本周上证综指上涨0.68%，中证内地新能源主题指数上涨2.66%。本周锂电池板块表现弱于大市，指数上涨0.03%；新能源汽车板块表现强于大市，指数上涨1.29%；充电桩板块表现强于大市，指数上涨3.78%。

1、市场回顾 ....................................................................................................................................................... 4

2、行业动态 ....................................................................................................................................................... 5

2.1 新能源汽车 ......................................................................................................................................... 5

2.2 锂电池及材料 ..................................................................................................................................... 6

3、公司动态 ....................................................................................................................................................... 7

4、数据跟踪 ....................................................................................................................................................... 9

4.1 上游原材料锂钴镍价格 ..................................................................................................................... 9

4.2 锂电池及材料价格 ........................................................................................................................... 10

5、风险提示 ..................................................................................................................................................... 14