电新&公用行业周报：东南亚四国反倾销初裁落地，帆石一海风项目推进

Investment Rating - The report maintains a "Recommended" investment rating for the electric new energy and public utility sectors [1]. Core Insights - The electric new energy sector saw a weekly increase of 1.74%, ranking 20th among 31 industries, while the public utility sector experienced a slight decline of 0.10%, ranking 30th [14]. - The U.S. announced preliminary anti-dumping tax rates for solar photovoltaic cells from four Southeast Asian countries, ranging from 0% to 271.28%, which may benefit companies with production capacity outside the U.S. [1][29]. - The Yangjiang Fanshi No. 1 1000MW offshore wind project is progressing, with a joint bid from Shanghai Qifan Cable and Shanghai Kangyi Ocean Engineering for the underwater cable installation at a bid price of 416 million yuan [1][29]. - The implementation of the "5G Scale Application" action plan aims to enhance the integration of renewable energy sources into the grid and promote innovative applications of 5G technology in the energy sector [1][29]. - The "National Unified Electricity Market Development Plan Blue Book" outlines a three-step strategy for integrating renewable energy into the market by 2029 [1][32]. Summary by Sections Industry Review - The electric new energy sector's performance was positive, with a 1.74% increase, while the public utility sector faced a minor decline of 0.10% [14][16]. Key Industry Dynamics - Solar Energy: The U.S. preliminary ruling on anti-dumping duties could impact the pricing and competitiveness of solar products from Southeast Asia [29]. - Wind Energy: The ongoing development of the Yangjiang Fanshi No. 1 project is expected to accelerate domestic and international offshore wind construction [29]. - Grid Equipment: The 5G action plan aims to enhance the integration of renewable energy and improve grid management [29]. - Low Altitude Economy: New regulations in Guangzhou aim to develop the low-altitude economy, clarifying infrastructure and safety requirements [29]. - Public Utilities: The Blue Book outlines a strategic plan for the electricity market, emphasizing the role of renewable energy by 2029 [32]. Investment Recommendations - The report suggests focusing on leading companies in the solar sector such as Tongwei Co., Longi Green Energy, and Trina Solar, as well as wind energy companies like Daikin Heavy Industries and Taisheng Wind Energy [1][3].