东方证券：新能源入市稳步推行 电力体系迎新机遇

Group 1 - The core viewpoint emphasizes the steady promotion of new energy entering the market and the deepening reform of the electricity market, focusing on market-driven pricing and equitable responsibility sharing [1] - New energy projects are required to fully enter the electricity market, with prices formed through market transactions, allowing for participation in cross-regional trading under relevant policies [1][2] - The report suggests enhancing the trading and pricing mechanisms for both short-term and long-term markets, aiming to shorten trading cycles and increase trading frequency [2][3] Group 2 - It is recommended to allow supply and demand sides to reasonably determine the volume and price of long-term contracts based on the characteristics of new energy output, with flexibility for adjustments [4] - The report highlights the need to improve green electricity trading policies, specifying the need for clear pricing for both energy and corresponding green electricity certificates [4] - Companies such as Guoneng Rixin, State Grid Xintong, and Guodian Nari are suggested for attention in the context of these developments [4]