新工业周报：ABB推出三个机器人系列，6月美国LNG出口量有所修复-20250704

Investment Rating - The report suggests a focus on companies involved in nuclear power, energy infrastructure, and industrial robotics, indicating a positive investment outlook for these sectors. Core Insights - AI is increasingly recognized as a strategic asset in global political and technological competition, highlighting its importance in data centers and energy construction [16][18]. - The U.S. energy market is experiencing a shift, with significant demand for flexible resources due to extreme weather conditions, and the need for infrastructure investment remains strong [18][19]. - The European energy market is adapting to new regulations aimed at improving the integration of renewable energy sources [20]. Summary by Sections Global Infrastructure and Construction Equipment - AI's strategic position is emphasized, particularly in data centers, with significant investments planned in the U.S. [16]. - The PJM load reached 161 GW, exceeding expectations by nearly 5%, indicating strong energy demand [18]. - Texas has granted grid operators the authority to disconnect non-critical large loads during crises, reflecting the need for grid reliability [18]. Global Electrical and Intelligent Equipment - The gas turbine price index increased by 5.3% year-on-year, indicating a tightening supply-demand relationship [22]. - The U.S. transformer export value reached 46.82 billion yuan, growing by 29% year-on-year, showcasing strong demand in Asia and Europe [45][49]. Global Energy Industry - The average retail price of electricity in the U.S. was $0.13/kWh, a decrease of 1.1% month-on-month, reflecting market adjustments [3]. - The WTI crude oil futures price was $66.30 per barrel, up 1.3% from the previous week, indicating fluctuating energy prices [3]. Global New Materials - The global uranium market price was $52.17 per pound, showing a slight increase of 0.7% month-on-month, while rare earth prices experienced minor adjustments [3]. Global Defense and Aerospace - The price index for aircraft engine manufacturing remained stable, with a year-on-year increase of 1.7%, reflecting steady demand in the defense sector [4]. Investment Recommendations - The report recommends focusing on companies like Entergy, Talen Energy, and Constellation Energy in the nuclear power sector, as well as GE Vernova and Siemens Energy in energy infrastructure [5][6]. - The industrial robotics sector is expected to see increased demand due to U.S. industrial resurgence, with ABB highlighted as a key player [5].