Zhongtai: Time-of-use electricity pricing cancels fixed time-of-use, focuses on coordinated effect of green energy applications

Zhongtai released a research report stating that the continued high level of investment in the power market, coupled with the emergence of new formats and models in the industry, has brought about more new investment opportunities in the power industry. Focusing on the retail side of the power trading market, as well as the direct connection of green electricity and coordinated calculation of electricity in the green electricity industry, it is also recommended that investors pay more attention to these industrial opportunities. Key points from Zhongtai: 1. The transition from fixed time-of-use electricity prices to the cancellation of fixed time-of-use prices is both a challenge and an opportunity for the retail electricity industry. 2. The future development of the retail electricity market: polarization of profitability, with equal emphasis on trading and asset operation. 3. The rise of green electricity: focusing on direct connection of green electricity and coordinated calculation of electricity, how to better reflect the value of green electricity, and how to achieve better synergy in the wider application of green electricity. Risk warning: 1. Investments in the power system may fall short of expectations. 2. Progress in power market reform may fall short of expectations. 3. Development of new power technologies may fall short of expectations. 4. Construction of new energy power generation may fall short of expectations. 5. Delay in updating research report information. 6. Risks of industry scale estimation falling short of expectations.