Equipment Type: Parts and accessories for residential-type portable lighting fixtures 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: Outdoor lighting equipment (including parts and accessories) 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

发电端，电源端投资已进入高景气周期。2020 年起风电光伏投资额显著提升，2023H1 电源投资累计同比增53.8%。东方电气为电源装备行业龙头企业，将充分受益于电源投资增长。输变电端，核心一次设备量利齐增。需求侧：1）网内输变电采购总额高增，前两批次同比+50%以上。2）网外市场由风电、光伏等新能源装机高增带动变压器等需求旺盛。3）海外需求高增，H1 变压器、高压开关等出口额增速超 25%。供给侧：1）核心原材料（硅钢、铜）价格下行，疫情影响消除，毛利持续修复。2）产量增速不及需求增速，供需偏紧。整体表现出量利齐增的趋势。特高压方面：已有 3 条直流线路开工，前两批设备采购额 143亿元，远超同期。新能源大规模外送消纳需求下，预计后续新增项目将持续落地。整体来看，输变电一次设备呈现量利齐增趋势；格局稳定头部集中；高电压产品价值量、技术壁垒、获客成本均较高，收入弹性较大。

Equipment Type: Other fluorescent lighting equipment, complete units, including processing equipment 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: Other pole and transmission line hardware, including anchors Industry: Wiring device 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

电动车仍处于高速增长期，新能源长期趋势不变。国内电动车市场经历了 2014-2017 年的初 创期、2018-2020 年的徘徊调整期和 2020 年下半年至今的高速增长期，行业主要驱动力从补贴 转为产品内在竞争力，截至 2023 年 6月渗透率已超 30%。2022 年欧洲/美国市场共销售 259.2 万 89.7万辆电动车，渗透率仅 23%/6.5% ，相较于国内市场，海外渗透率仍有极大提升空间，正处于政策推动与快速追赶过程中。动力电池将随新能源车终端市场增长得到快速发展，据测算 到 2025 年全球动力锂电池装机量将达到 1358GWh ，22-25年 CAGR为38% 。储能市场方 面，电化学储能资源可得性高、安装灵活、建设周期短，受益于成本下降和技术突破，储能锂电 池将随电化学储能市场发展潜能释放获得快速增长。

本周港口动力煤现货价环比下跌 105 元/吨，报收 765 元/吨。供给端，产地供应有所回落，本周日均港口调入量约 187.26 万吨，环比下降 10.26%。需求端，本周日均港口调出量约 177.11 万吨，环比下降 9.84%。库存端，电厂库存仍处于较高水平，港口方面，本周环渤海四港口日均库存继续上行，环比增加 2.63%，整体仍处于近年高位。预计随着用电旺季即将到来，预计后续动力煤需求仍有支撑，价格企稳运行。

Equipment Type: Nonmetallic sheathed cable and cord fittings Industry: Wiring device 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