电力设备及新能源行业：新能源+AI周报（第6期），重视一季报较好公司，新型全球化加速

Investment Rating - The report does not provide specific ratings for sub-industries such as power station equipment, electrical equipment, power supply equipment, and new energy power systems [7]. Core Insights - The overall industry strategy emphasizes focusing on companies with strong Q1 reports and the acceleration of new globalization [3][4]. - The new energy vehicle supply chain has entered a new cycle, with companies like Weilan Lithium and Huayou Cobalt benefiting from strong Q1 performance [3]. - The overseas energy storage market shows robust order demand, with CATL holding a significant market share [5]. - The AI and new energy sectors are witnessing breakthroughs in new markets, with companies like XPeng and Zhejiang Rongtai benefiting from advancements in robotics [6]. Summary by Sections Industry Strategy - Focus on companies with good Q1 reports, particularly in high-barrier segments like lithium batteries, wind power, and energy storage [3]. - Companies with localized production overseas, such as EVE Energy, are expected to benefit from tariff changes [4]. New Energy Vehicle Supply Chain - Companies like Weilan Lithium and Huayou Cobalt reported significant profit increases in Q1 2025, with Weilan Lithium achieving a net profit of 142 million yuan, up 100.56% year-on-year [3]. - The new globalization trend is evident, with nine Chinese lithium battery companies establishing production in Malaysia [4]. Energy Storage Market - In Q1 2025, China's overseas energy storage orders exceeded 82 GWh, with CATL accounting for over half of these orders [5]. - Companies like Shangneng Electric reported a 16.78% increase in revenue and a 71.56% increase in net profit in Q1 2025, benefiting from the growth in the overseas energy storage market [5]. AI and New Energy Sectors - XPeng's humanoid robot IRON is set to be deployed in factories and stores, showcasing the integration of AI and robotics in the new energy sector [6]. - Companies like Guoda Special Materials and Daikin Heavy Industries reported substantial profit increases in Q1 2025, with Guoda's net profit rising by 1488.76% [6].