Xin Lang Cai Jing·2026-02-09 10:21Industry Overview - The electric power equipment and new energy sector rose by 2.20% this week, ranking third in performance, outperforming the Shanghai Composite Index [53] - The lithium battery index saw the largest increase of 4.47%, while the industrial automation index experienced the largest decline of 1.69% [55] New Energy Vehicles - In January 2026, several new energy vehicle manufacturers reported significant year-on-year growth in deliveries, with Zeekr delivering 23,852 units (+99.7%), NIO 27,182 units (+96.1%), and Xiaomi over 39,000 units (+70.3%) [2][15] - BYD maintained its market leadership with 210,051 units delivered in January, despite a year-on-year decline of 29.1% [15] - The third China All-Solid-State Battery Innovation Development Summit will be held on February 7-8, focusing on key materials, cell innovation, and AI integration [19] New Energy Generation - The global photovoltaic installed capacity is expected to maintain high growth during the 14th Five-Year Plan, with annual new installations projected to reach 725-870 GW [3] - In China, the annual new installed capacity is expected to remain high at 238-287 GW, with a shift from scale expansion to quality improvement [24] - The industry is entering a fully competitive market phase following the cancellation of export tax rebates for photovoltaic products starting April 1, 2026 [24] Electric Power Equipment and Industrial Control - The fifth batch of State Grid ultra-high voltage equipment bidding results were announced, with a total amount of 1.7 billion yuan, involving 119 packages [4][37] - The first major power grid project approved by the National Development and Reform Commission for the 14th Five-Year Plan is the Mengdian to Shanghai project, marking a significant milestone [39] Commercial Aerospace - The first domestic "one rocket, 36 satellites" satellite launch technology facility has passed inspection, marking a key development in commercial aerospace [5][44] - The facility is crucial for the upcoming launch of the Tianlong-3 rocket, which has a near-Earth orbit capacity of 17-22 tons [44] Investment Recommendations - The electric vehicle sector is viewed as a long-term growth opportunity, with recommendations focusing on technology iterations and new energy applications [20][22] - In the photovoltaic sector, attention is drawn to supply chain improvements and technological advancements, with specific recommendations for leading companies in silicon materials and battery production [30][32]