电力设备及新能源行业周报：产业周跟踪，光伏大会行业自律共识达成，英伟达在台寻找人机供应链

Investment Rating - The report maintains an "Outperform" rating for the electric power equipment and new energy industry [2] Core Insights - The report highlights significant developments in various sectors including electric vehicles, photovoltaic, wind power, energy storage, power equipment, and hydrogen energy, indicating a positive outlook for the industry [2][3][4] Summary by Sections 1. New Energy Vehicles and Lithium Battery Sector - Nvidia's robotics supply chain is exploring opportunities in Taiwan, while Geely's Starship 7EM-i has officially launched, showcasing advancements in the electric vehicle market [2][14][15] 2. New Energy Generation Sector 2.1 Photovoltaic Sector - The 2024 Photovoltaic Industry Annual Conference in Yibin reached a consensus on industry self-discipline, aiming to prevent "involution" and promote sustainable development, which is expected to stabilize prices in the photovoltaic supply chain [2][26][27] 2.2 Wind Power Sector - The National Energy Group has initiated a 1.8GW centralized procurement tender, and two offshore wind projects in Fujian totaling 428MW have been approved, indicating robust growth in wind energy projects [2][37][38] 3. Energy Storage Sector - Sungrow signed the largest energy storage supply agreement in Southeast Asia for 1.5GWh, enhancing its market presence, while Fluence plans to invest in manufacturing 530Ah battery cells in the U.S., reflecting strong growth in energy storage solutions [3][47][49] 4. Power Equipment and Industrial Control Sector - The National Energy Administration supports the innovation of energy storage, virtual power plants, and smart microgrids, while Nvidia is entering the humanoid robot market, indicating a shift towards advanced technologies in power equipment [3][55][64] 5. Hydrogen Energy Sector - AEM technology is gaining traction, with the hydrogen energy corridor becoming a commercial starting point for hydrogen vehicles. The report notes significant orders for electrolysis equipment, indicating a growing market for hydrogen energy solutions [4][72][73]