Jing Ji Guan Cha Wang·2026-02-28 04:11Core Viewpoint - Longyuan Power's stock performance on February 27, 2026, was influenced by multiple factors, including positive policy signals and project developments in the renewable energy sector [1][2][3]. Industry Policy and Environment - On February 26, the Director of the New Energy and Renewable Energy Department of the National Energy Administration, Li Chuangjun, announced plans to accelerate the revision of the Renewable Energy Law in 2026 and simultaneously prepare the "14th Five-Year" plan, which brings positive expectations for the green power sector [2]. - The electric power sector showed strong performance on the same day, with green power leading the gains. Analysts noted that China's AI model usage has surpassed that of the U.S., and since electricity is a major cost for AI operations, China's cost advantage in green power is significant, catalyzing interest in power stocks [2]. Company Project Advancement - Longyuan Power recently signed a cooperation development framework agreement with the People's Government of Tieli City, Heilongjiang Province, for a 3.53 million kilowatt renewable energy generation project, which includes a 3 million kilowatt pumped storage project, demonstrating the company's ongoing expansion capabilities in the renewable energy field [3]. Fund Movement - On February 27, there was a net inflow of 4.269 million yuan in main funds, marking the second consecutive day of net inflow, indicating increased attention from some investors towards the stock [4]. Stock Price Situation - The stock price approached the technical resistance level of 16.64 yuan and successfully broke through the 60-day moving average. The KDJ indicator showed a K value of 78.17, indicating a relatively strong position [5].