(bu)2024年(nian)財(cai)務預(yu)(yu)算目標；3）思源電氣發(fa)布(bu)(bu)24Q1業績預(yu)(yu)告；4）祥鑫科技、九洲集(ji)團發(fa)布(bu)(bu)投(tou)資公(gong)告；5）新宙邦(bang)、大(da)全(quan)能源、當升科技發(fa)布(bu)(bu)2023年(nian)度報(bao)告；。

最(zui)新(xin)(xin)觀點(dian)與(yu)(yu)投(tou)資(zi)(zi)建(jian)(jian)議(yi)(yi)：電(dian)(dian)(dian)(dian)(dian)網(wang)(wang)(wang)：《配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)區域(yu)劃分(fen)辦法》區域(yu)劃分(fen)的(de)(de)(de)(de)(de)(de)范圍(wei)改變(bian)，有利于(yu)促進(jin)(jin)配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)網(wang)(wang)(wang)的(de)(de)(de)(de)(de)(de)建(jian)(jian)設，放大國(guo)有資(zi)(zi)本的(de)(de)(de)(de)(de)(de)功能(neng)(neng)(neng)，形成源網(wang)(wang)(wang)荷(he)儲(chu)(chu)一體(ti)化(hua)的(de)(de)(de)(de)(de)(de)配(pei)(pei)售電(dian)(dian)(dian)(dian)(dian)體(ti)系(xi)，誰投(tou)資(zi)(zi)，誰受益(yi)(yi)(yi)。前(qian)(qian)(qian)期(qi)(qi)，國(guo)家發(fa)改委、能(neng)(neng)(neng)源局(ju)(ju)發(fa)布《關(guan)于(yu)新(xin)(xin)形勢下配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)網(wang)(wang)(wang)高(gao)(gao)(gao)(gao)(gao)質量(liang)發(fa)展(zhan)(zhan)(zhan)的(de)(de)(de)(de)(de)(de)指導意見》，進(jin)(jin)一步(bu)明確配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)網(wang)(wang)(wang)發(fa)展(zhan)(zhan)(zhan)方(fang)向。我(wo)們(men)(men)(men)認為(wei)當前(qian)(qian)(qian)配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)網(wang)(wang)(wang)是新(xin)(xin)型(xing)(xing)電(dian)(dian)(dian)(dian)(dian)力(li)系(xi)統(tong)薄弱環節，配(pei)(pei)網(wang)(wang)(wang)投(tou)資(zi)(zi)有望(wang)在(zai)“十四五”末期(qi)(qi)及(ji)“十五五”有所增(zeng)(zeng)加(jia)。重(zhong)(zhong)(zhong)點(dian)關(guan)注(zhu)(zhu)國(guo)電(dian)(dian)(dian)(dian)(dian)南(nan)瑞（600406.SH）、許繼電(dian)(dian)(dian)(dian)(dian)氣(qi)（000400.SZ）、四方(fang)股(gu)(gu)份(fen)（601126.SH）、思源電(dian)(dian)(dian)(dian)(dian)氣(qi)（002028.SZ）、國(guo)網(wang)(wang)(wang)信通（600131.SH）、金盤科(ke)(ke)(ke)技(ji)(ji)(ji)(ji)（688676.SH）、東(dong)方(fang)電(dian)(dian)(dian)(dian)(dian)子（000682.SZ）、海(hai)(hai)(hai)(hai)興(xing)電(dian)(dian)(dian)(dian)(dian)力(li)（603556.SH）、三(san)星醫療(liao)（601567.SH）、炬華(hua)科(ke)(ke)(ke)技(ji)(ji)(ji)(ji)（300360.SZ）、林洋能(neng)(neng)(neng)源（601222.SH）。國(guo)家電(dian)(dian)(dian)(dian)(dian)網(wang)(wang)(wang)、南(nan)方(fang)電(dian)(dian)(dian)(dian)(dian)網(wang)(wang)(wang)在(zai)國(guo)家發(fa)展(zhan)(zhan)(zhan)改革委簽訂(ding)跨(kua)經營區直流(liu)(liu)輸電(dian)(dian)(dian)(dian)(dian)工(gong)程戰略(lve)框架(jia)合作(zuo)協(xie)議(yi)(yi)，我(wo)們(men)(men)(men)看(kan)好(hao)新(xin)(xin)能(neng)(neng)(neng)源長(chang)期(qi)(qi)向好(hao)發(fa)展(zhan)(zhan)(zhan)。