【电新公用环保】政策密集出台，新型电力系统将迎来突破式发展——电新公用环保行业周报20250608（殷中枢）

Core Viewpoint - Recent policies related to the new power system have been intensively released, aiming to address the consumption issues of renewable energy through various mechanisms and technological innovations [3]. Group 1: Policy Developments - On May 30, the National Development and Reform Commission and the National Energy Administration issued a notice to promote green electricity direct connection, utilizing a "physical direct connection + marketization" model to facilitate point-to-point power supply [3]. - On June 4, the National Energy Administration announced the first batch of pilot projects for the new power system, focusing on various technological and system-friendly innovations [3]. - Provincial governments have also released detailed documents related to the "136 Document," which addresses pricing mechanisms, supply models, and technological innovations to tackle renewable energy consumption [3]. Group 2: Investment Opportunities - Virtual power plants are highlighted as a crucial component of demand-side response, effectively reducing peak power load through resource aggregation and digital technology [4]. - Wind power is expected to see a recovery in sales and profit margins due to the restructuring of new energy installation logic under the "136 Document," as wind power generation curves are more favorable [4]. - Storage and power equipment sectors should continue to be monitored, particularly in Europe, Southeast Asia, and Africa, where high growth is anticipated [4]. - Controlled nuclear fusion and solid-state batteries are expected to attract ongoing market interest, with a focus on domestic experimental pile tenders and technological advancements in solid-state batteries [4].