Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [1] Core Insights - The report highlights the acceleration of new energy market entry and the potential for asset valuation enhancement [4] - The Jiangsu Development and Reform Commission has issued a notice to innovate and conduct pilot projects for direct green electricity supply, focusing on supporting new energy battery enterprises [5] - The European Union's stringent carbon barriers are expected to increase the premium for domestic green electricity, as the EU carbon price is over six times higher than China's carbon price [5] Summary by Sections Industry Overview - The closing index is at 7171.65, with a 52-week high of 8068.94 and a low of 5403.16 [1] Market Performance - The relative performance of the electricity equipment sector is projected to show a positive trend compared to the CSI 300 index, with potential increases of 10% to 34% from February 2024 to December 2025 [3] Investment Recommendations - Coastal green electricity assets are expected to see valuation increases, with specific recommendations to focus on companies like Jiangsu New Energy and JinkoSolar [6]
电力设备：江苏绿电直连试点，有望提升绿电溢价
China Post Securities·2025-02-20 10:48