Industry Investment Rating - The report does not explicitly provide an overall investment rating for the energy storage industry, but it highlights the rapid growth and potential of various energy storage technologies, particularly in the context of China's energy transition [16][17] Core Views - The energy storage industry, particularly new energy storage technologies, is experiencing rapid growth, with China's new energy storage installed capacity reaching 22.6 GW in 2023, nearly 10 times the capacity at the end of the 13th Five-Year Plan [16] - The industry is diversifying, with various technologies such as mechanical, electrochemical, thermal, and hydrogen storage each having unique applications and advantages [7][10] - The market is driven by technological advancements, policy support, and the need for energy transition, with significant growth expected in the coming years [16][17] Industry Overview New Energy Storage Definition and Classification - New energy storage refers to energy storage technologies other than pumped hydro, including thermal, electrical, and hydrogen storage [7] - Electrical storage is further divided into physical, electromagnetic, and electrochemical storage, with technologies like compressed air, flywheel, lithium-ion batteries, and flow batteries being prominent [7] Comparison of Major Energy Storage Technologies - Each energy storage technology has unique characteristics, making them suitable for different applications, such as frequency regulation, peak shaving, and seasonal energy storage [10] - Technologies like flywheel and supercapacitors are ideal for short-duration applications, while pumped hydro and compressed air are better suited for longer-duration needs [10] Application Scenarios and Industrialization Stages - Energy storage applications are categorized based on duration requirements, with different technologies suited for capacity, energy, power, and backup applications [13] - China's energy storage technologies are largely on par with international standards, with some technologies like lithium-ion and flow batteries already in the commercialization stage [13] New Energy Storage Installed Capacity - China's new energy storage installed capacity reached 22.6 GW in 2023, a tenfold increase from the end of the 13th Five-Year Plan, with continued growth into 2024 [16] - By the first half of 2024, the cumulative installed capacity of new energy storage projects reached 44.44 GW, a 40% increase from the end of 2023 [16] Mechanical Energy Storage Compressed Air Energy Storage - Compressed air energy storage (CAES) involves storing energy by compressing air during off-peak hours and releasing it to generate electricity during peak demand [19] - The technology is evolving, with new variants like adiabatic, isothermal, and liquid air storage showing promise, though challenges remain in efficiency and cost [19] - The CAES market in China is growing, with 7 operational projects by the end of 2023, totaling 182.5 MW, and further expansion expected [21] Flywheel Energy Storage - Flywheel energy storage uses high-speed rotating flywheels to store kinetic energy, offering high power density and fast response times, making it suitable for applications like grid frequency regulation [26] - China's flywheel storage market is still in its early stages, with only 0.2% of the total new energy storage capacity in 2023, but significant projects are underway, indicating future growth potential [28] Thermal Energy Storage Molten Salt Thermal Storage - Molten salt thermal storage is a promising technology for large-scale, long-duration energy storage, with applications in solar thermal power, industrial heat recovery, and district heating [33] - The technology has seen significant development, with global installed capacity reaching 1.4% of total energy storage by 2023, and further growth expected as costs decrease and applications expand [34] Chemical Energy Storage Electrolytic Water Hydrogen Production - Electrolytic water hydrogen production is a sustainable method for generating hydrogen, with various technologies like alkaline, PEM, and solid oxide electrolysis being developed [41] - The market for green hydrogen is expected to grow rapidly, with global demand projected to exceed 150,000 tons by 2025 and 3 million tons by 2030, driven by decarbonization policies and falling electricity costs [47] Electromagnetic Energy Storage Superconducting Energy Storage - Superconducting energy storage (SMES) offers high energy density and fast response times, making it suitable for improving grid stability and power quality [50] - The technology is still in the research phase, but its potential applications in distributed energy systems and microgrids are significant, with a projected global market size of $10 billion by 2035 [53] Electrochemical Energy Storage Overview and Installed Capacity - Electrochemical energy storage, including lithium-ion, lead-acid, and flow batteries, is a key component of the energy storage market, with China's installed capacity reaching 10.37 GW in the first half of 2024 [56] - The market is dominated by lithium-ion batteries, which accounted for 97.3% of new energy storage installations in 2023, with significant growth expected in the coming years [72] Lead-Acid and Lead-Carbon Batteries - Lead-acid batteries remain a cost-effective and reliable option for energy storage, particularly in applications like backup power and telecommunications [60] - Lead-carbon batteries, which combine the advantages of lead-acid and supercapacitors, are gaining traction, with China's installed capacity reaching 35.55 MW by the first half of 2024 [68] Lithium-Ion and Sodium-Ion Batteries - Lithium-ion batteries dominate the electrochemical storage market, with global shipments reaching 225 GWh in 2023, driven by demand from power storage and electric vehicles [72] - Sodium-ion batteries are emerging as a promising alternative, with advantages in cost, safety, and temperature tolerance, and are expected to see significant growth in the coming years [76] Vanadium Flow Batteries - Vanadium flow batteries offer high safety, long cycle life, and flexibility, making them suitable for grid-scale energy storage applications [80] - The technology has seen rapid growth in China, with installed capacity increasing by 338% in 2022, and further expansion expected as costs decrease and applications diversify [83]

