电力设备及新能源行业周报：产业周跟踪，光伏出口退税政策引导价格复苏，亿航固态电池获重大突破

Investment Rating - The report maintains an "Outperform" rating for the electric power equipment and new energy industry [2]. Core Insights - The report highlights significant advancements in solid-state battery technology by EHang, which has led to a substantial increase in flight endurance [14]. - The adjustment of export tax rebates for photovoltaic products is expected to stabilize domestic prices and enhance international competitiveness [26][27]. - The offshore wind sector is experiencing high demand, with several large-scale projects being initiated [35][36][38]. - The termination of solar feed-in tariffs in Italy is anticipated to stimulate energy storage installations [46][47]. - The report emphasizes the growth potential in the energy storage market, particularly in domestic and international sectors [49]. Summary by Sections Electric Vehicles and Lithium Battery Sector - EHang's solid-state battery has achieved a 60%-90% increase in flight endurance [14]. - Cumulative battery production in China from January to October increased by 38.3% year-on-year, reaching 847.5 GWh [15]. - Companies with strong inventory management and cost advantages are expected to outperform competitors [16]. New Energy Generation Sector Photovoltaic Sector - The export tax rebate for photovoltaic products has been reduced from 13% to 9%, effective December 1, 2024 [26]. - This policy aims to curb overcapacity and enhance export prices while promoting orderly competition among domestic firms [27]. - The supply of silicon wafers and battery cells is currently tight, with expectations of price increases [28]. Wind Power Sector - The offshore wind sector is seeing significant project activity, including the procurement of wind turbines for various projects [35][36][38]. - The report suggests focusing on companies involved in the supply chain for offshore wind projects [42]. Energy Storage Sector - Italy's termination of solar feed-in tariffs is expected to drive energy storage installations [46]. - Brazil plans to invest 370 million yuan in a solar-storage project, accelerating renewable energy development [48]. - The report recommends focusing on quality energy storage integrators and operators [50][52]. Electric Power Equipment and Industrial Control Sector - The sixth batch of State Grid's bidding for power transmission and transformation equipment shows significant growth in demand [55]. - The report highlights the increasing need for automation and control systems in the manufacturing sector [68]. Hydrogen Energy Sector - The establishment of new hydrogen energy companies and projects indicates a growing interest in hydrogen technology [72][73]. - The report suggests monitoring companies involved in the production of electrolyzers and hydrogen applications [75].