电力设备及新能源行业：新能源入市稳步推行，电力体系带来新机遇

Investment Rating - The industry investment rating is maintained as "Positive" [6] Core Viewpoints - The report highlights that the steady promotion of new energy entry into the market and the deepening reform of the electricity market will create new opportunities for the power equipment and new energy industry [2][3] - The report emphasizes the importance of market-oriented electricity trading, which is expected to accelerate investments in related power software and scheduling sectors [4] Summary by Sections Investment Recommendations and Targets - The report suggests focusing on companies such as Guoneng Rixin (301162, Buy), Guowang Xintong (600131, Not Rated), and Dongfang Electronics (000682, Not Rated) due to the opportunities arising from market-oriented electricity trading [4] - It recommends paying attention to grid construction and optimization companies like Guodian Nanrui (600406, Not Rated), Jinpan Technology (688676, Buy), and Mingyang Electric (301291, Not Rated) as the investment in power equipment is expected to gain more attention [4] - The report also indicates that as the proportion of market-oriented electricity trading increases, the value of electricity over time will be recognized, benefiting the energy storage industry, with recommendations for companies like Deye Technology (605117, Buy) and Sungrow Power (300274, Not Rated) [4]