電力設(shè)備行業(yè)動(dòng)態(tài)分析消費(fèi)驅(qū)動(dòng)，靜待爆款

1、內(nèi)容目錄內(nèi)容目錄1.新能源車(chē)：全球化視角看格局變幻新能源車(chē)：全球化視角看格局變幻....................................................................................................................................................................................

2、............................................41.1.行業(yè)觀點(diǎn)概要..............................................................................................................................................41.2.行業(yè)數(shù)據(jù)跟蹤............

3、..................................................................................................................................61.3.行業(yè)要聞及個(gè)股重要公告跟蹤........................................................................

4、......................................72.可再生能源配額制箭在弦上可再生能源配額制箭在弦上...........................................................................................................................................................

5、.................................................................................................82.1.行業(yè)觀點(diǎn)概要................................................................................................................

6、..............................82.2.行業(yè)數(shù)據(jù)跟蹤..............................................................................................................................................92.3.行業(yè)要聞及個(gè)股重要公告跟蹤...................

7、........................................................................................103.特高壓工程開(kāi)工，后續(xù)進(jìn)程或?qū)⒓铀偬馗邏汗こ涕_(kāi)工，后續(xù)進(jìn)程或?qū)⒓铀?...............................................................................................

8、..................................................................................................................113.1.行業(yè)觀點(diǎn)概要..............................................................................................

9、.............................................113.2.行業(yè)數(shù)據(jù)跟蹤...........................................................................................................................................123.3.行業(yè)要聞及個(gè)股重要公告跟蹤.....

10、......................................................................................................134.本周板塊行情（中信一級(jí)）本周板塊行情（中信一級(jí)）..........................................................................................

11、............................................................................................................................................................14圖表目錄圖表目錄圖1：20172018年新能源汽車(chē)月銷(xiāo)量（輛）...............................

12、.................................................................6圖2：電芯價(jià)格（單位：元wh）.....................................................................................................................................6圖3：正極

13、材料價(jià)格（單位：萬(wàn)元噸）.............................................................................................................6圖4：負(fù)極材料價(jià)格（單位：萬(wàn)元噸）.................................................................................

14、............................6圖5：隔膜價(jià)格（單位：元平方米）.................................................................................................................6圖6：電解液價(jià)格（單位：萬(wàn)元噸）.............................................

15、....................................................................6圖7：國(guó)內(nèi)風(fēng)電季度發(fā)電量(億千瓦時(shí))......................................................................................9圖8：全國(guó)風(fēng)電季度利用小時(shí)數(shù)................................

16、............................................................................................9圖9：多晶硅價(jià)格（美元kg）.................................................................................................................

17、..............9圖10：硅片價(jià)格(156156，美元片).........................................................................................9圖11：電池片價(jià)格(156156，美元片）..........................................................................

18、................................9圖12：組件價(jià)格(單位：美元W)................................................................................................9圖13：工業(yè)制造業(yè)增加值同比增速維持高位......................................................

19、..........................................12圖14：工業(yè)增加值累計(jì)同比增速維持高位....................................................................................................12圖15：固定資產(chǎn)投資完成超額累計(jì)同比增速情況.................................

20、......................................................12圖16：長(zhǎng)江有色市場(chǎng)銅價(jià)格趨勢(shì)(元噸)...................................................................................12圖17：中信指數(shù)一周漲跌幅...............................................

21、.................................................................................14圖18：電力設(shè)備新能源A股個(gè)股一周漲跌幅前5位及后5位...............................................................14表1：新能源汽車(chē)行業(yè)要聞.................................

22、....................................................................................................7表2：新能源汽車(chē)行業(yè)個(gè)股公告跟蹤.......................................................................................................

23、............7表3：風(fēng)、光、儲(chǔ)行業(yè)要聞..................................................................................................................................10表4：風(fēng)、光、儲(chǔ)行業(yè)公告跟蹤.................................................

24、........................................................................10表5：電力設(shè)備及工控行業(yè)要聞.........................................................................................................................13表6：電力設(shè)備及工

25、控行業(yè)公告跟蹤................................................................................................................13表7：細(xì)分行業(yè)一周漲跌幅.......................................................................................

26、...........................................14前時(shí)點(diǎn)看好抗壓能力更強(qiáng)的鋰電龍頭，重點(diǎn)推薦：寧德時(shí)代、億緯鋰能；2）高鎳化：高鎳化有助于降低原材料成本、提升電池能量密度與車(chē)輛續(xù)航里程，是產(chǎn)業(yè)中重點(diǎn)關(guān)注命題。當(dāng)前NCM811研發(fā)進(jìn)展略超預(yù)期，1819年有望成為高鎳三元的超額利潤(rùn)年。重點(diǎn)推薦：當(dāng)升當(dāng)升科技、新宙邦、杉杉股份等；3）全球化：隨著鋰電池產(chǎn)業(yè)鏈向中國(guó)的轉(zhuǎn)移，以及下游整車(chē)市場(chǎng)的全球化融合，本