新能源行业周报（第123期）：把握智能化、新技术带来的变革性机会

Investment Rating - The report maintains a positive outlook on the electric equipment and new energy sector, indicating a "Look Forward" investment rating [1]. Core Viewpoints - The overall strategy for the industry emphasizes seizing transformative opportunities brought by intelligence and new technologies [4]. - The report highlights that the new cycle in the mid and downstream of the new energy vehicle supply chain has begun, with significant developments in companies like Xiaomi and EVE Energy [5][9]. Summary by Sections New Energy Vehicle Industry - Focus on the evolution of the Xiaomi ecosystem, with the recent exposure of the Xiaomi YU7's battery capacity options of 96.3 kWh and 101.7 kWh, offering a maximum range of 820 km [5][9]. - EVE Energy's overseas base continues to make breakthroughs, with the first battery produced at its Malaysian factory, marking the start of production at its first overseas facility [5][9]. - Emphasis on solid-state batteries and new technologies such as large cylindrical batteries, with the first domestic dry-process solid-state battery line recently established and BMW's innovative large cylindrical battery expected to be launched in 2025 [5][9]. Photovoltaic Industry - Tongwei Co. is investing in a granular silicon pilot line, which is expected to solidify its cost advantage and enhance its competitive edge in rod silicon production [6][10]. - JA Solar is planning to apply for a Hong Kong listing, which will facilitate its overseas market and capacity expansion [6][10]. Wind Power and Other Industries - The Yangjiang Sanshan Island flexible direct current transmission project has commenced construction, expected to be completed by 2026, along with several offshore wind power projects in Guangdong [7][10]. - Zhenyu Technology is expanding its humanoid robot business, with a semi-automatic production line now capable of producing 50 sets daily, and plans for a fully automated production line within the year [7][10].