8 月沪深300 下跌0.12%，汽车指数上涨7.47%，跑赢大盘7.59%；新能源汽 车指数上涨7.26%，跑赢大盘7.38%；电力设备及新能源指数上涨5.28%，跑 赢大盘5.40%。

一、川财观点 ......................................................................................................................... 5

川财观点：新能源车产销再次加速，渗透率加速上扬 ........................................................ 5

市场综述 ............................................................................................................................ 7

二、行业情况 ......................................................................................................................... 9

2.1 汽车及新能源汽车销量及库存动态 ............................................................................... 9

2.2 动力电池动态 ............................................................................................................ 10

2.3 重点行业动态 ............................................................................................................. 11

2.4 重点公司动态 ............................................................................................................ 14

三、新能源产业链关键材料价格 .......................................................................................... 16

3.1 新能源汽车产业链价格 ............................................................................................... 16

3.2 光伏产业链价格 .......................................................................................................... 18

风险提示 .............................................................................................................................. 19