电新周报：特斯拉人形机器人展示户外行走，电解液价格上涨电力设备与新能源

Investment Rating - The industry investment rating is "Positive" [3] Core Viewpoints - The electric vehicle battery sector is expected to optimize, with profitability likely to recover as lithium battery supply issues approach a turning point. The decline in lithium carbonate prices is anticipated to lower battery costs and stimulate downstream demand. Additionally, advancements in fast charging technology and new materials are expected to enhance the penetration rate of new energy vehicles [3][4] - The power equipment sector is projected to benefit from significant investment in the grid, with expectations of over 500 billion yuan in grid construction investment in 2024. The demand for power equipment is expected to improve both domestically and internationally due to increased electricity demand from emerging industries and the rapid development of renewable energy [3][4] - The energy storage market is anticipated to maintain high growth, with large-scale energy storage installations expected to continue increasing. The commercial energy storage sector is also expected to accelerate, driven by the development of virtual power plants and rising awareness of energy storage benefits [3][4] Summary by Sections New Energy Vehicles - The weekly price of electrolytes has increased, while battery-grade lithium carbonate prices rose by 2.6%. The sales of new energy vehicles in October 2024 reached 1.43 million units, a year-on-year increase of 49.6% [8][12] - The installed capacity of power batteries in October 2024 was 59.2 GWh, representing a year-on-year increase of 51% [12] Power Equipment and Energy Storage - The power equipment sector is expected to see favorable investment opportunities, with the grid becoming a bottleneck for renewable energy development. The global grid is entering a growth cycle, with significant investment anticipated in 2024 [3][4] - In energy storage, large-scale installations are projected to maintain high growth rates, with a notable increase in demand for commercial energy storage solutions [3][4] Photovoltaics - The photovoltaic sector is experiencing strong demand in Europe, with domestic ground station demand also robust. The industry is expected to benefit from cost reductions and new technology advancements, such as the large-scale production of TOPCON technology [3][4] Wind Power - The offshore wind power sector is expected to accelerate construction post-2024, with significant potential for new installations. The industry is projected to enter a rapid growth phase, supported by favorable policies and increasing demand [3][4]