电力设备行业快评报告：国家发改委发布指导意见，促进新能源消纳

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [5][8]. Core Insights - The report emphasizes the importance of promoting the consumption of renewable energy and the construction of a new power system, with specific targets set for 2030 and 2035 [2][4]. - By 2030, the goal is to ensure the smooth integration and efficient operation of renewable energy, with an annual demand for new electricity primarily met by renewable sources, and a capacity to accommodate over 200 million kilowatts of new energy [2]. - By 2035, a new power system that can adapt to a high proportion of renewable energy is expected to be fundamentally established, with a unified national electricity market playing a crucial role in resource allocation [2]. Summary by Sections Development Goals and Requirements - The guiding opinions outline that by 2030, the focus will be on ensuring the integration and efficient operation of renewable energy, with significant annual new electricity demand being met by renewable sources [2]. - By 2035, the establishment of a new power system that can handle a high proportion of renewable energy is anticipated, with a unified market facilitating optimal resource allocation [2]. Specific Guidance - The report details several strategies for renewable energy development and consumption, including optimizing the integration of various renewable sources and enhancing the adaptability of the new power system [3]. - It also highlights the need for innovative development models for renewable energy consumption and the importance of improving the regulatory framework for a unified electricity market [3]. Investment Recommendations - The report suggests that the upgrade and construction of the power grid are critical for building the new power system, with expected steady growth in investment due to supportive policies [4]. - It emphasizes the potential of new energy storage systems, which are essential for managing renewable energy consumption, and anticipates significant market opportunities as demand for integration increases [4].