Investment Rating - The report maintains an "Increase" rating for the industry [5] Core Insights - The report highlights the stabilization of polysilicon prices and the strategic cooperation between Yinglian Co. and a well-known cylindrical battery company, focusing on enhancing the performance of composite current collector battery materials [4][27] - The report emphasizes the importance of supply-side reforms and potential price increases within the solar industry, particularly through capacity acquisitions [15][16] - The hydrogen energy sector is seeing significant developments, with plans for a 3 million-ton green fuel base in Inner Mongolia, indicating a strong growth trajectory [20] Summary by Sections New Energy Generation - **Photovoltaics**: Polysilicon prices have stabilized, with the average transaction price for n-type raw materials at 47,200 RMB/ton, a week-on-week increase of 0.21%. The expected production for August is 125,000 tons. Key companies to watch include GCL-Poly, Tongwei Co., and JA Solar [15][16] - **Wind Power**: The initiation of a 1GW offshore wind power project in Dandong, Liaoning, is noted, with significant procurement activities for construction and installation. The report suggests focusing on companies involved in subsea cables and wind turbine installations [16][19] - **Hydrogen and Energy Storage**: National Energy Group plans to build a 10 million kW renewable energy base in Inner Mongolia, with a focus on hydrogen production. The report recommends monitoring leading equipment manufacturers and hydrogen compressor companies [20][21] New Energy Vehicles - Yinglian Co. has signed a strategic cooperation agreement with a leading cylindrical battery company to enhance composite current collector battery materials. This partnership aims to optimize application solutions and has already secured orders from U&S Energy [4][27] Market Trends - The new energy equipment sector has shown a 2.1% increase from August 4 to August 8, 2025, with a cumulative increase of 6.8% for the year. Specific segments such as wind power equipment and battery sectors have seen notable gains [10][12]

英联股份（SZ 002846，收盘价：16.36元）8月5日晚间发布公告称，近日，江苏英联复合集流体有限公 司与某知名圆柱电池公司签署了《战略合作协议》。双方发挥各自优势，以验证和改善复合集流体电池 材料性能、优化复合集流体电池材料应用为目的，合作进行高性能复合集流体材料制备及技术开发，共 同致力于复合集流体产业化发展。 2024年1至12月份，英联股份的营业收入构成为：金属制品业占比99.92%，新能源锂电池行业占比 0.08%。 （文章来源：每日经济新闻） ...