光热有望在电力市场化中重新被定价

Industry Investment Rating - The investment rating for the power equipment industry is "Outperform the Market" and is maintained [1] Core Insights - The report highlights that the National Development and Reform Commission and the National Energy Administration have issued opinions to promote the large-scale development of solar thermal power, aiming for a total installed capacity of approximately 15 million kilowatts by 2030, with electricity costs comparable to coal power, establishing a new industry with international competitive advantages in the renewable energy sector [4][5] - The report emphasizes the need for solar thermal power to be re-priced in the electricity market, noting that the construction cost per kilowatt has decreased from approximately 30,000 yuan a decade ago to around 15,000 yuan, and the cost per kilowatt-hour has dropped to about 0.6 yuan [5] Summary by Relevant Sections Industry Overview - The closing index for the power equipment sector is 10,088.23, with a 52-week high of 10,950.05 and a low of 6,107.84 [1] Investment Highlights - The report suggests focusing on Xizi Clean Energy, indicating potential growth opportunities in the solar thermal sector due to supportive policies and technological advancements [6]