电新&公用行业周报：隆基BC产能建设加速，《能源法》表决通过

Investment Rating - The report maintains a "Recommended" investment rating for the electric new energy and public utility sectors [1]. Core Insights - The electric new energy sector saw a weekly increase of 6.14%, ranking 17th among 31 industries, while the public utility sector increased by 1.76%, ranking 30th [1][7]. - The report highlights the acceleration of capacity construction in the light storage industry, with Longi Green Energy's 16GW HPBC battery project expected to be completed by 2025 [1][15]. - The wind power sector is also experiencing growth, with a 504MW offshore wind project signed by Huaneng, expected to start construction by the end of this year and achieve full capacity by December 2025 [1][16]. - The hydrogen energy sector is set to benefit from new management regulations for hydrogen stations in Anhui Province, which are expected to enhance industry growth [1][16]. - The passing of the Energy Law, effective January 1, 2025, is expected to solidify the legal foundation of the energy industry in China, promoting high-quality development [1][16]. Summary by Sections 1. Market Review - The report notes the performance of the electric new energy sector and public utility sector during the week of November 4-8, 2024, with respective increases of 6.14% and 1.76% [1][7]. 2. Key Industry Dynamics 2.1 Industry News - Longi Green Energy's 16GW HPBC battery project is set to accelerate capacity construction [1][15]. - Huaneng's 504MW offshore wind project is expected to contribute significantly to energy production [1][16]. - New regulations in Anhui Province for hydrogen stations are anticipated to boost the hydrogen energy sector [1][16]. - The Energy Law is expected to provide a framework for the energy sector's development [1][16]. 2.2 Company Announcements - Significant contracts were announced, including Samsung Medical's contract for smart meters in Brazil worth approximately 207 million RMB [1][17]. 3. Industry Tracking 3.1 Photovoltaics: Industry Chain Prices - The report discusses the pricing trends of silicon materials, silicon wafers, and battery cells, indicating a stable but weak market [1][19][21][23]. - The average price of P-type battery cells has decreased slightly, while N-type cells show varying demand and pricing trends [1][23][24][25].