新能源板块行业周报：宁德时代发布骁遥超级增混电池，国内首条全固态锂电池量产线正式投产

Investment Rating - The investment rating for the industry is "Outperform the Market" and is maintained [2] Core Viewpoints - The report highlights the continuous positive developments in the photovoltaic sector, indicating a clear reversal of trends and emphasizing the importance of subsequent investment opportunities [3] - The wind power sector saw a significant increase in grid connection, with 5.51 GW added in September, representing a year-on-year growth of 20.83% [3] - The inverter export market experienced an overall decline, but certain markets in Ukraine and parts of Asia and Africa showed high growth in shipment volumes [3] Summary by Relevant Sections New Product Launches - CATL launched the "Xiaoyao Super Hybrid Battery," achieving breakthroughs in performance, reliability, safety, and value, with a pure electric range exceeding 400 kilometers and a rapid charging capability [3] - EVE Energy introduced the "Omni All-in-One Battery LMX Series," featuring high energy density and wide temperature range, catering to various applications including electric vehicles and shared battery swapping [4] - The first domestic solid-state lithium battery production line was officially launched, with a target capacity of 200 MWh, capable of charging 200,000 two-wheelers simultaneously [5] Market Trends - The average price of battery-grade lithium carbonate slightly decreased, with current prices ranging from 72,500 to 74,900 CNY per ton [5] - The report suggests that as raw material costs in the lithium battery supply chain decline, coupled with policy support and increasing end-user demand, the sales of new energy vehicles are expected to grow, thereby boosting demand across the lithium battery industry [6] Investment Recommendations - The report recommends focusing on leading companies across various segments of the lithium battery supply chain, including CATL, EVE Energy, and others [6] - It also suggests monitoring companies involved in new technologies such as sodium batteries and fast-charging technologies [6]