《关于组织开展新型电力系统建设第一批试点工作的通知》点评：开展新型电力系统建设试点，多管齐下助力新能源消纳

Investment Rating - The report provides a positive investment rating for the industry, suggesting a "Recommended" status for companies expected to outperform the benchmark index by over 10% [9]. Core Insights - The report emphasizes the importance of clean decarbonization and efficient adjustment modifications for power generation units, which are expected to catalyze the demand for domestic green ammonia and other zero-carbon low-carbon fuels. It recommends focusing on Jidian Co., Ltd. due to its imminent green ammonia project launch [5]. - Additionally, the report highlights the potential for successful transformation of coal power, leading to profit and valuation restructuring, recommending attention to national thermal power companies such as Huaneng International and Datang Power [5]. Summary by Sections Industry Overview - The report discusses the ongoing transition in the power generation sector towards cleaner energy sources, driven by regulatory support and market demand for low-carbon solutions [5]. Company Recommendations - Jidian Co., Ltd. is highlighted for its upcoming green ammonia project, which aligns with the industry's shift towards sustainable energy [5]. - Huaneng International and Datang Power are recommended for their potential in successfully transforming coal power operations, which could enhance profitability and market valuation [5].