电新周报：六氟磷酸锂价格回升，工信部规范光伏新规出炉电力设备与新能源

Investment Rating - The investment rating for the power equipment and new energy sector is optimistic [3]. Core Viewpoints - The report highlights that the landscape of power batteries is expected to improve, with profitability in the sector likely to recover due to several factors, including a long-term significant correction in the lithium battery sector and a potential turning point in the oversupply of lithium batteries [3][4]. - The report emphasizes the importance of the rapidly growing charging pile industry and related companies, as well as the ongoing improvement in the penetration rate of new energy vehicles [3][4]. - The report also notes that the demand for energy storage is expected to maintain high growth, with significant increases in installed capacity anticipated for both large-scale and commercial energy storage [3][4]. Summary by Sections New Energy Vehicles - The report indicates that the price of lithium hexafluorophosphate has rebounded, and the prices of lithium carbonate and other materials are expected to decline, which may lead to lower battery costs and stimulate downstream demand [3][4]. - In October 2024, sales of new energy vehicles reached 1.43 million units, a year-on-year increase of 49.6% [10][11]. Power Equipment and Energy Storage - The report forecasts that 2024 will be a significant year for grid investment, with the total investment scale expected to exceed 500 billion yuan [3][4]. - The demand for energy storage is projected to continue its high growth trajectory, with large-scale energy storage installations expected to maintain rapid growth [3][4]. Photovoltaics - The report notes that European demand remains strong, and domestic ground station demand is robust, with new technologies like TOPCON entering large-scale production [3][4]. - The report recommends several companies in the photovoltaic sector, including Tongwei Co., Longi Green Energy, and JinkoSolar [4]. Wind Power - The report highlights that the bidding for offshore wind turbine projects remains optimistic, with significant potential for installation in the coming years [4][16]. - The report recommends companies involved in offshore wind power, such as Orient Cable and Yaxing Anchor Chain [4][16].