公用事业行业动态跟踪：六部委联合推进海洋能规模化应用，新能源迈向次世代

Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [12]. Core Insights - The report highlights the joint initiative by six ministries to promote the large-scale utilization of marine energy, aiming for an installed capacity of 400,000 kW by 2030, with current capacity at approximately 10,300 kW, ranking fourth globally [3]. - The combination of wave energy and offshore wind power is encouraged to enhance energy output and reduce costs, with potential reductions in levelized cost of electricity (LCOE) by up to 7% for wind and 40% for wave energy [3]. - The integration of marine energy and nuclear energy is proposed to provide stable, zero-carbon energy supplies, particularly for remote areas and islands, enhancing the overall economic viability of energy systems [4]. - Marine biomass energy, particularly from microalgae, is identified as a promising source for biofuels, with potential to significantly reduce CO2 emissions and contribute to sustainable aviation fuel (SAF) initiatives [4]. Summary by Sections Marine Energy Development - The report emphasizes the goal of reaching 400,000 kW of marine energy capacity by 2030, with significant growth potential from the current 10,300 kW [3]. - It supports the co-development of wave energy alongside offshore wind farms to optimize resource utilization and reduce costs [3]. Nuclear and Marine Energy Integration - The combination of marine and nuclear energy is proposed to ensure stable energy supply and support green energy transitions, particularly in coastal and isolated regions [4]. Biomass Energy Potential - Marine biomass, especially from microalgae, is highlighted for its high oil yield and potential to produce biofuels, contributing to lower carbon emissions and supporting SAF projects [4]. Investment Recommendations - The report recommends focusing on companies such as Jiangsu New Energy and China Nuclear Power, while cautiously suggesting attention to other firms in the sector [4].