新能源动力系统行业周报：国家能源局：上半年新型储能装机超4400万千瓦

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the new energy power system industry [1] Core Viewpoints - The National Energy Administration reported that new energy storage installations exceeded 44.4 million kilowatts in the first half of 2024, representing a growth of over 40% compared to the end of 2023 [1] - The market for new energy vehicles continues to show positive growth, with several companies reporting significant year-on-year increases in sales, including a 508.25% increase for Seres and over 20% for Li Auto, Zeekr, and BYD [1] - CATL has partnered with Peak Aviation to advance the development of eVTOL aviation batteries, aiming to enhance energy density and performance for electric vertical takeoff and landing aircraft [1] - SAIC Motor announced that its all-solid-state battery production plan has entered a countdown phase, with mass production expected by 2026 [1] Summary by Sections New Energy Storage - As of mid-2024, the cumulative installed capacity of new energy storage projects reached 44.44 million kilowatts, with lithium-ion batteries accounting for 97% of this capacity [1] New Energy Vehicle Market - In July 2024, the overall new energy vehicle market showed a positive growth trend, with BYD leading in deliveries at 342,400 units for the month, totaling 1.9554 million units for the year [1] Strategic Partnerships - CATL's investment in Peak Aviation aims to develop eVTOL battery technology, supporting longer flight distances and higher payloads, with expectations for a commercial electric aircraft launch between 2027 and 2028 [1] Battery Material Prices - The report indicates that prices for lithium carbonate, ternary materials, and lithium iron phosphate have seen slight declines, while battery cell prices remain stable, indicating a cautious market outlook [2][3][4]