Xin Lang Cai Jing·2026-02-12 23:55Core Viewpoint - The implementation of the national unified electricity market system is expected to significantly benefit the construction of a new power system by enhancing profitability mechanisms, development space, and consumption guarantees, with a focus on three main investment lines: accelerated development of energy storage, continuous construction of the main grid framework, and structural growth in renewable energy demand [1] Group 1 - The State Council's implementation opinion on improving the national unified electricity market system was released on February 11, 2026, aiming to establish a basic national unified electricity market by 2030 [1] - By 2030, all types of power sources and electricity users, except for guaranteed users, will directly participate in the electricity market, with joint transactions across provinces and regions, and the formal operation of the spot market [1] Group 2 - The promotion of the national unified electricity market is expected to continuously benefit the construction of a new power system from multiple dimensions, including profitability mechanisms, development space, and consumption guarantees [1] - The report highlights three key investment lines: accelerated high-quality development of energy storage, ongoing construction of the main grid framework, and structural growth in renewable energy demand [1]