电力设备与新能源行业周报：华为与优必选达成合作，多省细则推动电力市场化进程

Investment Rating - The report recommends a positive outlook on the electric equipment and new energy sector, highlighting specific companies for investment opportunities [2][3]. Core Insights - Huawei has reached a comprehensive cooperation agreement with UBTECH to promote humanoid robots across multiple scenarios, leveraging Huawei's AI capabilities to support innovation in the robotics industry [2][3]. - The easing of tariffs between China and the US is expected to benefit solar energy exports, with a significant reduction in tariffs on Chinese goods, enhancing competitiveness in the US market [2][3]. - The 17th Shenzhen International Battery Technology Exchange and Exhibition showcased advancements in solid-state battery technology, indicating a rapid industrialization of this sector [3][54][55]. Summary by Sections Section: Industry Developments - Multiple provinces in China are implementing policies to promote the marketization of the electricity sector, including operational rules for large-scale renewable energy bases [3][4]. - The Guangdong Power Trading Center has proposed a pricing mechanism for new energy projects, establishing fixed price periods for offshore wind and other renewable projects [4]. - The AI Data Center (AIDC) construction is gaining momentum in the Middle East, with significant investments from companies like NVIDIA and AMD [4]. Section: Company Recommendations - Recommended companies in the electric equipment sector include Zhaowei Electric, Wuzhou New Spring, and Keda Li, with additional attention on Hanwei Technology and UBTECH [2][3]. - In the solar energy sector, recommended companies include Sunshine Power, Deye Shares, and High Measurement Shares, with a focus on Airo Energy and HeMai Shares [2][3]. Section: Market Trends - The report notes a decline in lithium salt prices and stable prices for nickel and cobalt, indicating a shift in material costs within the battery supply chain [30][33]. - The prices of photovoltaic materials, including polysilicon and solar cells, have decreased, reflecting changes in market demand and supply dynamics [41][45][48].