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Core Insights - The government work report for 2026 emphasizes the development of new energy storage systems, marking a continuation of focus on this area beyond 2025 [4] - The A-share photovoltaic industry chain experienced significant growth, with multiple companies seeing stock price increases of over 10% following the announcement [4] Industry Overview - The 2026 government work report highlights the construction of a new power system, acceleration of smart grid development, and expansion of green electricity applications [4] - The "InterBattery 2026" exhibition in Seoul attracted 667 global battery industry companies, showcasing innovations such as soft-pack batteries from Samsung SDI and ESS solutions from LG Energy [4] Key Players in Photovoltaic Manufacturing - Core components of the photovoltaic manufacturing chain include: - Battery Cells: Companies like Junda Co., Tongwei Co., and Dongfang Risheng [5] - Silicon Materials/Silicon Wafers: Key players include Tongwei Co., TCL Zhonghuan, and Jiangsu Green Energy [5] - Modules: Leading companies are Longi Green Energy, JinkoSolar, and JA Solar [5] - Photovoltaic Glass/Accessories: Notable firms include Fuyao Glass, Foster, and Zhongxin Bo [5] - Inverters and Energy Storage Systems: Major companies are Sungrow Power Supply, Deye Technology, and Nandu Power [5] - Core Production Equipment: Key manufacturers include Jiejia Weichuang, Maiwei Co., and Xian Dao Intelligent [5] - Downstream Applications and Engineering: Companies like China Power Construction, China Energy Construction, and Southern Power Grid Energy [5]