推动矿区新能源加速发展，提升新能源装机需求预期

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - The report highlights the significant progress expected in the integration of coal and renewable energy by the end of the 14th Five-Year Plan, with a focus on enhancing the demand for renewable energy installations [5] - The report emphasizes the need for innovative methods to consume renewable energy, particularly in coal mining areas, to improve land resource utilization and promote the development of large-scale photovoltaic bases [6] - The report suggests that despite the oversupply in the photovoltaic industry chain, there is a substantial expectation gap in demand that can be addressed through supportive industrial policies [7] Summary by Sections Industry Overview - The closing index is at 10836.31, with a 52-week high of 10836.31 and a low of 6107.84 [2] Relative Index Performance - The report provides a relative performance index for the electricity equipment sector compared to the CSI 300 index, showing a range of percentage changes from -21% to +39% over specified periods [4] Investment Recommendations - The report recommends focusing on the photovoltaic industry chain, particularly on companies like GCL-Poly Energy, Tongwei Co., and Daqo New Energy in the silicon material segment, and integrated manufacturers such as LONGi Green Energy, JinkoSolar, and Trina Solar [7]