推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 本周重要事件：國(guó)家電網(wǎng)發(fā)布2019年(新增)信息化服務(wù)招標(biāo)公告；美國(guó)光伏電站儲(chǔ)備容量創(chuàng)歷史新高；華為新機(jī)電池容量及快充需求提升。
板塊配置建議：國(guó)內(nèi)外光伏中期需求展望樂觀，玻璃提價(jià)落地(且年底前仍有提價(jià)預(yù)期)、電池片價(jià)格反彈驗(yàn)證Q4旺季啟動(dòng)，風(fēng)電搶裝繼續(xù)如期推進(jìn)，光伏、風(fēng)電制造龍頭有望繼續(xù)演繹“確定性”行情；電力設(shè)備重點(diǎn)關(guān)注電力泛在物聯(lián)網(wǎng)Q4招標(biāo)提速，繼續(xù)重點(diǎn)推薦信通三劍客；新能源車電池關(guān)注新手機(jī)電量提升對(duì)電池供應(yīng)商的業(yè)績(jī)拉動(dòng)以及競(jìng)爭(zhēng)格局向好的隔膜環(huán)節(jié)。
本周重點(diǎn)組合：信義光能、隆基股份、國(guó)電南瑞、恒華科技、欣旺達(dá)。
新能源發(fā)電：美國(guó)公用事業(yè)級(jí)光伏項(xiàng)目?jī)?chǔ)備達(dá)37.9GW創(chuàng)歷史新高，預(yù)示旺盛的中期需求，國(guó)內(nèi)市場(chǎng)政策預(yù)期平穩(wěn)，保持“穩(wěn)中有進(jìn)”可期。
本周美國(guó)光伏行業(yè)協(xié)會(huì)公布美國(guó)二季度裝機(jī)數(shù)據(jù)，Q2新增裝機(jī)雖同比小幅下滑7%至2.1GW，但已簽署PPA(含在建)的公用事業(yè)級(jí)(不含工商業(yè)及居民分布式)儲(chǔ)備項(xiàng)目規(guī)模則創(chuàng)歷史新高達(dá)到37.9GW。我們此前反復(fù)強(qiáng)調(diào)，受到ITC補(bǔ)貼退坡、雙面組件201關(guān)稅豁免的疊加影響，未來2年美國(guó)市場(chǎng)有望成為光伏海外需求增長(zhǎng)的最重要力量，且存在超預(yù)期可能，目前這一判斷正不斷得到組件廠簽單情況、儲(chǔ)備項(xiàng)目規(guī)模等信號(hào)的驗(yàn)證。
近期受部分民營(yíng)光伏企業(yè)觀點(diǎn)影響，市場(chǎng)對(duì)2020年國(guó)內(nèi)需求展望產(chǎn)生疑慮，我們認(rèn)為，在全面進(jìn)入競(jìng)價(jià)/平價(jià)、以及未來可能的招標(biāo)制市場(chǎng)之后，國(guó)內(nèi)光伏電站市場(chǎng)(包括增量及存量)逐步轉(zhuǎn)向由國(guó)企、央企主導(dǎo)是大勢(shì)所趨，目前我們對(duì)明年國(guó)內(nèi)政策及新增裝機(jī)預(yù)期仍維持偏樂觀判斷。
