Power Equipment Industry Tracking Report: 'New Power System Construction 15th Five-Year Plan' Issued, Focusing on Key Tasks Including Industrial Coordination and Integration
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Key Views
- Sector performance: The report ranks the ten best- and worst-performing stocks in the Shenwan (SW) Power Equipment sector over the past week, measured in percentage returns.
- Cathode materials: Price trends for ternary cathode materials are tracked in RMB 10,000 per ton.
- Graphite electrodes: Price movements are monitored in RMB 10,000 per ton.
- Lithium: Battery-grade lithium carbonate price trends are followed in RMB 10,000 per ton.
- Separators: Separator prices are tracked in RMB per square meter.
Outlook
The chart package frames near-term monitoring of how the plan's emphasis on industrial coordination and integration, together with shifts in cathode-material, lithium, graphite-electrode, and separator prices, interacts with weekly sector performance.
Key exhibits
Exhibit 1
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Exhibit 7
