Sinodata Securities: Power asset integration may present investment opportunities. Scarce and stable power sources are expected to benefit from marketization.

Sinolink Securities released a research report stating that looking ahead to 2026, the fundamentals of the public utilities industry are expected to remain stable, and the market needs to pay attention to the opportunities for undervalued sectors after the style switch. High dividend high-yield assets: water and electricity operators have scarce, growth, and regulatory qualities, making them valuable for long-term investment. Forecast optimization and other services: the entry of new energy into the market, combined with the promotion of spot trading, significantly increases the importance of forecasting and optimization services. The key to participating in market trading operations lies in the ability to forecast and optimize. Achieving high-precision forecasts for weather, electricity prices, load, and market demand will enable market players to occupy a leading position in market trading and business operations in the industry.