电力设备行业周报：国网计量设备启动招标，光伏组件价格锚有支撑

Investment Rating - Industry Rating: Overweight [2] Core Insights - Energy Storage: Increased investment sentiment in enterprises, focus on PCS segment, and improved expectations for large-scale storage [2][7] - Power Equipment: State Grid announced the third round of bidding for metering equipment, maintaining high demand for domestic electric meters [9] - Humanoid Robots: Acceleration in industrialization, with potential for entry into tier 1 manufacturers [10][12] - New Energy Vehicles: Improved sentiment in the lithium battery industry, continued recommendation for high-profit companies [13][16] - New Technologies: Promotion of low-altitude economy reforms and innovation [18][20] - Photovoltaics: Industry association calls for component bidding prices not to fall below cost, indicating a bottoming out of the photovoltaic fundamentals [21][23] - Wind Power: Wind power manufacturers signed a self-discipline agreement, with the offshore wind sector showing investment value [9][10] - Hydrogen Energy: China General Nuclear Power's 2GW wind-solar hydrogen project approved, focus on hydrogen production and storage [9][10] Summary by Sections Energy Storage - Investment sentiment is rising, with companies like Haibo Technology and Fluence forming strategic partnerships to develop innovative solutions [7][8] - The market is experiencing rapid growth, with traditional and emerging markets benefiting from increased demand for energy storage [8] Power Equipment - The State Grid's procurement plan includes 32.35 million metering devices, with an estimated bidding amount of around 8.5 billion [9] - The demand for electric meters is expected to remain high due to ongoing replacement cycles [9] Humanoid Robots - Tesla's Optimus robot demonstrates advanced capabilities, indicating potential for industrial applications [10] - Companies like Ubtech are making strides in humanoid robotics, showcasing their products in major exhibitions [11] New Energy Vehicles - General Motors is investing $625 million in lithium projects, indicating strong demand for lithium batteries [13][15] - EVE Energy's new factory is set to produce high-quality cylindrical batteries, enhancing its market position [13][16] New Technologies - Policies are being implemented to support the development of low-altitude economies, with significant investments in infrastructure [18][20] Photovoltaics - The industry is witnessing a stabilization in prices, with major companies like Tongwei and LONGi Solar showing signs of recovery [21][23] - The photovoltaic sector is expected to see a bottoming out, with potential for price increases in the future [23][24] Wind Power - The offshore wind sector is gaining attention, with significant projects and agreements being established [9][10] Hydrogen Energy - The approval of large-scale hydrogen projects is expected to create investment opportunities in hydrogen production and storage [9][10]