电力设备与新能源行业周报：光伏行业座谈带动涨价预期，风偏改善新技术热度提升

Investment Rating - The report maintains a "Buy" rating for key companies such as CATL and Longi Green Energy, while recommending "Overweight" for the overall sector [1][6]. Core Insights - The photovoltaic industry is expected to see price increases driven by self-regulation measures to combat excessive competition, with a focus on new technologies like BC batteries and copper paste [5][7]. - The report emphasizes the importance of structural opportunities in the energy sector, particularly in the lithium battery and wind power segments, as demand and supply dynamics improve [5][6]. - The report highlights the ongoing recovery in the wind power sector, with significant project approvals and construction expected to boost capacity in the coming years [20][21]. Summary by Sections Industry Weekly Viewpoints - The report discusses the potential for price recovery in the photovoltaic industry due to self-regulation and improved market sentiment towards new technologies [5][7]. - It suggests that the lithium battery sector is stabilizing, with demand expected to rise alongside supply optimization [5][6]. Market Review - The report notes a decline in the Shanghai Composite Index by 0.84% during the reporting period, with the electric equipment sector experiencing a drop of 2.82% [25]. - The electric equipment sector's performance is analyzed, with specific attention to the wind power and photovoltaic segments showing varying degrees of growth [27]. Industry Tracking - The report provides insights into the lithium battery supply chain, noting price fluctuations in key materials such as nickel and lithium carbonate, which impact overall production costs [29][30]. - It tracks the performance of the wind power sector, highlighting the increase in project approvals and the expected rise in installed capacity [20][21]. Key Companies - The report identifies key companies in the photovoltaic sector, including Longi Green Energy, Tongwei, and JinkoSolar, recommending them based on their market positioning and growth potential [1][10]. - In the lithium battery space, CATL and EVE Energy are highlighted for their strong market presence and innovative capabilities [12]. Investment Recommendations - The report advises focusing on undervalued companies within the photovoltaic supply chain, particularly those involved in core components and materials [6][10]. - It also recommends investing in the wind power sector, particularly in companies involved in offshore wind projects and related infrastructure [20][24].