Core Viewpoint - The continuous growth of new energy storage installations is expected to enhance the power system's regulation capability and further expand the consumption space for renewable energy [1] Group 1: New Energy Storage and Renewable Energy - The self-generated electricity is likely to provide economic benefits for green electricity direct connection projects, stimulating the expansion of user-side applications for renewable energy generation [1] - Recent acceleration in the issuance of renewable energy subsidies, the gradual implementation of provincial document No. 136, and increased investment in new energy storage are opening up consumption space for renewable energy [1] - The combination of these factors is prompting a reevaluation of the value of new energy operators [1] Group 2: Traditional Energy Sources - There is a continued focus on the reliability and flexibility of traditional energy sources such as thermal power, hydropower, and nuclear power, which are expected to maintain their value [1]
银河证券：新能源有望迎重估 传统电源可靠性&灵活性值得重视
Ge Long Hui A P P·2025-10-09 04:54