Electrical Components and Equipment(IN40175.SH)

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Super Cycle of Power Grid Equipment: "14th Five-Year Plan" Investment of 4 Trillion, Orders from Europe and America Ready to Surge

The super cycle of power grid equipment is approaching, with the State Grid Corporation planning to invest 4 trillion yuan during the "14th Five-Year Plan" period to promote the high-quality development of the power system. In the next 10 years, Europe needs to invest 3 trillion euros, while the United States is expected to invest 700 billion dollars to upgrade the grid. The global power grid equipment faces structural shortages, and Chinese power equipment companies are expanding into the global market with high delivery efficiency and cost advantages. Goldman Sachs pointed out that investment in the power grid will continue to grow, especially in distribution infrastructure

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The A-share smart grid concept has seen a surge in activity, with State Grid Corporation's fixed asset investment expected to reach 4 trillion yuan during the 14th Five-Year Plan

A-share smart grid concept stocks performed actively, Tianwei hit the daily limit, and Ankura rose nearly 10%. The State Grid Corporation's fixed asset investment during the "14th Five-Year Plan" period is expected to reach 4 trillion yuan, a 40% increase compared to the "13th Five-Year Plan," aiming to promote the high-quality development of the new power system industry chain

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Is this time different? This round of "lithium price bull market" is different from history

Deutsche Bank pointed out that the lithium market is entering a new rational cycle. The core driving force behind this round of price increases has shifted from past policy-driven factors to the rigid demand for energy storage driven by AI and data centers. Coupled with the improvement of market tools and China's production capacity discipline, this indicates that lithium prices are breaking away from previous irrational fluctuations and entering a new stage characterized by stronger fundamentals and resilience

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CATL signs $17.2 billion lithium order as world's largest EV battery maker secures key material supply

CATL has signed a $17.2 billion agreement with Ronbay to supply 3.05 million tons of LFP cathode material from 2026 to 2031. This order is the largest in the lithium and battery industries. Additionally, CATL plans to invest in Fulin Precision Machining, acquiring over 5% of its shares to support high-end LFP material production. This move comes amid a significant rise in lithium prices in China, with battery-grade lithium carbonate prices increasing by 73% since December.

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CATL Batteries Stand Out For Minimal Degradation In EVs And Long-Term Energy Storage Systems

Morgan Stanley's research on battery degradation in China revealed that CATL batteries exhibit minimal degradation in electric vehicles (EVs) and long-term energy storage systems. The study, which analyzed data from 100 EVs, found that CATL batteries in Model 11 and Model 12 showed the slowest degradation rates. In a long-term evaluation at the Zhangbei National Wind–Solar–Storage Demonstration Project, CATL batteries maintained approximately 90% capacity after 14 years, unlike other suppliers that faced significant replacements. This performance contributes to CATL's status as the world's largest battery manufacturer.

cleantechnica·
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cleantechnica·
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2026 is a roller coaster ride indeed. s important to keep abreast of the situation at North America. How are the other countries reacting to The situation.

Let's consider the Middle East and African c...

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