① 鏂板瀷鍥烘侀攤鐨勭數奼犳傚康鑲(涓瑙)
鏂板瀷鍥烘侀攤鐨勭數奼犳傚康鑲(涓瑙)
鍥烘佺數奼犳傚康鑲℃槸鍥犱負鎶鏈鐨勭殑闈╂柊銆傚滻鎬佺數奼犵數奼犳妧鏈鐨勪竴縐嶃備笌鐩鍓嶅箍娉涗嬌鐢ㄧ殑閿傜誨瓙鐢墊睜鍜岄攤紱誨瓙鑱氬悎鐗╃數奼犱笉鍚岋紝鍥烘佺數奼犳槸浣跨敤鍥轟綋鐢墊瀬鍜屽滻浣撶數瑙ｈ川鐨勭數奼犮備笅闈㈠皬緙栧甫鏉ュ叧浜庢柊鍨嬪滻鎬侀攤鐨勭數奼犳傚康鑲★紝澶у朵竴璧鋒潵鐪嬬湅鍚,甯屾湜鑳藉甫鏉ュ弬鑰冦
鏂板瀷鍥烘侀攤鐢墊睜姒傚康鑲
鍥烘佺數奼犵殑鑳介噺瀵嗗害鑷沖皯鏄褰撲笅浼犵粺閿傜數奼犵殑涓夊嶏紝鍏呯數鏃墮棿緙╃煭鐨勫悓鏃訛紝緇鑸閲岀▼鏇磋繙錛屽厖鏀劇數嬈℃暟鏇撮珮(鏇磋愮敤)錛岀湡姝ｈ繘鍏ュ競鍦哄簲鐢ㄥ悗錛屽皢浼氱粰鍔ㄥ姏鐢墊睜浜т笟甯︽潵棰犺嗘у彉鍖栥傚伐淇￠儴絳夊洓閮ㄥ斾粖騫3鏈堝嵃鍙戠殑銆婁績榪涙苯杞﹀姩鍔涚數奼犱駭涓氬彂灞曡屽姩鏂規堛嬫槑紜鎻愬嚭錛屾垜鍥藉皢鍔犲ぇ鎶曞叆鐮斿彂鍥烘佺數奼犵瓑鏂扮殑鍔ㄥ姏閿傜數浣撶郴銆
鐝堜紵鑲′喚錛氬幓騫11鏈15鏃ュ彂甯冣滃叏鐞冮栦緥鍥烘侀攤鐢墊睜涓庡揩鍏呴攤鐢墊睜鈥濅駭鍝併傚叕鍙歌劇珛鐝堜紵榫欒兘鍥烘佸偍鑳界戞妧濡傜殝鏈夐檺鍏鍙革紝鎶曡祫6.6浜垮厓鎶曡祫寤鴻懼揩鍏呴攤鐢墊睜鐢熶駭綰匡紝閲囩敤鍗婂滻鎬佹妧鏈錛岄勮″勾搴曢噺浜;鍏ㄥ滻鎬佺數奼犱篃宸插湪瑙勫垝寤鴻句腑銆傚叕鍙稿滻鎬佺數奼犲叿鏈夊厛鍙戜紭鍔匡紝澶т紬灝嗗湪涓鍥藉繪壘銆佸彂灞曢暱鏈熸垬鐣ユт紮浼達紝鍏鍙稿崰寰楀厛鏈恆
鍥借僵楂樼戱細鍦ㄦ姇璧勮呬簰鍔ㄥ鉤鍙拌〃紺猴紝宸插湪鐮斿彂鍥烘佺數奼犲強鍥烘佺數瑙ｈ川銆
楣忚緣鑳芥簮(300438)璁″垝2-3騫村唴鎺ㄥ嚭鍥烘佺數奼犱駭鍝併
鏉鍙縐戞妧錛氫笌鍥藉唴澶栧氬跺巶鍟嗗氨鍗婂滻鎬佺數奼犱腑璇曠嚎灞曞紑鍚堜綔
002608奼熻嫃鍥戒俊錛氬弬鑲¤敋鏉ュ滻鎬佺數奼犲悎浣滄柟娓呴櫠鑳芥簮
