Xin Lang Cai Jing·2025-12-11 01:21Core Viewpoint - The electricity market is expected to face intensified supply-demand conflicts due to supply releases by 2026, with a new equilibrium point anticipated around 2028 [1] Group 1: Supply and Demand Dynamics - By 2026, the electricity market will experience increased risks of price declines driven by supply-demand easing and reforms, with hydropower showing stronger resilience against cyclical downturns [1] - The electricity system is approaching a critical point where capacity shortages will accelerate, highlighting the need for long-term support for energy storage development [1] Group 2: Market Predictions - The anticipated new balance in the electricity market is projected to emerge in 2028, indicating a significant shift in market dynamics [1]