20230424-国联证券-_关于加强新型电力系统稳定工作的指导意见_点评_电力系统稳定促迎多维度发展机遇_2页_305kb

The report analyzes the "Guidance on Strengthening New-Type Power System Stability," issued by the National Energy Administration, emphasizing enhanced power system stability and new opportunities. Key points include:

• Increased flexibility in coal power plants, with new plants requiring full flexibility upgrades and existing ones accelerated modifications, boosting flexibility.
• Greater emphasis on renewable energy support, requiring coordinated development with storage and transmission infrastructure.
• Promotion of flexible DC technology for better grid integration and stability, especially with high renewable penetration.
• Diversified energy storage development to address various time scales and applications, including electrochemical, mechanical, and thermal storage.
• Faster construction of power markets, with reforms in medium-term, spot, ancillary services, and capacity markets to improve price signals and support.
• Digital advancements in grid management, using data models and AI for enhanced system analysis and fault prevention.

Implications involve opportunities in power equipment, grid automation, and storage sectors, with stock recommendations focused on companies like rocketing technology, east China power, and others. Risks cited include potential delays in implementation and market competition.