电力设备新能源行业周报：发改委定位低空经济促就业，新能源车市迎销售热潮

Investment Rating - Industry Rating: Positive (Maintained) [1] Core Insights - The report highlights the role of fiscal policy in catalyzing new trends, particularly in the low-altitude economy, which is expected to create significant employment opportunities, including a shortage of 1 million drone operators [4] - The lithium carbonate futures price has seen a significant decline, with the main contract price dropping by 6.81% to 73,900 yuan/ton [1] - The photovoltaic industry is currently experiencing price stability at the bottom of the range, with a slight decrease in battery component prices [6] - Wind power bidding has increased by 45.9% year-on-year, indicating a robust growth trajectory in the sector [8] - The U.S. energy storage market is showing strong growth potential, with a forecasted increase in installed capacity of 12.7 GW in 2024, representing a 42% year-on-year growth [11] Summary by Sections 1. New Energy Vehicles and Low-altitude Economy - The low-altitude economy is positioned as a key employment driver, with significant fiscal support anticipated [4] - The first global low-altitude economy forum is set to take place at the end of November, which may facilitate international expansion of the industry [4] 2. New Energy Generation 2.1 Photovoltaics - The photovoltaic supply chain prices are maintaining a bottom range, with key prices remaining stable [6] - In August, China's photovoltaic component exports were approximately 18.76 GW, a 4% decrease from the previous month [6] 2.2 Wind Power - Wind power bidding has seen a substantial increase, with 598 bids totaling 109.3 GW in 2024 Q1-Q3, a 45.9% increase year-on-year [8] - The offshore wind sector is expected to see concentrated grid connections in 2024-2025, with significant opportunities for related industries [8] 3. Energy Storage - The U.S. energy storage market is experiencing high growth, with Q2 2024 installations reaching 3.01 GW, a 74% increase year-on-year [11] - The forecast for 2024 indicates a total of 12.7 GW of new storage capacity, driven by favorable market conditions [11] 4. Hydrogen Energy - The 2024 Shanghai International Hydrogen Energy Summit is set to promote innovation and international cooperation in the hydrogen sector [14] - The upcoming China Hydrogen Energy Industry Conference will focus on long-term planning and international collaboration [14] 5. Market Review - The electric equipment sector saw a decline of 5.44% this week, ranking 16th among 31 sectors [1]