Shanxi Securities released a research report saying that an action plan for energy saving and carbon reduction was released, focusing on investment opportunities to reshape and improve the valuations of thermal power companies under the reform of the new electricity market. On the electricity consumption side, the electricity consumption load is expected to increase rapidly this summer; in the long run, demand for electricity consumption may increase further, driven by the development of new quality productivity and electricity substitution trends in the future. On the power generation side, the thermal power sector's flexibility advantages are prominent; in the long run, the auxiliary service+capacity electricity price mechanism is gradually being promoted, and the stable profitability and dividend capacity of thermal power companies are expected to increase, and new value points under improved business models have yet to be explored in the market. Shanxi Securities suggests focusing on: Wanneng Electric Power (000543.SZ), Shenneng Co., Ltd. (600642.SH), and Zhejiang Electric Power (600023.SH), which are leading thermal power companies in the Yangtze River Delta; Guodian Electric Power (600795.SH) and Huadian International (), which are national power plants that have fully benefited from the results of power market reforms. 600027.SH