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截至2024Q3,宁德时代仍为电池行业第一重仓股-行业数据
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截至2024Q3,宁德时代仍为电池行业第一重仓股
截至2024Q3,宁德时代仍为电池行业第一重仓股
西部证券 行业专题报告 | 电池 2024 年 12 月 12 日
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所属报告:
电池行业电动车2025年度策略报告:锂电有望双击拐点愈加清晰-241212(34页).pdf
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2013年以来的军工板块偏股型基金重仓持股比例
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行业数据
2025-01-09
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传媒板块前十大重仓股持仓市值及占比(2024.09.30)
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行业数据
2024-12-27
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2015-2024三季度券商ETF指数前十重仓股历年占比(%)及集中度(%,右轴)
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行业数据
2024-12-25
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图表13.2024年以来分季度主动权益基金前十重仓股
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行业数据
2024-12-23
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GPIF国外股票前10大重仓股(2019~2023财年)
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行业数据
2024-10-24
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新材料基金重仓股票梳理(截至2024年10月8日收盘)
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行业数据
2024-10-22
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2024年中报汽车零部件(申万)板块前十大机构重仓股
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行业数据
2024-09-13
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QFII重仓持股数量变动(单位:亿股)
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行业数据
2024-08-12
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2024年2季度化工行业前十大重仓股变动较小
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2024-07-24
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2024-07-24
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2024年2季度退出重仓股(2024年1季度重仓但2024年2季度未重仓)情况
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2024-07-24
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2025-01-15
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西部证券 行业专题报告 | 电池 2024 年 12 月 12 日
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电池行业电动车2025年度策略报告:锂电有望双击拐点愈加清晰-241212(34页).pdf
图1中涨跌幅区间选取为2024年1月2日至2024年11月20日
10月新能源汽车出口12.8万辆,同环比+16%/+3.6%
近期上市新车(截至2024.11.30)
9月全球动力电池装机量达到88.9GWh,同环比+43.4%/+17.4%
锂辉石精矿价格806美元/吨,同比-57.47%(万美元/
碳酸锂价格7.91万元/吨,同比-44.30%(万元/吨)
硫酸钴和电池级硫酸镍价格年内小幅震动(万元/吨)
2024年以来三元前驱体价格有所下降(万元/吨)
24年以来正极材料价格下滑(万元/吨)
负极石墨化价格相比年初下降8.55%(万元/吨)
24年上半年焦类价格有所回升(万元/吨)
今年以来电力设备板块上涨5.23%,跑赢沪深300指数5.05个百分点
2024年以来人造石墨价格持续下降(万元/吨)
2024年上半年天然石墨价格总体下跌(万元/吨)
隔膜产能过剩,价格承压下降(元/平米)
电解液价格仍在底部区间弱震荡(万元/吨)
2024年以来六氟磷酸锂价格先升后降(万元/吨)
2024年以来锂电铜箔加工费下降(万元/吨)
2024年以来锂电铝箔加工费波动幅度小(万元/吨)
固态电池有望成为下一代动力电池技术突破的关键
2023年全球锆矿主要分布在澳大利亚与南非
特斯拉4680采用全新工艺生产技术
图3中涨跌幅区间选取为2024年7月1日至2024年11月20日
特斯拉从第5000万颗到第1亿颗4680下线仅用3个月
宁德时代发布“骁遥”超级增混电池
宁德时代首创锂钠AB电池系统集成技术
神行电池可实现“充电10分钟,续航400公里”
23年以来中国月度充电桩车桩比数据整体呈现上升趋势
23年以来公桩及公共直流桩月度车桩比整体呈现上升趋
24年以来充电桩保有量车桩比有所提升
24年以来公共充电桩及公共直流桩保有量车桩比提升
24年以来全国公共充电量同比维持高增速
四大充电运营商充电量快速提升(亿度电)
7月以来,电池和光伏设备分别上涨56.83%/45.85%
四大充电运营商充电量市场份额整体保持70%以上较高水
四大充电运营商充电桩装机功率稳步提升(万KW)
四大充电运营商充电桩装机功率维持70%左右市占率
中国新能源车单车平均公共充电量稳步上升(度电/年)
特来电新能源微网项目
特来电V2G充电站
截至2024年11月20日电力设备行业PE为26.10倍
电力设备二级分类中,电池PE为24.10倍
电池三级分类中,蓄电池及其他电池PE为17.50倍
10月国内新能源汽车销量143万辆,同环比+49.6%/+11.1%
10月汽车整体出口54.2万辆,同环比+11.1%/+0.5%
我们预计2025年全球动力电池产量有望达到1226GWh,同比+22.09%(GWh)
预计2025年全球锂盐LCE需求量有望达147.7万吨,有效供给为161.4万吨,供需比109%
预计2025年磷酸铁锂正极产能343.0万吨,供需比137%
预计2025年负极产能351.5万吨,供需比135%
预计2025年隔膜产能459.2万吨,供需比122%
预计2025年六氟磷酸锂产能33.8万吨,供需比121%
预计2025年铜箔产能156.2万吨,供需比124%
固态电池根据材料不同,主要分为聚合物、氧化物、硫化物和卤化物体系
大圆柱电池产能规划已超500GWh,2025年有望迎来放量节点
部分搭载神行电池的新车型
硅碳负极电池已在智能手机上实现量产
国内硅负极进展顺利
电池板块24Q3持股市值约为2036.76亿元,环比+46.06%
锂电池板块持股市值约为1885.61亿元,环比+50.68%
截至2024Q3,宁德时代仍为电池行业第一重仓股
宁德时代、新宙邦和欣旺达24Q3加仓市值分别为595.55/26.94/14.75亿元,位列前三位
隔膜、电解液等相关标的减仓明显
我们预计2025年国内新能源汽车销量有望达到1426万辆,同比+24.92%
2025年欧美销量增速有望回升,全球电动车销量保持稳定增长
2024年1-9月全球动力电池装机量排名top10中,中国公司占据6席(GWh)
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