Sunrise(SZ:300360) Shang Hai Zheng Quan Bao·2025-11-11 05:43Core Viewpoint - The smart grid concept is gaining traction, with companies like Juhua Technology experiencing significant stock price increases following new government guidelines aimed at enhancing renewable energy integration and grid capabilities [1] Industry Summary - On November 10, the National Development and Reform Commission and the National Energy Administration released guidelines to promote renewable energy consumption and regulation [1] - The guidelines emphasize the need to accelerate the construction of a new type of grid platform that integrates main and distribution networks, enhancing grid capacity [1] - There is a focus on optimizing national electricity flow and expanding the range of renewable resource allocation, as well as steadily increasing the scale of inter-provincial and inter-regional transmission channels [1] - The guidelines advocate for the effective use of regional and inter-provincial resources to complement renewable energy output, promoting a reasonable layout of flexible and cooperative grid projects to enhance mutual assistance capabilities [1] - Strengthening the construction of the main grid framework is highlighted to improve the grid's capacity to accept renewable energy [1] - The guidelines call for significant advancements in the construction and modernization of distribution networks, aiming to create a new distribution system that accommodates large-scale distributed renewable energy access [1] - There is an emphasis on promoting the coordinated development of smart microgrids and large grids based on local conditions [1]