算电协同加速推进，绿电直供与电网数智化双相赋能：电力设备

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 [11]. Core Insights - The concept of "computing and electricity synergy" is defined as the mutual empowerment of power and computing, where green electricity directly supplies data centers, and computing enhances the intelligence of future power supply [2]. - Green electricity direct supply is identified as the best method to enhance the consumption of green electricity, supported by national policies that aim to increase the green electricity consumption ratio in new data centers to over 80% [4]. - The digitalization of electricity is expected to improve "power forecasting capabilities," with initiatives from the State Grid to encourage pre-construction of power infrastructure and optimize the operation of power systems through digital technologies, particularly AI [5]. Summary by Sections - Investment Suggestions: The report suggests focusing on companies involved in digitalization and virtual power plants, such as Weisheng Information, Guodian Nari, Sifang Co., and Southern Power Technology. For green electricity supply, it recommends companies like Tongli Tianqi, Jinko Technology, and Xiexin Energy, as well as equipment solution providers like Sifang Co. and Guoneng Rixin [5].