证券研究报告·行业跟踪周报·电力设备SOOCHOW SECURITIES电力设备行业跟踪周报海风项目落地加快，锂电光储需求偏弱2023年10月22日增持（维持）证券分析师曾朵红执业证书：S0600516080001021-6019979346%,zengdh@dwzq.com.cn股份、电证券分析师阮巧燕执业证书：S060051712000220306021-60199793行业走势：202305间增120%-142%20306相关研究《风电和工控需求好转，○锂电光储雪求一般》2023-10-15《电动车销量点评：9月销量符合预期，特斯拉出口表现亮眼》2023-10-1520306203060双碳碳文库20306203060双碳1/40请务必阅读正文之后的免责声明部分东吴证券研究所203行业跟踪周报SOOCHOW SECURITIES池技术值期表1：公司传值EPS(元/股)PE代码公司收盘价投资评级(亿元)(元)2022A2023E、2024E2022A2023E2024E300750.SZ宁德时代7959181.006.999.8311.922615买入300124.SZ汇川技术166762.551.622.032.6739312买入●002050.SZ三花智控98526.390.690.861.1238314买入●300274.SZ阳光电源123983.402.426.208.08341310买入688390.SH252145.973.759.4114.2539161买入002594.SZ6800239.20公5.7111.4915.174216买入688223.SH晶科能源9569.560.290.800.9633买002850.SZ科达利22081.553.344.846.772412买入300014.SZ亿纬锂能89643.811.722.593.651712买600885.SH33131.751.201.501.8326600312.SH平高电气14410.630.160.520.77662014买603659.SH璞泰来52125.861.54.502.241717买20002709.SZ天赐材料50526.212.971.832.6291300763.SZ锦浪科技34686.232.643.575524605117.SH德业股份316●73.393.535.5821139买●002459.SZ晶澳科技765623.071.673.033.88146002865.SZ钧达股份21393.03.1611.0214.6586买入300037.SZ新宙邦30741.002.351.672.27>18买入300769.SZ德方纳米22078.808.530.076.439112612买入603799.SH华友钻业59734.932.293.244.398买603806.SH福斯特50627.160.851.341.96322014买入601012.SH隆基绿能193625.551.983.0113600438.SH通成股份134629.895.714.353.117入688032.SH禾迈股份217260.586.429.6416.344127688599.SH天合光能62728.851.693.434.387买入002812.SZ恩捷股份62864.274.093.784.971713买300568.SZ星源材质19014.860.560.740.972720688005.SH容百科技20341.862.802.28451买入688348.SH显能科技153136.343.223.1443买入○688063.SH派能科技217○123.817.236.268.60172014买603606.SH东方电缆28841.851.222.323.6634入002518.SZ科士达16221.631.122.143.572603218.SH日月股份15815.330.330.681.08684や300919.SZ35352.712.303.064.1821002487.SZ大金重工17627.560.711.091.862买300443.SZ金雷股份10030.592.401.842.4113买入688116.SH天奈科技9026.171.230.781.1023买入数据来源：wind,东吴证券研究所，裁至10月20日股价203060双炭文203060双碳文库203060双碳文库203060双碳2/40吴证券研究所请务必阅读正文之后的免责声明部分