璧ｉ攱閿備笟(002460)+0.04%鎺ц偂瀛愬叕鍙歌擔閿嬮攤鐢靛ｅ竷錛屽叾鍦ㄥ滻鎬佸姩鍔涢嗗煙鑾鋒柊紿佺牬錛屾惌杞借擔閿嬮攤鐢典笁鍏冨滻娑叉販鍚堥攤紱誨瓙鐢墊睜鐨勭函鐢靛姩SUV璧涘姏鏂-SERES-5瑙勫垝浜2023騫翠笂甯傘傜洰鍓嶏紝閲嶅簡璧ｉ攱20GWh鏂板瀷閿傜數奼犵戞妧浜т笟鍥欏圭洰姝ｅ湪寤鴻句腑錛岃勫垝寤烘垚鍥藉唴鏈澶х殑鍥烘佺數奼犵敓浜у熀鍦幫紝鍔╁姏鏇村氳濺浼佸疄鐜板姩鍔涚郴緇熻凱浠ｃ
瀛氳兘縐戞妧(688567)+0.28%宸叉湁330Wh/kg鍗婂滻鎬佺數奼犱腑璇曟牱鍝侊紝騫舵寔緇甯冨矓400Wh/kg浜у搧;
褰撳崌縐戞妧(300073)-0.61%鍥烘侀攤鐢墊潗鏂欐垚鍔熷煎叆璧ｉ攱閿傜數銆佹竻闄躲佸崼钃濇柊鑳芥簮銆佽緣鑳界瓑鍥烘佺數奼犲㈡埛錛屽苟瀹炵幇鎵歸噺閿鍞銆
鍥烘佺數奼犱駭涓氶摼鍙婃ｅ畻姒傚康鑲
鐩鍓嶅弬涓庡滻鎬佺數奼犵殑鍘傚晢涓昏佸寘鎷鍗钃濇柊鑳芥簮銆佽擔閿嬮攤涓氬拰娓呮窐鑳芥簮錛岃繖涓夊跺叕鍙哥洰鍓嶅熀鏈閮藉疄鐜頒簡鍗婂滻鎬佺數奼犱駭涓氬寲錛屾ｅ湪閫愭ュ悜鍏ㄥ滻鎬佺數奼犳帹榪涖
鍗钃濇柊鑳芥簮鑳岄潬涓縐戦櫌鐗╃悊鎵錛屾妧鏈姘村鉤姣旇緝寮猴紝鐩鍓嶈″垝鎶曡祫100浜垮湪灞變笢娣勫崥寤鴻20Gwh鐨勪駭鑳斤紝鎶曡祫140浜匡紝鍦ㄦ禉奼熸箹宸炲緩璁20GWh錛屽悎璁℃姇璧280浜匡紝寤鴻40GWh鐨勪駭鑳姐
璧ｉ攱閿備笟鏃椾笅鐨勫滻鎬佺數奼犻」鐩涓昏侀氳繃瀛愬叕鍙告睙瑗胯擔閿嬮攤鐢墊湁闄愬叕鍙歌繘琛屻傝擔閿嬭″垝鍦ㄩ噸搴嗗緩璁20Gwh欏圭洰錛屽湪奼熻タ寤鴻10Gwh錛屽湪涓滆帪涔熷緩璁10Gwh錛屾暣浣撲駭鑳戒篃鍦40Gwh銆傝擔閿嬪彂灞曞滻鎬佺數奼犵殑涓昏佷紭鍔挎槸璧勯噾瀹炲姏姣旇緝寮猴紝鏈夎凍澶熺殑璧勯噾榪涜屾姇鍏ャ$璧ｉ攱閿備笟(SZ002460)$
鑰屾竻娣樿兘婧愭槸涓綰у競鍦哄滻鎬佺數奼犵殑鐑闂ㄦ爣鐨勶紝鑳屽悗鐨勮偂涓滃寘鎷鍖楁苯銆佷笂奼姐佸箍奼姐佷腑閾舵姇鍜屼笂嫻風戝壋
