新能源行业周报（第126期20250310-20250316）：重视供给端的变化，钴、铁锂、BC等

Investment Rating - The report maintains a positive outlook on the power equipment and new energy sector [1] Core Viewpoints - The report emphasizes the importance of changes on the supply side, particularly regarding cobalt, iron lithium, and BC [4][5] - The core viewpoint for the new energy vehicle industry indicates that a new cycle has begun in the mid and downstream sectors [4][5] - The photovoltaic industry is expected to gradually confirm a mid-term bottom, with rising component prices and improved industry self-discipline [6][12] - The wind power sector is highlighted for its potential growth, especially in offshore wind energy development [7][14] Summary by Sections 1. Industry Chain Prices - In the new energy vehicle sector, prices for ternary materials have increased, with a notable rise in electrolytic cobalt prices by over 26% [20][21] - The photovoltaic sector has seen a significant upward trend in component prices, with distributed N-type 182 components priced around 0.742-0.754 RMB/W, reflecting a 0.034 RMB/W increase from the previous week [6][12] - Wind power materials such as shipbuilding plates and steel have seen price declines, indicating a mixed pricing environment [15][20] 2. Industry News Tracking - In the new energy vehicle sector, companies like CATL and Fulin Precision have signed strategic cooperation agreements, enhancing their competitive edge in high-end iron lithium products [4][11] - The photovoltaic sector has seen Aisuke secure a 1GW solar module order from Datang Group, marking a significant breakthrough in centralized business [12][36] - The wind power sector in Jiangsu is optimizing its offshore wind power development layout, with several projects entering the construction phase [14][15] 3. Company News Tracking - In the new energy vehicle sector, Fulin Precision's partnership with CATL is expected to create new opportunities [11][16] - In the photovoltaic sector, Hengdian East Magnetic has announced its 2024 annual report, indicating ongoing developments in the industry [16][22] - In the wind power sector, companies like Hewei Electric and Baosheng Co. have released their 2024 annual reports, reflecting their operational performance [16][22]