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东吴证券:建立完善煤炭与新能源融合发展机制 矿山与新能源协同发展推进
Xin Lang Cai Jing·2025-11-11 02:10

Group 1 - The core viewpoint of the article emphasizes the integration of coal mining and renewable energy, advocating for the development of photovoltaic and wind power industries in mining areas [1] - The report highlights the importance of electrification transformation in key areas and encourages the construction of smart microgrids in mining regions [1] - It suggests orderly development of green electricity direct connection and aims to deeply explore the potential for green electricity consumption in the mining industry [1] Group 2 - The report indicates that the demand for new energy in mining is expected to expand from coal mining to other mining sectors [1] - It specifically recommends Longjing Environmental Protection (600388.SH) as a key investment opportunity [1] - Additionally, it suggests paying attention to high-quality green electricity operators such as Longyuan Power (00916) and Three Gorges Energy (600905.SH) [1]