SCS(SH:601555) Zheng Quan Shi Bao Wang·2025-01-08 00:06Core Viewpoint - The report from Dongwu Securities indicates that from 2025 to 2027, the capacity for renewable energy consumption will continue to improve, alleviating the pressure on green electricity consumption [1] Group 1: Renewable Energy Operators - It is recommended to pay attention to leading national green electricity operators such as Longyuan Power and Three Gorges Energy [1] - The report highlights the potential of high-quality offshore wind development, specifically mentioning Zhongmin Energy [1] Group 2: Thermal Power Operators - The report suggests focusing on high-quality regional thermal power operators, including Waneng Power and Sheneng Co., in the context of enhancing market mechanisms for resource adjustment [1] - Emphasis is placed on exploring the value of peak electricity from thermal power, as well as its flexibility and capacity value [1] Group 3: Energy Storage and Flexibility - The report recommends monitoring the construction of new adjustment capabilities across various regions, particularly in pumped storage, with a focus on South Grid Energy Storage [1] - It also highlights the importance of flexible transformation of thermal power, specifically mentioning Qingda Environmental Protection [1]