有色金属行业周报：国家发改委、国家能源局推动能源重点领域大规模设备更新

Investment Rating - The report does not explicitly state an investment rating for the industry [39]. Core Insights - The National Development and Reform Commission and the National Energy Administration have issued a plan to increase investment in key energy sectors by over 25% by 2027 compared to 2023, focusing on energy-saving renovations and technology upgrades in coal power, heating, and flexible modifications [28]. - The Ministry of Industry and Information Technology and the Ministry of Natural Resources have set total control indicators for rare earth mining and separation for 2024, with a total of 270,000 tons for mining and 254,000 tons for separation [29]. - The establishment of the first solid-state battery innovation industrial park in Sichuan, with a capacity of 40 GWh and an investment of nearly 10 billion yuan, is expected to enhance the local battery industry [31]. - AMD has announced a $4.9 billion acquisition of ZT Systems, which is seen as a significant move in its long-term AI strategy [32]. - The European Union has approved a €5 billion subsidy for a semiconductor manufacturing plant in Dresden, Germany, expected to be operational by 2029, producing 480,000 wafers annually [33]. Summary by Sections Overall Market Review - The Shenwan Metal New Materials Index closed at 4404.38, down 3.56% week-on-week and 22.83% year-on-year. The Wind Lithium Mining Index and Wind Lithium Battery Cathode Index also saw declines of 2.58% and 2.62% respectively [12][15]. Key Company Weekly Performance Review - Top-performing companies included Luxiao Technology (+9.39%), Luoyang Molybdenum (+6.91%), and Zhongjing Technology (+6.20%) [20]. - Companies with the largest declines included Lianang Micro (-10.10%) and Plitite (-9.27%) [22]. Recent Industry Hotspots - The report highlights the significant investment plans in energy sectors and the establishment of new industrial parks, indicating a focus on innovation and technology upgrades [28][31]. - The acquisition of ZT Systems by AMD and the EU's approval for a semiconductor plant in Germany reflect ongoing trends in the semiconductor and AI industries [32][33]. Related Data Tracking - In July, the sales of new energy vehicles reached 990,500 units, marking a year-on-year increase of 27.0% [34].