电力设备行业周报：继续深耕三大未来产业——固态电池、AIDC电气、人形机器人

Investment Rating - The industry investment rating is maintained as "Recommended" [1] Core Insights - The report emphasizes the acceleration of domestic computing power construction driven by favorable policies, particularly in the AIDC electrical equipment sector [3][9] - The solid-state battery industry is witnessing an influx of new players, indicating a rapid industrialization process [12] - The photovoltaic industry is entering a phase of profit recovery due to demand surges, with a focus on cost reduction and efficiency-enhancing technologies [14][16] - The wind power sector is shifting towards high-quality development, with government support for offshore wind power highlighted for the first time [15][17] - The electric grid sector remains robust, with significant tender results indicating sustained demand [18][20] Summary by Sections Industry Overview - The report discusses the ongoing trends in solid-state batteries, AIDC electrical equipment, humanoid robots, lithium batteries, photovoltaic technology, wind power, and electric grid developments [6][8] Investment Recommendations - Recommended stocks include: - AIDC Electrical Equipment: Mingyang Electric, Jinpan Technology, Keda Technology - Robotics: Keda Li - Lithium Batteries: CATL, Yiwei Lithium Energy, Keda Li, Zhongwei Shares, Putailai, Teradyne - Electric Power Equipment: XJ Electric, Pinggao Electric, China West Electric, Siyuan Electric, Mingyang Electric, Wangbian Electric - Photovoltaics: Tongwei Co., Artis, JinkoSolar, Junda Shares, Deye Shares, Foster (chemical group coverage), Flat Glass - Wind Power: Oriental Cable, Haile Wind Power, Taisheng Wind Power, Jinlei Shares, Tiensun Wind Power [3][8] AIDC Electrical Equipment - The report highlights the rapid growth in demand for AIDC servers driven by AI applications, leading to increased requirements for power supply systems and related equipment [3][9] Robotics - The government has introduced strong support for humanoid robots, emphasizing their role in future industries [10][11] Lithium Batteries - The solid-state battery sector is expected to see significant advancements, with major players planning to launch production by 2027 [7][12] Photovoltaics - The report notes a recovery in the photovoltaic industry driven by demand surges and price increases across various segments [14][16] Wind Power - The government’s focus on offshore wind power marks a strategic shift towards utilizing marine resources, with expectations for significant growth in installed capacity [15][17] Electric Grid - Recent tender results from the State Grid indicate a strong demand for transmission and transformation equipment, with a total bid amount of 15.239 billion yuan [18][20]