电力设备与新能源行业周报（20260103-20260111）：我国新增超20万颗卫星申请，机器人迎来“ChatGPT时刻”-20260111

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - xAI has invested over $20 billion in building a data center in Mississippi, indicating a significant push towards AI computing infrastructure, with recommended companies including Shiyuan Electric, Dongfang Electric, Sifang Co., and Igor [1] - China has applied for over 200,000 satellite frequency resources from the ITU, reflecting ongoing growth in the commercial aerospace sector, with recommended stocks including Maiwei Co., Foster, and Goldwind Technology [1] - The wind and solar utilization rates have remained above 94%, with Shanghai Electric entering the nuclear fusion industry through a strategic partnership with New Energy [2] - The cancellation of VAT export rebates for photovoltaic products starting April 2026 may impact the solar industry [3] - The solid-state battery technology has achieved a breakthrough with the successful cross-strait flight of an eVTOL aircraft, showcasing advancements in energy density and safety [4][63] Summary by Sections AI and Computing Infrastructure - xAI's investment in data centers highlights the growing demand for AI computing capabilities, with specific companies recommended for investment [1] Commercial Aerospace - The application for satellite frequency resources indicates a robust future for the commercial aerospace sector, with several companies identified as potential investment opportunities [1] Renewable Energy - The wind and solar sectors are performing well, maintaining high utilization rates, and new developments in nuclear fusion are being pursued by major players [2] Policy Changes - The upcoming changes in VAT export rebates for solar products could have significant implications for the industry, particularly affecting pricing and competitiveness [3] Battery Technology - The successful application of solid-state batteries in aviation marks a significant technological advancement, with implications for future energy storage solutions [4][63]