Workflow
新能源与煤炭融合
icon
Search documents
装备制造行业周报(12月第1周):钙钛矿电池产业持续推进-20251208
Century Securities· 2025-12-08 10:44
Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a positive outlook on specific sectors such as perovskite batteries and the automotive market, indicating potential investment opportunities [1][2]. Core Insights - The perovskite battery industry is advancing, with significant support from government policies and recent technological innovations leading to higher efficiency rates [2]. - In the photovoltaic sector, there is a structural differentiation in domestic installations, with a notable increase in new installations year-on-year, although there is a decline in monthly additions, indicating a potential adjustment period in demand [2]. - The automotive market shows signs of recovery, with an increase in daily retail sales of passenger vehicles, driven by upcoming tax incentives for electric vehicles [2]. Summary by Sections Market Overview - The mechanical equipment, power equipment, and automotive industry indices experienced mixed performance, with changes of +0.42%, -1.37%, and +0.13% respectively over the last week [7][9]. Industry News and Key Company Announcements - The perovskite battery sector is receiving provincial support, with several companies recognized as key research institutions [2]. - The photovoltaic market is seeing price declines in the main supply chain, but overall prices are stabilizing due to cost support [2]. - The automotive sector reported a year-on-year increase in new energy vehicle wholesale sales, indicating a robust market outlook [2][17].