2021.08.23 -2021.08.27：本周市场整体表现良好，其中沪深300 指数上涨1.21%，报收4827.04 点，成交额1.92 万亿元。同期电力设备及新能源行业涨幅7.25 %，报收13057.71 点，成交额0.81 万亿元，跑赢沪深6.04pct。

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 ............................................................................................................. 11

风电行业回顾 ................................................................................................................... 11

工控 ............................................................................................................. 11

工控行业回顾 ................................................................................................................... 11

电力设备 ...................................................................................................... 13

电力设备行业回顾 ............................................................................................................ 13

重要资讯 ...................................................................................................... 13

风险提示 ...................................................................................................... 15