Financial Data and Key Indicators Changes - The discussion emphasizes the need to accelerate the construction of a new power system to achieve carbon peak and carbon neutrality goals, focusing on optimizing grid structure and enhancing control capabilities [1][2] - The challenges faced include ensuring stable power supply and reasonable electricity pricing while effectively utilizing clean energy [1][3] Business Line Data and Key Indicators Changes - The main issues in promoting large-scale renewable energy bases include unclear pricing mechanisms and difficulties in grid regulation [3][4] - The need for enhancing transmission channel technologies and promoting high-quality development of distribution networks is highlighted [4][5] Market Data and Key Indicators Changes - The discussion points out the significant changes in power supply and demand dynamics, particularly due to extreme weather conditions and global events, leading to increased volatility and uncertainty in electricity supply [8][9] - The necessity for demand-side response capabilities and the construction of virtual power plants is emphasized to improve overall system efficiency and safety [8][27] Company Strategy and Development Direction and Industry Competition - The strategy includes building friendly renewable energy power stations and enhancing the integration of electric vehicles with the grid [6][7] - The focus is on developing shared energy storage technologies to respond to market fluctuations and improve energy utilization efficiency [9][10] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges in ensuring energy supply and promoting renewable energy sales at the national level, particularly regarding the transmission of energy from large renewable bases [15][16] - The future development of energy storage technologies is expected to play a crucial role in enhancing the flexibility and responsiveness of the power system [9][10] Other Important Information - The need for a robust market mechanism and agent construction mechanism to improve the efficiency of energy storage devices in conjunction with renewable energy is highlighted [6][7] - The discussion includes the importance of establishing a rapid ramp-up market to enhance the profitability of fast-response resources like energy storage [22][23] Q&A Session Summary Question: Why was the 2024-2027 New Power System Action Plan released? - The plan was introduced to address challenges encountered in the construction of the new power system and to provide targeted solutions for current issues [12] Question: What are the main issues in the construction of the new power system? - The core issues include ensuring sufficient power supply, stable electricity prices, and effective utilization of renewable energy [13] Question: What safety issues does the new power system face from the grid perspective? - Key safety issues include the need to expand the grid structure to accommodate more volatile renewable energy sources and the challenges posed by the increasing load from electric vehicles [14] Question: What specific measures are taken to ensure the stability of the power system? - Measures include optimizing the main grid structure, enhancing stability research, and improving energy quality [16] Question: What is the core goal of the high-quality development of the distribution network? - The goal is to ensure that renewable energy can be effectively integrated and to address the limitations of existing distribution networks [17][18] Question: What challenges does the intelligent scheduling system face? - Challenges include the need for a new scheduling model to accommodate the diverse energy sources and the transition from passive to active distribution networks [19] Question: How can the performance of renewable energy power stations be improved? - By implementing actions to enhance system friendliness and optimizing the integration of energy storage with renewable energy [20] Question: What are the environmental issues associated with traditional coal power? - Traditional coal power can lead to significant pollution, and the plan is to use intelligent microgrids to provide energy in these areas [21] Question: Why is the demand-side collaboration action proposed? - It is proposed to address the volatility in electricity supply and demand dynamics observed in recent years [25][26] Question: What is the significance of building virtual power plants? - Virtual power plants aim to optimize the management of various resources to improve the efficiency and safety of the power system [27] Question: What are the expected impacts of a capacity compensation mechanism for energy storage? - The mechanism could provide compensation for energy storage that effectively supports grid capacity, but specific policies are still under exploration [32][33]

那个时候qdii基金还在发展早期，知道的人少，流动性差，每天交易额就一两百万，广大用户还普遍无法接受这种新事物。另外就是有很多用户表达了和 现在一样的担忧，就是美股已经涨了这么高了，买进去会不会高位站岗。 有意思的是我2016年推荐的时候，还顺带提了一个问题，问美股和中国房市哪一个先扛不住下跌。底下250多楼回答说什么的都有，我津津有味的又逐条 看了一遍。 昨天不是有人问2024年a股全市场中位数嘛，我当时随口估了一个-15%左右，今天去看了，精确一点是-16.5%，和我估的差不多。但今年有很明显的结构 性行情，就是国企央企涨的比较多，所以权重指数的表现要好过中位数，比如上证指数和沪深300都涨了5%左右，这样一来全市场的盈亏表现会比中位数 要好一些，毕竟买大盘股的人还是要更多一些。 综合判断，我觉得今年散户的盈亏平均在-7～-9%这个区间。 另外就是有人说我不能因为美股涨的好就推荐美股etf，这一看就是关注时间很短的新用户。其实我推荐美股的qdii基金已经很多年了，最早是2013年产品 刚上市的时候，之后每一年都会推荐起码1次。 2、今天上海发布了楼市10条，具体内容我不转发了，不是上海的没兴趣看，是上海的 ...