Core Viewpoint - The leading companies in the electric power equipment sector listed on the Shenzhen Stock Exchange are driving the realization of China's "dual carbon" goals through innovation in wind power, photovoltaics, and energy storage [1][2]. Group 1: Industry Innovations - Companies are achieving breakthroughs in battery technology, including the development of manganese iron lithium materials and solid-state battery mass production processes, addressing long-standing challenges in range and safety [1]. - National Xuan High-Tech Co., Ltd. has established a comprehensive R&D system covering the entire battery lifecycle, focusing on solid-state batteries, sodium-ion batteries, and manganese iron lithium technologies [2][3]. - Siyi Electric Co., Ltd. is expanding its product offerings in the new power system, including "network construction" products and environmentally friendly high-voltage switchgear [3]. Group 2: Capital Market Support - The capital market is providing diverse financing tools such as IPOs, private placements, and convertible bonds to support technological R&D and accelerate the industrialization of cutting-edge technologies [1][4]. - Companies like Wuxi Xian Dao Intelligent Equipment Co., Ltd. are leveraging capital market platforms to enhance production capacity and R&D investment, positioning themselves as global leaders in new energy equipment [5][6]. - Employee incentive plans, including stock options and employee shareholding plans, are being implemented to align employee interests with long-term corporate goals, fostering innovation and stability in the energy transition sector [5][6].
深市电力设备龙头以硬核创新筑牢能源转型根基