攀西特高压核准获批，储能招标量维持高位

Group 1: Photovoltaics - The price of silicon wafers has slightly decreased, while the prices of battery cells and modules remain stable. Strong overseas market demand continues to support battery cell prices, with upstream price trends showing slight fluctuations. Overseas orders and policy environment are the main drivers supporting the industry chain, and short-term prices are expected to remain firm [1] Group 2: Wind Power - The domestic bidding environment remains highly prosperous, with China Power Construction initiating tenders for 4GW offshore and 31GW onshore wind turbines. Goldwind Technology is expected to win a bid for a 1.15GW wind power project from the State Energy Group, with a total bid price of 2.522 billion yuan. The high prosperity in domestic offshore and onshore wind bidding is supported by the 14th Five-Year Plan, boosting terminal construction demand [2] Group 3: Energy Storage - Domestic energy storage procurement remains at a high level in November, with global large-scale storage bidding data continuing to be robust. The price of energy storage cells is rising, confirming strong downstream demand. After reaching an economic inflection point, demand for large-scale storage in China is expected to grow non-linearly. The surge in electricity consumption at data centers in the U.S. is driving demand for large-scale storage, while European household storage demand is showing a mild recovery. Emerging markets are exceeding expectations for household storage demand, suggesting a focus on large-scale storage and the recovery of overseas household storage expectations [3] Group 4: Hydrogen Energy - The first grid-side electro-hydrogen collaborative storage project has been connected to the grid, and CRRC has launched a megawatt-level PEM hydrogen production system. The IMO's emission reduction targets and Europe's carbon tax are driving the global shipping industry towards a green transition, with promising prospects for green methanol. The hydrogen energy industry is developing well, with an accelerating factor guarantee system. Financing difficulties in the hydrogen sector are decreasing, and national support for new technology research and development is ongoing, pressing the accelerator on overall hydrogen industry development. Key focus areas include hydrogen production, storage, transportation, and applications [4] Group 5: Power Grid Equipment - The Sichuan Provincial Development and Reform Commission has approved the construction of the Panxi UHV AC project, with a total investment exceeding 23.1 billion yuan. This presents opportunities in the UHV sector [5] Group 6: Robotics - The Trump administration is accelerating the development of robotics technology, with Tesla's Optimus humanoid robot setting new running records. The robotics sector is expected to see continuous catalysts until the end of the year, with a focus on recommending new technology and high-value order targets, as well as domestic potential in body manufacturing [6] Group 7: Electric Vehicles - Strong demand is driving upstream processing fees for lithium iron phosphate to increase, with leading manufacturers planning to raise product processing fees. Salt Lake Co.'s 40,000-ton lithium salt project is operating smoothly, and lithium carbonate is expected to exceed production plans. Yongtai Technology's new capacity of 5,000 tons of VC will gradually be released. Hyundai Motor Group is expanding strategic cooperation with Air Liquide to accelerate global hydrogen economy development. Qianli Zhijia and Cao Cao Mobility are advancing the commercialization of Robotaxi through strategic cooperation. CATL plans to put 1,000 battery swap stations into operation before the Spring Festival. It is recommended to focus on price increase segments with tight supply and demand, such as electrolyte, anode graphite, copper foil, and lithium carbonate [7]