电力设备行业周报：光伏企业签订自律公约，磷酸铁锂、六氟磷酸锂、铜箔涨价落地

Investment Rating - The report maintains a "Buy" rating for companies such as GCL-Poly Energy, Tianjun Wind Power, and Ningde Times, while recommending "Hold" for Foster [4][8]. Core Insights - The photovoltaic industry is expected to benefit from a self-discipline agreement signed by over 30 companies, which will help control production capacity and optimize competition [21][22]. - The offshore wind power sector is advancing with significant projects being approved, including a 428MW project in Fujian and a 3 million kW project in Guangdong [23][24]. - The hydrogen energy sector is seeing developments with the launch of the first hydrogen engine by FAW Liberation, marking a significant step in green transportation [27]. - The energy storage market is showing promising growth, with recent bidding prices indicating a range of 0.439-1.162 RMB/Wh for storage systems [35][28]. - The electric vehicle sector is experiencing price increases for lithium battery materials, including lithium iron phosphate and copper foil, indicating a tightening supply [40][41]. Summary by Sections 1. Market Review - The electric power equipment sector saw a 1% increase from December 2 to December 6, with a cumulative increase of 11.8% for the year [15]. 2. Key Insights of the Week 2.1 New Energy Generation - Photovoltaics: The industry is managing production capacity effectively, with a significant reduction in silicon wafer production and expectations for price recovery [21][22]. - Wind Power & Grid: Major offshore wind projects are being approved, with a notable increase in wind turbine prices expected to continue [23][24][26]. - Hydrogen & Energy Storage: The launch of hydrogen engines and significant bidding activity in energy storage indicate robust growth potential [27][28]. 2.2 New Energy Vehicles - Price increases for lithium battery materials are confirmed, with significant implications for supply dynamics in the coming year [40][41]. 3. Photovoltaic Industry Chain Price Dynamics - The report provides detailed pricing information for various components in the photovoltaic supply chain, indicating fluctuations and trends in the market [44]. 4. Important News of the Week - The report highlights various industry developments, including partnerships and project approvals that are shaping the future of the new energy sector [48][49].