电力设备与新能源行业周报：政策助力配电网发展，充电桩布局加快

Investment Rating - The industry investment rating is "Accumulate (Maintain)" [7] Core Views - The power equipment industry has shown a strong performance, with a 3.84% increase over the past week, ranking 8th among all primary industries [7][17] - The report emphasizes the importance of energy security and the development of clean energy as a consensus in response to global climate change [8] - The report highlights significant growth in photovoltaic capacity, with a 147.46% year-on-year increase in new grid-connected capacity in 2023, totaling 216.3 GW [8] - The report discusses the acceleration of charging infrastructure for electric vehicles, with plans to add 3,000 charging piles and 5,000 charging parking spaces this year [8] Summary by Sections Market Review - The power equipment sector rose by 3.84% last week, outperforming the market, with a total transaction volume of 393 billion [7][17] - Sub-sectors showed varied performance, with other power equipment up 7.50%, motors up 6.68%, and grid equipment up 4.04% [7][17] Industry Data Update - The report provides detailed data on the prices of battery materials and components, indicating price ranges for various materials such as lithium carbonate and nickel sulfate [22] - The report notes the construction of charging infrastructure, with 21,000 charging piles completed by the end of 2023, enhancing the highway charging network [8] Investment Recommendations - For electric vehicles, the report recommends companies like Yonggui Electric and CATL, focusing on charging piles and battery sectors [9][10] - In the photovoltaic sector, it suggests looking at companies benefiting from the increase in N-type materials and the decline in component prices [9][10] - The report also highlights opportunities in power equipment and storage, recommending companies involved in smart meters and transformers [10]