Investment Rating - The report does not explicitly provide an investment rating for the electric vehicle industry Core Insights - The report emphasizes the importance of integrating electric vehicles with the power grid to promote sustainable development in the electric vehicle industry [1][3] - It highlights the strong growth momentum of China's electric vehicle industry, with production and sales reaching 4.929 million and 4.944 million units respectively in the first half of the year, representing year-on-year growth of 30.1% and 32% [3] - The report notes that the export volume of electric vehicles has also been increasing, with 605,000 units exported, showcasing China's manufacturing capabilities [3] Policy Highlights - The National Development and Reform Commission, National Energy Administration, and National Data Bureau issued the "Action Plan for Accelerating the Construction of a New Power System (2024-2027)", which aims to enhance the interaction between electric vehicles and the power grid [3] - Chengdu's Economic and Information Technology Bureau released detailed implementation rules for the construction and operation of electric vehicle charging and swapping infrastructure, providing subsidies for public and private charging facilities [5] Technological Advances - SAIC Group has obtained a patent for a thermal management system for electric vehicles, which optimizes the use of thermal energy under various conditions [6] Project Developments - Guangzhou Zhilian Kechuang Technology Co., Ltd. won a bid for a procurement project related to electric vehicle training materials and equipment, with a bid amount of 907,000 yuan [8] - Chongqing Zhenglei Technology Co., Ltd. won a bid for the intelligent construction project of the Smart Park platform, with a bid amount of 2,516,560.53 yuan [9] Corporate Dynamics - Zotye Auto signed a strategic cooperation agreement with Light Orange Era to jointly promote the research and development of electric vehicles [12] - Jindi Co., Ltd. received a designated project for electric drive components worth 288 million yuan, which will enhance its business layout in the electric vehicle sector [12] - Lingyun Co., Ltd. is actively expanding into the electric vehicle sector to support its transformation and high-quality development [13] - Yinlun Co., Ltd. received a project designation for a new energy truck integrated module, expected to generate an additional annual revenue of approximately 12 million yuan [14]

智研咨询监测项目部 建材行业周刊 INDUSTRY WEEKLY 建 材 行业周 刊 第 2 5 8 期 2024 年 08 月 5 日-2024 年 08 月 11 日 2024 年 企业加快核心技术攻关，绿色环保成为行业发展新底色 核心事件点评 ............................................ 3 【重点政策】云南省发布水泥新政，以低碳环保赋能行业效益提升......3 市场热点 ................................................ 5 【重点事件】多地水泥行业协会倡议，抵制"内卷式"恶性竞争........5 【重点事件】中国石膏基自流平砂浆、干混砂浆、湿拌砂浆、混凝土、外 加剂生产与应用技术推广大会在厦门顺利举行........................5 【重点事件】2024 国际绿色建筑建材(上海)博览会盛大召开，推动建筑建 材产业绿色化发展................................................6 【重点事件】2024 中国国际涂料博览会暨第二十二届中国国际涂料展览会 ...