絳変駭涓氬拰PE鏈烘瀯錛岀洰鍓嶄及鍊艱揪鍒200浜跨殑姘村鉤銆傚叕鍙歌″垝鍦ㄦ睙鑻忔槅灞辨姇璧50浜匡紝寤鴻10Gwh欏圭洰
1銆佺數奼犳澘鍧楋紝鐩鍓岮鑲′笂甯備笖鍦ㄥ滻鎬佺數奼犻嗗煙姣旇緝棰嗗厛鐨勬槸璧ｉ攱閿備笟錛屽墿涓嬬殑鍍忎簩綰誇紒涓氶珮涔愯偂浠藉拰鐝堜紵鏂拌兘涔熷湪鎺㈢儲銆
2銆佺數瑙ｈ川鏉垮潡錛岀數瑙ｈ川鏄鍥烘佺數奼犵殑鏍稿績鏉愭枡錛屼笂嫻鋒礂闇哥洰鍓嶆ｅ湪榪涜屽滻鎬佺數瑙ｈ川鐨勫紑鍙戙傚滻鎬佺數瑙ｈ川闇瑕佺敤鍒版哀鍖栭攩錛屾ｆ瀬鏉愭枡涔熼渶瑕佺敤鍒頒簩姘у寲閿嗭紝鍥烘佺數奼犳櫘鍙婁互鍚庯紝瀵歸攩鐨勯渶奼傚彲鑳戒細澶у箙鎻愬崌錛岃繖涓棰嗗煙鐨勯緳澶存槸涓滄柟閿嗕笟銆傛墍浠ユ垜浠鐪嬪埌榫欒檸姒滀笂錛屽睜鏂囨枌澶т漿棰戠箒鐜拌韓錛屼竴搴﹂艱繎涓劇墝綰褲$涓滄柟閿嗕笟(SZ002167)$
3銆侀摑濉戣啘錛岄摑濉戣啘涔嬪墠涓昏佺敤鍦ㄨ蔣鍖呯數奼犻嗗煙錛屼絾鏄瀹佸痙鍜屾瘮浜氳開鐨勭數奼犻兘閲囩敤鏂瑰艦璁捐★紝鍙鏈塋G鐨勭數奼犻噰鐢ㄨ蔣鍖咃紝鍥犳ら摑濉戣啘鐨勫崰姣旀寔緇璧頒綆銆傛湭鏉ュ滻鎬佺數奼犳櫘閬嶄細閲囩敤杞鍖呮柟妗堬紝鍥犱負閾濆戣啘闇奼傛湁鏈涘ぇ騫呮彁鍗囷紝鍙浠ラ噸鐐瑰叧娉ㄩ摑濉戣啘棰嗗煙鐨勭傳奼熶紒涓氾紝鏂扮憾縐戞妧鍜屾槑鍐犳柊鏉愩
4銆佽礋鏋佹潗鏂欐柟闈錛岀繑涓板崕鍚屾竻娣樿兘婧愮劇講浜嗗悎浣滃崗璁錛屼袱瀹跺叕鍙稿悎浣滃紑鍙戝滻鎬佸拰鍗婂滻鎬佺數奼犵殑璐熸瀬鏉愭枡銆$緲斾赴鍗(SZ300890)$
鍥炲埌鐩橀潰錛屾垜浠鍙浠ョ湅鍒頒粖澶╁滻鎬佺數奼犳澘鍧楁槸鍑虹幇浜嗕竴瀹氱殑寮卞垎姝э紝闄や簡鍓嶆帓鐨勯噾榫欑窘寮哄娍灝佷竴瀛楁澘澶栵紝澶у氭暟涓鑲＄殑璧板娍鍜屾澘鍧楃殑涓鍐涜擔閿嬮攤涓氫竴鏍鳳紝澶勪簬紿勫箙緙╅噺璋冩暣涓錛屾病鏈夊嚭鐜板ぇ闈㈢Н鐨勪笅璺屻傛垜璁や負鍥烘佺數奼犵粡榪囪繖鍑犲ぉ鐨勭垎鍙戱紝宸茬粡縐緔浜嗗ぇ閲忕殑鑾峰埄鐩橈紝鐭鏈熸槸鏈変竴瀹氱殑鍏戠幇鎯呯華鐨勶紝楂樹綅鐨勪竴浜涘搧縐嶅彲浠ヨ繘琛岄傚綋鐨勮幏鍒╀簡緇擄紝鎴栬呯瓑寰呮澘鍧楄皟鏁村厖鍒嗗啀嬈′粙鍏ワ紝涔熷彲浠ヨ冭檻鎸栨帢搴曢儴鏀鵑噺鐨勶紝鍏峰囩浉鍏充笟鍔′笖鐭鏈熸棤娉曡瘉浼鐨勬爣鐨
