产业周跟踪：固态电池标准加速制定，9月玻璃报价显著上涨

Investment Rating - The report maintains an "Outperform" rating for the industry [6] Core Insights - The lithium battery sector is experiencing robust production in anticipation of the peak demand season, with solid-state battery standards being accelerated [2][9] - The photovoltaic glass inventory has decreased significantly, leading to a notable increase in new order prices for September [3][20] - The wind power sector is focusing on high-quality development of the marine economy, with the UK government supporting its "Clean Energy 2030 Plan" [3][31] - The energy storage sector is advancing shared storage and renewable energy joint operations, with new guidelines released in Hubei [4][39] - The electric power equipment sector is seeing significant projects, including the ±800kV HVDC transmission project between Shaanxi and Henan, expected to be operational by December 2027 [4][47] Summary by Sections 1. Lithium Battery and Electric Vehicle Sector - September lithium battery production is significantly high, with a month-on-month increase of 8% for iron-lithium batteries and a year-on-year increase of 56% [9][10] - The solid-state battery standardization is progressing, with key industry players participating in the review meetings [11][12] 2. Photovoltaic Sector - The new order price for 2.0mm single-layer coated glass increased by 2 CNY/square meter in September due to reduced inventory and increased demand [20][21] - The latest inventory days for leading glass companies have dropped to around 20 days, with some as low as 10 days [21][22] 3. Wind Power Sector - The marine economy is being promoted for high-quality development, with significant contributions to the construction of a marine power [31][32] - The UK government has announced parameters for the AR7 auction, extending contract periods and allowing unlicensed projects to participate [32][33] 4. Energy Storage Sector - The National Energy Administration supports the promotion of shared storage and renewable energy joint operations, enhancing the power system's regulation capabilities [39][40] - Hubei's new pricing guidelines for renewable energy projects set a base price of 0.4164 CNY/kWh for existing projects [40][41] 5. Electric Power Equipment Sector - The Shaanxi-Henan ±800kV HVDC project is expected to be completed by December 2027, with an investment of approximately 19.2 billion CNY [47][48] - The project aims to facilitate the development and transmission of renewable energy from Shaanxi to meet the growing electricity demand in Henan [47][48] 6. Industrial Control and Robotics Sector - Mecamand has completed a new round of financing of nearly 500 million CNY to enhance its embodied intelligence technology [54][55] - NVIDIA has launched the Jetson Thor, which is expected to drive advancements in general robotics [56][57] 7. Hydrogen Energy Sector - The National Energy Administration supports the development of large-diameter pure hydrogen transportation pipeline pilot demonstrations [63][64] - Major projects in green hydrogen production are being initiated, including a significant project in Saudi Arabia [64][65]