电力设备行业周报：美国大储8月并网高增，锂电行业景气度提升

Investment Rating - Industry Rating: Overweight [1] Core Insights - The energy storage sector in the US saw a significant increase in grid-connected capacity in August, with a year-on-year growth of 98%, totaling 960.8 MW [1][4] - The domestic energy storage market is expected to grow as the National Energy Administration has clarified the registration rules for energy storage entities, enhancing their operational status [1][4] - The wind power sector experienced a 42% year-on-year increase in new installations in August, with expectations for a total of 89 GW of new installations in 2024, representing a 17% increase [1][4][23] - The photovoltaic sector is in a downward cycle, with prices for N-type battery cells and modules continuing to decline, but signs of a potential bottoming out are emerging [1][15][17] Summary by Sections Energy Storage - The US energy storage market added 960.8 MW in August, marking a 98% increase year-on-year, with California and Texas leading in new installations [1][4] - The National Energy Administration has issued basic rules for the electricity market, clarifying the operational conditions for energy storage companies [4][5] Wind Power - New wind power installations in August increased by 42% year-on-year, with a total of 33.61 GW installed in the first eight months of 2024 [1][23] - The industry anticipates a total of 89 GW of new installations for the entire year, reflecting a 17% growth [1][23] Photovoltaics - N-type battery cells and modules continue to see price declines, with the sector entering a downward cycle [1][15] - The photovoltaic industry is expected to stabilize in the latter half of the year, with signs indicating a potential bottoming out [1][17][21] Electric Vehicles - The spot market price for lithium carbonate has been rising, suggesting a focus on high-profit companies in the sector [1][11] - The overall sentiment in the lithium battery supply chain is optimistic, with expectations for improved demand and profitability in the coming quarters [1][12] Robotics - The humanoid robot industry is accelerating towards commercialization, with significant advancements and collaborations among leading firms [1][8][10]