电力设备及新能源行业周报：电力设备及新能源恩捷股份赴马来西亚建厂，国家能源局印发《电力市场注册基本规则》【第37期】

Investment Rating - The report maintains an investment rating of "Outperform the Market - B" [2] Core Views - The lithium battery industry is expected to gradually improve production schedules, and the industry valuation is at historical lows, indicating potential for valuation recovery. Key companies to watch include CATL, EVE Energy, Guoxuan High-Tech, and others in various segments such as cathodes, separators, and electrolytes [1][12][13] - In the photovoltaic sector, the price of polysilicon has stabilized, and the demand for solar installations in Germany has shown fluctuations, with a significant drop in new installations in August compared to previous months [2][14][15] - The energy storage and power equipment sector is seeing increased investment, with major power companies completing investments of 497.6 billion yuan in power source projects and 333 billion yuan in grid projects from January to August 2024, indicating a strong push towards a new power system [16][21] Summary by Sections New Energy Vehicles - Recent price increases in lithium hexafluorophosphate are attributed to a rebound in lithium carbonate prices, with production schedules for lithium batteries expected to improve [1][12] - Strategic collaborations are being formed, such as EVE Energy partnering with TE Connectivity and CATL with Beijing Xianglong to enhance electric vehicle and energy storage solutions [1][12][13] New Energy Generation - The price of domestic dense block polysilicon has stabilized between 37.5-43 yuan per kilogram, with average prices around 40 yuan [2][14] - The photovoltaic industry in Germany has seen a decline in new installations, with August's capacity at 790 MW, significantly lower than previous months [2][14][15] Energy Storage and Power Equipment - National grid investment is projected to exceed 600 billion yuan in 2024, with a focus on enhancing the power supply and digital upgrades [16][21] - The National Energy Administration has issued new rules for the electricity market, allowing various entities, including new energy storage and virtual power plants, to enter the market [16][21]