A research report from Huatai Securities highlights that, beginning in 2025, there has been a surge in policies advocating for "direct green power connections." By 2026, the concept of "synergy between computing power and electricity" was, for the first time, incorporated into the government work report, elevating it to the status of a national strategy for new infrastructure development. While the broader market often dismisses computing-electricity synergy as mere conceptual buzz, Huatai Securities contends that it presents a significant opportunity for green power in the AI era to overcome its reputation as "unreliable electricity" and undergo a revaluation of its worth. Despite the limited market share of direct green power connections in the near term, surging user demand underscores the considerable market value of renewable energy sources. In the AI inference era, coordinated scheduling of computing power and electricity is poised to become a crucial issue once chip bottlenecks are overcome. Huatai Securities underscores the importance of green power's proactive pursuit of the "new energy +" model as a vital strategy for tackling consumption challenges and boosting the value of wind and solar power plants. The integration of China's power sector with AI transcends mere infrastructure-level combination; it entails a bidirectional adjustment facilitated by the optimized synergy of "computing power and electricity." Consequently, it is advisable to concentrate on undervalued, high-quality renewable energy targets, spanning the wind, solar, and waste-to-energy sectors.