证券研究报告·行业跟踪周报·电力设备东吴证券电力设备行业跟踪周报SOOCHOW SECURITIES电力设备龙头稳健增长，锂电光伏短期承压2024年01月07日增持（维持）证券分析师曾朵红执业证书：S0600516080001021-60199793zengdh@dwzq.com.cn证券分析师阮巧燕执业证书：S0600517120002021-60199793ruanqy(@dwzq.com.cn证券分析师刘晚恬执业证书：S06005230700052029liuxt@dwzq.com.cnM行业走势深300质组0相关研究《工控人形未来序曲，电力设备2023-12-30《电动车2024年策略：青山缭绕疑无路，忽见千帆隐映来》2023-12-271/40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东吴证券SOOCHOW SECURITIES需股份、德股份建议关注力场预期，代码总市值收盘价EPS(元/股)PE公司投资评级(亿元)2022A2023E2024E2022A2023E2024E300750.SZ宁德时代6638150.906.999.8311.922213买入300124.SZ汇川技术160660.001.611.942.58373123买入002050.SZ三花智控100827.000.690.831.093933买入300274.SZ阳光电源119080.152.426.298.08331310买入688390.SH212122.623.756.649.36买入002594.SZ5572192.685.7111.4915.17341713买入688223.SH晶科能源8408.400.290.800.96119买入002850.SZ科达利20576.113.344.115.702319买入300014.SZ亿纬锂能80839.491.722.142.94231813买入600885.SH宏发股份26525.461.201.361.62316买入600312.SH平高电气17512.880.160.520.77812517买入603659.SH璞泰来41219.271.451.081.69买入002709.SZ44122.942.971.161.3620买入300763.SZ锦浪科技26165.092.642.563.8925251买入605117.SH德业股份32976.463.534.525.432214买入002459.SZ晶澳科技62518.851.672.592.41118买入002865.SZ钧达股份16472.153.169.8212.77236买入300037.SZ新宙邦34745.972.331.481.99203123买入300769.SZ德方纳米15354.848.53-2.804.206买入603799.SH华友钻业52630.732.292.463.3313129买入603806.SH福斯特43523.350.851.091.39272117买入601012.SH隆基绿能163521.581.951.851.721213买入600438.SH通成股份108024.005.714.353.118买入688032.SH禾迈股份232278.406.427.2711.024338买入688599.SH天合光能57826.611.693.213.891687买入002812.SZ恩捷股份51252.394.093.124.031313买入300568.SZ星源材质19414.400.530.710.92272016买入688005.SH客百科技17937.002.801.892.69买入688348.SH昱能科技136121.103.223.144.78383925买入688063.SH派能科技17599.427.234.033.4225买入603606.SH东方电缆25837.571.222.323.66买入002518.SZ科士达14825.261.122.143.5723127买入603218.SH日月股份12011.640.330.681.083买入300919.SZ中伟股份31547.002.303.064.1820511买入002487.SZ大金重工15123.750.711.091.863322买入300443.SZ金雷股份7824.111.081.492.03221612买入688116.SH天奈科技9427.221.230.611.08224525买入储能板块：23年10月组件进口金额1781亿美元，同比+47%，环比+16%；进口5.75GW,同比+67%，环比+22%。23年10月进口价格为0.310关元W,同比-12%，环比-5%.23年1-10月组件累计进口金额157.73亿美元，同比+128%；累计进口44.60GW,2/40东吴证券研究所请务必阅读正文之后的免责声明部分