电新、公用行业周报：光伏行业强化自律，广东国管海风项目签约

Investment Rating - The report maintains a "Recommended" investment rating for the industry [1]. Core Insights - The photovoltaic sector is strengthening industry self-discipline, while the offshore wind project in Guangdong is progressing rapidly. The low-altitude policy is accelerating industrialization trends, and the power market is being planned in an orderly manner [3]. - The report suggests focusing on leading companies in the photovoltaic sector such as Tongwei Co., Longi Green Energy, Trina Solar, JinkoSolar, and Canadian Solar, as well as strong inverter companies like Sungrow Power, DeYe Shares, Jinlang Technology, and others [3]. - In the wind power sector, it recommends attention to companies like Daikin Heavy Industries, Taisheng Wind Power, and Dongfang Cable [3]. - For grid equipment, it highlights companies such as Guodian NARI Technology, XJ Electric, and Sifang Co. [3]. - The report also emphasizes the importance of new energy and public utility sectors, suggesting companies like Huaneng International, Huadian International, and others for investment [3]. Summary by Sections Market Review - From December 2 to December 6, 2024, the Shenwan Electric New Energy sector rose by 0.29%, ranking 30th among 31 industries, while the Public Utilities sector increased by 3.27%, ranking 11th [14][15]. Key Industry Dynamics - A symposium on promoting high-quality sustainable development in the photovoltaic industry was held, emphasizing the need for industry self-discipline to prevent unhealthy competition [28]. - The Guangdong 3000MW offshore wind project was signed, aiming to explore advanced technologies and applications in offshore wind energy [30]. - A joint action plan for the large-scale application of 5G technology was issued, aiming to enhance the integration of renewable energy and smart grid solutions [30]. - The State Council discussed the revision of the Civil Aviation Law, focusing on safety and quality improvements in civil aviation [30]. - The National Energy Administration released guidelines to support innovative development in the electricity sector, encouraging new business models and enhancing energy system capabilities [31]. Industry Tracking - The report provides insights into the pricing trends of key components in the photovoltaic supply chain, indicating a downward trend in silicon material prices and a stable pricing environment for solar cells and modules [35][39][40].