According to the research report of Huayuan Securities, based on China's past experience, the company believes that solving consumption and absorption mainly starts from three aspects: increasing local demand, strengthening power grid construction, and increasing flexibility of resources. It is recommended to pay attention to investment opportunities related to the consumption and absorption industry chain. 1) Green hydrogen field: Using abundant electricity to produce hydrogen is an important way to increase local power demand. Recommended companies to watch: Wuxi Huaguang Environment & Energy Group and others. 2) Electric energy substitution: Focus on the field of electric energy substitution (electric boilers, molten salt storage, etc.): Xizi Clean Energy and others. 3) Main grid field: Pay attention to XJ Electric Co., Ltd., Nari Technology and others. 4) Distribution network construction: Focus on intelligent distribution networks and source-grid load storage (microgrids, virtual power plants, etc.): State Grid Corporation of China and others. 5) Flexible resource direction: Focus on Dongfang Electric Corporation; direction of Pumped-storage power station: Chang Lan Electric Technology and others; Compressed air energy storage direction: Xi'an Shaangu Power and others.