2021.11.8 -2021.11.14：上周市场表现良好，电力设备及新能源板块有所回升。其中沪 深300 指数上涨0.95%，报收4,888.37 点，成交额1.45 万亿元。同期电力设备及新能 源行业涨幅3.39%，报收14,467.00 点，成交额0.66 万亿元。电气设备二级行业中，电 气设备表现良好，涨幅4.82%，电源设备表现良好，涨幅2.58%；三级细分子行业中， 储能行业表现良好，涨幅达7.40%，同时太阳能行业涨幅4.37%。

板块及业绩回顾 ............................................................................................. 4

关注标的 ............................................................................................................................ 5

光伏 ............................................................................................................... 6

光伏行业回顾 ..................................................................................................................... 6

产业链价格跟踪 .................................................................................................................. 7

风电 ............................................................................................................. 10

风电行业回顾 ................................................................................................................... 10

工控 ............................................................................................................. 10

工控行业回顾 ................................................................................................................... 10

风险提示 ...................................................................................................... 12