特(te)高(gao)(gao)(gao)(gao)(gao)壓(ya)(ya)作(zuo)為(wei)主網(wang)(wang)(wang)基(ji)礎，依(yi)舊是投(tou)資(zi)(zi)重(zhong)(zhong)(zhong)心(xin)(xin)，2023年(nian)(nian)(nian)特(te)高(gao)(gao)(gao)(gao)(gao)壓(ya)(ya)直流(liu)(liu)開(kai)工(gong)規(gui)模(mo)為(wei)歷(li)史(shi)年(nian)(nian)(nian)度最(zui)高(gao)(gao)(gao)(gao)(gao)值(zhi)，預計2024年(nian)(nian)(nian)/2025年(nian)(nian)(nian)直流(liu)(liu)特(te)高(gao)(gao)(gao)(gao)(gao)壓(ya)(ya)核準開(kai)工(gong)4條/4條。預計2024-2025期(qi)(qi)間柔直總(zong)投(tou)資(zi)(zi)或達1,005億元(yuan)，設備總(zong)投(tou)資(zi)(zi)/核心(xin)(xin)零部件(jian)換流(liu)(liu)閥(fa)投(tou)資(zi)(zi)或為(wei)603億/146億。重(zhong)(zhong)(zhong)點(dian)關(guan)注(zhu)(zhu)國(guo)電(dian)(dian)(dian)(dian)(dian)南(nan)瑞（600406.SH）、許繼電(dian)(dian)(dian)(dian)(dian)氣(qi)（000400.SZ）、特(te)變(bian)電(dian)(dian)(dian)(dian)(dian)工(gong)（600089.SH），中(zhong)國(guo)西電(dian)(dian)(dian)(dian)(dian)（601179.SH）、平(ping)(ping)高(gao)(gao)(gao)(gao)(gao)電(dian)(dian)(dian)(dian)(dian)氣(qi)（600312.SH）、四方(fang)股(gu)(gu)份(fen)（601126.SH）等。儲(chu)(chu)能(neng)(neng)(neng)：我(wo)們(men)(men)(men)認為(wei)當前(qian)(qian)(qian)全(quan)球局(ju)(ju)勢復(fu)雜變(bian)化(hua)將(jiang)加(jia)速能(neng)(neng)(neng)源轉型(xing)(xing)，積極看(kan)待海(hai)(hai)(hai)(hai)外(wai)光(guang)(guang)儲(chu)(chu)市(shi)場(chang)需(xu)求，建(jian)(jian)議(yi)(yi)關(guan)注(zhu)(zhu)盈(ying)利較(jiao)強、品牌渠道占優(you)的(de)(de)(de)(de)(de)(de)逆變(bian)器企(qi)(qi)業(ye)(ye)(ye)(ye)。國(guo)內(nei)2023年(nian)(nian)(nian)新(xin)(xin)型(xing)(xing)儲(chu)(chu)能(neng)(neng)(neng)裝(zhuang)機超45GWh成績亮眼，24年(nian)(nian)(nian)儲(chu)(chu)能(neng)(neng)(neng)依(yi)舊是增(zeng)(zeng)速最(zui)高(gao)(gao)(gao)(gao)(gao)賽(sai)道，高(gao)(gao)(gao)(gao)(gao)競(jing)爭與(yu)(yu)高(gao)(gao)(gao)(gao)(gao)增(zeng)(zeng)長(chang)共存，國(guo)內(nei)招標趨(qu)(qu)嚴，看(kan)好(hao)具(ju)備規(gui)模(mo)、品牌優(you)勢的(de)(de)(de)(de)(de)(de)頭部企(qi)(qi)業(ye)(ye)(ye)(ye)以及(ji)建(jian)(jian)議(yi)(yi)提(ti)前(qian)(qian)(qian)關(guan)注(zhu)(zhu)長(chang)時儲(chu)(chu)能(neng)(neng)(neng)領域(yu)，如(ru)固德威(wei)（688390.SH）、德業(ye)(ye)(ye)(ye)股(gu)(gu)份(fen)（605117SH）、派能(neng)(neng)(neng)科(ke)(ke)(ke)技(ji)(ji)(ji)(ji)（688063.SH）、陽(yang)光(guang)(guang)電(dian)(dian)(dian)(dian)(dian)源（300274.SZ）等。光(guang)(guang)伏：23年(nian)(nian)(nian)裝(zhuang)機超預期(qi)(qi)，高(gao)(gao)(gao)(gao)(gao)基(ji)數下24年(nian)(nian)(nian)增(zeng)(zeng)速大概率(lv)將(jiang)下臺(tai)階。當前(qian)(qian)(qian)價格均處于(yu)歷(li)史(shi)低位，全(quan)產業(ye)(ye)(ye)(ye)鏈毛利超跌至(zhi)負值(zhi)，供給端出(chu)清信號(hao)已(yi)經頻現，積極看(kan)好(hao)24H1光(guang)(guang)伏迎(ying)來周期(qi)(qi)上(shang)行的(de)(de)(de)(de)(de)(de)機會。推薦(jian)成本優(you)勢大、N型(xing)(xing)料(liao)(liao)出(chu)貨順利的(de)(de)(de)(de)(de)(de)硅料(liao)(liao)企(qi)(qi)業(ye)(ye)(ye)(ye)，堅持(chi)看(kan)好(hao)HJT長(chang)期(qi)(qi)發(fa)展(zhan)(zhan)(zhan)機會，建(jian)(jian)議(yi)(yi)關(guan)注(zhu)(zhu)與(yu)(yu)新(xin)(xin)技(ji)(ji)(ji)(ji)術綁(bang)定較(jiao)強的(de)(de)(de)(de)(de)(de)輔材企(qi)(qi)業(ye)(ye)(ye)(ye)，如(ru)通威(wei)股(gu)(gu)份(fen)（600438.SH）、東(dong)方(fang)日(ri)升（300118.SZ）、協(xie)鑫科(ke)(ke)(ke)技(ji)(ji)(ji)(ji)（3800.HK）等。