[tuyere research and reporting industry] low valuation + high dividends + falling raw materials + rising prices, the industry's first-quarter profit increased by 515% over the same period last year, the summer peak season is expected to further increase performance elasticity; negative electricity prices give rise to new energy power forecasts.

① low valuation + high dividend + raw material decline + price rise, the industry's first-quarter profit increased by 515% over the same period last year, the summer peak season is expected to further increase performance elasticity, analysts see sector recovery is expected to run through the whole year; ② negative electricity price led to the outbreak of new energy power forecast product market, the company's industry market share first + service income with similar SaaS attributes, while expanding virtual power plants, energy storage EMS and other incremental businesses.