Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology (02208), which saw its stock price increase by 3.31% to HKD 13.75, with a trading volume of HKD 148 million [1] - The 2026 National Energy Work Conference emphasized the need for higher levels of energy security and the promotion of green and low-carbon energy transitions, aiming for over 200 million kilowatts of new wind and solar power installations in the year [1] - Citigroup's report indicated a decline in several mainland public utility stocks due to conservative guidance from the National Energy Administration regarding next year's targets for new wind and solar installations, as well as a cautious stance on hydropower and nuclear power development [1] Group 2 - Citigroup believes that the forecast of exceeding 200 GW for wind and solar installations next year may be underestimated based on historical data, and anticipates increased capital expenditure for hydropower and nuclear projects during the 14th Five-Year Plan to meet emission reduction targets [1] - The report also predicts accelerated demand for global energy storage systems (ESS) [1]