电新行业周报20260112-20260118：英国AR7竞标锁定8.4GW装机，特斯拉OptimusV3将至-20260118

Investment Rating - The report recommends investment in the wind power sector, highlighting companies such as Daikin Heavy Industries, Zhongtian Technology, Goldwind, Trina Solar, and Mingyang Smart Energy, while suggesting to pay attention to Haili Wind Power, Yunda Co., and Delijia [1] Core Insights - The UK AR7 auction has secured 8.4GW of offshore wind capacity, accelerating the development of offshore wind power in Europe [1] - Tesla's Optimus V3 is expected to be released soon, indicating ongoing growth in the robotics industry [1] - The establishment of an AI industry innovation center between China and ASEAN is set for this year, with a five-year digital ecological cooperation plan [1] Summary by Sections Offshore Wind Power - The UK has announced the results of the AR7 offshore wind auction, locking in 8.4GW of installed capacity [1] - Recommended companies in the wind power sector include Daikin Heavy Industries, Zhongtian Technology, Goldwind, Trina Solar, and Mingyang Smart Energy, with additional attention to Haili Wind Power, Yunda Co., and Delijia [1] Robotics Industry - Tesla's third-generation robot, Optimus V3, is anticipated to be released soon, as confirmed by a close associate of Elon Musk [1] - Recommended companies in the robotics sector include UBTECH, Wuzhou New Spring, Zhaowei Electromechanical, and Keda Li, with a focus on Hanwei Technology and Xinjie Electric [1] AI and Data Centers - China and ASEAN are set to establish an AI industry innovation center within the year, along with a five-year digital ecological cooperation plan [1] - Recommended companies for AI computing data centers include Siyuan Electric, Dongfang Electric, Sifang Co., and Igor, with additional attention to Liande Co., Xizi Clean Energy, and Keda [1] Energy Investment - The State Grid has announced that fixed asset investment during the 14th Five-Year Plan is expected to exceed 4 trillion yuan, focusing on new energy and smart grid development [2] - Recommended companies in the power equipment sector include Pinggao Electric, Siyuan Electric, Shunhua Electric, and Guoneng Rixin, with a suggestion to pay attention to TBEA [2] Solid-State Battery Technology - The Ministry of Industry and Information Technology emphasizes the need to accelerate breakthroughs in solid-state batteries and advanced autonomous driving technologies [2] - Recommended companies in the solid-state battery sector include Dangsheng Technology, with additional attention to Xianhui Technology, Xian Dao Intelligent, Naconor, and Honggong Technology [2] Nickel and Cobalt Sector - Indonesia is tightening its nickel ore production quotas, with expected quotas between 250 million to 260 million tons for the year [2] - Recommended companies in the nickel and cobalt sector include Greeenme, Huayou Cobalt, with additional attention to Fangyuan Co. and Zhongwei New Materials [2] Electric Vehicle Sector - The report highlights the electric vehicle sector, recommending companies such as CATL, Yiwei Lithium Energy, Enjie, Tianci Materials, Terui, and Zhongrong Electric [2] - The consumption battery sector includes recommendations for Haopeng Technology, Zhuhai Guanyu, and Xinwangda, with additional attention to Zhi Jian Electronics [2]