川财证券：晨报-20241113

Core Insights - The report highlights a significant increase in the demand for photovoltaic components, with a monthly bidding capacity of approximately 41.32GW in October, reflecting a month-on-month increase of 473% and a year-on-year increase of 80.36% [4][11] - Wind power project bidding capacity reached 13.607GW in October, marking a month-on-month increase of 4.96%, with a total annual bidding capacity of 136.39GW, up 65.6% compared to the same period last year [5][11] - The report suggests focusing on sectors such as solid-state batteries, electronics, and low-altitude economy as potential investment directions [3][9] Market Overview - The major stock indices experienced gains, with the Shanghai Composite Index rising by 5.51%, the Shenzhen Component Index by 6.75%, and the ChiNext Index by 9.32% during the week of November 1-8 [11] - The total market turnover was reported at 25.87 trillion yuan, indicating active trading conditions [3][9] Industry Developments - The report notes that the prices of silicon materials and battery components have stabilized, while small specifications of silicon wafers have seen a price decline [11] - A new action plan for hydrogen energy development in Sichuan Province aims to establish a new energy system by 2027, integrating multiple energy sources [12]