Investment Rating - Industry Rating: Recommended [5] Core Insights - The humanoid robot industry is accelerating its commercialization, with tactile sensor technology being a key factor for safe interaction and intelligent control. Companies with technological and cost advantages are expected to benefit significantly as humanoid robots enter mass production [1][12][13] - The solid-state battery industrialization process is progressing, driven by the need for battery technology upgrades. Solid-state batteries are seen as the next-generation technology due to their high energy density and safety. Companies with technological advantages and early orders are expected to see growth [2][17][19] - The UK government has announced the indicative timeline for the seventh round of Contracts for Difference (CfD) auctions, with offshore wind auctions expected to start in August. This round is anticipated to have the highest auction capacity in history, supporting the growth of renewable energy, particularly offshore wind [3][24][25] Summary by Sections 1. Humanoid Robots - Tactile sensing technology is crucial for ensuring safe interaction between humanoid robots and their environment. The market is currently dominated by foreign companies, but domestic firms are making progress [1][12] - The commercialization of humanoid robots is expected to accelerate, with significant opportunities arising from advancements in AI and supportive policies. Key players in the supply chain are likely to benefit [13][16] 2. New Energy Vehicles - The solid-state battery technology is gaining traction, with significant milestones achieved in production capacity. The industry is expected to see continuous upgrades across the entire supply chain [2][17] - The growth of the new energy vehicle sector is supported by the introduction of high-performance models and advancements in battery technology, which are expected to enhance cost-effectiveness [18][19] 3. Renewable Energy - The UK government is set to launch the seventh round of CfD auctions, with a significant number of offshore wind projects expected to participate. This is part of a broader strategy to achieve a nearly fully clean power system by 2030 [3][24][25] - The renewable energy sector is anticipated to continue its growth trajectory, with a focus on offshore wind development and the establishment of a clean energy system [26][27] 4. Power Equipment & AIDC - The construction of ultra-high voltage transmission projects is set to advance, with several key projects approved for construction in 2025. This is expected to provide substantial support for core ultra-high voltage equipment manufacturers [4][7][8] - The demand for virtual power plants is expected to rise as new power system construction accelerates, benefiting companies actively involved in this sector [8]

内蒙古是传统能源大区，也是新能源大区、绿色能源大区。2024年全区新能源新增装机4100万千瓦、总 装机1.35亿千瓦、发电量达2000亿千瓦时，实现了多个全国第一。随着新能源倍增行动深入实施，内蒙 古自治区新能源发展仍然处于快车道，第二、第三批新能源大基地、防沙治沙、蒙能保障性等大批新能 源项目需要加快接网。 精准运维 保障特高压安全稳定运行 紧抓快干 保障风电光伏基地项目接网 4月10日，在内蒙古自治区锡林浩特市，蒙东电力正在加快建设巴彦杭盖—胜利500千伏输变电工程，该 工程当前已完成全部基础浇筑作业。该工程投产后，能够进一步提高锡盟—泰州±800千伏特高压直 流、锡盟—山东1000千伏特高压交流输电通道的清洁电源输电效益，满足新增100万千瓦风电送出需 求。 巴彦杭盖—胜利500千伏输变电工程是"十四五"电力发展规划重点工程之一，承担着国家第一批大型风 光基地送出使命。蒙东电力涉及的第一批大型风光基地项目共3项，分别为鲁固直流外送400万千瓦风电 项目、锡盟特高压外送二期400万千瓦风光项目和伊穆直流外送岭东100万千瓦风光项目，目前所有项目 均已投运。在鲁固直流外送400万千瓦风电项目配套接网工程子 ...