閿傜誨瓙鐢墊睜鐢佃В娑茶偂紲ㄥ叾浠栫殑榪樻湁錛
鏂板畽閭(300037)錛氳繎7鏃ヨ偂浠蜂笅璺4.01%錛2023騫磋偂浠蜂笅璺-0.18%銆2018騫9鏈堝叕鍛婏紝鍏鍙鎬簬榪戞棩涓嶣ASFCorporation(宸存柉澶緹庡浗鍏鍙)杈炬垚鍗忚錛屼互120涓囩編鍏冩敹璐宸存柉澶鍦ㄦх編鍦板尯鐨勭數瑙ｆ恫涓氬姟錛屽寘鎷鎶鏈銆丼electilyte鍝佺墝絳夎祫浜э紝騫跺皢鎵挎帴鍏跺叏閮ㄥ㈡埛銆
鍐犲煄澶ч(600067)錛氬啝鍩庡ぇ閫氳繎7涓浜ゆ槗鏃ワ紝鏈熼棿鏁翠綋涓嬭穼0.89%錛屾渶楂樹環涓3.36鍏冿紝鏈浣庝環涓3.41鍏冿紝鎬繪垚浜ら噺6881.31涓囨墜銆2023騫存潵涓婃定5.95%銆傛帶鑲″叕鍙擱偟姝﹀壋閼鏄鍥藉唴鏈鏃╀笓涓氫粠浜嬮攤紱誨瓙鐢墊睜鐢佃В娑叉坊鍔犲墏鐮斿彂鐢熶駭鐨勪紒涓氫箣涓錛岀敓浜т駭鍝佸凡榪涘叆ENCHEM銆丣CEL銆佹柊瀹欓偊銆佸箍宸炲ぉ璧愩佹潐鏉夎偂浠姐佸浗娉板崕鑽ｇ瓑鍥藉唴澶栫煡鍚嶇數瑙ｆ恫鍘傜殑渚涘簲閾;鎺ц偂瀛愬叕鍙稿啝鍩庣憺闂戒富钀ラ攤鐢墊睜緋誨垪浜у搧鐨勮捐°佺敓浜т笌鍒墮犮
鏉夋潐鑲′喚(600884)錛氳繎7涓浜ゆ槗鏃ワ紝鏉夋潐鑲′喚涓嬭穼3.04%錛屾渶楂樹環涓18.46鍏冿紝鎬誨競鍊間笅璺屼簡12.45浜垮厓錛2023騫存潵涓嬭穼-0.5%銆傞攤鐢墊睜鏉愭枡鍏ㄤ駭涓氶摼榫欏ご鍏鍙革紝涓氬姟娑電洊姝ｃ佽礋鏋佹潗鏂欎笌鐢佃В娑;2017騫存ｆ瀬鏉愭枡鏀跺叆42.6浜匡紝璐熸瀬鏉愭枡鏀跺叆14.82浜垮厓錛岀數瑙ｆ恫閿鍞鏀跺叆2.94浜垮厓銆
② 鍥烘佺數奼犱駭涓氶摼鍙婃ｅ畻姒傚康鑲(鏍囧噯鐗)
鍥烘佺數奼犱駭涓氶摼鍙婃ｅ畻姒傚康鑲(鏍囧噯鐗)
