Group 1 - The introduction of the national "capacity electricity price" policy is expected to reconstruct the independent energy storage profit model, with the overall investment IRR likely to exceed 7%-8%, and the demand side of the industry chain is anticipated to regain momentum [1] - Companies utilizing AI large models for trading management in capacity electricity price transactions can capture excess profit sharing, benefiting from the fine management of user-side operations [1] - The capacity electricity price may transform thermal power from a "cyclical stock" into a "public utility stock," allowing related companies to lock in fixed costs and provide cash flow support for operations [1]