PDF《行业研究报告》

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8 新能源新材料行业指数 上证指数 子行业 评级 风电行业 优于大势 光伏行业 优于大势 核电行业 优于大势 二次电池行业 优于大势 重要公司 评级 东方电气 推荐 湘电股份 推荐 华仪电气 推荐 宁波韵升 中性 凯恩股份 中性 中信国安 谨慎推荐 新能源新材料研究小组: 陈鹏潘喜峰 吴江涛 诸力达 TEL: (8621)6336 7000-270 FAX: (8621)6337

3209 Email: [email protected] 地址: 上海市延安东路

45 号20 楼 (邮编 200002) http://www.nesc.cn/ Fax: 021-63373209

2

一、新能源新材料子行业指数走势表现

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1、风力发电设备行业指数(000004)

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2、光伏太阳能设备行业指数(000005) -70% -60% -50% -40% -30% -20% -10% 0% 10% 2008-05-22 2008-06-02 2008-06-12 2008-06-23 2008-07-02 2008-07-11 2008-07-22 2008-07-31 2008-08-11 2008-08-20 2008-08-29 2008-09-09 2008-09-19 2008-10-07 2008-10-16 2008-10-27 2008-11-05 2008-11-14 2008-11-25 2008-12-04 2008-12-15 2008-12-24 2009-01-06 2009-01-15 2009-02-02 2009-02-11 2009-02-20 2009-03-03 2009-03-12 2009-03-23 2009-04-01 2009-04-13 2009-04-22 2009-05-04 2009-05-13 2009-05-22 风电设备行业指数 上证综指 -80% -70% -60% -50% -40% -30% -20% -10% 0% 2008-05-22 2008-06-03 2008-06-16 2008-06-26 2008-07-08 2008-07-18 2008-07-30 2008-08-11 2008-08-21 2008-09-02 2008-09-12 2008-09-25 2008-10-14 2008-10-24 2008-11-05 2008-11-17 2008-11-27 2008-12-09 2008-12-19 2008-12-31 2009-01-14 2009-02-02 2009-02-12 2009-02-24 2009-03-06 2009-03-18 2009-03-30 2009-04-10 2009-04-22 2009-05-05 2009-05-15 光伏设备行业指数 上证综指

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3、核电设备行业指数(000008)

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4、镍氢电池行业指数(0000009) -60% -50% -40% -30% -20% -10% 0% 10% 20% 30% 40% 2008-05-22 2008-06-02 2008-06-12 2008-06-23 2008-07-02 2008-07-11 2008-07-22 2008-07-31 2008-08-11 2008-08-20 2008-08-29 2008-09-09 2008-09-19 2008-10-07 2008-10-16 2008-10-27 2008-11-05 2008-11-14 2008-11-25 2008-12-04 2008-12-15 2008-12-24 2009-01-06 2009-01-15 2009-02-02 2009-02-11 2009-02-20 2009-03-03 2009-03-12 2009-03-23 2009-04-01 2009-04-13 2009-04-22 2009-05-04 2009-05-13 2009-05-22 核电设备行业指数 上证综指 -70% -60% -50% -40% -30% -20% -10% 0% 10% 2008-05-22 2008-06-02 2008-06-12 2008-06-23 2008-07-02 2008-07-11 2008-07-22 2008-07-31 2008-08-11 2008-08-20 2008-08-29 2008-09-09 2008-09-19 2008-10-07 2008-10-16 2008-10-27 2008-11-05 2008-11-14 2008-11-25 2008-12-04 2008-12-15 2008-12-24 2009-01-06 2009-01-15 2009-02-02 2009-02-11 2009-02-20 2009-03-03 2009-03-12 2009-03-23 2009-04-01 2009-04-13 2009-04-22 2009-05-04 2009-05-13 2009-05-22 镍氢电池行业指数 上证综指

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5、锂离子电池行业指数(000010)

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6、燃料电池行业指数(000011) -70% -60% -50% -40% -30% -20% -10% 0% 10% 2008-05-22 2008-06-02 2008-06-12 2008-06-23 2008-07-02 2008-07-11 2008-07-22 2008-07-31 2008-08-11 2008-08-20 2008-08-29 2008-09-09 2008-09-19 2008-10-07 2008-10-16 2008-10-27 2008-11-05 2008-11-14 2008-11-25 2008-12-04 2008-12-15 2008-12-24 2009-01-06 2009-01-15 2009-02-02 2009-02-11 2009-02-20 2009-03-03 2009-03-12 2009-03-23 2009-04-01 2009-04-13 2009-04-22 2009-05-04 2009-05-13 2009-05-22 锂电池行业指数 上证综指 -70% -60% -50% -40% -30% -20% -10% 0% 10% 2008-05-22 2008-06-02 2008-06-12 2008-06-23 2008-07-02 2008-07-11 2008-07-22 2008-07-31 2008-08-11 2008-08-20 2008-08-29 2008-09-09 2008-09-19 2008-10-07 2008-10-16 2008-10-27 2008-11-05 2008-11-14 2008-11-25 2008-12-04 2008-12-15 2008-12-24 2009-01-06 2009-01-15 2009-02-02 2009-02-11 2009-02-20 2009-03-03 2009-03-12 2009-03-23 2009-04-01 2009-04-13 2009-04-22 2009-05-04 2009-05-13 2009-05-22 燃料电池行业指数 上证综指 数据来源:东北证券金融与产业研究所 注:按资源和设备属性(或按产品营收占比划分)分别纳入子行业指数成份(指数编制基础: 按流通股本加权算术平均法) 表格