Everbright Securities released a research report saying that under current consumption pressure, the value of flexible power generation is becoming more and more prominent, and an important means of improving flexible thermal power capabilities is to carry out flexible thermal power transformation, and the corresponding market space is broad. In the future, with the improvement of the capacity price mechanism and the advancement of electricity marketization, the enthusiasm of operators to carry out flexible thermal power transformation is expected to continue to increase. Recommended attention: Qingda Environmental Protection (688501.SH), Longyuan Technology (300105.SZ), Huaguang Huaneng (600475.SH), Shengde Xintai (300881.SZ).