电力设备及新能源行业新能源周报：固态电池、BC应用加速，电动车、胶膜等环节超预期

Investment Rating - The report maintains a positive outlook on the power equipment and new energy sector, particularly highlighting the acceleration of solid-state batteries and BC applications, as well as exceeding expectations in electric vehicles and film segments [1][2]. Core Insights - The overall strategy for the industry indicates that the application of new technologies is expected to accelerate as the industry moves upward from a significant bottom. Solid-state and BC technologies are currently at the core of lithium batteries and photovoltaics, leading to an increase in recommended elastic stocks [1][2]. - Key stocks for the week include CATL, Foster, and Putailai, while elastic stocks include Haimeixing, Dier Laser, and Shangneng Electric [1][2]. - In the new energy vehicle supply chain, a new cycle has begun, with solid-state battery applications expected to accelerate, presenting investment opportunities in the core supply chain [1][2]. Summary by Sections New Energy Vehicles - In October, major new energy vehicle companies saw significant sales growth, with a total of 830,000 vehicles delivered, representing a year-on-year increase of 45% and a month-on-month increase of 11%. Notable performers include BYD, Xiaomi, and Zhiji, with BYD's sales surpassing 500,000 units, a 60% increase year-on-year [2][12]. - Xiaomi's monthly deliveries exceeded 20,000 units for the first time, and Zhiji's sales grew by 149% year-on-year [2][12]. Photovoltaics - The price of EVA resin for photovoltaic applications has slightly increased, with recent quotes reaching over 10,500 yuan per ton. This price recovery is expected to benefit film companies as they attempt to pass on rising raw material costs [4][14]. - Longi Green Energy is accelerating its BC layout with a signed agreement for a 16GW HPBC battery project, expected to complete its first phase of 6GW capacity by 2025 [4][14]. Wind Power - Domestic offshore wind power bidding has rapidly increased, with 7.62GW of bids recorded from January to October 2024, a year-on-year increase of 19%. The bidding volume for offshore wind turbines is expected to exceed 10GW for the entire year [6][15]. - Goldwind Technology leads the market with a 43.57% share of the offshore wind power bids, having secured 2.95GW of contracts [7][17]. Industry Price Trends - The price of lithium carbonate has increased by 1.14% month-on-month, reflecting ongoing trends in the new energy vehicle supply chain [18][19]. - The report notes various price movements in materials related to the new energy sector, including stable prices for silicon materials and fluctuations in photovoltaic component prices [18][19].