5 月份新能源车市场总体销量为21.7万辆，同比增长165.72%，环比增长5.23%；总产量为21.7 万辆，同比增长158.01%，环比增长0.38%。今年1-5 月车累计销量约86.1 万辆，同比增长255%。从渗透率来看，受益于新能源车市场持续放量，今年以来渗透率持续向上攀升，根据乘联会数据显示，5 月新能源乘用车渗透率达到12%，创历史新高，下游高景气度延续。

1 本周观点 ........................................................................................................................................................................... 1
1.1 下游需求高景气带动新能源汽车产业链加速向上 ............................................................................................ 1
1.2 硅料价格高位维稳，下半年装机需求将逐步恢复 ............................................................................................ 2
2 行情回顾 .......................................................................................................................................................................... 3
2.1 行业表现 ................................................................................................................................................................ 3
2.2 个股表现 ................................................................................................................................................................ 4
2.3 估值表现 ................................................................................................................................................................ 5
3 行业跟踪 ........................................................................................................................................................................... 6
3.1 行业要闻 ................................................................................................................................................................. 6
3.2 主要上市公司公告 ................................................................................................................................................. 7
3.3 产业链价格 ............................................................................................................................................................ 7