Core Insights - Chengdu is actively addressing the increasing electricity load and summer peak power supply pressure through innovative technology and product testing in real environments [1][2] - The first scene innovation technology, the "Building Diesel Power Demand Response System," has been officially put into operation in Chengdu [1][2] - The electricity load in Chengdu has surpassed 20 million kilowatts, reaching 20,388,000 kilowatts in August 2024, reflecting the growing demand for electricity in the region [1] Group 1 - The Chengdu Housing and Urban-Rural Development Bureau organized an on-site observation activity for building backup diesel generator power demand [2] - The system utilizes virtual power plant technology and microgrid technology, allowing backup diesel generators to participate in power demand response [2] - The system can operate in demand response mode during peak summer periods and emergency situations, effectively alleviating regional grid pressure [2] Group 2 - Experts conducted on-site verification and evaluation of the project, confirming its potential to utilize existing backup resources in buildings [2] - The proposed solution meets national technical standards and is deemed feasible, safe, and reliable, with demonstration and promotion value [2]

Group 1 - Chengdu government has issued policies to enhance the city's power supply capacity, focusing on eight areas including accelerating power grid construction and promoting distributed solar and new energy storage projects [1] - Guohai Securities anticipates a resurgence in photovoltaic supply-side reform, with potential restrictions on silicon material output and encouragement of high-efficiency battery technology to alleviate industry overcapacity [1] - The global commercial storage market is expected to grow, with distributed storage gaining traction due to decreasing costs and increasing demand for backup power [1] Group 2 - Fangzheng Securities notes that thermal power companies may experience a turnaround due to declining coal prices, particularly those located in regions with tight power supply and lower electricity price drops [2] - Hydropower generation is expected to improve steadily, with high dividend yields becoming more attractive as hydropower companies are less affected by market fluctuations [2] - Nuclear power generation has increased, and while the average on-grid price may decline due to market trading and long-term contract price reductions, the increase in generation volume is expected to offset price impacts [2]