电力设备与新能源行业：受益AI与充电桩倍增规划等，功率半导体持续复苏

电力行业：电力增值税政策调整，存量陆风退税政策废止

Marine cables are specialized cables utilized for navigation, communication, power distribution, and safety systems on ships, boats, and other marine vessels.

Packaged wastewater treatment involves processes used for treating wastewater that is produced by various industries, such as chemical, pharmaceutical, oil and gas, and food and beverage. Packaged wastewater treatment equipment aids in removing impurities from effluent released by various municipalities, using various purification processes in a pre-engineered and self-contained facility.

An offshore wind cable laying vessel is a specialized ship designed to install and bury subsea power cables that connect offshore wind turbines to onshore grids. Equipped with advanced positioning systems, cable handling equipment, and trenching tools, these vessels ensure precise cable placement and protection on the seabed. They are crucial for efficient offshore wind farm operations, supporting power transmission in both shallow and deep waters.

Upstream oil and gas operations and production aid in the discovery of deposits, drilling of wells, and the extraction of raw materials from the ground. Companies that extract or produce raw materials oversee upstream oil and gas production. Drilling, exploration, well interferences, well completion, abandonment, and production are all examples of upstream operations that employ oil and gas equipment.

A microgrid is a smaller type of power grid that has its own collection of power generation assets, energy storage equipment, and other distribution equipment necessary to meet local energy needs. A microgrid has the capability to the island/operates with or without being connected to the main power grid, thus making it more resilient and supplying power to critical buildings in the event of a power outage.

Marine and offshore cables refer to specialized cables designed for use in harsh underwater environments, including offshore oil and gas platforms, renewable energy installations like wind farms, and submarine telecommunication networks. These cables are built to withstand extreme conditions such as high pressure, saltwater corrosion, and temperature fluctuations. They are used for power transmission, communication, and control purposes, ensuring reliable operation of offshore infrastructure and global connectivity.

Lithium-ion batteries are rechargeable batteries in which carbon serves as an anode and lithium-ion acts as a cathode. The advantage of using these batteries is that they increase thermal stability, have higher current density, and have a longer shelf life than other battery technologies available in the market. Lithium-ion batteries are used in high-power applications such as HEVs, EVs, and consumer electronics devices. One of the key reasons for this significant growth is the increased adoption of EVs and HEVs worldwide.