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华泰证券:继续看好风电、储能、电力设备结构性机会
Di Yi Cai Jing·2025-09-07 23:46

Core Viewpoint - The National Development and Reform Commission has released a draft for the "Basic Rules for the Medium and Long-term Electricity Market," indicating a shift towards a new pricing era for renewable energy and ongoing enhancements in electricity market policies [1] Group 1: Policy Changes - The draft addresses the participants, trading varieties, and pricing mechanisms in the medium and long-term electricity market [1] - The acceleration of provincial implementation of the "Document No. 136" over the past few months signifies a robust policy framework for renewable energy development [1] Group 2: Market Outlook - The report expresses optimism regarding structural opportunities in wind power, energy storage, and electrical equipment sectors due to the evolving market policies [1]