报告期内电力设备行业指数涨幅为-3.15%，跑输沪深300 指数 0.84Pct。电力设备申万二级子行业其他电源设备Ⅱ、电池、电网设备、 光伏设备、电机Ⅱ、风电设备均在下跌，分别变动-1.96%、-2.80%、-2.95%、 -3.10%、-4.80%、-6.70%。重点跟踪的三级子行业锂电池、电池化学品 均在下跌，分别下跌1.45%、4.94%。

一、市场回顾..................................................................................................................5

1. 行情回顾............................................................................................................................ 5

2. 行业重要资讯.................................................................................................................... 8

2.1 新能源汽车行业...................................................................................................... 8

2.2 动力电池行业.......................................................................................................... 9

2.3 储能行业................................................................................................................ 10

2.4 氢能.........................................................................................................................11

二、公司动态............................................................................................................... 12

1. 重点公司公告.................................................................................................................. 12

2. 重点公司股票增、减持情况.......................................................................................... 12

三、重点数据跟踪....................................................................................................... 13

四、投资建议............................................................................................................... 15