值重估：光伏、充电桩被RWA、电力现货交易赋能价值重估。建议关注【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_003035,南网能源) href=/003035/〉南网能源（003035）】【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300682,朗新科技) href=/300682/〉朗新科技（300682）】【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300001,特锐德) href=/300001/〉特锐德（300001）】【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300693,盛弘股份) href=/300693/〉盛弘股份（300693）】等。  风险提示：需求不及预期、电价煤价波动风险、流域来水不及预期等（东吴证券 袁理,任逸轩）
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