Group 1 - The core viewpoint is that multiple renewable energy operators have recently received significant subsidies, with solar projects seeing a 232% increase in funding compared to the previous year, reaching 170% of the total amount for the entire year of 2024 [1][2] - Jin Kai New Energy reported a 342% increase in subsidy funding for the same period, achieving 190% of the total expected for 2024 [1][2] - The accelerated issuance of renewable energy subsidies is expected to stimulate investment in wind, storage, and solar projects, enhancing operators' investment capabilities and driving growth in installed capacity [2] Group 2 - The issuance of subsidies is anticipated to strengthen the growth expectations for wind power installations in 2026, supported by a recent recovery in wind power bidding and rising average winning prices [2] - The market-driven demand for high-quality energy storage is increasing, with leading storage battery companies nearing full production and some beginning to raise prices [2] - The subsidy issuance is expected to support domestic demand for solar energy in 2026, facilitating the acceleration of large-scale projects while maintaining high overseas demand [2]