电力设备行业研究周报：“能源法”制定，保障能源高质量发展

Investment Rating - The report maintains an "Overweight" investment rating for the electric power equipment industry [1]. Core Insights - The "Energy Law" aims to promote high-quality energy development, ensure national energy security, facilitate green and low-carbon transformation, and support sustainable development, aligning with the needs of building a modern socialist country [9][1]. - The report emphasizes the importance of establishing a comprehensive energy reserve system and enhancing emergency management capabilities [12][4]. Summary by Sections Energy Development and Utilization - Policies focus on ensuring energy security, optimizing energy structure, promoting energy transition, and protecting the ecological environment [10]. - Renewable energy initiatives include prioritizing development and setting minimum consumption targets for non-fossil energy [10]. - Fossil energy strategies involve increasing exploration and development efforts to enhance domestic supply capabilities [10]. Energy Market System - The report encourages various entities to invest in energy development and infrastructure construction [11]. - It advocates for market reforms to promote independent operations in natural monopoly sectors and market-oriented reforms in competitive sectors [11]. Energy Reserve and Emergency Management - A well-coordinated energy reserve system is essential, determining the types, scales, and methods of reserves [12]. - The establishment of a predictive warning system for energy and improved emergency response capabilities are highlighted [12]. Energy Technology Innovation - Policies to encourage energy technology innovation are crucial, with a focus on integrating industry, academia, and research [13]. - Key support areas include resource exploration, clean utilization of fossil energy, and renewable energy development [13]. Investment Strategy - The report suggests focusing on leading companies in the power battery supply chain, such as CATL, and selecting technology leaders in the photovoltaic sector, like Aiko Solar [6][13].