电力设备及新能源行业周报：产业周跟踪，多款新车亮相成都车展，海风、海外大储及电网迎来布局良机

Investment Rating - The report maintains an "Outperform" rating for the electric power equipment and new energy industry [2] Core Views - The report highlights several key sectors within the electric power equipment and new energy industry, including electric transportation, photovoltaic, wind power, energy storage, power equipment and industrial control, and hydrogen energy [2] Summary by Sections 1. Electric Transportation and Lithium Battery Sector - The Chengdu Auto Show showcased several key models, including the XPeng M03 and BYD Seal, which are expected to compete in the upcoming peak season [10] - Penghui Energy announced advancements in solid-state battery technology, with plans for pilot production in 2025 and potential commercialization in 2026 [11] 2. New Energy Generation Sector 2.1 Photovoltaic Sector - Leading silicon wafer companies have raised prices, indicating a potential stabilization in the market, which may help alleviate the low-price competition [16][17] - The average price for N-G10L and N-G12R silicon wafers was increased to 1.15 CNY and 1.3 CNY per piece, respectively [17] 2.2 Wind Power Sector - The Guangdong Guohua investment project for a 500MW offshore wind farm is set to commence construction next month [22] - Shanghai has released new policies for offshore photovoltaic development, aiming for a minimum of 1 million kW in the first round of competitive allocation [23] 3. Energy Storage Sector - The report indicates that the GWh energy storage era has begun, with seven GWh-level energy storage stations already operational [26] - The price difference between peak and valley electricity rates has decreased by over 20% month-on-month, with nearly 70% of regions experiencing a decline [27] 4. Power Equipment and Industrial Control Sector - The second batch of metering product bids from the State Grid has been released, with a significant year-on-year decrease in bid amounts [31] - The report notes that the manufacturing sector's PMI index is at 49.1%, indicating a slight contraction [35] 5. Hydrogen Energy Sector - The report highlights the competitive landscape in the hydrogen energy sector, with multiple companies bidding for electrolyzer projects and significant orders for hydrogen vehicles [41][42] - A notable collaboration was established between domestic companies and the Spanish government for a green hydrogen project, indicating international market expansion [42]