今日全国碳市场碳排放配额（CEA）挂牌协议交易成交量 32,380 吨，成交额2,103,800.00 元，开盘价 65.00 元/吨，最高价 65.00 元/吨，最低价 64.00 元/吨，收盘价64.97 元/吨，收盘价较前一日下跌 0.03%。今日无大宗协议交易。今日全国碳排放配额（CEA）总成交量 32,380 吨，总成交额 2,103,800.00 元。截至 8 月 2 日，全国碳市场碳排放配额（CEA）累计成交量 240,871,305 吨，累计成交额 11,088,405,660.51 元。

国内新型储能装机量快速上涨，电化学、氢能、熔融盐多种技术百花齐放截至 2022 年底我国新型储能继续高速发展，累计装机规模达到13.1GW/27.1GWh，功率规模年增长率达128%，能量规模年增长率达141%。电力储能累计装机量中，新型储能占 21.90%，熔融盐占 1%; 新型储能中键电池占94%，铅酸蓄电池占据3.1%，液流电池占 1.2%。近期氨储能成为政策支持重点技术日渐成熟，多个风-氢、光-氢项目落地，如青海德令哈光氢储项目、亿华通河北风氢项目等。熔融盐储热技术常用于光热发电及热电厂储能调峰，5 月国家能源集团熔盐储能项目获批，为全国首个熔盐储能替代电化学储能项目。

本周理价小幅下降，碳酸理价格达 28.8 万元/吨，较上周同期下降 5.1%,氢氧化理价格达 27.0 万元/吨,较上周同期下降 3.8%:硫酸镍价格小幅上涨，价格达 3.4 万元/吨，较上周同期增长 0.6%硫酸钻价格持平。中游材料方面，正极价格小幅下降，三元 523 和磷酸铁钾本周价格分别为 21.5 万元/吨和 9.4 万元/吨，较上周同期分别下跌2.3%和 3.6%。磷酸铁理电解液本周价格达 3.0 万元/吨，较上周同期下降4.2%。其他主材价格相对趋稳。

当前版块处于情绪、估值、预期的三重低位，我们认为大部分龙头公司凭借新产品迭代、产业链延伸、集中度提升等超额增速来源，仍将在 2024 年呈现显著成长性，下半年将是市场对目前极度悲观的板块预期开启修复的时间窗口。建议重点布局a 突出的环节/公司/主线:1)对中短期盈利维持能力和中长期竞争格局稳定性都存在低估的一你化组件龙头:2) 抗光伏主产业链波动能力强的储能及运营商:3) 凭借 突出的业务或产品线布局而具各穿越周期能力的强周期环节(硅料/硅片/设备) 龙头:4) 方向明确、催化不断的电镀铜 (HUT)&钙铁矿新技术方向的设备/材料供应商龙头:5)盈利触底、随排产提升存在盈利向上弹性且龙头优势突出的输材/耗材环节。

冠脉支架国采复盘:从首轮国采到接续采购，政策呈现温和化。高值耗材带量采购一般选择临床用量较大、采购金额较高、临床使用较成熟、市场竞争较充分、同质化水平较高的品种，因此冠脉支架成为首轮国采的品种。2020年11月5日，第一轮国采结果出炉，27进10差额中选，拟中选产品平均降幅92.5%;到2022年11月底接续采购结果落地，申报价格不高于最高有效申报价即可中选，不差额淘汰成为最大亮点因此中选产品价格平均上涨25.3%，体现了集采温和化的趋势。

Equipment Type: Rechareable battery-oper. incandescent hand portable lighting equip. Industry: Lighting fixture manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Solid state motor controllers (all voltages) Industry: Electrical equipment manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Surface cooking tops, gas (one or more burners) Industry: Major appliance manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

基于新兴产业和国产替代的逻辑:2023下半年，继续重点布局人形机器人、工业母机。特斯拉人形机器人在AI技术加持下加速推进，在终局2C端定位和降本诉求背景下，国内人形机器人产业链迎来机遇，重点推荐产业链相关的减速器、电机、丝杠、传感器等核心硬件赛道。同时，工业母机在补链强链背景下，政策预期持续强化，继续推荐以核心零部件为代表的工业母机核心品种。