电力设备行业周报：能源安全重估催生新能源、储能与电网战略机遇，宇树科技IPO受理提升人形机器人关注度-20260323

Investment Rating - The report maintains a "Recommended" rating for the electric power equipment sector [6]. Core Viewpoints - The escalation of the Iranian situation has evolved from traditional geopolitical conflicts into a systemic shock to the global energy supply system, significantly strengthening the logic of energy security, which is expected to become a long-term pricing mainline [5][14]. - The conflict has led to a re-evaluation of the "security attributes" of the global energy system, reshaping energy allocation models and macro transmission paths, with countries shifting towards "self-sufficiency and diversified alternatives" [15][16]. - The report identifies three main investment directions in the A-share market: increased demand for renewable energy generation, enhanced strategic position and profitability of energy storage, and accelerated investment cycles in power grid and electrical equipment [5][16]. Summary by Sections Investment Viewpoints - The report highlights the strategic opportunities in renewable energy, energy storage, and power grid sectors due to the re-evaluation of energy security [14]. - It suggests focusing on companies like Goldwind Technology, Daikin Heavy Industries, and others within the wind power industry, which are expected to benefit from cost and delivery advantages [6][18]. Industry Dynamics - The report notes that the electric power equipment sector has shown a significant performance increase, with a 53.7% rise over the past 12 months, compared to a 16.7% increase in the CSI 300 index [2]. - The report also tracks the performance of the photovoltaic industry, indicating a 9.9% growth in solar power generation in the first two months of 2026 [20]. Key Companies and Profit Forecasts - The report provides profit forecasts for key companies, including: - Goldwind Technology (002202.SZ): EPS forecast of 0.44 in 2024, 0.64 in 2025, and 0.78 in 2026, with a "Buy" rating [19]. - Daikin Heavy Industries (002487.SZ): EPS forecast of 0.74 in 2024, 1.36 in 2025, and 1.96 in 2026, also with a "Buy" rating [19]. - Other companies mentioned include TianShun Wind Energy, Zhenjiang Co., and Zhongji United, with varying ratings and forecasts [19].