电力设备及新能源行业周报：国内新能源配储政策或将淡出，海外海风面临成本压力

Investment Rating - The report maintains an "Outperform" rating for the power equipment and new energy industry [1]. Core Views - Domestic new energy storage policies are expected to fade out, while overseas offshore wind faces cost pressures [1][9]. - The wind power index increased by 3.69%, outperforming the CSI 300 index by 1.71 percentage points, with a current PE_TTM valuation of approximately 20.14 times [4][20]. - The photovoltaic sector is witnessing significant advancements, including the launch of the world's first GW-level perovskite module production line, which is expected to enhance conversion efficiency and market potential [10][11]. - The energy storage sector is anticipated to experience a slowdown in demand growth in the short term due to the fading of mandatory storage policies, but long-term growth remains strong due to the ongoing need for flexible resources [11]. Summary by Sections Wind Power - Recent reports indicate that overseas offshore wind projects are facing increased costs due to inflation, currency depreciation, supply chain issues, and rising interest rates, leading to adjustments in business plans for projects in Japan and the U.S. [9][19]. - The U.S. offshore wind project in Virginia has seen its total cost increase by 9%, from $9.8 billion to $10.7 billion [19][36]. - The wind power index has shown a positive trend, with a notable increase in stock prices for leading companies in the sector [20][21]. Photovoltaics - The launch of the first GW-level perovskite module production line marks a significant milestone, with expectations for improved efficiency and production capabilities [10][11]. - The photovoltaic sector is projected to see substantial investment opportunities driven by new technologies, particularly in BC batteries and perovskite technology [10]. Energy Storage & Hydrogen - The recent policy changes indicate a shift away from mandatory energy storage requirements, which may temporarily impact demand growth but will ultimately lead to a healthier market environment [11]. - The energy storage market is expected to benefit from increased focus on performance and quality as new energy projects enter the market [11]. Investment Recommendations - For wind power, focus on companies like Mingyang Smart Energy, Dongfang Cable, and Yaxing Anchor Chain, as domestic offshore wind demand is expected to rise [11]. - In the photovoltaic sector, attention is drawn to companies such as Dier Laser, Longi Green Energy, and Aiko Solar, with a focus on the emerging trends in BC batteries [11]. - In energy storage, companies like Sungrow Power Supply and Shuneng Electric are highlighted due to their strong growth prospects [11].