Mei Ri Jing Ji Xin Wen·2025-09-24 00:03Core 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] Group 1: Renewable Energy Sector - The demand for the new energy vehicle industry chain 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 profit model stimulating market demand [1] - The photovoltaic sector is experiencing a surge in installations, driving both volume and profit growth across the industry chain, with a positive outlook on the steady progress of "anti-involution" [1] Group 2: Wind Power Sector - The wind power sector is showing continuous upward performance, with a favorable outlook on both onshore and offshore wind segments [1] Group 3: Industrial Control Sector - The industrial control industry is experiencing an upward trend in prosperity, with continued optimism regarding opportunities in the AIDC (Automated Identification and Data Capture) industry chain [1]