电力设备行业周报：美国光伏关税落地，国内风机价格触底

Investment Rating - The report maintains a "Positive" outlook for the electric power equipment and new energy industry [4]. Core Insights - The U.S. anti-dumping tariffs have been finalized, signaling a bottoming out of the photovoltaic sector, which is now poised for recovery. The U.S. Department of Commerce announced preliminary affirmative rulings on anti-dumping investigations against crystalline photovoltaic cells from Cambodia, Malaysia, Thailand, and Vietnam, with tariff rates ranging from 0% to 271.28% [1][26]. - Domestic wind turbine prices have hit a low point, with significant potential in export markets. BloombergNEF forecasts that global wind power installations will reach 124 GW in 2024, with China expected to account for 60% of new installations by 2030 [1][42]. - The new energy storage sector is gaining momentum, supported by recent policy clarifications from the National Energy Administration aimed at ensuring grid safety and high-quality development of new power systems [2][48]. Summary by Sections Photovoltaic Sector - The photovoltaic sector is expected to recover as market concerns over tariffs have been alleviated. The finalized anti-dumping tariffs have led to a more stable outlook for domestic manufacturers [1][26]. - Price trends in the photovoltaic supply chain show a decline in silicon wafer prices, while battery and component prices remain stable [32][37]. - Key companies to watch include Aiko Solar, Longi Green Energy, and JinkoSolar, among others, as they navigate the evolving market landscape [21][25]. Wind Power Sector - The wind power market is experiencing a price decline, but opportunities for growth in export markets are emerging. Chinese manufacturers are expanding their reach into the Middle East, Africa, and Latin America [1][42]. - The report highlights potential recovery in the wind power sector, with companies like Goldwind Technology and Mingyang Smart Energy positioned for growth [25][42]. Energy Storage Sector - The energy storage market is witnessing a steady increase in demand, with significant procurement activity in independent storage projects. The average procurement price for energy storage systems is around 0.75 CNY/Wh [2][49]. - The National Energy Administration's recent guidelines are expected to bolster the energy storage sector, enhancing its role in the new power system [2][48]. Electric Power Equipment Sector - The electric power equipment sector is projected to grow steadily, with increasing opportunities in overseas markets. The report emphasizes the importance of companies like HaiXing Electric and Samsung Medical in capitalizing on these opportunities [25][53]. - The release of the "National Unified Electric Power Market Development Planning Blue Book" marks a significant step towards a more integrated and efficient electric power market in China [2][53].