电力设备及新能源行业周报：产业周跟踪，产业政策趋势及美国大选交易刺激不断，全面加配电新

Investment Rating - The report maintains an "Outperform" rating for the electric equipment and new energy industry [2] Core Insights - The report highlights significant developments in various sectors including electric vehicles, photovoltaics, wind energy, energy storage, power equipment, and hydrogen energy [2][3] Summary by Sections 1. Electric Vehicles and Lithium Battery Sector - The U.S. House of Representatives passed a bill restricting the electric vehicle supply chain from China, with the Senate yet to review it [10] - The U.S. has imposed a 100% tariff on electric vehicles and a 25% tariff on lithium-ion batteries starting September 27, 2024 [11] 2. Photovoltaic Sector - India has committed $386 billion in investments to expand its renewable energy capacity, aiming for 500GW by 2030 [16][17] - In the first seven months of this year, India added 16.4GW of renewable energy, the highest since 2015 [17] 3. Wind Energy Sector - The帆石 project has initiated the bidding for subsea cables, indicating the start of a high-growth cycle for offshore wind energy [23][24] - Multiple projects have begun bidding for subsea cables, suggesting a robust demand for offshore wind infrastructure [24] 4. Energy Storage Sector - In 2024, there will be a significant increase in grid-connected energy storage projects, particularly in Tibet and Xinjiang [27] - The average bid price for energy storage systems is approximately 0.805 yuan/Wh, with a range from 0.584 to 1.369 yuan/Wh [27] 5. Power Equipment and Industrial Control Sector - 统力电工 secured a major order worth 105 million yuan for a flexible DC project in Saudi Arabia [34] - The Zhejiang virtual power plant has achieved a peak adjustment capacity exceeding 1 million kilowatts [33] 6. Hydrogen Energy Sector - The report emphasizes the importance of green hydrogen and ammonia, with the AEM electrolyzer achieving commercial breakthroughs [42][43] - The National Energy Administration has elevated the status of green hydrogen and ammonia in energy consumption [42]