电力能源行业周报 | 投研报告

Core Insights - The electric power equipment sector has shown strong performance, with a 7.39% increase, outperforming the broader market index [2] - Lithium battery-related sub-sectors, including lithium battery equipment and chemical products, have experienced significant gains, with increases of 28.77%, 9.26%, and 8.90% respectively [2][3] - The overall electricity consumption in China has increased by 8.60% year-on-year in July 2025, indicating robust demand in the energy sector [2] Industry Performance - The electric power equipment index rose by 7.39% from September 1 to September 5, 2025, ranking first among 31 primary industries [2] - The cumulative installed capacity of new power generation in the first seven months of 2025 reached 32,480 MW, a year-on-year increase of 75.72% [2] - The average utilization hours of power generation equipment decreased by 188 hours year-on-year to 1,806 hours in the first seven months of 2025 [2] New Energy System Developments - The Ministry of Industry and Information Technology has issued a plan to promote high-quality development in the photovoltaic sector, aiming to eliminate low-price competition [3] - As of mid-2025, the cumulative installed capacity of energy storage projects in China reached 164.3 GW, a year-on-year growth of 59% [3] - The number of charging infrastructure units in China reached 16.696 million by the end of July 2025, reflecting a year-on-year increase of 57.46% [3]