According to the CITIC Construction Investment Research Report, lithium battery storage showed a strong boom on the revenue side in the second quarter. The decline in ocean wind and photovoltaics reflects that the industry is currently hovering at the bottom, and the power equipment industry continues to enter a boom cycle. In particular, the export chain has performed well, but concerns about the future have lowered the sector's valuation. At the level of production expansion, the industry as a whole is still moderate. Investment suggestions: Big storage, household storage sectors, lithium batteries and materials began to show performance growth in the second quarter. The supply and demand situation is still good. Recently, it has been challenged by changes in the external environment, and the valuation level has declined markedly, and it is worth continuing to focus on. In the paradigm of order or marginal change pricing, we focus on changes in orders from companies in the domestic gas turbine industry chain, AIDC, European Seabreeze, etc.

According to the CITIC Construction Investment Research Report, lithium battery storage showed a strong boom on the revenue side in the second quarter. The decline in ocean wind and photovoltaics reflects that the industry is currently hovering at the bottom, and the power equipment industry continues to enter a boom cycle. In particular, the export chain has performed well, but concerns about the future have lowered the sector's valuation. At the level of production expansion, the industry as a whole is still moderate. Investment suggestions: Big storage, household storage sectors, lithium batteries and materials began to show performance growth in the second quarter. The supply and demand situation is still good. Recently, it has been challenged by changes in the external environment, and the valuation level has declined markedly, and it is worth continuing to focus on. In the paradigm of order or marginal change pricing, we focus on changes in orders from companies in the domestic gas turbine industry chain, AIDC, European Seabreeze, etc.