政策红利释放，协鑫能科向“绿”而行

Group 1 - The core viewpoint of the articles highlights the potential rapid development of new energy companies like GCL-Poly Energy Technology Co., Ltd. (协鑫能科) due to the gradual advancement of electricity marketization and the re-evaluation of green electricity value driven by new policies [1] - The National Development and Reform Commission and the National Energy Administration have issued guidelines to achieve nationwide electricity spot market coverage by the end of 2025, which will support the marketization of green electricity [1] - The comprehensive revenue of green electricity is expected to stabilize as the positive externalities of its "green" nature and the negative externalities of its volatility are reflected through market mechanisms [1] Group 2 - As of March 31, 2025, GCL-Poly's total installed capacity reached 5,978.01 MW, with renewable energy accounting for 58.23% of the total generation capacity [2] - The company is actively advancing in trading services, with a virtual power plant load of approximately 550 MW in Jiangsu Province, representing about 30% of the province's actual adjustable load [2] - GCL-Poly participated in market transactions totaling 59.74 billion kWh in electricity, including 1.33 million kWh in green electricity transactions [2] Group 3 - Looking ahead, GCL-Poly aims to become a leading green energy service provider in China by optimizing its asset structure and expanding its operational management scale [3] - The company plans to enhance customer loyalty by focusing on high-quality commercial clients in economically developed regions and developing energy service businesses [3] - With strong business foundations and clear strategic planning, GCL-Poly is making significant strides towards becoming a green energy service provider, supported by national electricity market construction policies [3]