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电力设备行业投资策略报告：利空出尽，否极泰来-20230630-万联证券

随着新能源产业链上游产能的逐渐提升，中游材料的价格有望逐渐下降，减缓下游新能源汽车企业生产的成本压力。同时随着国内各地充电设施建设速度的加快，各项基础充电设施普及率将快速提高，进一步促进新能源汽车的销量继续保持中高速增长。投资要点：新能源需求持续提升：2016-2022年，新能源汽车市场高速增长，带动动力锂电池出货量飙升，从2016年国内出货的30GWh上升至2022年的480GWh。2023

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