国际能源+工业周报：美国主要地区电力平均现货价格环比上升14.0%，非化石能源电力占中国电力消费40%

Investment Rating - The report suggests that Chinese companies are expected to benefit significantly from the energy transition in Europe and the US, recommending a focus on leading battery manufacturers with overseas layouts and strong technological reserves, as well as high-value submarine cable and tower companies, and leading power equipment manufacturers [2][3]. Core Insights - In China, non-fossil energy accounted for 40% of electricity consumption as of August, with significant growth in solar and wind power installations [2][3]. - The average spot electricity price in major US regions increased by 14.0% month-on-month, indicating a rising trend in energy prices [2][3]. - The report highlights a notable increase in energy storage projects, with a major contract awarded for a 98MW/312MWh project in Chile [2][3]. - The report also notes that the average price of lithium carbonate has stabilized, with battery-grade lithium carbonate priced at 77,000 CNY/ton, reflecting a slight increase [2][3]. Summary by Sections 1. China Energy Market Update - LNG prices in China saw a slight increase, with the average price at 12.97 USD/million BTU, up 1.49% week-on-week [4][6]. - As of August, industrial electricity generation increased by 5.8% year-on-year, with solar power generation growing by 21.7% [10][12]. - The average price of thermal coal in the Bohai Rim region was 714 CNY/ton, reflecting a 0.14% increase week-on-week [13][14]. 2. US Energy Market Update - Natural gas futures prices in the US decreased, while electricity prices in major regions rose by 14.0% [2][3]. - The US Department of Commerce announced preliminary anti-subsidy tariffs on solar cells imported from several Southeast Asian countries [2][3]. 3. European Energy Market Update - European natural gas futures prices continued to rise, with increasing gas inventories [2][3]. - The report mentions a rise in electricity prices in the European market, alongside ongoing developments in renewable energy projects [2][3]. 4. Indian Energy Market Update - Adani Group will supply clean energy to Google, indicating a growing trend in renewable energy partnerships [2][3]. - The report highlights significant solar energy shipments and advancements in wind turbine technology in India [2][3]. 5. Southeast Asia and Other Regions - A significant contract was signed for a 100MW/400MWh energy storage project in Malaysia, showcasing regional growth in energy storage solutions [2][3]. - The report notes a solar project in Brazil receiving substantial funding, reflecting investment in renewable energy across different regions [2][3]. 6. Energy Storage and Lithium Battery Market Update - The average price of energy storage systems decreased by 16.11%, with significant procurement activities reported [17][20]. - Lithium material prices showed a downward trend, with battery-grade lithium carbonate priced at 77,000 CNY/ton [20][21]. 7. Photovoltaic Market Update - The cumulative installed capacity of solar power reached approximately 31.3 GW, with a year-on-year growth of 14.0% [22][24]. - The report indicates a slight price adjustment in the solar supply chain, with polysilicon prices stabilizing around 40 CNY/kg [24][27]. 8. Wind Power Market Update - Major offshore wind power projects are being tendered, with a total capacity of 1.4GW announced [29][30].