电气设备行业周报：硅料价格维持稳定，光伏玻璃价格有所上涨

Investment Rating - The report maintains an "Outperform" rating for the electrical equipment industry [2]. Core Insights - The report highlights stable prices for silicon materials and an increase in photovoltaic glass prices driven by policy changes and demand surges [5][11]. - It suggests investment opportunities in various segments of the renewable energy sector, including solar, wind, and electric vehicles [5][6]. Summary by Sections Silicon Material and Photovoltaic Glass - Silicon material prices remain stable, with N-type polysilicon trading between 39,000-46,000 CNY/ton and an average price of 41,700 CNY/ton. P-type polysilicon averages 34,000 CNY/ton [11][12]. - Photovoltaic glass prices have increased, with 2.0mm glass averaging 13.50 CNY/sqm (up 1 CNY from February) and 3.2mm glass at 22.50 CNY/sqm (up 2 CNY) [11][12]. Investment Recommendations in Renewable Energy - Suggested focus areas include: 1. Integrated component companies with new battery technologies: JinkoSolar, LONGi Green Energy, JA Solar, Trina Solar [5][14]. 2. Emerging technologies in the battery segment: Tongwei Co., Aiko Solar, Junda Co. [5][14]. 3. Silicon wafer companies with efficiency or volume growth potential: TCL Zhonghuan, Shuangliang Eco-Energy [5][14]. 4. Leading inverter companies benefiting from overall growth: Sungrow Power Supply, GoodWe [5][14]. 5. Energy storage battery suppliers: CATL, EVE Energy, Pylontech [5][14]. Wind Power Sector - Recommended stocks include: 1. Offshore wind-related companies: Qifan Cable, Haizhuang Wind Power, Zhenjiang Co. [5][14]. 2. Upstream component manufacturers: Guoda Special Materials, Lixing Co. [5][14]. 3. Turbine manufacturers: Sany Heavy Energy, Mingyang Smart Energy [5][14]. Electric Vehicle Sector - Investment suggestions focus on: 1. Leading companies with global competitiveness: CATL, Enjie, BTR, Tianneng Battery, and others [5][6]. 2. Second-tier lithium battery companies: EVE Energy, Guoxuan High-Tech, and others [5][6]. 3. Quality companies in lithium battery materials: Zhongke Electric, Dangsheng Technology, and others [5][6]. 4. Leading component manufacturers benefiting from global electrification: Inovance Technology, Sanhua Intelligent Controls, and others [5][6].