盘中集体涨停，两大利好突然来袭

Core Insights - The National Development and Reform Commission and the National Energy Administration have issued a new action plan for large-scale construction of new energy storage, aiming for an installed capacity of over 180 million kilowatts by 2027, with direct investment of approximately 250 billion yuan [1][3] - The Ministry of Industry and Information Technology, along with other regulatory bodies, has released a plan to stabilize growth in the power equipment industry, emphasizing the development of onshore and offshore wind power, as well as nuclear power projects [1][5] Energy Storage Sector - The action plan for new energy storage aims for market-oriented development and technological innovation, with a focus on lithium-ion battery storage as the primary technology [3][4] - Specific measures include promoting the construction of new energy storage in desert and remote areas, and integrating energy storage with renewable energy power plants to enhance grid stability [3][4] Power Equipment Industry - The power equipment industry is expected to see steady growth, with traditional power equipment revenue growth projected at around 6% annually, while new energy equipment is anticipated to see stable increases [5][6] - The plan encourages the development of large-scale wind and solar bases, as well as the orderly construction of offshore wind power projects [5][6] Market Reaction - Following the announcement of these policies, stocks related to energy storage, nuclear power, and photovoltaics saw significant increases, with over ten stocks hitting the daily limit [1][8] - The new energy storage sector has shown rapid growth, with installed capacity reaching 94.91 million kilowatts, a 29% increase compared to the end of 2024 [8] Wind and Solar Power - The wind power sector is experiencing high growth in bidding and delivery, with signs of improved profitability in the second half of the year [9] - The photovoltaic industry is undergoing a transformation, with a focus on price recovery and supply-side reforms, indicating a return to a healthier market structure [9] Nuclear Power - Nuclear power is recognized for its clean, safe, and efficient characteristics, making it a crucial component in the transition to green energy [10] - The role of nuclear energy is expected to expand beyond electricity generation to include applications in desalination, hydrogen production, and medical protection [10]