Di Yi Cai Jing·2025-09-24 00:00Core Viewpoint - The report from Huatai Securities indicates a significant increase in net profit for the power equipment and renewable energy sector in the first half of 2025, driven by favorable demand in the new energy vehicle supply chain and a stabilization of prices across various segments [1] Summary by Categories Renewable Energy Sector - The demand for new energy vehicles has improved this year, coupled with a slowdown in supply release, leading to price stabilization across most segments [1] - The domestic large-scale energy storage installations and tenders are expected to see a year-on-year increase in the first half of 2025, with an improved independent storage profitability model stimulating market demand [1] Solar and Wind Energy - The solar energy sector is experiencing a surge in installations, driving both volume and profit across the industry chain, with a positive outlook on the steady progress of "anti-involution" [1] - Wind energy performance continues to improve, with a favorable outlook for both onshore and offshore wind segments [1] Industrial Control Sector - The industrial control industry is showing upward momentum, with continued optimism regarding opportunities within the AIDC (Automated Identification and Data Capture) supply chain [1]