新能源全面入市，电力市场化迈出重要一步

Investment Rating - The industry investment rating is "Overweight" [6] Core Insights - The recent notification from the National Development and Reform Commission and the National Energy Administration marks a significant step in the market-oriented development of the electricity sector, allowing all renewable energy projects to enter the electricity market [5] - The establishment of a sustainable pricing settlement mechanism for renewable energy ensures stable revenue for these projects, providing a form of "insurance" for their electricity sales [5] - The notification outlines a phased approach for integrating renewable energy projects into the market, with specific guidelines for existing and new projects [5] - The report suggests that the comprehensive entry of renewable energy into the market presents broader investment opportunities, recommending continued attention to companies such as Guoneng Rixin, Dongfang Electronics, State Grid Xintong, Langxin Group, Yuanguang Software, and Henghua Technology [5] Summary by Sections Industry Overview - The total number of listed companies in the industry is 337, with a total market value of 44,199.21 billion and a circulating market value of 38,242.67 billion [2] Key Company Data - Guoneng Rixin has a stock price of 43.81 yuan, with projected EPS of 1.03 for 2022, 0.85 for 2023, and 0.99 for 2024, and a "Buy" rating [3] - Dongfang Electronics has a stock price of 9.70 yuan, with projected EPS of 0.33 for 2022, 0.40 for 2023, and 0.49 for 2024, and a "Buy" rating [3]