电新行业周报：上汽将推出10万级固态车型，WAIC开展机器人赛道火热-20250727

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - SAIC is set to launch a solid-state battery vehicle priced at 100,000 RMB, while QS has announced a partnership with Volkswagen to advance solid-state battery technology [1] - The Optimus robot from Tesla aims for an annual production of 1 million units within five years, indicating a strong growth trajectory in the robotics sector [2] - The Yarlung Tsangpo River hydropower project has commenced with a total investment of 1.2 trillion RMB, marking a significant development in the hydropower industry [2][62] - The new energy installed capacity in China saw a year-on-year increase of 18.7% in the first half of 2025, with wind and solar power growing by 22.7% and 54.2% respectively [63][64] Summary by Sections Electric Vehicle Sector - SAIC's MG brand will introduce a new electric vehicle model, MG4, featuring a semi-solid-state battery [1] - QS and Volkswagen are expanding their strategic cooperation on solid-state batteries, with a focus on the QSE-5 battery [1][52] Robotics Sector - Tesla's Optimus robot is currently in version 2.5, with plans for mass production of 1 million units in five years [2][58] - The WAIC conference showcased a surge in participation from robotics companies, indicating a vibrant market [2][59] Renewable Energy Sector - The Yarlung Tsangpo hydropower project, with an investment of 1.2 trillion RMB, is expected to significantly enhance clean energy output [62] - In the first half of 2025, China's total installed power generation capacity reached 364.807 million kW, reflecting an 18.7% year-on-year growth [63] - Wind and solar power installations are driving the growth, with wind power capacity reaching 57.26 million kW and solar power at 110.003 million kW [63][64] Solar Industry - New energy installed capacity in China increased by 18.7% year-on-year in the first half of 2025, with solar energy seeing a 54.2% growth [63][64] - The report highlights the rising prices of polysilicon and silicon wafers, indicating a tightening supply chain in the solar industry [21][27] Wind Energy Sector - Three offshore wind power projects in Jiangsu have begun the bidding process, signaling accelerated development in the wind energy sector [4][53]