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中来股份等电源设备股走强:政策助力新能源消纳

Group 1 - A-share market saw a collective surge in power equipment stocks on November 11, with multiple stocks hitting the daily limit or experiencing significant gains [1][3] - Zhonglai Co. reached a 20% limit up, Haibo Sichuang increased over 11%, and several other companies like Tuori New Energy and Xiexin Integration also saw 10% limit up [1][3] - The National Development and Reform Commission released guidelines to promote the consumption and regulation of renewable energy, aiming to establish a multi-level renewable energy consumption regulation system by 2030 [1][3] Group 2 - By 2030, the guidelines aim to meet the annual demand for reasonable consumption of over 200 million kilowatts of new energy [1][3] - By 2035, a new power system compatible with a high proportion of renewable energy is expected to be basically established, further improving the consumption regulation system [1][3]