产业周跟踪：光伏产业链价格持续修复，聚焦本周GTC大会

Investment Rating - The report maintains an "Outperform" rating for the electric power equipment and new energy sector [5]. Core Insights - The lithium battery sector shows significant growth in production and sales, with a focus on the upcoming April auto show, indicating a potential peak season [2][13]. - The photovoltaic sector is experiencing a price recovery, with ongoing discussions among major companies to promote healthy industry development [25][26]. - The energy storage sector is expanding, with significant installations planned in Gansu and Inner Mongolia, indicating a stable revenue model [34][36]. - The electric power equipment and industrial control sector is seeing new projects and technological advancements, particularly in high-voltage transmission [45][46]. - The hydrogen energy sector is gaining attention with new standards and projects being initiated, highlighting its growth potential [57][58]. Summary by Sections 1. Lithium Battery and Electric Vehicle Sector - In February, domestic battery production and sales saw a year-on-year increase, with lithium iron phosphate vehicles accounting for 81.5% of the total [13][14]. - The upcoming Shanghai Auto Show is expected to focus on innovation and new models, potentially boosting lithium battery demand [15]. - Companies with cost advantages are likely to outperform competitors, including CATL and others [16][19]. 2. Photovoltaic Sector - The photovoltaic industry is witnessing a price increase due to self-regulation and demand from distributed projects [25][26]. - Major companies are adjusting production quotas, which is expected to lead to a sustained price recovery in the industry [26][27]. - Investment opportunities exist in various segments, including silicon materials and inverters, with specific companies recommended for investment [31]. 3. Energy Storage Sector - By the end of 2024, Gansu's new energy storage capacity is projected to exceed 11GWh, with Inner Mongolia planning significant installations by 2025 [34][36]. - The revenue model for energy storage includes participation in the electricity spot market and auxiliary services [35]. - Investment recommendations focus on quality storage integrators and companies benefiting from the growth in energy storage demand [39]. 4. Electric Power Equipment and Industrial Control Sector - The commencement of the Gansu-Zhejiang high-voltage transmission project is expected to enhance clean energy transmission capabilities [45]. - The sector is also seeing advancements in AI and robotics, with new products being launched [47][51]. - Investment opportunities are highlighted in companies involved in digital grid solutions and automation technologies [52][54]. 5. Hydrogen Energy Sector - The National Energy Administration has outlined key focus areas for hydrogen energy standards by 2025, indicating a strategic direction for the industry [57]. - New projects in hydrogen production and storage are being initiated, with significant investments planned [58][59]. - Companies involved in hydrogen production and fuel cell technologies are recommended for investment [59].