电力设备及新能源行业周报：产业周跟踪，分布式光伏新政促进量质齐升，欧盟拟出台电车补贴计划

Investment Rating - The industry rating is "Outperform the Market" [5] Core Views - The report highlights the EU's plan for electric vehicle incentives, which is expected to boost demand in Europe [13][14] - The distributed photovoltaic policy has been implemented, with expectations for stable prices in the industry chain before the holiday [22][24] - The offshore wind power sector is experiencing high demand, with competitive allocation results in Jiangsu and Liaoning [33][34] - The energy storage sector is projected to see over 100GWh of new installations in 2024, with CATL supplying the world's largest energy storage project [41][44] - The power equipment and industrial control sector anticipates over 600 billion yuan in domestic grid investment in 2024 [51][52] - The hydrogen energy sector is witnessing significant developments, including the release of a green technology promotion directory and new projects in Indonesia [64][65] Summary by Sections 1. New Energy Vehicles and Lithium Battery Sector - The EU's electric vehicle incentive plan is expected to restore demand in Europe [13] - Nissan is establishing a new LFP battery plant in Japan with a capacity of 5GWh [14] - Companies with cost advantages and those expanding overseas are recommended for investment [15] 2. New Energy Generation Sector 2.1 Photovoltaic Sector - The National Energy Administration released a management method for distributed photovoltaic power generation, aiming for growth in both quantity and quality [22][24] - The report anticipates steady progress in the domestic distributed market by 2025 [24] 2.2 Wind Power Sector - Competitive allocation results for offshore wind projects in Jiangsu and Liaoning indicate sustained high demand [33][34] - Investment opportunities are suggested for companies involved in offshore wind power [38] 3. Energy Storage Sector - In 2024, new energy storage installations are expected to exceed 100GWh, with a significant increase in capacity [41] - CATL is launching a 19GWh energy storage project in the UAE, marking a major milestone in the sector [44] 4. Power Equipment and Industrial Control Sector - Domestic grid investment is projected to exceed 600 billion yuan in 2024, with a focus on optimizing the main grid and supporting new energy development [51][52] - The report highlights significant contracts awarded in the power equipment sector [52][53] 5. Hydrogen Energy Sector - The release of the green technology promotion directory by the National Development and Reform Commission indicates a push for hydrogen energy projects [64] - New projects in Indonesia for hydrogen production and refueling stations are being developed [65]