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欧洲电网升级需求可观，光伏锂电年末需求2023年11月26日偏弱增持（维持）证券分析师曾朵红执业证书：S0600516080001021-60199793zengdh@dwzq.com.cn证券分析师阮巧燕发电及电同跌0.72%伏跌4.25%执业证书：S0600517120002021-60199793Stellantis35证券分析师刘晓恬年内推0款执业证书：S0600523070005量产场结24.00锰1.37万/吨周6%：SMMC2401LC2407碳酸114万040行业走势430万/吨电力设备深30周-1.6%：0.48h天8221230W3.40片7023142.6GW、相关研究《广州车展新车亮点多，中美发联合声明支持新能源发展》购20100股2023-11-190《APEC峰会在即，新能源估值有望修复》2023-11-131/39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SOOCHOW SECURITIES表1：公司估值总市值收盘价EPS(元/股)PE代码公司投资评级(亿元)(元)2022A2023E2024E2022A2023E2024E300750.SZ宁德时代7698175.006.999.8311.92251815买入300124.SZ汇川技术166762.551.621.952.593932买入002050.SZ三花智控105128.160.690.831.094126买入300274.SZ阳光电源125584.492.426.298.081310买入688390.SH188108.603.756.649.362912买入002594.SZ6220216.855.7111.4915.17381914买入688223.SH晶科能源9889.880.290.800.9610买入002850.SZ科达利23787.903.344.115.702621买入300014.SZ89043.501.722.142.94买入600885.SH宏发股份30128.911.201.361.6222118买入600312.SH平高电气16011.800.160.520.774买入603659.SH璞泰来23.401.451.081.691614买入002709.SZ天赐材料49225.552.971.161.3692买入300763.SZ27769.142.642.563.89261买入605117.SH德业股份28666.523.534.525.431912买002459.SZ晶澳科技71821.641.672.592.4138入002865.SZ20087.833.169.8212.772897买入300037.SZ新宙邦32343.072.341.492.011829买入300769.SZ德方纳米20071.648.53-2.804.20买入603799.SH华友钻业58534.192.292.463.331410买入603806.SH福斯特46124.720.851.091.392923买入601012.SH隆基绿能170722.521.951.851.721213买入600438.SH通成股份118426.305.714.353.115买入688032.SH禾迈股份185221.666.427.2711.02买688599.SH天合光能62928.931.693.213.8977买入002812.SZ恩捷股份58860.164.093.124.03151买入300568.SZ星源材质18714.620.560.740.97买入688005.SH客百科技19640.422.801.892.69142115买入688348.SH昱能科技136121.203.223.144.783839买入688063.SH派能科技188107.297.234.033.422买入603606.SH东方电缆27539.981.222.323.66311买入002518.SZ科士达15526.381.122.143.571买入603218.SH日月股份14013.590.330.681.0841买入300919.SZ中伟股份34150.952.303.064.18买入002487.SZ大金重工16125.280.711.091.8636214买入300443.SZ金雷股份29.061.081.492.03272014买入688116.SH天奈科技9828.491.230.611.08234726买入数据来源：wind,东吴证券研究所，裁至11月24日股价23年9月粗件进口金额1535亿美元，同比+56%，环比-7%；进口4.70GW,同比+70%，环比-1%，23年9月进口价格为0.327美元/W,同比-8%，环比-7%。23年1-9月组件累计进口金额139.92亿关元，同比+145%；累计进口38.85GW,同比+74%。2/39东吴证券研究所请务必阅读正文之后的免责声明部分