The first batch of pilot work for the construction of a new type of power system has been launched, with 20 concept stocks attracting attention from institutions.

According to Data Treasure, on the 4th, the National Energy Administration issued a notice on organizing the first batch of pilot projects for the construction of a new type of power system, proposing to conduct pilot projects in seven directions including network-type technology, system-friendly new energy power stations, smart microgrids, synergy between computing power and electricity, virtual power plants, large-scale high proportion of new energy exports, and new generation coal power. Data Treasure statistics show that there are a total of 66 virtual power plant stocks in A-shares, which have generally risen since May, with an average increase of 3.43%. Weidai information, Galaxy Electronics, and Langxin Group have the highest gains, reaching 56.05%, 23.5%, and 20.13% respectively. From a funding perspective, 26 virtual power plant stocks have received leveraged fund positions since May, with three stocks having a net purchase amount exceeding one billion yuan, including Shanghai Electric, Guodian Nanrui, and Zhongheng Electric. In terms of institutional attention, 20 stocks have received ratings from five or more institutions, accounting for over thirty percent of the total, with Xujidianqi, GuonengRixin, and Huadian International ranking at the top with 24, 22, and 18 institutions respectively. According to institutional consensus forecasts, Langxin Group, SoftBank Dynamics, and Airon Energy are expected to double or recover their net profits attributable to the mother by 2025.