第四届全球钙钛矿与叠层电池产业化论坛于1 月8-10 日于常熟召开，参会企业包括众多行业内知名钙钛矿及设备厂商。会议核心议题包括钙钛矿的理论优势、产业化进度、叠层电池以及工艺路线。总体看，钙钛矿有很强的理论优势，当前正在经历从0 到1 的发展阶段；大面积制备的工艺问题和工艺路线是目前产业化关注的焦点之一；除单结电池外，不同的叠层方案的产业化尝试广受关注。本报告主要汇总和简评此次论坛涉及的主要议题，关于钙钛矿的寿命问题系列解决方案、封装的工艺等后续再专题更新。

2022 年可再生能源装机量、发电量持续提升。截至2022 年底，全省新 能源装机容量4105.3 万千瓦，比上年增长12.0％，占到总装机容量的 34.0％，较上年提高1.7 个百分点。全省新能源发电量720.3 亿千瓦时，比 上年增长4.6％，占到总发电量的17．2％，比重降低0.7 个百分点。可再 生能源中风力发电占比最多，达到69.07%，太阳能发电量占比25.65%。 目前省内风电与光伏利用率均较高，目前风电累计利用率98.2%，光伏累 计利用率99.4%。

2021年硅料价格大幅上涨。主要原因是硅料扩产周期长（1.5-2年）、产能弹性低，而硅片、组件、电池片扩产周期短（3-6个月）、产能弹性高，因此会出现硅料供需错配，导致价格大幅上涨。硅料涨价幅度最大，硅片、电池片、组件提价幅度显著小于硅料。根据光伏行业综合价格指数(SPI)，2021年，多晶硅涨价143%，硅片涨价54%，电池片涨价35%，组件涨价9%。

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for artificial lift system by geography and historical trend. The scope of the report extends to sizing of the artificial lift system market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

电气设备9937 上涨1.29%，表现强于大盘。本周（1 月9 日-1 月13 日，下同），新能源汽车涨2.62%，电气设备涨1.29%，锂电池涨1%，光伏跌0.48%，核电跌1.33%，风电跌1.78%，发电设备跌1.92%。涨幅前五为通达动力、通达股份、泰永长征、众业达、东尼电子；跌幅前五为旭光电子、三超新材、爱旭股份、清源股份、东旭蓝天。

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for agricultural equipment by geography and historical trend. The scope of the report extends to sizing of the agricultural equipment market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for air compressor by geography and historical trend. The scope of the report extends to sizing of the air compressor market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive balance shaft by geography and historical trend. The scope of the report extends to sizing of the automotive balance shaft market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

江苏凯金年产20 万吨负极材料二期项目开工。波兰华荣4万吨/年电解液等项目已完工并投入使用。天宜锂业已与成都巴莫签署近19 亿电池级氢氧化锂订单。天宜锂业与成都巴莫累计签署18.89 亿元日常经营合同。长远锂科2022 年净利同比预增100%-128%。格林美目前已具备多款固态电池用前驱体储备技术。格林美与岚图汽车签署建设动力电池全生命周期绿色产业链战略合作框架协议。万邦达盐湖资源综合利用及3000t/a 碳酸锂生产线建设、运营和技术服务项目的厂房基础及设备基础土建已完成60%。银河电子与时代华景签署储能业务战略合作协议。夏日哈木镍钴矿采选项目产出首批镍钴精矿粉。广汽集团与东阳光推进矿产资源等领域合作。格林美2023-2026 年将向韩国ECOPRO BM供应动力电池用高镍前驱体材料70 万吨。继续推荐各环节高成长标的宁德时代、亿纬锂能、天赐材料、华友钴业、恩捷股份、容百科技、当升科技、中伟股份、星源材质、科达利、中科电气、德方纳米、富临精工等。