新能源板块行业跟踪报告：《能源法》表决通过，保障新能源消纳，推动高质量发展

Investment Rating - The investment rating for the renewable energy sector is "Outperform the Market" and is maintained [2] Core Viewpoints - The passing of the Energy Law by the National People's Congress aims to promote high-quality energy development, ensure national energy security, and facilitate a green and low-carbon transition in the economy [2][3] - The law will take effect on January 1, 2025, and includes provisions for renewable energy consumption targets and a comprehensive energy market system [3][4] - The report emphasizes the significant positive impact of the Energy Law on the sustainable development of the renewable energy industry, particularly in solar and wind power, as well as energy storage and hydrogen energy sectors [4] Summary by Sections Energy Law Implementation - The Energy Law establishes minimum consumption targets for renewable energy and mandates the development of a power consumption guarantee mechanism [3] - It transitions from dual control of energy consumption to dual control of carbon emissions, enhancing regulatory oversight in the energy sector [3] Market Development - The law supports the separation of natural monopoly and competitive businesses in the energy sector, promoting fair competition [3] - It encourages the use of renewable energy and the development of distributed energy systems to improve energy efficiency [4] Investment Strategy - The report suggests focusing on companies in the solar energy sector such as Tongwei Co., Ltd., Junda Co., Ltd., Longi Green Energy, and others in the lithium battery sector like CATL and EVE Energy [4] - It highlights the long-term growth potential in the renewable energy supply industry and the rapid development opportunities in energy storage and hydrogen energy [4]