Sou Hu Cai Jing·2025-06-05 01:47Group 1 - The core concept of the new power system is to upgrade the grid to accommodate large-scale integration of renewable energy sources, moving away from a coal-dominated system to a more intelligent and flexible one [3] - The first batch of pilot projects focuses on seven key areas, including grid-structure technology, system-friendly renewable power plants, smart microgrids, and virtual power plants, with virtual power plants being particularly noteworthy [3] - The A-share market has seen an average increase of 3.43% in virtual power plant-related stocks since May, with notable performers like Weide Information rising by 56% [3][4] Group 2 - 26 virtual power plant stocks have seen increased leverage funding, with Shanghai Electric, Guodian Nari, and Zhongheng Electric each receiving over 100 million in net financing since May [4] - Institutions are actively monitoring these stocks, with 24 institutions rating Xucheng Electric and 22 for Guoneng Rixin, indicating strong institutional interest [4] - Companies like Longxin Group and Ruijun Power are expected to potentially double their net profits by 2025, reflecting optimistic forecasts from institutions [4] Group 3 - The core logic of the pilot projects includes stabilizing renewable energy generation through grid-structure technology, which could benefit equipment manufacturers [4] - Virtual power plants rely on software and algorithms for resource scheduling, making companies involved in power information technology and energy management, such as Longxin Group and Ruijun Power, worthy of attention [4] - The concept of synergy between computing power and electricity involves using big data and AI for optimizing power dispatch, which may attract funding for companies that integrate both power and computing capabilities [4] Group 4 - Companies like Guodian Nari and Xucheng Electric are well-positioned due to their strong fundamentals and alignment with policy catalysts, making them suitable for long-term investment [5] - The new power system is seen as a necessary step towards achieving carbon neutrality goals, with significant investments expected in this sector, potentially exceeding one trillion by 2030 [5] - The pilot projects aim to address bottlenecks in integrating renewable energy into the grid, highlighting the importance of understanding each company's position within the industry chain [5]