光伏行业2023年行业投资策略评级：推荐(维持)证券研究报告2023年01月20日电力设备李航(分析师)彭若恒(分析师)邱迪(分析师)S0350521120006S0350522040003S0350522010002lih11@ghzq.com.cnpengrh@ghzq.com.cnqiud@ghzq.com.cn请务必阅读报告附注中的风险提示和免责声明2相对沪深300表现表现1M3M12M电力设备5.4%-3.2%-13.84%沪深3006.7%10.0%-9.56%最近一年走势相关报告《——国海证券_行业研究_——新兴光伏电池专题研究（一）_：_龙头引领下的量产元年，N型向左，P型向右*电气设备*李航》——2022-08-04请务必阅读报告附注中的风险提示和免责声明3重点关注公司及盈利预测重点公司代码股票名称2023/01/19EPSPE投资评级股价20212022E2023E20212022E2023E601012.SH隆基绿能44.731.681.942.5337.323.117.7未评级002459.SZ晶澳科技65.591.271.993.0275.833.021.7未评级688599.SH天合光能71.250.871.703.0785.741.923.2未评级688223.SH晶科能源15.580.140.270.55136.557.228.4未评级002865.SZ钧达股份183.90-1.305.2914.02-145.734.813.1未评级600732.SH爱旭股份37.36-0.061.612.46-387.524.215.9未评级002129.SZTCL中环40.901.252.272.8632.818.014.3未评级600438.SH通威股份40.941.826.144.9722.56.78.2未评级603806.SH福斯特73.102.311.912.6244.338.227.9未评级601865.SH福莱特36.270.991.151.6633.328.819.8未评级603212.SH赛伍技术32.750.420.761.1284.843.329.4未评级688408.SH中信博99.990.110.422.36902.7239.742.3未评级688560.SH明冠新材52.530.751.102.3846.148.022.1买入300861.SZ美畅股份51.351.912.913.6132.317.714.2未评级300118.SZ东方日升33.90-0.051.221.81-714.427.718.8未评级603185.SH上机数控111.466.228.3913.6626.813.38.2未评级600481.SH双良节能12.340.190.641.1374.419.211.0未评级688303.SH大全能源49.852.978.827.2418.65.76.9未评级688680.SH海优新材220.283.004.459.2373.449.523.9未评级300393.SZ中来股份17.08-0.290.540.85-59.431.720.0未评级301168.SZ通灵股份69.150.661.162.62104.059.726.4未评级301266.SZ宇邦新材82.530.991.182.35111.169.835.1未评级603688.SH石英股份125.670.802.505.42161.650.323.2未评级资料来源：Wind资讯，国海证券研究所注：未评级公司盈利预测为wind一致预期，国海证券研究所请务必阅读报告附注中的风险提示和免责声明4核心提要◆1、2023年行业核心关注点：（1）硅料价格回落奠定全球...
