板块行情：本周A 股各板块多数下跌，新能源板块下跌1.19%，排名居中。子板块方面，核电、风电、光伏板块分别下跌0.69%、0.7%、1.82%。本周美股太阳能中概股多数上涨。

Plate market:This week A Share each plate most fell,New energy plate fell 1.19%,Ranking center.Fruit plate aspect,Nuclear power/Wind power/Photovoltaic plates fell 0.69%, respectively/0.7%/1.82%.This week the us stock in solar energy will share most rise.

　　行业基本面：本周多晶硅现货均价延续下跌至20.42 美元/千克，二线厂商均价已至19.53 美元/千克；156mm 多晶电池片均价下跌1.03%至1.724 美元/片，156mm 单晶电池片均价下跌0.39%至2.019 美元/片。晶硅组件均价下跌0.27%至0.726 美元/瓦。7 月多晶硅进口量升价跌，企业压力仍大。短期光伏市场需求依旧低迷，上游供给仍较充足，光伏产品价格将维持低位震荡。

Industry fundamentals:This week polysilicon spot average continue down to 20.42 Dollars/kg,Two wire manufacturers average price already to 19.53 Dollars/kg;156 mm Polycrystalline cell average fell 1.03% to 1.724 Dollars/plate,156 mm Single crystal cell average fell 0.39% to 2.019 Dollars/plate.Crystal silicon components average fell 0.27% to 0.726 Dollars/tile.7 Month polysilicon imports rise price falls,Enterprise pressure is still large.Short-term photovoltaic market demand is still weak,Upstream supply still is enough,Photovoltaic products prices will remain low shock.

　　行业观点和投资逻辑：[光伏] 本周默克尔访华，表示希望欧盟委员会、有关企业与中方一起尝试通过沟通交流来排除和解决问题，不要启动反倾销程序。此次会晤的表态预计对欧盟委员会考虑是否进行反倾销立案调查产生重要影响。高层出售挽救，国内光伏企业或将避免遭受欧盟反倾销调查。

Industry point of view and investment logic:[photovoltaic] Ms merkel's visit this week,Expressed the hope that the European commission/Relevant enterprises and Chinese to try together through the communication to eliminate and solve problems,Don't start anti-dumping procedures.The meeting statement to the European commission is expected to considering whether to have an important impact on anti-dumping investigation.Top selling save,The domestic photovoltaic enterprise or will avoid suffer from the eu anti-dumping investigation.

　　[风电] ：风电2015 年并网目标1 亿千瓦，未超预期，行业高速增长期已过。由于所并电网扩容的不同步，陆上风电弃风现象仍严重，对于风电实际并网比例的新规将进一步理顺风电装机和并网的节奏，海上风电仍处起步阶段，短期难以大规模应用，我们对风电整体仍不乐观。

[wind] :Wind power 2015 Years parallel in goal 1 Hundred million kilowatts,Not than expected,Industry has high speed growth.As the grid and expansion of synchronization,Land wind abandon wind phenomenon is still serious,For wind power actual parallel in proportion of new gauge will further straighten out wind power installed and parallel in rhythm,Offshore wind power is still in the initial stage,Short-term difficult to large-scale application,We are still not optimistic for wind power overall.

　　[核电] ：《核电安全规划》已获国务院审议通过，核电重启最大障碍已解除，启动步伐将明显加快。目前我国在建项目将在15、16 年形成装机高峰。预计新批的3000 万KW 项目将在2018 年左右形成又一装机高峰。而AP1000 有望成为我国三代核电的主导技术。主设备厂商东方电气（600875）、耗材厂商中核科技（000777）、江苏神通（002438）、东方锆业（002167）都将重点受益。另外新进入核电高端领域的水电弹性龙头浙富股份（002266）有望借助中核平台，在控制棒驱动机构这一高毛利蓝海市场中分得一部分蛋糕，成为水电和核电双料弹性黑马。

[nuclear power] :[Nuclear safety planning]Has been adopted by the state council,Nuclear power to restart biggest obstacle has lift,Start pace quickened.At present our country construction projects will be 15/16 Years forming machine peak.Is expected to new group of 3000 All KW The project will be 2018 Years formation and a machine peak.And AP1000 Is expected to become China's three generations of leading technology of nuclear power.The Lord dongfang electric equipment manufacturers(600875)/Consumables manufacturer of nuclear science and technology(000777)/Jiangsu theurgy(002438)/East zirconium(002167)All will focus on benefit.Another new in nuclear power in the field of high-end hydropower elastic leading zhejiang rich shares(002266)With the aid of nuclear platform is expected to be in,In the control rod drive mechanism this pool of Maori blue ocean market share part of the cake,Become hydropower and nuclear power double elastic dark horse.

　　【行业动态扫描】

[Industry dynamic scanning]

　　英国公布 11 月份光伏上网电价补贴；7 月多晶硅进口量升价跌；中德同意协商解决光伏产业问题，避免反倾销调查。

Britain announced 11 Photovoltaic in online electricity price subsidies;7 Month polysilicon imports rise price falls;Sino-german agreed to talk things over solve photovoltaic industry problems,Avoid anti-dumping investigation.

　　【公司要闻点击】

[Companies need to click]

　　浙富股份(002266)：扣非归母净利同比大增，静待下半年订单落地；超日太阳(002506)：上半年归母净利亏损 1.4 亿元；华锐风电(601558)：上半年归母净利同比降 96.25%；亿晶光电(600537)：上半年归母净利亏损 2.79 亿元；东方锆业(002167)：上半年归母净利同比降 23.69%；晶盛机电(300316)：单晶生长设备获重大技术进展。

Zhejiang rich shares(002266):Button not be a female net profit year-on-year,Be quiet in the second half of the order fall to the ground;Super day the sun(002506):In the first half net profit losses to the mother 1.4 One hundred million yuan;Sinovel wind power(601558):In the first half net profit year-on-year drop to mother 96.25%;Hundred million crystal photoelectric(600537):In the first half net profit losses to the mother 2.79 One hundred million yuan;East zirconium(002167):In the first half net profit year-on-year drop to mother 23.69%;Crystal cheng mechanical and electrical(300316):Single crystal growth equipment was important technical progress.