新政力挺！光伏、电池板块大涨

Core Viewpoint - The recent guidance from the National Development and Reform Commission and the National Energy Administration aims to promote the large-scale development and high-quality consumption of renewable energy, establishing a new power system to support carbon peak and national contribution goals [1][2]. Group 1: Renewable Energy Development - The document sets a target to meet an annual demand for over 200 million kilowatts of new renewable energy consumption, which is equivalent to 200 GW, contributing to carbon peak goals [2]. - By 2030, a multi-level renewable energy consumption and regulation system is expected to be established, ensuring smooth grid connection and efficient operation of renewable energy [2]. Group 2: Energy Consumption Mechanisms - The guidance emphasizes the need for innovative pricing mechanisms to facilitate renewable energy consumption, addressing the intermittent and unpredictable nature of wind and solar power [3][4]. - The document highlights the importance of establishing a pricing mechanism for coal power, pumped storage, and new energy storage to enhance the value recovery of regulatory resources [4]. Group 3: Storage Solutions - Energy storage is identified as a crucial buffer and regulator for wind and solar energy, but its development faces challenges related to profitability and market participation [3][4]. - The guidance aims to clarify subsidy mechanisms and enhance economic viability for energy storage, potentially increasing investment in this sector [4]. Group 4: Vehicle-to-Grid Interaction - The document also focuses on the large-scale application of vehicle-to-grid interaction, utilizing vehicles as distributed energy storage terminals to enhance storage capacity [5]. - This model requires high-performance batteries due to increased usage and charging frequency, thereby raising standards for long-life batteries [5].