新能源车产销同比转正，H2 预期趋势向好。7 月新能源汽车产销分别完成10 万辆/yoy+15.6%/mom-2.4%和9.8 万辆/yoy-5.5%/mom+19.3%，纯电动乘用车产销分别完成7.1 万辆/yoy+32.9%/mom+5.2%和7 万辆/yoy+38.1%/mom-3%；插混动力乘用车产销分别完成2.1 万辆/yoy+8%/mom-9% 和1.9 万辆/yoy+3.2%/mom-5.6%，2020 年1~7 月,新能源车产销分别完成49.6 万辆/yoy-31.7%和48.6 万辆/yoy-32.8%，符合市场预期。

1、 新能源车板块 ......................................................................................................................................................... 5

1.1、 行业重点资讯 .................................................................................................................................................. 7

2、 风电光伏板块 ......................................................................................................................................................... 8

2.1、 行业重点资讯 ................................................................................................................................................ 10

3、 工控电网板块 ....................................................................................................................................................... 11

3.1、 电网行业重要数据 ......................................................................................................................................... 11

3.2、 行业重点资讯 ................................................................................................................................................ 11

4、 重点关注公司盈利预测 ........................................................................................................................................ 12

5、 风险提示 .............................................................................................................................................................. 13