Investment Rating - The report does not explicitly provide an investment rating for the renewable energy industry. Core Insights - The renewable energy investment and financing market is heating up due to favorable policies being released across various regions [1][2][3]. - The report highlights significant developments in hydrogen energy, lithium battery, and wind power sectors, indicating a strong push towards green energy solutions [3][4][8][10]. Policy Developments - **Zhejiang Yiwu**: Issued a three-year action plan (2024-2026) to promote high-quality development of the power grid, focusing on integrating renewable energy and storage [3][4]. - **Guangdong Yunfu**: Released a dual-carbon policy emphasizing breakthroughs in hydrogen energy technology [7]. - **Zhangzhou**: Announced new policies to ensure the healthy development of the lithium battery industry [7]. - **Sichuan**: Aims to advance the hydrogen energy industry chain and establish itself as a national leader in hydrogen standards by 2027 [8]. - **Guangdong Meizhou**: Strengthened management of distributed photovoltaic projects [9]. - **Guizhou Anshun**: Promoted large-scale and integrated development of wind and photovoltaic power [10]. Key Projects - **Ningdong Renewable Hydrogen Carbon Reduction Demonstration Zone**: Successfully produced green hydrogen, marking a significant milestone in the hydrogen energy industry [13]. - **Shanxi**: Launched a new photovoltaic power generation project to boost local green development [14]. - **Hubei**: Set to establish the first off-grid hydrogen supercharging station, aiming to balance the power grid [15]. - **Sichuan**: Signed a contract for the largest wind power project in the province, contributing to a multi-energy complementary system [16]. - **Qin Chuang Yuan**: Launched key projects in the hydrogen energy sector, enhancing the local hydrogen industry [17]. - **National Hydrogen Energy Smart Rail Car**: The first hydrogen energy smart rail car has commenced operations, marking a transition to hydrogen energy in public transport [18]. Corporate Financing Dynamics - **Jingneng Green Energy**: Announced a tender plan to build the largest renewable energy hydrogen production base in the Beijing-Xiong'an area [20]. - **Guangdong New Energy Storage Research Institute**: Received a provincial subsidy of 10 million yuan to support innovation in energy storage technology [20]. - **Jiawei New Energy**: Sold stakes in five photovoltaic power stations to enhance operational funds [21]. - **Rongcheng New Energy Group**: Deployed the first batch of 200 long-range hydrogen fuel trucks to upgrade green logistics in the Beijing-Tianjin-Hebei region [22]. - **Weifu High-Tech**: Plans to increase investment in overseas subsidiaries to expand its hydrogen energy business globally [23]. - **Huamin Co., Ltd.**: Engaged in a strategic investment with Zhejiang Chint New Energy to enhance capital strength and market expansion [24]. - **Sengstar New Energy**: Partnered with Hunan Desai to promote new applications in renewable energy generation, hydrogen production, and storage [26]. International Developments - **United States**: The Department of Energy allocated $389 million for offshore wind and energy storage development [28]. - **Iraq**: Plans to construct a 1GW photovoltaic project to aid in global energy structure transformation [29].

Investment Rating - The report does not explicitly provide an investment rating for the consumer electronics industry Core Insights - The consumer electronics industry in China saw a market size of 18,649 billion yuan in 2022, recovering from the pandemic impact in 2020 and showing continuous growth due to rising living standards and changing consumer preferences [3][4] - The report highlights the implementation of a national action plan to strengthen carbon peak and carbon neutrality standards, which includes the establishment of carbon footprint labeling standards for products, particularly in the electronics sector [3][4] - The report emphasizes the importance of recycling and circular economy practices in the consumer electronics industry, with new standards being developed for the recycling and dismantling of electronic products [4][7] Policy Highlights - The National Development and Reform Commission, the State Administration for Market Regulation, and the Ministry of Ecology and Environment issued an action plan for 2024-2025 to enhance carbon footprint standards and promote recycling standards for key products, including electronics [3][4] - The action plan aims to accelerate the development of national standards for the carbon footprint of electric appliances, plastics, and construction materials, which will support the export advantages of these products [3][4] New Product Releases - Huawei launched the FreeBuds 6i true wireless earphones with a 27dB noise reduction capability, priced at 599 yuan, featuring improved noise cancellation and sound quality [9] - The report mentions the release of various new consumer electronics, including the Huawei nova Flip foldable phone, which features a 50MP rear camera and a thickness of 6.88mm [12] - Xiaomi introduced the Redmi projector Lite version, which boasts a brightness of 150 CVIA lumens and a lifespan of up to 10 years, emphasizing its suitability for home entertainment [11] Market Trends - The consumer electronics market is expected to continue growing, driven by advancements in technology and increasing consumer demand for innovative products [3][4] - The report notes a trend towards lightweight and portable designs in new product releases, such as the 866g EVO Lite drone and the 230g smart office book from iFlytek [9][10]

智研咨询监测项目部 芯片行业周刊 INDUSTRY WEEKLY 芯 片 行业周 刊 第 2 5 4 期 2024 年 07 月 29 日-2024 年 08 月 04 日 2024 年 河南省印发通知，加强智能座舱芯片等技术研发和突破 核心政策点评 ............................................ 3 【重点政策】，河南省发展和改革委员会等二十部门印发《关于印发河南 省"数据要素×"行动实施方案（2024—2026 年）的通知》，加强智能座 舱芯片等技术研发和突破..........................................3 政策动向 ................................................ 5 【重点政策】深圳市印发《深圳市加快打造人工智能先锋城市行动方 案》，重点围绕智能芯片等关键领域前沿技术攻坚突破................5 市场热点 ................................................ 6 【重点事件】国芯科技：公司研发的新一代汽车电子高性能 M ...