鋰電(dian)(dian)(dian)(dian)(dian)：最(zui)新(xin)(xin)碳酸鋰價格探底回(hui)升，產業(ye)(ye)(ye)(ye)鏈盈(ying)利修復(fu)有望(wang)實現。我(wo)們(men)(men)(men)預計2024年(nian)(nian)(nian)國(guo)內(nei)新(xin)(xin)能(neng)(neng)(neng)源銷量(liang)1186萬輛，行業(ye)(ye)(ye)(ye)增(zeng)(zeng)速進(jin)(jin)一步(bu)下臺(tai)階至(zhi)25%；海(hai)(hai)(hai)(hai)外(wai)市(shi)場(chang)滲透率(lv)提(ti)升空(kong)間更大。未來競(jing)爭加(jia)劇下，建(jian)(jian)議(yi)(yi)關(guan)注(zhu)(zhu)前(qian)(qian)(qian)期(qi)(qi)調整較(jiao)深(shen)、出(chu)海(hai)(hai)(hai)(hai)布局(ju)(ju)領先的(de)(de)(de)(de)(de)(de)材料(liao)(liao)企(qi)(qi)業(ye)(ye)(ye)(ye)，如(ru)當升科(ke)(ke)(ke)技(ji)(ji)(ji)(ji)（300073.SZ）、容(rong)百科(ke)(ke)(ke)技(ji)(ji)(ji)(ji)（688005.SH）、天賜材料(liao)(liao)（002709.SZ）、貝特(te)瑞等（835185.BJ）。風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)：國(guo)內(nei)市(shi)場(chang)，近期(qi)(qi)江蘇大豐(feng)850MW風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)機招標海(hai)(hai)(hai)(hai)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)審批加(jia)速、陽(yang)江青洲五、六(liu)、七項目(mu)(mu)(mu)建(jian)(jian)設規(gui)劃批前(qian)(qian)(qian)公示，浙(zhe)江、河北(bei)等省陸續(xu)發(fa)布24年(nian)(nian)(nian)重(zhong)(zhong)(zhong)點(dian)建(jian)(jian)設海(hai)(hai)(hai)(hai)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)項目(mu)(mu)(mu)清單，上(shang)海(hai)(hai)(hai)(hai)啟動5.8GW海(hai)(hai)(hai)(hai)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)競(jing)配(pei)(pei)，其(qi)中(zhong)深(shen)遠海(hai)(hai)(hai)(hai)4.3GW。我(wo)們(men)(men)(men)預計海(hai)(hai)(hai)(hai)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)2024年(nian)(nian)(nian)/2025年(nian)(nian)(nian)新(xin)(xin)增(zeng)(zeng)裝(zhuang)機10-12GW/16-20GW，深(shen)遠海(hai)(hai)(hai)(hai)趨(qu)(qu)勢不變(bian)。建(jian)(jian)議(yi)(yi)重(zhong)(zhong)(zhong)點(dian)關(guan)注(zhu)(zhu)江蘇海(hai)(hai)(hai)(hai)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)相關(guan)標的(de)(de)(de)(de)(de)(de)東(dong)方(fang)電(dian)(dian)(dian)(dian)(dian)纜（603606.SH）、天順風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)能(neng)(neng)(neng)（002531.SZ）、海(hai)(hai)(hai)(hai)力(li)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)（301155.SZ）、泰勝風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)能(neng)(neng)(neng)（300129.SZ）。此外(wai)，三(san)部門聯合印(yin)發(fa)《關(guan)于(yu)組織開(kai)展(zhan)(zhan)(zhan)“千鄉萬村馭風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)行動”的(de)(de)(de)(de)(de)(de)通知》，優(you)化(hua)審批流(liu)(liu)程并明確項目(mu)(mu)(mu)收益(yi)(yi)(yi)保障及(ji)分(fen)配(pei)(pei)機制，以村企(qi)(qi)合作(zuo)為(wei)主要形式(shi)，鼓勵通過土地使用(yong)權入股(gu)(gu)等方(fang)式(shi)共享項目(mu)(mu)(mu)收益(yi)(yi)(yi)，分(fen)散式(shi)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)2000GW裝(zhuang)機發(fa)展(zhan)(zhan)(zhan)潛(qian)力(li)有望(wang)挖掘。