新能源行业周报（第108期）：宁德时代发布骁遥电池，光伏供给侧改革升温

Investment Rating - The report does not provide specific investment ratings for the sectors mentioned [1]. Core Insights - The report maintains a positive outlook on the power equipment and new energy sectors, highlighting the release of CATL's new battery and the ongoing supply-side reforms in the photovoltaic industry [2][3]. - Key companies recommended for investment include CATL, Foster, and Puli Tailai, among others [3][7]. Summary by Sections 1. New Energy Vehicles - CATL has launched the Xiaoyao battery, featuring 4C fast charging and over 400KM range, with significant capacity investments underway [3][11]. - Yiwei Lithium Energy reported a net profit of 1 billion CNY in Q3 2024, a year-on-year increase of 11%, with energy storage shipments reaching 35.73 GWh, up 115.57% year-on-year [5][17]. - The company expects to increase its energy storage capacity by 20 GWh by 2026 with new factory production [17][18]. 2. Photovoltaic Industry - The report indicates that the bottom for photovoltaic pricing is likely to stabilize, with production costs around 0.68 CNY/W, and companies facing cash flow issues if prices drop below 0.7 CNY/W [19][20]. - The government is expected to continue supporting supply-side reforms, leading to a more optimistic outlook for the industry over the next 3-5 years [19][20]. - Key players in the photovoltaic sector include Longi Green Energy, JinkoSolar, and GCL-Poly Energy [19][20]. 3. Wind Power - The report notes positive developments in offshore wind projects in Jiangsu and Guangdong, with an expected doubling of installed capacity to around 15 GW by 2025 [20][21]. - Key companies involved in these projects include Hengtong Optic-Electric and Goldwind Technology [20][21]. - Investment recommendations focus on cable manufacturers and turbine manufacturers, highlighting the importance of these sectors in the wind power industry [20][21].