证券研究报告·行业跟踪周报·电力设备の东吴证券电力设备行业跟踪周报SOOCHOW SECURITIES新能源车和锂电需求持续超预期、光伏静待2024年11月11日供给侧改革深化证券分析师曾朵红增持（维持）执业证书：S0600516080001021-60199793zengdh@dwzq.com.cn证券分析师执业证书：S0600517120002021-60199793工信部：ruanqy(@dwzq.com.cn亚最外储能研究助理孙瀚博造基地落137电P/_执业证书：S060012304006412sunhb@dwzq.com.cnNIO11酸9%35行业走势1807P深300鞋1/1A5 GW西010600015W2)相关研究《工控&电网24Q3总结：工控已至底部区间，电网景气度延续》2024-11-08《电动车销量和锂电排产超预期，光伏供给侧改革值得期待》2024-11-041/45请务必阅读正文之后的免责声明部分东吴证券研究所行业跟踪周报の东吴证券SOOCHOW SECURITIES预期表1：公司估值收盘价PE投资代码公司(元)2023A2024E2025E2023A2024E2025E评级300750.SZ宁德时代257.5010.0211.4114.02262318买入300124.SZ62.531.762.032.463625买入002050.SZ三花智控25.080.780.911.08322823买入300274.SZ阳光电源87354.555.326.76191613买入688390.SH53.543.511.743.711514买入002594.SZ297.9010.3313.0816.55292318买入688223.SH8.940.740.130.311229买入002850.SZ科达利107.954.435.116.14242118买入300014.SZ亿纬锂能51471.982.022.69269买入600885.SH宏发股份32.191.341.611.90242017买入600312.SH平高电气19.480.600.931.19322116买入603659.SH18.960.890.821.09212317买入002709.SZ天赐材料22.010.990.290.81227627买入300763.SZ锦浪科技70.381.953.024.15362317买入605117.SH德业股份88.792.784.916.53321814买入002459.SZ18152.13-0.380.654828买入002865.SZ钧达股份76.063.56-1.834.43217买入300037.SZ新宙邦43.421.341.411.913223买入300769.SZ43.02-5.84-2.540.7557买入603799.SH华友钻业36.001.972.142.3518买入603806.SH福斯特17.610.710.710.902520买入601012.SH隆基绿能19231.42-0.780.4414-25买入600438.SH通咸股份30.093.020.8510-2735买入688032.SH禾迈股份139.774.134.696.553430买入688599.SH天合光能26.062.540.620.991026买入002812.SZ恩捷股份37.902.600.711.09155335买入300568.SZ星源材质11.120.430.430.522621买入688005.SH37.001.200.460.99318037买入688348.SH60.841.411.622.1938增持688063.SH派能科技50.692.110.350.902414556买入603606.SH东方电缆57201.451.782.9339买入603218.SH日月股份13.250.470.620.7518买入300919.SZ中伟股份44.032.082.142.6221买入002487.SZ大金重工23280.671.031.393517买入东吴证券研究所请务必阅读正文之后的免责声明部分