产业周跟踪：首个省级储能容量电价政策出台，时的获10亿美金eVTOL订单

Investment Rating - The report maintains an "Outperform" rating for the industry [5] Core Insights - The report highlights the acceleration of pilot lines for solid-state batteries both domestically and internationally, with equipment deliveries expected to peak soon. A significant order of $1 billion for eVTOLs utilizing solid-state batteries has been secured [2][9] - The photovoltaic sector is poised to benefit from a new round of growth stabilization policies from the Ministry of Industry and Information Technology, emphasizing structural adjustments and technological innovation [3][18] - The offshore wind sector is seeing positive developments with the UK easing entry barriers for offshore wind projects, which is expected to expedite project approvals [30][31] - The energy storage sector is witnessing the introduction of the first provincial capacity pricing policy in Gansu, clarifying the revenue model for independent storage [38][39] Summary by Sections 1. New Energy Vehicles and Lithium Battery Sector - The solid-state battery pilot lines are being rapidly constructed, with significant orders for eVTOLs [9][10] - Companies like Funeng Technology are set to launch advanced solid-state batteries by 2025, with a focus on high energy density [9][10] - Key companies to watch include CATL, Keda Technology, and others with competitive advantages in cost and technology [12] 2. New Energy Generation Sector 2.1 Photovoltaic Sector - The Ministry of Industry and Information Technology is implementing a new growth stabilization plan for key industries, including photovoltaics [18][19] - The report suggests that the photovoltaic industry should leverage policy opportunities to enhance competitiveness through innovation [19][20] - Investment recommendations include companies benefiting from supply-side reforms and those with strong demand growth [27][28] 2.2 Wind Power Sector - The UK has relaxed entry requirements for offshore wind projects, potentially increasing the number of projects eligible for funding [30][31] - The report highlights the progress of the Zhejiang deep-sea wind power base, which is expected to accelerate development [31][32] - Companies in the wind power supply chain are recommended for investment based on their growth potential [35] 3. Energy Storage Sector - Gansu Province has introduced a capacity pricing policy, which is expected to clarify revenue models for energy storage [38][39] - The Qinghai green electricity direct connection plan aims to optimize energy usage and enhance system flexibility [40][41] - Investment opportunities include companies involved in energy storage integration and those benefiting from the growth of the energy storage market [44] 4. Power Equipment Sector - The State Grid has announced the results of its third batch of ultra-high voltage equipment tenders, indicating ongoing investment in power infrastructure [47][48] - The Ministry of Industry and Information Technology is set to release growth stabilization plans for the power equipment sector, focusing on digital transformation [48][49] - Companies with overseas expansion capabilities and those involved in digital power solutions are highlighted as investment opportunities [49][52] 5. Industrial Control and Robotics Sector - The industrial sector is showing signs of recovery, with significant acquisitions and advancements in robotics technology [55][56] - The introduction of autonomous battery-swapping humanoid robots represents a significant innovation in the sector [57] - Investment recommendations focus on companies leading in automation and robotics technology [58][60] 6. Hydrogen Energy Sector - The report emphasizes the need to accelerate hydrogen energy applications in traditional industries, with a focus on green transformation [63] - The establishment of zero-carbon parks in Shandong is part of the broader strategy to promote hydrogen energy [64] - Companies involved in hydrogen production and fuel cell technology are recommended for investment [65]