电力设备行业周报：具身智能技术多点突破，关注零碳园区和微电网发展机遇-2025-03-17

Investment Rating - The industry investment rating is "Recommended" [2] Core Viewpoints - The report highlights breakthroughs in embodied intelligence technology and emphasizes opportunities in zero-carbon parks and microgrid development [1] - The report suggests focusing on key companies such as Ningde Times, Tongwei Co., Sunshine Power, Oriental Cable, Zhongtian Technology, Oriental Electronics, Kehua Data, and Weiteng Electric [10][18] Summary by Sections 1.1 Photovoltaics - Silicon material prices remain stable, with short-term fluctuations expected between 39-42 yuan/kg, while long-term attention should be on new capacity and overseas demand [14] - Leading silicon wafer manufacturers have raised prices due to upcoming installation peaks, with N-type silicon wafer inventory at low levels supporting price increases [15] - P-type battery prices have come under pressure, while N-type prices have risen, particularly for G12R models, driven by concentrated demand [16] - Domestic distributed component prices have increased, while centralized prices remain stable, with significant technical route differentiation observed [17] 1.2 Wind Power - Inner Mongolia has released policies to promote wind power development, including the opening of a 1.07GW wind project bidding [20] - The report suggests focusing on companies benefiting from offshore wind growth, such as Oriental Cable and Zhongtian Technology [21] 1.3 Grid Equipment - The first cross-regional green electricity transaction has successfully taken place, marking a significant milestone in the national unified electricity market [22] - The "Lung Electric into Zhejiang" project has commenced construction, expected to deliver over 36 billion kWh annually, with more than 50% from renewable sources [22] 1.4 Energy Storage - Henan Province has announced the sixth batch of source-network-load-storage projects, totaling 914.7MW/1829.4MWh [23] - Inner Mongolia has initiated a new energy storage action plan for 2025, with a total installed capacity of 11.1GW/49.3GWh [24] 1.5 Hydrogen Energy - Gansu Province has released an action plan to promote the hydrogen energy industry chain's westward transfer, emphasizing the development of hydrogen energy equipment manufacturing [25] 1.6 Industrial Control - Xiaomi has unveiled its humanoid robot CyberOne, showcasing advancements in human-robot interaction technology [27] - The report highlights the launch of the "Lingxi X2" humanoid robot by Zhihui Jun, which demonstrates significant breakthroughs in dynamic balance and interaction capabilities [28] - The "Wisdom Open Object" platform has been introduced, enabling multi-robot collaboration across various scenarios [29]