鍥烘佺數奼犳傚康鑲℃妧鏈鐨勭殑闈╂柊銆傚滻鎬佺數奼犳槸鐢墊睜鎶鏈鐨勪竴縐嶃傜洰鍓嶅箍娉涗嬌鐢ㄧ殑閿傜誨瓙鐢墊睜鍜岄攤紱誨瓙鑱氬悎鐗╃數奼犱笉鍚岋紝鍥烘佺數奼犳槸浣跨敤鍥轟綋鐢墊瀬鍜屽滻浣撶數瑙ｈ川鐨勭數奼犮備笅闈㈠皬緙栧甫鏉ュ滻鎬佺數奼犱駭涓氶摼鍙婃ｅ畻姒傚康鑲★紝澶у朵竴璧鋒潵鐪嬬湅鍚,甯屾湜鑳藉甫鏉ュ弬鑰冦
鏂板瀷鍥烘侀攤鐢墊睜姒傚康鑲
鍥烘佺數奼犵殑鑳介噺瀵嗗害鑷沖皯鏄褰撲笅浼犵粺閿傜數奼犵殑涓夊嶏紝鍏呯數鏃墮棿緙╃煭鐨勫悓鏃訛紝緇鑸閲岀▼鏇磋繙錛屽厖鏀劇數嬈℃暟鏇撮珮(鏇磋愮敤)錛岀湡姝ｈ繘鍏ュ競鍦哄簲鐢ㄥ悗錛屽皢浼氱粰鍔ㄥ姏鐢墊睜浜т笟甯︽潵棰犺嗘у彉鍖栥傚伐淇￠儴絳夊洓閮ㄥ斾粖騫3鏈堝嵃鍙戠殑銆婁績榪涙苯杞﹀姩鍔涚數奼犱駭涓氬彂灞曡屽姩鏂規堛嬫槑紜鎻愬嚭錛屾垜鍥藉皢鍔犲ぇ鎶曞叆鐮斿彂鍥烘佺數奼犵瓑鏂扮殑鍔ㄥ姏閿傜數浣撶郴銆
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楣忚緣鑳芥簮(300438)璁″垝2-3騫村唴鎺ㄥ嚭鍥烘佺數奼犱駭鍝併
鏉鍙縐戞妧錛氫笌鍥藉唴澶栧氬跺巶鍟嗗氨鍗婂滻鎬佺數奼犱腑璇曠嚎灞曞紑鍚堜綔
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璧ｉ攱閿備笟(002460)+0.04%鎺ц偂瀛愬叕鍙歌擔閿嬮攤鐢靛ｅ竷錛屽叾鍦ㄥ滻鎬佸姩鍔涢嗗煙鑾鋒柊紿佺牬錛屾惌杞借擔閿嬮攤鐢典笁鍏冨滻娑叉販鍚堥攤紱誨瓙鐢墊睜鐨勭函鐢靛姩SUV璧涘姏鏂-SERES-5瑙勫垝浜2023騫翠笂甯傘傜洰鍓嶏紝閲嶅簡璧ｉ攱20GWh鏂板瀷閿傜數奼犵戞妧浜т笟鍥欏圭洰姝ｅ湪寤鴻句腑錛岃勫垝寤烘垚鍥藉唴鏈澶х殑鍥烘佺數奼犵敓浜у熀鍦幫紝鍔╁姏鏇村氳濺浼佸疄鐜板姩鍔涚郴緇熻凱浠ｃ
瀛氳兘縐戞妧(688567)+0.28%宸叉湁330Wh/kg鍗婂滻鎬佺數奼犱腑璇曟牱鍝侊紝騫舵寔緇甯冨矓400Wh/kg浜у搧;
