Summary: industry aspectUpcomingwaxnftgamesThe new plate of Shenwan Dian rose or fell by + 1 this week.Upcomingwaxnftgames.04%, ranking 17th among 31 industries; Shenwan public sector-1Upcomingwaxnftgames.05%, ranking 25th among 31 industries. In the same period, Shanghai and Shenzhen 300 rose and fell by + 1.20%, and Wandequan A rose and fell by + 1.96%. Optical storage industry: the United States has a large storage machine 1.05GW in March, and the installation speed is accelerated at home and abroad throughout the year. According to EIA,2024 in March, the United States large storage machine 1.05GW, year-on-year + 29%, month-on-month + 2804%. EIA expects to install 15.3GW in 2024, which is + 140% compared with the same period last year, and is expected to be in April-June.UpcomingwaxnftgamesThe installed machine is 2.3/1.5/3GW respectively. On the domestic side, according to CNESA, the new type of energy storage installed in 2024 is expected to reach 30.1-41.2GW, with a median 35.6GW of + 66.4% compared with the same period last year. It is recommended to pay attention to the integrated leading sunshine power supply, PCS link Shenghong shares, Shangneng Electric, Hewang Electric, energy storage temperature control leader Invik, Tongfei shares. Wind power industry: Zhongguang Nuclear Sail Stone II 1GW sea breeze project opened bidding, sea breeze construction is expected to continue to advance. Individual stocks suggest to pay attention to tower tube Tianshun wind energy, Daijin heavy industry, Taisheng wind energy, submarine cable oriental cable and so on. Power grid equipment: the high increase in overseas demand and the growth of domestic power grid investment is expected to drive the release of power equipment. Individual stocks suggest to pay attention to Guodian Nanrui, Juhua Technology, Samsung Medical, Haixing Power, Xuji Electric, Sifang shares, Jinpan Technology, Siyuan Electric and so on. Hydrogen energy industry: the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the Beijing Municipal people's Government issued the Construction Plan of Zhongguancun World leading Science and Technology Park (2024mi 2027). The document proposes to promote the research, development and industrialization of technologies such as hydrogen energy and hydrogen fuel cells. With the intensive introduction of hydrogen energy policies around the country, the prosperity of the industry will improve rapidly. In terms of individual stocks, it is suggested to pay attention to Huaguang Huaneng,
