新能源周报（第102期）：产能加速海外落地，光伏价格上涨

Investment Rating - The report maintains a positive outlook on the power equipment and new energy sector [1]. Core Insights - The report highlights the acceleration of overseas capacity deployment and the increase in photovoltaic prices, indicating a recovery in pricing power for leading companies like Longi and Zhonghuan [2][5]. - The new energy vehicle sector is expected to enter a new cycle, driven by strong product capabilities and policy support for battery replacements in urban public transport [2][6]. - The photovoltaic industry is seeing a significant price increase in silicon wafers, with major companies adjusting their prices upward, leading to a potential recovery in profitability [5][6]. - The wind power sector is witnessing accelerated project approvals and a shift towards large-capacity high-voltage transmission becoming mainstream [8][18]. Summary by Sections New Energy Vehicles - Penghui Energy has launched a solid-state battery with a first-generation energy density of 280Wh/kg, expected to reach over 300Wh/kg by 2025 [3][15]. - The solid-state battery technology utilizes a wet coating process, simplifying production and reducing costs compared to conventional lithium batteries by approximately 15% [15][16]. - Key beneficiaries in the supply chain include leading companies like CATL, Putailai, and Tianci Materials [16]. Photovoltaic Industry - The report notes a clear upward trend in silicon wafer prices, with Longi Green Energy officially raising prices on August 29, leading to increased shipment volumes [5][6]. - The overall profitability of leading companies is expected to return to reasonable levels as the industry adjusts pricing to alleviate previous losses [5][6]. - The report identifies integrated companies such as Longi Green Energy, JinkoSolar, and Tongwei as key players in the photovoltaic sector [17]. Wind Power Sector - The Zhuhai Gaolan offshore wind project is progressing, with a scale of 500MW and expected to start construction in September 2024 [8][18]. - The report highlights the approval of a 1000MW capacity project for the Yangjiang Sanshan Island offshore wind farm, indicating a trend towards high-capacity and high-voltage transmission systems [8][18]. - Recommended companies in this sector include Yunda Co., Goldwind Technology, and Sany Heavy Energy [18].