电气设备板块上周上涨0.61%，涨幅领先大盘。其中，风电板块上涨3.78%、发电设备上涨2.01%、工控自动化上涨1.60%、光伏板块上涨1.30%、新能源汽车指数下跌0.13%、锂电池指数下跌0.30%、核电板块下跌0.97%。

1 本周观点 ...................................................................................................................................................................... 3
2 上周行情回顾 .............................................................................................................................................................. 5
3 行业热点新闻 .............................................................................................................................................................. 6
3.1 新能源汽车及锂电池 .......................................................................................................................................................... 6
3.2 新能源发电及储能 .............................................................................................................................................................. 6
3.3 工控及电力设备 .................................................................................................................................................................. 7
4 产业链价格跟踪 .......................................................................................................................................................... 8
4.1 锂电市场观察 ...................................................................................................................................................................... 8
4.2 光伏市场观察 .................................................................................................................................................................... 11
5 风险提示 .................................................................................................................................................................... 13
插图目录 ............................................................................................................................................................................ 14
表格目录 ............................................................................................................................................................................ 14