Policy dividends】The General Offices issued documents to deploy energy conservation and carbon reduction! The electricity, photovoltaic, and energy storage sectors are exploding, with funds rushing in early

Core summary: The General Office of the CPC Central Committee and the State Council released important opinions on energy conservation and carbon reduction, proposing new business models such as direct connection to green power and smart microgrids, combined with Nvidia's engagement with Korean power equipment companies, leading to an explosion in power demand for computing centers. Today, the electricity sector rose by 1.87%, Huadian Energy and Dongwang Times hit the daily limit; policies continue to catalyze the photovoltaic and energy storage sectors, with multiple stocks like energy-saving wind power and JinkoSolar strengthening. Energy conservation and carbon reduction may become the main theme for the year; focus on opportunities in industrial energy-saving equipment and green building materials.