褰撳崌縐戞妧(300073)-0.61%鍥烘侀攤鐢墊潗鏂欐垚鍔熷煎叆璧ｉ攱閿傜數銆佹竻闄躲佸崼钃濇柊鑳芥簮銆佽緣鑳界瓑鍥烘佺數奼犲㈡埛錛屽苟瀹炵幇鎵歸噺閿鍞銆
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璧ｉ攱閿備笟鏃椾笅鐨勫滻鎬佺數奼犻」鐩涓昏侀氳繃瀛愬叕鍙告睙瑗胯擔閿嬮攤鐢墊湁闄愬叕鍙歌繘琛屻傝擔閿嬭″垝鍦ㄩ噸搴嗗緩璁20Gwh欏圭洰錛屽湪奼熻タ寤鴻10Gwh錛屽湪涓滆帪涔熷緩璁10Gwh錛屾暣浣撲駭鑳戒篃鍦40Gwh銆傝擔閿嬪彂灞曞滻鎬佺數奼犵殑涓昏佷紭鍔挎槸璧勯噾瀹炲姏姣旇緝寮猴紝鏈夎凍澶熺殑璧勯噾榪涜屾姇鍏ャ$璧ｉ攱閿備笟(SZ002460)$
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鍐犲煄澶ч(600067)錛氬啝鍩庡ぇ閫氳繎7涓浜ゆ槗鏃ワ紝鏈熼棿鏁翠綋涓嬭穼0.89%錛屾渶楂樹環涓3.36鍏冿紝鏈浣庝環涓3.41鍏冿紝鎬繪垚浜ら噺6881.31涓囨墜銆2023騫存潵涓婃定5.95%銆傛帶鑲″叕鍙擱偟姝﹀壋閼鏄鍥藉唴鏈鏃╀笓涓氫粠浜嬮攤紱誨瓙鐢墊睜鐢佃В娑叉坊鍔犲墏鐮斿彂鐢熶駭鐨勪紒涓氫箣涓錛岀敓浜т駭鍝佸凡榪涘叆ENCHEM銆丣CEL銆佹柊瀹欓偊銆佸箍宸炲ぉ璧愩佹潐鏉夎偂浠姐佸浗娉板崕鑽ｇ瓑鍥藉唴澶栫煡鍚嶇數瑙ｆ恫鍘傜殑渚涘簲閾;鎺ц偂瀛愬叕鍙稿啝鍩庣憺闂戒富钀ラ攤鐢墊睜緋誨垪浜у搧鐨勮捐°佺敓浜т笌鍒墮犮
鏉夋潐鑲′喚(600884)錛氳繎7涓浜ゆ槗鏃ワ紝鏉夋潐鑲′喚涓嬭穼3.04%錛屾渶楂樹環涓18.46鍏冿紝鎬誨競鍊間笅璺屼簡12.45浜垮厓錛2023騫存潵涓嬭穼-0.5%銆傞攤鐢墊睜鏉愭枡鍏ㄤ駭涓氶摼榫欏ご鍏鍙革紝涓氬姟娑電洊姝ｃ佽礋鏋佹潗鏂欎笌鐢佃В娑;2017騫存ｆ瀬鏉愭枡鏀跺叆42.6浜匡紝璐熸瀬鏉愭枡鏀跺叆14.82浜垮厓錛岀數瑙ｆ恫閿鍞鏀跺叆2.94浜垮厓銆