我(wo)們(men)(men)(men)預計24-25年(nian)(nian)(nian)分(fen)散式(shi)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)裝(zhuang)機有望(wang)達10GW/年(nian)(nian)(nian)，十五五期(qi)(qi)間平(ping)(ping)均約20GW/年(nian)(nian)(nian)。重(zhong)(zhong)(zhong)點(dian)關(guan)注(zhu)(zhu)已(yi)落地分(fen)散式(shi)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)項目(mu)(mu)(mu)整機企(qi)(qi)業(ye)(ye)(ye)(ye)金風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)科(ke)(ke)(ke)技(ji)(ji)(ji)(ji)（002202.SZ）、運達股(gu)(gu)份(fen)（300772.SZ）、三(san)一重(zhong)(zhong)(zhong)能(neng)(neng)(neng)（688349.SH）以及(ji)陸風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)零部件(jian)廠商(shang)天順風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)能(neng)(neng)(neng)（603218.SH）、金雷股(gu)(gu)份(fen)（300443.SZ）、日(ri)月股(gu)(gu)份(fen)（603218.SH）。海(hai)(hai)(hai)(hai)外(wai)市(shi)場(chang)，2023年(nian)(nian)(nian)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)能(neng)(neng)(neng)投(tou)資(zi)(zi)大幅反彈達480億歐(ou)(ou)元(yuan)，其(qi)中(zhong)海(hai)(hai)(hai)(hai)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)300億歐(ou)(ou)元(yuan)，陸風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)180億歐(ou)(ou)元(yuan)。在(zai)歐(ou)(ou)洲風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)項目(mu)(mu)(mu)核準改革的(de)(de)(de)(de)(de)(de)影響下，德國(guo)等國(guo)家已(yi)核準的(de)(de)(de)(de)(de)(de)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)項目(mu)(mu)(mu)數量(liang)正在(zai)增(zeng)(zeng)加(jia)，歐(ou)(ou)洲國(guo)家將(jiang)在(zai)2024年(nian)(nian)(nian)新(xin)(xin)進(jin)(jin)行約50GW的(de)(de)(de)(de)(de)(de)海(hai)(hai)(hai)(hai)上(shang)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)競(jing)標。歐(ou)(ou)洲海(hai)(hai)(hai)(hai)風(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)(feng)發(fa)展(zhan)(zhan)(zhan)蓬勃。

風(feng)(feng)(feng)(feng)險提示(shi)：行業(ye)政策(ce)不及預期(qi)的(de)風(feng)(feng)(feng)(feng)險；新技術進展(zhan)不及預期(qi)的(de)風(feng)(feng)(feng)(feng)險；資源(yuan)品或零(ling)部件短(duan)缺導致原材料價格暴漲、企業(ye)經營困難的(de)風(feng)(feng)(feng)(feng)險；海外政局動蕩、貿(mao)易(yi)環境惡(e)化的(de)風(feng)(feng)(feng)(feng)險。本周滬深(shen)300指數(shu)漲幅(fu)為(wei)(wei)0.86%；創(chuang)業(ye)板指數(shu)漲幅(fu)為(wei)(wei)1.22%；電(dian)新指數(shu)本周漲幅(fu)1.91%，行業(ye)排名第12。按照三(san)(san)級子行業(ye)拆分來(lai)看，鋰(li)電(dian)池(chi)/電(dian)池(chi)綜合服務/配電(dian)設備漲幅(fu)前三(san)(san)，分別(bie)為(wei)(wei)4.23%/3.94%/2.53%。

每經頭條（nbdtoutiao）——

(記者 蔡鼎)

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