电力设备行业快评报告：六部门发文，多举措推动可再生能源替代

Investment Rating - The industry investment rating is "outperforming the market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [10]. Core Insights - The report highlights the implementation of renewable energy substitution as a key initiative, with specific consumption targets set for renewable energy. By 2025, the national renewable energy consumption is expected to exceed 1.1 billion tons of standard coal, and by 2030, it is projected to reach 1.5 billion tons [3]. - The report emphasizes the need to enhance the supply capacity of renewable energy, focusing on large-scale wind and solar power projects in desert and barren areas, as well as the development of offshore wind farms [3]. - It also discusses the acceleration of renewable energy applications in key sectors, such as transportation and construction, promoting electric vehicles and energy-efficient buildings [4]. Summary by Sections Policy Initiatives - The report outlines the guidance issued by six government departments to promote a green, low-carbon economic system, emphasizing the importance of renewable energy in achieving carbon peak goals by 2030 [2][3]. Supply-Side Enhancements - The report details measures to improve the reliability and safety of renewable energy supply, including the construction of advanced infrastructure like flexible DC transmission and smart grids [3]. Demand-Side Applications - It highlights the integration of renewable energy in transportation, advocating for the development of electric public transport and the installation of solar systems on existing buildings [4]. Investment Recommendations - The report suggests focusing on the photovoltaic and wind power sectors due to their expected stable growth in installed capacity, driven by increased renewable energy consumption [5]. - It also recommends paying attention to the investment opportunities in the upgrading of power grids and the integration of renewable energy across various industries [8].