算力租赁+虚拟电厂概念联动2连板！协鑫能科10:43再度涨停，背后逻辑揭晓

Group 1 - The core viewpoint of the article highlights that GCL-Poly Energy has experienced a consecutive two-day trading limit increase, indicating strong market interest and activity [1] - The stock reached a trading limit at 10:43 AM with a transaction volume of 1.831 billion yuan and a turnover rate of 8.71% [1] - The recent surge in the computing power leasing concept is driven by policy support, with the Ministry of Industry and Information Technology initiating the construction of national computing power interconnection nodes [1] Group 2 - The article notes that policies related to virtual power plants are accelerating, with the government recognizing them as key flexible resources in the new energy system [1] - GCL-Poly Energy has been actively involved in the virtual power plant sector for years, possessing the "Juxing" virtual power plant platform and scalable callable resources [1] - The company has accumulated operational experience on the user side, aligning its business with current policy directions [1]