wsdl(SH:600995) Sou Hu Cai Jing·2026-02-07 18:20Core Viewpoint - The recent adjustments in pricing policies for pumped storage and new energy storage by the National Development and Reform Commission and the National Energy Administration are expected to impact the company's revenue and market participation, introducing both opportunities and uncertainties in the energy storage sector [2][3]. Group 1: Company Performance - As of February 6, 2026, the stock price of Southern Power Grid Energy (600995) closed at 13.37 yuan, down 1.33% from the previous week [1]. - The stock reached a weekly high of 14.5 yuan on February 4 and a low of 13.12 yuan on February 6 [1]. - The company's current total market capitalization is 42.731 billion yuan, ranking 17th out of 102 in the power sector and 471st out of 5186 in the A-share market [1]. Group 2: Policy Adjustments - The new pricing policy categorizes pumped storage power stations into three types, with the first type continuing to follow government pricing, the second type using average cost for capacity pricing, and the third type benefiting from a reliable capacity compensation mechanism [2][3]. - New energy storage stations will be eligible for capacity pricing and will participate in market transactions, although the revenue uncertainty has increased due to the need for provincial-level clarification on policy implementation [2][3]. - The policy aims to promote marketization in the energy storage sector, but the specific implementation details require further definition by provincial authorities [2][3].