装备制造行业周报（3月第1周）：1-2月挖掘机出口态势良好-20260309

Investment Rating - The report does not explicitly state an investment rating for the industry [3]. Core Insights - The excavator export situation is favorable, with a total of 35,934 units sold in January-February 2026, representing a year-on-year increase of 13.1%, while domestic sales decreased by 9.19% [6]. - The photovoltaic sector is experiencing a rise in polysilicon prices, but overall demand remains weak, leading to a "price without market" scenario [6]. - The energy storage sector is seeing fluctuations in lithium prices, with battery-grade lithium carbonate averaging around 153,000 RMB per ton, reflecting an increase of 11.7% [6]. Summary by Sections Market Overview - In the past week, the mechanical equipment, electric power equipment, and automotive industry indices changed by -2.81%, 0.55%, and -2.76%, respectively, ranking 19th, 6th, and 16th among 31 first-level industries [11]. Industry News and Key Company Announcements - On March 6, it was reported that green electricity from Guangxi and Yunnan will be traded in the East China region, with a total of 314 million kilowatt-hours of green electricity expected [21]. - The National Development and Reform Commission announced major projects under the 14th Five-Year Plan, including significant investments in renewable energy and infrastructure [21]. - IDC forecasts that the global intelligent robot hardware market will approach $30 billion by 2026, with China leading the growth in the embodied intelligent robot market [21]. - BYD's chairman announced rapid charging capabilities for their second-generation blade battery, achieving 70% charge in just 5 minutes [21].