澳大利亚罢工影响LNG出口，欧洲天然气供应短缺风险上升。当地时间8月9日，雪佛龙与伍德赛德能源集团旗下位于澳大利亚的工厂，经过工人投票批准，计划在North West Shelf. Wheatstone 和Gorgon三处LNG工厂采取罢工行动，可能最早于下周开始。考虑到澳大利亚三座工厂的总产能约为4140万吨/年，罢工事件引发的供应不确定 性可能影响全球约10%的LNG总贸易量。2022 年，澳大利亚在全球LNG出口国排名位居第二，总出口LNG 约1123 亿立方米，占全球LNG 贸易量高达20.7%。尽管澳大利亚的主要出口市场位于亚洲地区，但供应缺口可能迫使亚洲买家将目光转向美国及中东等地的供应商，从而引发市场对欧洲供应短缺压力上升的担忧。受该事件刺激，当地时间8月9日，TTF 天然气期货价格曾一度飙升40%，创自2022年3月以来的最大单日涨幅。

国家六部门联合印发《氢能产业标准体系建设指南( 2023 版)》并提出 2025年的具体目标，预计氢能行业相关标准的制定有望加速，未来标准落地有望提升行业产品推广效率。此外，燃料电池汽车今年 6 月开始销量环比改善明显若7月数据趋势延续，则有利于进一步催化市场情绪及板块行情。我们看好未来行业高速发展的趋势。

行情演绎:7月光伏板块弱于大盘，指数下跌5.65%，跑输Wind全A 8.1pt，主要原因为一体化龙头企业半年度业绩不及预期，引发对于行业盈利的担忧基本面回溯:8月组件及胶膜排产提升显著，硅料价格企稳乃至反弹已有1个月虚海环硅涨价亦反映了下游排产需求的提升。目前国内集中式组件价格降至1.25-1.28元/W水平已经触及部分企业成本线，后续下跌空间不大。我们认为，基本面持续强势，行业拐点已至。

Equipment Type: Storage batteries other than nickel cadmium or lead acid Industry: Battery 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: Residential-type electric lighting fixtures (excluding portable), including parts 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: 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