我国可再生能源总装机占比近6成，加快推动新模式、新业态发展

Group 1 - The core viewpoint is that China's renewable energy sector is experiencing rapid growth, with new installed capacity reaching 283 million kilowatts from January to July, totaling 2.171 billion kilowatts, which accounts for nearly 60% of the national total installed capacity [1] - The National Energy Administration emphasizes the need to accelerate the development of new models and industries in renewable energy, particularly in deep-sea offshore wind power and solar thermal power [1] Group 2 - The Wind Tianfeng Securities report indicates that since 2016, the renewable energy industry has entered a phase of rapid development, although the increase in electricity price surcharges has not kept pace with the growth in installed capacity, leading to a shortfall in funding compared to subsidy needs [3] - The report also highlights that the first batch of renewable energy compliance lists was published over two years ago, and previous policies have clarified that special financing methods will be used to address subsidy shortfalls, which is expected to accelerate the resolution of subsidy arrears [3] - Investment suggestions from Xiangcai Securities indicate a positive outlook on the revaluation of electricity assets due to the accelerated construction of a national unified electricity market, recommending focus on three main lines: hydropower assets with stable fundamentals, thermal power assets with improving performance under cost reductions, and leading companies with strong operational capabilities in the green electricity sector [3]