大涨超55%！利好来了

Core Viewpoint - The recent release of the "Guiding Opinions on Promoting the Integrated Development of Renewable Energy" by the National Energy Administration is expected to benefit domestic energy storage construction and increase the proportion of renewable energy storage [2][3]. Summary by Sections Policy Implications - The "Opinions" indicate that by 2030, integrated development will become a crucial approach for renewable energy, significantly enhancing its reliability and market competitiveness, thus supporting a comprehensive green transformation of the economy [4]. Market Performance - Since early April, the renewable energy index has rebounded over 55%, with many funds heavily invested in renewable energy recovering [7]. The overall performance of the renewable energy sector this year is attributed to effective control of inefficient capacity expansion and the emergence of economic viability in energy storage stations [7]. Investment Opportunities - The renewable energy sector is expected to maintain good investment value in the medium to long term, particularly for companies with technological barriers, cost advantages, and global competitiveness [6][7]. Key areas to focus on include grid equipment, offshore wind power equipment, and the lithium battery industry [8]. Industry Trends - The development model of renewable energy is shifting from "generation" to a balanced approach of "generation + consumption." This includes enhancing the coordination between power supply and demand, and exploring non-electric utilization pathways such as hydrogen production [4][5]. Future Growth - The domestic energy storage market is anticipated to experience significant growth in the coming years, with record production of energy storage cells and a global resonance in the energy storage industry [4][5]. The focus should be on investment opportunities in the upstream and downstream of the energy storage industry chain, including battery storage and integration [9].