20230424_银河证券_机械设备行业证券研究报告：钙钛矿产业化进程持续加速看好机床自主可控投资机会_23页.pdf
T a bl e _ In du s tr y Nam e T a ble _ ReportD a te 2023 0 4 2 4 Table_Title 行业深 度报 告模 板 Table_InvestRank():Table_Summary 3.02%300 1.45%3.58%28 15 30.3 3C 4 19 20 BIPV-33.2%2-3 GW GW 5 GW 3-4 3-4 50%PVD/RPD TCO 4 1 RMS 30%2023 1 2 3 Table_Authors 021-20257809 lupei_ S0130521060001 010-80927663 fanxiangxiang_ S0130518090002 Table_Research _ _3 _ _3 210 _ _3 PMI _ _ AI+_ _ _ _2 _ _ _ _2 _ _ 2035 _ _+_ _1 PMI _ _ 22 23+_ _12 2023+_ _ /1.2.3.6.19 YWBYzQqNtQmNqOoNtOqPqR7NcM8OoMmMnPpMiNnNsOeRpNnQ9PqRrPuOoNoMvPpOsP/2 4 19 20 BIPV-33.2%2-3 GW GW 5 GW 3-4 3-4 50%PVD/RPD TCO 4 1 RMS 30%2023 1 2 3 /3 3.02%300 1.45%3.58%28 15 30.3 1 WIND 2 WIND 3C 3-8%-6%-4%-2%0%2%4%家用电器银行通信采掘食品饮料建筑装饰交通运输农林牧渔非银金融国防军工沪深 300 指数公用事业纺织服装电气设备传媒机械设备钢铁创业板指轻工制造汽车化工建筑材料综合商业贸易有色金属医药生物计算机房地产休闲服务电子0510152025303540/4 WIND 1 3.6%22.2%69.5%135%32.1%53%15.3%64%1.0%13.5%15.0%43%13.2%22%8.4%56%-2.1%7.5%0.4%-4%0.0%-1%-0.2%-3%1.7%14.1%14.3%44%7.4%20%6.2%37%-5.6%-4.3%-0.5%32%-0.6%5%-1.8%-2%-5.3%-9.8%15.1%2%12.6%12%1.0%14%3C-4.0%24.0%12.5%54%8.4%21%3.9%126%-2.8%-8.7%-0.7%22%-1.5%1%-1.9%-1%0.1%49.5%7.2%50%3.9%126%3.1%26%-2.4%10.3%9.6%18%6.1%31%2.7%11%-2.5%8.8%0.6%16%-1.1%-1%-1.2%2%-1.1%16.3%18.1%121%4.4%107%1.0%5%-7.7%16.1%-5.4%25%-6.6%12%-U-7.5%23%-2.5%84.4%2.7%36%2.1%8%-1.3%376%-2.7%3.3%0.9%25%0.0%27%-0.5%32%WIND-20%0%20%40%60%80%100%-10%-8%-6%-4%-2%0%2%4%6%周涨幅 年初至今 涨幅（右）/5 2 300450.SZ 38.89 36.23 39.97-6.84%2.78%-9.99%300751.SZ 291.25 273.88 296.50-5.96%1.80%-33.50%300316.SZ 71.81 67.48 75.00-6.03%4.44%6.17%300776.SZ 107.78 100.21 110.80-7.02%2.80%-20.47%688033.SH 19.54 18.86 19.88-3.48%1.74%-13.37%000657.SZ 13.69 13.62 14.60-0.51%6.65%-14.02%002747.SZ 25.88 24.18 26.72-6.57%3.25%11.53%601100.SH 64.32 67.31 71.61 4.65%11.33%6.59%WIND /6,46 17 536.85 2022 1 2025 30 14 2 50 32 12 24 800 3 150 4-5 4500 75 37|C10 SSP130C-10 SSP130C-10 12 C10 SSP130C-10 242kW 200mm 15%/7 30%SSP130C-10 75%40%10 SSP130C-10 400 C10 30 C10 2020 C10 13 C10 13 C10 2023 4 17-19 3 4 14 9 30 6.9 1000 23.1 3000 2030 4 18 /8 7 40%2030 786/(EIA)2023 4 568.1/5 569.4/2030 200/38%(Bakken)(Eagle Ford)*2030 2023 3 29 31 2023 2023 5 1000 100 1000 3 2020 GB/T 1.1-2020 2023 12 12 12 2.5 4 22000 Camel 22E 40000 /9 MGC MIRAI A 2 4 79800 MARK LNG 93000 VLGC 2 3 2 3 1 4 6 3 4 3 19 LNG 2022 1 1 15 16 315 16.8%20 3 7000TEU 7000TEU 17 2 8 4 93000 VLGC 3 24000TEU 5 50 SBM OFFSHORE Fast4Ward FPSO 4 5 4 14 MOBY Line 2500/3800 MOBY FANTASY MOBY FANTASY 