图表目录
图1: 中信一级行业月涨跌幅(%,2023.6.1-2023.6.30).................................................................................5
图2: 电气设备及新能源子行业涨跌幅(%,2023.6.1-2023.6.30)................................................................ 5
图3: 碳酸锂价格走势(万元/吨).......................................................................................................................17
图4: 正极材料价格走势(万元/吨)...................................................................................................................17
图5: 人造石墨负极价格走势(万元/吨)...........................................................................................................17
图6: 隔膜价格走势(万元/吨)...........................................................................................................................17
图7: 电解液价格走势(万元/吨).......................................................................................................................17
图8: 动力电芯价格走势(元/Wh).......................................................................................................................17
图9: 硅料价格(元/kg)....................................................................................................................................... 19
图10: 硅片价格(元/片)..................................................................................................................................... 19
图11: 电池价格(元/W)....................................................................................................................................... 19
图12: 组件价格(元/W)....................................................................................................................................... 19
图13: 石英坩埚价格(元/个)............................................................................................................................. 20
图14: 中外层石英砂均价(元/吨)..................................................................................................................... 20
图15: 银浆价格(元/kg)..................................................................................................................................... 21
图16: 银粉价格(元/kg)..................................................................................................................................... 21
图17: 胶膜价格(元/平)..................................................................................................................................... 21
图18: 光伏级粒子价格(元/吨)......................................................................................................................... 21
图19: 玻璃价格(元/平)..................................................................................................................................... 21
图20: 纯碱价格(元/吨)..................................................................................................................................... 21
图21: 铸造生铁价格走势(元/吨)..................................................................................................................... 24
图22: 炼钢生铁价格走势(元/吨)..................................................................................................................... 24
图23: 中厚板价格走势(元/吨)......................................................................................................................... 24
图24: 废钢价格走势(元/吨)............................................................................................................................. 24
图25: 玻纤价格走势(元/吨)............................................................................................................................. 24
图26: 环氧树脂价格走势(元/吨)..................................................................................................................... 24
图27: 铜价价格走势(元/吨)............................................................................................................................. 24
图28: 铝价价格走势(元/吨)............................................................................................................................. 24
图29: 取向硅钢价格走势(元/吨)..................................................................................................................... 26
图30: 线缆级 EVA 价格走势(元/吨)................................................................................................................. 26
图31: 电源工程年度投资完成额(亿元)........................................................................................................... 26
图32: 电源工程月度投资完成额(亿元)........................................................................................................... 26
图33: 电网工程年度投资完成额(亿元)........................................................................................................... 26
图34: 电网工程月度投资完成额(亿元)........................................................................................................... 26
图35: 煤电月度核准容量(MW)........................................................................................................................... 27
图36: 煤电月度开工容量(MW)........................................................................................................................... 27
图37: 2023 年 7 月全国各地代理电价峰谷价差(元/kWh)..............................................................................28