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Core Insights - The report highlights a strong performance in the wind power sector, with GuoDa Special Materials forecasting a 230% year-on-year and 69% quarter-on-quarter growth in Q2, indicating robust demand in the wind energy market [1][2] - Domestic wind power installations in May reached 26.3 GW, marking an 801% year-on-year increase and a 393% quarter-on-quarter increase, suggesting continued strong demand in the second half of the year [2] Wind Power - GuoDa Special Materials' Q2 performance sets a positive tone for the wind power sector's half-year reports, emphasizing the elasticity of component performance amid rising volume and price [2] - The wind power sector is recommended for investment based on strong short, medium, and long-term fundamentals [2] Lithium Battery - Attention is drawn to developments in lithium metal and lithium sulfide production processes, particularly the liquid-phase methods which may offer cost advantages and higher purity [2] Photovoltaics & Energy Storage - Domestic photovoltaic installations in May reached a record high of 93 GW, with a cumulative difference of 70 GW in installations and shipments from January to May, indicating potential delayed demand release [3] - The U.S. "Inflation Reduction Act" may undergo final revisions, potentially easing tax subsidy policies for renewable energy, which could benefit related stocks [3] Power Grid - Significant investments in power grid projects are expected, with a focus on high-voltage direct current projects in southwestern China, anticipating approvals and construction in July and August [3] - South Grid's information technology hardware framework has achieved a historical high of 2.02 billion yuan in contracts, reflecting a 30.5% year-on-year increase, indicating strong investment growth [3] New Energy Vehicles - Xiaomi's YU7 has received overwhelming orders post-launch, with 240,000 units reserved, showcasing the brand's strong marketing capabilities and product appeal [4] Hydrogen and Fuel Cells - The Ministry of Industry and Information Technology has introduced green low-carbon standards for hydrogen and other products, which will aid in addressing EU carbon tariffs [5] Industry Events - Recent significant events include the publication of plans for solar power in desert areas and the successful grid connection of the first batch of units in a major offshore wind project [6] - Investment in power grid projects from January to May reached 204 billion yuan, a 19.8% year-on-year increase [6] New Energy Vehicles & Lithium Batteries - Xiaomi's YU7 has exceeded expectations in pre-orders, while Li Auto has adjusted its Q2 sales guidance downward [7]