电力设备与新能源行业周报：特高压技术迭代升级，OpenAI升级API推出更强模型-20251012

Investment Rating - The report recommends investment in the power equipment and new energy sectors, highlighting specific companies for potential investment opportunities [1][2][3]. Core Insights - The development of new energy is driving the iteration and upgrade of ultra-high voltage technology, with market-oriented reforms in the power sector promoting orderly and healthy development of new energy [1]. - The successful development of the world's first 800 kV 80 kA circuit breaker by Pinggao Electric provides crucial equipment support for China's ultra-high voltage development [1]. - The report emphasizes the progress in controllable nuclear fusion projects globally, recommending companies like XJ Electric and Dongfang Electric for investment [1]. - A significant investment agreement was signed between Xingan League and Goldwind for green hydrogen production, indicating positive prospects for wind power and green methanol production [1]. Summary by Sections Power Equipment - Recommended companies include Sien Electric, Shunhua Electric, Bull Group, Guoneng Rixin, and Nanfang Technology, with a focus on TBEA and GCL-Poly Energy for attention [1]. - The report highlights the successful development of key equipment for ultra-high voltage systems, which is crucial for the sector's growth [1]. Energy Storage - The report notes the operational launch of China's first large-capacity sodium-ion battery energy storage station, with recommended companies including CATL, EVE Energy, Sungrow Power, and Dewei Co., Ltd. [2]. - The focus on sodium-ion technology is emphasized, with specific attention to companies like Prilite [2]. Electric Vehicles - The Ministry of Commerce announced new export controls on lithium batteries and related materials, which is seen as a long-term benefit for companies with existing overseas production capacity [3]. - Recommended companies in the electric vehicle sector include Xinwangda, Haopeng Technology, and Shangtai Technology, with additional attention on Keda Manufacturing and Longpan Technology [3]. Robotics - The launch of the third-generation humanoid robot Figure03 by Figure AI marks a significant advancement in the commercialization of humanoid robots [3]. - Recommended companies in the humanoid robot sector include Wuzhou Xinchun, Zhaowei Electric, and Keda Li [3]. Photovoltaics - The report highlights price increases in the photovoltaic industry chain, with recommended companies including Aiko Solar, GCL-Poly, and Maiwei [4]. - The report also discusses the impact of new regulations on pricing and competition within the industry [4].