近期光伏组件产业链价格全面上涨。根据硅业分会的统计，7 月份以来多晶硅料价格呈现上涨趋势；近期，隆基和通威分别上调了单晶硅片和电池片的报价；随着电池片价格的大幅上涨，预计有望传导至组件环节。产业链各主要环节产品价格呈现全面上涨的态势。

电新板块Q2 基金持仓占比大幅上升。2020 年Q2 电新板块持仓占比从上季度的6.88%大涨到9.05%，相较于电新行业市值占A 股总市值的比重，电新股持仓依然稳定维持在超配水平；分板块来看，电力设备与工控板块略有回落，新能源发电、新能源汽车均显著上升。电力设备与工控板块从20 年Q1 的1.22%略微下滑至1.06%；新能源发电则从上季度的1.98%攀升至3.22%；新能源汽车从4.23%上升至5.52%。

我们对2Q20 工业自动化行业的市场规模、产品规模、及分企业的增速及份额进行追踪。我们看到，2Q 行业在逐步消化疫情影响，复工复产稳步推进。从结构性来看，工程机械、电子、3C 等先进制造业以及疫情催化的物流等行业结构性向好，而传统电力、汽车等项目型需求相对较弱；企业表现而言，不同企业供应链掌控力度、开工复产节奏、下游应用与响应速度均存在差异，汇川技术、信捷电气、禾川、中达电通等国产品牌表现亮眼。

Conductive polymers are class of intrinsically conductive polymers (ICPs) that conduct electricity. Conductive polymer showcases electrical and optical properties similar to that of metals and inorganic semiconductors. It can be engineered to be biodegradable, biocompatible, and porous. It is widely being used in the diode, microelectronics industry, electrochromic display, batteries, and photovoltaics. The report on conductive polymer focuses on various trends associated with growth factors of the conductive polymer market. Moreover, it provides information on various types of conductive polymer such as polyaniline (PANI), polypyrrole (PPY), polyphenylene vinylenes (PPV), PEDOT, polyacetylene, and others (polythiopenes (PT) and poly P-phynylene sulfide (PPS) & LCP), and focusses on their market potential. In addition, the report includes analysis of applications, which include anti-static coatings, photographic film, solar cell, display screen, capacitor, and others. Furthermore, the report analyzes the various drivers, restraints, and opportunities in the conductive polymer market, which further increase consumer acceptance across various regions. In addition, the volume and revenue of the market is provided in the report in terms of tons and $million.

上下游动态追踪：维信诺发布全球首个量产应用级别AMOLED屏下摄像解决方案InV see™，我们认为，屏下摄像的量产将进一步推动真全面屏的普及，看好屏下的未来市场发展；小米发布电视大师系列新品电视，搭载LGD 65寸OLED面板，我们认为，随着大尺寸OLED产能增加，OLED电视在高端市场的份额有望进一步提升。

A charging station is part of the grid infrastructure installed along a street, parking lot or in a home garage; its primary purpose is to supply the power to the different types of electric vehicles (PHEV, BEV and HEV’s) for charging the battery. The AC charging system is commonly an on-board charger mounted inside the vehicle, and it is connected to the grid when the vehicle is plugged in. An onboard charger is responsible for the final stage of charging the battery pack. It takes the AC power source from the EVSE and transforms the power into the required battery-charging profile. The on-board charger is designed with a lower kilowatts of power transfer (charging rate), and is dedicated to charge the battery for a long period (typically 5–8 h for full charge). Due to the limitation of allowable payload and space of the EV, the on-board charger needs to be lightweight (typically less than 5 kg) and compact.

The factors that drive the growth of the anesthesia machinery market include technological advancements in anesthesia monitoring, rise in number of surgical procedures and increase in geriatric population. However, high cost of installation and maintenance and regulatory compliance restrain the growth of the anesthesia machinery market. Furthermore, rise in demand for quality healthcare monitoring and untapped emerging markets are anticipated to provide lucrative opportunities for anesthesia machine manufacturers in the future.

自2019年起，我国新能源动力电池逐步迈入规模化的退役浪潮中，2020年动力电池回收将成业界焦点。2020年动力电池将进入规模化退役，约有20万吨电池面临退役，而到2025年，退役电池预计达到78万吨。

全球电动化正迈入供给端优质车型加速期，电动车未来2年增长全球较为乐观。LG 动力电池几乎是所有主流车企的核心供应商，海外客户市场份额约40%+。受益于欧洲电动化加速以及国产特斯拉放量，电池材料以及设备领域选择LG 为首的全球一线电池厂供应链。持续推荐：恩捷股份、璞泰来、赢合科技、先导智能、新宙邦、当升科技等。

我们建议重点关注热管理系统（如三花智控、银轮股份）、继电器（如宏发股份），其次建议关注电机电控（如汇川技术、卧龙电驱）、IGBT（如比亚迪、斯达半导）。