237 33 23.5 70000 13 533 2500 800 1.6 6700 1000 /10 100%25 LNG LNG 2019 6 2 MOBY FANTASY 20 1800/600 BADJI MOKHTAR 2021 3 4 20 1000 10 20%80%SOC 320Wh/kg 200Wh/kg 235Wh/kg Ofweek IPO 4 19 2023 2024/11 IPO 2025 A 30 60 100 5 125GWh 2030 400GWh 800 4695 33Ah 280Wh/Kg 1000 15min 10 80 306Ah 3 12000 20 150Ah 230Wh/Kg 3000 800 14min 20%46110 18Ah 160Wh/kg 10min 90%400 A00 360Wh/kg 1200 280 Ofweek 14.5%4 21 2023 3801.8 4.5%60.5 /12 4.9%1677.4 3.3%1560.2 2.9%2063.9 5.5%1.6 44.1 54.3 GDP 1.9%32.8%65.3%2022 3.5%3.5%5.3%1304.3 4.0%1-2 1.5 739.4 7.2%35.1%4.5%7.2%4 20.5%13.5%11.0%10.6%5.5%6.1%0.1%5445.7 2.3%887.1 12.1%4558.5 0.1%83.7%1.9 6.3%6.1%4.7%34.6%124.1%9.2%0.7%21.2%10.3%8.8%22.7%50.3%8.8%0.6%1188.9 6.8%8.3%2.9%1.5%16.7%0.9%47.3%134.0 17.8%27.3%6.1 2958.6 3.4%1913.9 2.1%1044.7 5.6%3 1092.4 9.8%18.0%14.5%115.7%57.6%22618 3.4%1.6%25503 2.8%1.0%14982 4.6%2.8%12709 1.7%3832 1.6%2379 0.9%3698 18.1%2000 21 5 2895 2023 48%2000()/13 2023 1800 3 11721 4317 2022 8 15 7229 0.64 2023 800 2023 2022 5 3C LCD 20 90 LCD PDP FED CRT LCD LCD 40 2022 1 69 5 7 66 9 LCD JDI Touch Taiwan LCD Micro LED 5 5 Fab4 Fab4 5G 6G Micro LED 3 5 LTPS 4 4 5 5 3 5 5 6 7 5 8 5 8 6 TV 40 Vedanta /14 6 Vedanta 5 Micro LED Ofweek 50 4 18 50 7 150 50 2019 7 9376(7.1)525 100 WTO 4 18 5G 4 14-17 /15&|Chinaplas2023 4 20 4 Chinaplas2023 3900 4.0 4 20 4 Chinaplas2023 3900 4.0&2.92 2023 4 11 /16 2D 3D 2D+MIM Facebook 2019-2021 10,206.35 22,156.88 28,997.14 68.56%IPO A 1334.00 2.92 23,223.30 2 25,781.30 154/3,800/700/3,100 37,525 71.88/2021 71.62 71.88/9.59 DUCO 25 2023 4 13 DUCO GCR25 25 25kg DUCO 25kg-3kg /17 2 GCR25-1800 DUCO G 1800mm 61KG 20kg 10%1800mm 30%GCR25 20kg 20%0.05mm DUCO CORE 3C 25kg+5G QuiX Quantum Nature Photonics 1000 Leibniz University Hannover Cluster of Excellence PhoenixD Michael Kues 1000 Quantum Advantage Kues Hatam Mahmudlu Michael Kues /18 Raktim Haldar superposition Michael Kues Ofweek 25%tPBM Science Advances University of Birmingham Beijing Normal University 25 EEG tPBM tPBM Dongwei Li 90 18 25 1064 tPBM 12 tPBM 1064 3 4 4 5 University of Birmingham EEG ADHD Ofweek /19 /20 1.3 2.3 3.3 1.4 2.5 /21 Table_Resume 8 2021 2016 IAMAC 2017 2019 WIND 2020 2021 Choice 2018 14 FPM Best Paper Award 6-12 20%10%6-12 20%6-12 10%20%6-12 6-12 10%Table_Avow table_contact 3088 20 0755-83479312 suyiyun_ 0755-83471683 chengxi_ 99 31 021-20252612 021-60387901 luyunru_ 8 1 010-80927722 tangmanling_ 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
