新能源车领域，锂电池环节建议关注宁德时代、国轩高科和亿纬锂能，六氟环节建议关注多氟多，电解液环节建议关注天赐材料和新宙邦，正极建议容百科技、德方纳米以及中伟股份，隔膜建议关注恩捷股份和星源材质，负极领域建议关注璞泰来。光伏建议关注隆基股份，通威股份，阳光电源，晶澳科技，中环股份，福斯特，福莱特，京运通，上机数控，爱旭股份，天合光能，固德威、锦浪科技。风电、工控及电网设备建议关注明阳智能、金风科技、日月股份、禾望电气、天顺风能、泰胜风能、东方电缆、新强联、国电南瑞、汇川技术、良信股份、思源电气、派能科技、三花智控、宏发股份、亿华通、国网英大。

我们预计蜂巢能源2021 年将进入中国动力电池装机量前十排名，建议关注其B 轮融资，科创板IPO 等进展，建议关注与其具有公开合作关系的杉杉股份、科达利、诺德股份和先导智能等公司。

发展方向确立，储能行业规模化发展在即。“十四五”期间国内储能市场将由商业化初期向规模化发展转变，2025 年储能装机规划超过30GW。电源侧、电网侧、用户侧各环节储能商业模式的建立将是“十四五”期间的重点政策目标。与此同时，技术标准与管理体系的完善有
望推动储能行业实现安全可持续发展。

本周电力设备及新能源(中信一级)上涨 6.49%，领先大盘 3.09 个百分点。整体市场表现方面，上证综指上涨 1.39%，沪深 300 上涨 3.41%，创业板指上涨7.58%。电力设备子板块中，电气设备上涨 2.93%，风电下跌 0.25%，光伏上涨7.69%。此外，新能源车(中证)上涨 7.46%，领先大盘 4.05 个百分点。

Thermal spray coating is a coating process that involves heating a material in powder or wire form to a molten or semi-molten state. The material is then coated on a surface using a stream of gas or compressed air. The coating material consists of a single material such as ceramics or can be alloy or composite with unique physical properties. The report includes the study of the thermal spray coating market with respect to the growth prospects and restraints based on the regional analysis.

Deep hole drilling machines are utilized for drilling holes with depth-to-diameter (D:d) more than 10:1 and up to 400:1. It is especially designed for manufacturing accurate and straight drilled workpieces, which find application in various industries, including automotive parts, medical and surgical tools, aerospace & defense and related machinery parts. The report on the global deep hole drilling machines market presents a detailed analysis of the trends, future estimations, and thorough study of the market depending on type, operation, end-user industry, business type, and region. The type covered in the study include BTA drilling machines, gun drilling machines and skiving & burnishing machines. The report further provides information on operation of deep hole drilling machines, which include CNC and non-CNC. Moreover, the report also covers different end-user industries of deep hole drilling machines, including oil & gas, medical, automotive, construction & mining equipment, energy, die & mold, aerospace, heat exchanger tube sheet, military & defense and others. On the basis of business type, the market is bifurcated into OEM and aftermarket.

An ice maker, which is also known as ice generator or ice machine is an appliance that generates ice artificially. There are different types of ice maker available in the market. These include food processing, healthcare, retail outlets, food service, and others. The global ice maker market is analyzed on the basis of its prospects and future growth rate. The report highlights numerous factors that influence the growth of the market. These include market forecast, drivers, restraints, opportunities, and role of different key players operating in the market. By application, the market is divided into retail outlets, food service, food processing, healthcare, and others. Moreover, the report focuses on different types of ice maker including countertop ice maker, undercounter ice maker, modular ice maker, and ice dispenser. Furthermore, it includes the revenue generated from the sales of ice maker across North America, Europe, Asia-Pacific, and LAMEA.

Fuel dispenser is an important device in fuel stations, which is used to dispense or monitor liquid or gaseous fuel. It is used to pump liquid or gaseous fuels such as petrol, diesel, and natural gas into vehicles, aircrafts, storage tanks, or portable containers. Fuel dispenser system includes various parts including hydraulic, metering, and hose/nozzle portions. Design and construction of these systems depend on various factors such as number of grades, volume of business, fuel products, and facility size. Dispensers simultaneously deliver fuel and calculates the price of fuel delivered into the vehicle.

A modular chiller is a small packaged chiller that is combined with another module to make one large chiller. Modular chiller consists of regulators, compressors, and refrigerants. The modular chiller is designed to meet the high cooling capabilities with high efficiency and high reliability. The modular chiller has a cooling capacity of less than 1,000 tons. The global modular chiller market is segmented on the basis of product type, capacity, application, and region. Based on product type, the market is divided into air cooled modular chillers and water-cooled modular chillers. Based on the capacity, the market is divided into below 300 tons and more than 300 tons. Based on application, the market is categorized into residential, commercial, and industrial.

The growth of Bluetooth speakers has been significant over the years, where the momentum is attributed to the residential spaces. Improvements in the wireless connectivity technology, including Wi-Fi to connect to devices such as smartphones, PCs, tablets and other wireless controllers, have also fueled the growth. Innovations, rising technological advancements in the market, increase in disposable income, urbanization and economic influences have paved the way for traction in the recent past. In addition, the demand for advanced audio equipment is encouraging vendors to indulge in new product development for attracting new consumers. The entry of Bluetooth version 5.0 will further witness its advancements in integrating with the IoT based devices and mesh networks, which can influence the consumers perception towards connectivity platforms.