电新、公用行业周报：帆石一海风项目推进，气象数据赋能低空经济发展

Investment Rating - The report maintains a "Recommended" investment rating for the industry [1] Core Insights - The electric new energy sector experienced a decline of 2.15% from December 9 to December 15, ranking 30th among 31 industries, while the public utility sector saw a slight decrease of 0.15%, ranking 17th [1][14] - The central economic work conference emphasized the need to regulate "involutionary" competition and promote technological innovation to develop a modern industrial system, which is expected to rationalize prices in the photovoltaic industry [1][28] - The Yangjiang Fanshi No.1 1GW offshore wind project has announced successful bids for submarine cable laying projects, indicating a potential acceleration in domestic offshore wind construction and increased export opportunities [1][28] - The national energy work conference highlighted plans to approve key power interconnection projects by 2025, which is expected to boost domestic grid investment [1][28] Summary by Sections 1. Market Review - The electric new energy sector's performance was -2.15%, while the public utility sector was -0.15% during the specified week [14] 2. Key Industry Dynamics 2.1 Industry News - The central economic work conference aims to address "involutionary" competition and accelerate the construction of new energy bases [28] - The Yangjiang Fanshi No.1 offshore wind project has awarded contracts for submarine cables, with significant project values [30] - The national energy work conference plans to approve several key power interconnection projects by 2025 [28] 2.2 Company Announcements - Xiwanda signed a strategic cooperation framework agreement with Xiamen Tungsten New Energy to develop solid-state battery materials [34] - Guoxuan High-Tech plans to invest in new energy battery production bases in Slovakia and Morocco, with total investments not exceeding €12.34 billion and €12.8 billion respectively [34] 3. Industry Tracking - The report tracks the performance of various sectors within the electric new energy industry, including photovoltaic and wind energy, highlighting price trends and production capacity [9][28]