CITIC Securities: The first "AI+" industry policy has been implemented, and the prospects for the digitalization of the power sector are promising

CITIC Securities research report points out that on September 8, the National Development and Reform Commission and the National Energy Administration issued the "Implementation Opinions on Promoting High-Quality Development of 'Artificial Intelligence+' in Energy," which is a specific implementation of the previous "Artificial Intelligence+" initiative at the industry level. The power system is a major component of the energy sector. In recent years, the process of electricity marketization has been continuously promoted. We believe that the implementation of the "Artificial Intelligence + Energy" initiative, as well as the accelerated pace of market construction such as the electricity spot market and ancillary services market, will directly benefit the development of the intelligent electricity industry. According to our conservative estimates, the market size of the intelligent electricity sector may reach approximately 180 billion yuan by 2030. We recommend paying attention to areas such as power IT, energy big data, and electricity integration, as well as market participants benefiting from AI empowerment