电力设备新能源2026年1月投资策略：IDC电力设备企业有望受益于数据中心建设浪潮，固态电池产业化提速

Group 1: AIDC Power Equipment Industry - The AIDC power equipment sector is expected to benefit from the surge in data center construction driven by major tech companies, with significant investments planned by firms like Samsung SDS, Tesla, Amazon, and Oracle [1][28] - The demand for power equipment in the AI era is projected to experience explosive growth, with key companies to watch including Jinpan Technology, Xinte Electric, Igor, Hewei Electric, Shenghong Co., and Zhongheng Electric [1][28] Group 2: Lithium Battery Industry - The lithium battery industry is undergoing a transformation with the ongoing efforts to eliminate excess capacity and improve competitive dynamics, which is expected to enhance profitability for companies in the sector [2][68] - Solid-state battery technology is accelerating towards industrialization, with expectations for expanded production lines and increased testing in 2026, laying the groundwork for mass application from 2027 to 2030 [2][69] - Key companies to focus on in the lithium battery sector include CATL, EVE Energy, Zhongchuang航, Zhuhai Guanyu, Enjie, Dingsheng Technology, and Xiamen Tungsten [2][69] Group 3: Wind Power Industry - The domestic wind power sector is anticipated to see a 10%-20% increase in new installations in 2026, supported by saturated orders and stable pricing [3][53] - The profitability of wind turbine manufacturers is expected to recover gradually, with exports contributing positively to performance [3][54] - Key companies in the wind power sector include Goldwind Technology, Tiansheng Wind Energy, Sany Renewable Energy, and Dongfang Cable [3][54] Group 4: Energy Storage Industry - Global energy storage demand is projected to reach 404 GWh in 2026, representing a 38% year-on-year increase, driven by strong domestic market demand and supportive government policies in emerging markets [2][94][96] - The U.S. is expected to see significant growth in large-scale storage installations due to rising energy demands from data centers and ongoing power supply shortages [2][94][96] - Companies to watch in the energy storage space include CATL, EVE Energy, Deye Technology, Hewei Electric, Shenghong Co., and Kelu Electronics [2][94] Group 5: Power Grid Equipment Industry - The power grid equipment sector is expected to experience increased demand due to accelerated approvals and tenders for ultra-high voltage projects, with significant opportunities for companies involved in converter stations and related equipment [3][36] - The implementation of the 2025 version of the State Grid's smart meter standards is anticipated to lead to a price recovery in 2026, with head companies expected to see high growth in overseas revenues and orders [3][36] - Key companies in the power grid equipment sector include Sifang Co., Jinpan Technology, Siyuan Electric, and Huaming Equipment [3][36] Group 6: Photovoltaic Industry - The photovoltaic industry is expected to see improvements in supply-demand dynamics due to policies aimed at reducing excess capacity, with a focus on leading companies in the silicon material segment [83][84] - Innovations such as silver-free materials and perovskite solar cells are anticipated to drive cost reductions and technological advancements in the industry [83][84] - Companies to monitor in the photovoltaic sector include GCL-Poly Energy, Tongwei Co., and Juhua Materials [83][84]