国际AI工业+能源周报：10月规上工业发电量7310亿千瓦时，同增2.1%；华盛顿州停电影响人数接近55万人

Investment Rating - The report suggests a positive outlook for Chinese energy companies, particularly in the context of the energy transition in Europe and the US, with a recommendation to focus on wind turbine manufacturers and leading battery companies [6]. Core Insights - In China, the LNG import price and market price have decreased compared to the previous week. The electricity generation in October reached 731 billion kWh, marking a 2.1% year-on-year increase. The energy storage lithium battery installations in Q3 amounted to 15.50 GWh, with a 68% share from independent storage. The newly installed photovoltaic capacity in September was 20.89 GW, up 32.38% year-on-year. Wind power installations from January to September 2024 reached 39.12 GW, a nearly 16.8% increase year-on-year. The total investment in the power grid is expected to approach 600 billion yuan, a record high [1][6]. Summary by Sections 1. China Energy Market Update - The LNG import price in China was $13.80 per million British thermal units, down 0.65% from the previous week, while the market price was 4,370 yuan per million British thermal units, down 1.67% [16]. - In October, the industrial electricity generation was 731 billion kWh, a 2.1% increase year-on-year, with total generation from January to October at 78,027 billion kWh, up 5.2% [23]. 2. US Energy Market Update - US natural gas futures prices increased, and natural gas inventories declined week-on-week. The Department of Energy announced $149.9 million in grants for energy conservation projects [2]. 3. European Energy Market Update - European natural gas futures prices rose significantly, while electricity market prices showed a downward trend. The average spot price for thermal coal in major ports decreased [2][8]. 4. Indian Energy Market Update - The Indian federal power minister urged states lacking coal resources to consider establishing nuclear power plants. India is expected to play a crucial role in supporting the US renewable energy sector due to its manufacturing capabilities [3]. 5. Japan and South Korea Energy Market Update - Natural gas futures prices in Japan and South Korea saw slight increases. Japan's electricity market prices rose by 48.46% week-on-week [4]. 6. Southeast Asia and Other Regions Energy Market Update - Singapore is advancing plans to strengthen electricity interconnections with ASEAN countries. The Philippines signed a contract for a 2 GW solar component supply with Trinasolar [4]. 7. Energy Storage Lithium Battery Market Update - The average price for a 2-hour energy storage system increased by 3.8% in October. The total scale of energy storage in October was 4.62 GW/13.61 GWh, with significant contributions from Gansu and Xinjiang [28]. 8. Photovoltaic Market Update - From January to September, the newly installed photovoltaic capacity reached 160.88 GW, a 24.8% increase year-on-year. The average price of polysilicon has shown signs of stabilization, while prices for silicon wafers and battery cells have remained steady [35][37].