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【Galaxy Securities: Fengguang'S Nuclear Installation Goals Are Clear, Long-Term Optimistic About The Hydropower And Nuclear Power Sectors】According To The Galaxy Securities Research Report, The 2025 National Energy Work Conference Proposed Speeding Up Planning And Construction Of A New Energy System And Clarifying New Targets For Wind, Light, And Nuclear Power Installations In 2025. In The Short Term, We Are Optimistic About The Thermal Power Sector, Which Has Improved Power Generation, Policy Catalyst, Continuous Improvement In Performance, And Room For Improvement In Valuation; In The Long Term, We Are Optimistic About The Hydropower And Nuclear Power Sectors With High Performance Certainty And Strong Dividend Capacity. Although Electricity Prices Are Still Under Downward Pressure In The New Energy Sector In The Short Term, It Is Expected That Green Electricity Consumption And Electricity Price-Related Policies Will Continue To Be Introduced. It Is Recommended To Seize The Inflection Point Opportunity
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