电力设备及新能源行业周报：电力设备及新能源宁德时代全固态电池开始20Ah样品验证，硅料 ，价格底部企稳【第42期】

Investment Rating - The report maintains an investment rating of "Outperform" for the industry, specifically for the lithium battery sector [1]. Core Viewpoints - The report highlights that CATL has entered the sample testing phase for its all-solid-state battery with a capacity of 20Ah, indicating significant advancements in battery technology [1]. - The lithium battery industry is expected to gradually improve in production scheduling, and with industry valuations at historical lows, a valuation recovery is anticipated [1][13]. - The report suggests focusing on key players in the lithium battery supply chain, including CATL, Yiwei Lithium Energy, and Guoxuan High-Tech, among others [1][13]. Summary by Sections New Energy Vehicles - CATL's solid-state battery development has expanded its R&D team to over 1,000 people, and three patents related to solid-state batteries have been published [1][10]. - Yiwei Lithium Energy has received quality management system certifications for its aerospace lithium batteries, enhancing its competitive edge [1][10]. - Xpeng Motors has launched a new electric system capable of achieving a pure electric range of 430 km and a combined range of 1,400 km [1][12]. New Energy Generation - In the photovoltaic sector, the price of domestic dense block silicon has stabilized at around 40 RMB per kg, while the price of domestic granular silicon is approximately 36.5 RMB per kg [1][14]. - The report notes that the prices of P-type and N-type silicon wafers have seen slight fluctuations, with P-type M10 wafers priced between 1.1-1.15 RMB per piece [1][14]. - The report recommends focusing on companies like Longi Green Energy and JA Solar for potential investment opportunities in the solar energy sector [1][14]. Energy Storage and Power Equipment - From January to September, major power generation companies completed investments of 595.9 billion RMB, a year-on-year increase of 7.2% [2][19]. - The report indicates that the State Grid Corporation's investment in power grid projects is expected to exceed 600 billion RMB in 2024, focusing on high-voltage direct current projects and digital upgrades [2][19]. - The report suggests monitoring companies such as State Grid South Technology and XJ Electric for their roles in the evolving power equipment landscape [2][19].