计算机行业周观察：加快构建新型电力系统行动方案发布，关注电力IT机会

Investment Rating - The report maintains a "Recommendation" rating for the industry, indicating a positive outlook for the sector's fundamentals and expectations for the industry index to outperform the benchmark index [24]. Core Insights - The report highlights the release of the "Action Plan for Accelerating the Construction of a New Power System (2024-2027)" by three government departments, emphasizing the importance of new energy storage stations and virtual power plants as key tasks [1][7]. - It identifies nine special actions to be prioritized from 2024 to 2027, including actions for power system stability, high-proportion renewable energy delivery, high-quality development of distribution networks, and the establishment of smart scheduling systems [1][8]. - The report suggests that the combination of policy support and peak summer electricity demand is likely to drive IT construction in the power sector, recommending specific companies such as Southern Power Technology, Guoneng Rixin, and Koyuan Wisdom for investment [2][13]. Summary by Sections 1. Action Plan for New Power System - The action plan aims to enhance the construction of a new power system, focusing on stability, renewable energy delivery, and smart grid development [1][7]. - Key tasks include building shared energy storage stations and exploring new energy storage technologies such as flow batteries and compressed air storage [9][10]. 2. Market Performance Review - The report notes that electricity load in many regions of China reached historical highs this summer, with the State Grid's load exceeding 1.18 billion kilowatts, a 9% year-on-year increase [2][13]. - The computer sector experienced a decline of 4.63% in the second week of August 2024, with specific stocks showing significant fluctuations [13][14]. 3. Investment Recommendations - The report emphasizes the potential for growth in the power IT sector due to policy initiatives and seasonal demand, recommending companies such as Southern Power Technology and Guoneng Rixin for investment opportunities [2][13].