电力设备与新能源行业周报：能源重点领域将迎大规模设备更新，上海加快建设低空智联网

Investment Rating - The industry investment rating is "Overweight" (maintained) [4] Core Insights - The report highlights a significant increase in investment in key energy sectors, with a projected growth of over 25% by 2027 compared to 2023, focusing on equipment updates and technological upgrades in coal power, wind, solar, and hydropower sectors [5] - The low-altitude economy is expected to accelerate with the establishment of a low-altitude smart network in Shanghai, aiming for comprehensive coverage by 2026, indicating a growing investment opportunity in low-altitude infrastructure and related components [6] - The report emphasizes the growth potential in the electric vehicle charging infrastructure, driven by the increasing number of electric vehicles and initiatives like NIO's county-wide charging network plan [7] - The solar energy sector saw a new installed capacity of 21.05 GW in July 2024, reflecting a year-on-year increase of 12.33%, with a total of 123.53 GW installed from January to July, indicating a strong demand trend [8] Summary by Sections Electric Power Equipment - The National Development and Reform Commission and the National Energy Administration have issued a plan for large-scale equipment updates in energy sectors, emphasizing the importance of energy efficiency and flexibility upgrades [5] - Recommended stocks in the electric power equipment sector include Haixing Electric, Igor, and others, with a focus on high-voltage, digital grid, and virtual power plant technologies [5] Low Altitude Economy - Shanghai's initiative to build a low-altitude smart network is expected to enhance the low-altitude economy, with a focus on infrastructure and components such as batteries and electric control systems [6] New Energy Vehicles - The report discusses the growth of the charging infrastructure for electric vehicles, highlighting NIO's plan to enhance its charging network across counties by mid-2025 [7] Solar Energy - The solar sector's growth is supported by a significant increase in installed capacity, with expectations for continued demand growth due to declining prices in the supply chain [8]