Investment Rating - The report does not explicitly provide an investment rating for the steel industry Core Insights - The collaboration between Shougang Group and BMW aims to establish a green low-carbon steel supply chain, focusing on low-carbon emission steel materials for automotive applications, aligning with both companies' sustainability goals [3] - The report highlights the importance of the steel industry in national economic development and its role in achieving carbon neutrality targets [3] - Various policies and initiatives are being implemented to promote green transformation and technological innovation within the steel sector, including the establishment of strategic alliances and partnerships [8][9] Industry Policies - The Ministry of Industry and Information Technology issued a notice to collect typical cases of industrial wastewater recycling, focusing on key industries including steel [5] - The Henan Provincial Government introduced measures to accelerate the restructuring and transformation of the steel industry [5] - The Shanghai Municipal Government's action plan aims to empower industrial upgrades, including the steel sector, through open product design and manufacturing [6] Industry Highlights - The Hebei Steel Industry Green Transformation Alliance held a successful meeting to promote green development in the steel sector [8] - The 2024 South Lake Conference focused on energy conservation and carbon reduction in the steel industry, emphasizing the urgency of these initiatives [9] - The "Dialogue on High-end Silicon Steel" event aimed to strengthen the silicon steel industry, which is crucial for the dual carbon strategy [12] Technological Advancements - Ansteel Group applied for a patent for a low yield strength ratio 1100MPa high-strength steel, enhancing its product offerings [16] - Shandong Steel received a patent for an electrical drive device for metallurgy, improving its technological capabilities [17] - Hebei Steel applied for a patent for a stable heat treatment performance 10.9 grade bolt steel, indicating advancements in high-strength materials [19] Corporate Investment Layout - China Iron & Steel Logistics signed a strategic cooperation agreement with Panzhihua Steel to deepen integration between logistics and manufacturing [23] - Baosteel announced plans to acquire a 50% stake in a joint venture with Nippon Steel for 1.758 billion yuan, enhancing its market position [24] - Baosteel is also collaborating with Saudi Aramco and PIF to invest in a green low-carbon thick plate project in Saudi Arabia, with a total investment of 4.543 billion USD [27] Financing and Investment Innovations - Hebei Steel achieved a milestone by realizing data asset financing, providing a replicable model for the steel industry [30]

智研咨询监测项目部 保险业行业周刊 INDUSTRY WEEKLY 保险业行业周刊 第 259 期 2024 年 08 月 5 日-2024 年 08 月 11 日 2024 年 互联网财险新规落地，严格区分线上与线上线下融合业务 核心事件点评 ............................................ 3 【重点政策】国家金融监督管理总局印发《关于加强和改进互联网财产保 险业务监管有关事项的通知》......................................3 相关政策 ................................................ 6 【重点政策】广东省人力资源和社会保障厅印发《广东省社会资助城乡居 民参加城乡居民基本养老保险指导意见》............................6 【重点政策】天津市人民政府办公厅印发《天津市进一步加快内外贸一体 化发展若干措施》................................................6 【重点政策】湖南省医保局发布《关于进一步做好职工医保个人 ...

智研咨询监测项目部 AI 芯片行业周刊 | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------- ...

智研咨询监测项目部 分布式光伏行业周刊 INDUSTRY WEEKLY 分布式光伏行业周刊 第 251 期 2024 年 07 月 29 日-2024 年 08 月 04 日 2024 年 国家能源局发布新政，加强对分布式光伏建设监管 核心事件点评 ............................................ 3 【重点政策】国家能源局印发《关于开展分布式光伏备案接网推进情况专 项监管的通知》，对电网企业在分布式光伏接网、交易、结算等方面开展 监管............................................................3 行业政策 ................................................ 6 【重点政策】国家能源局发布《关于 2024 年 6 月全国新增建档立卡新能源 发电项目情况的公告》，其中工商业分布式光伏发电项目 2691 个.......6 【重点政策】《宁夏回族自治区电力负荷管理实施细则（征求意见稿）》 公开征求意见，其中提出对低压分布式光伏发电项目采取限制出力等措施6 【重点政策】陕 ...