Golden Ten Data news on June 6th, Haitong Securities research report pointed out that the current electricity reform and low-carbon transformation are mutually driven, and the core difficulty facing the system is still the consumption of new energy. The capacity and ancillary service difficulties faced by the power system are mainly solved by thermal power at present. Currently, the inventory of power plants is at a high level, and the difficulty of rising coal prices has increased, and it is optimistic about the continuous improvement of thermal power performance.