In August 2025, a number of green energy companies received sizable subsidy payments in a short time frame, possibly indicating a speed-up in the industry's subsidy settlement procedures. According to announcements from firms like Jilin Power Share Co., Ltd., Linyang Energy, and Yunnan Energy Investment, subsidy reimbursements exceeded 1.4 billion yuan in August alone. Cumulative reimbursements from January to August topped 6.4 billion yuan, reflecting a notable year-on-year surge. CICC highlighted that the accelerated subsidy reimbursements are propelling a revaluation of premium assets. Meanwhile, Changjiang Securities expressed that with the realization of expectations for decreased supply and heightened demand, the supply-demand imbalance in the green certificate market is set to ease. The anticipated price recovery is expected to fuel the resurgence of the industry's practical value and growth prospects, with strong confidence in the long-term investment potential of the green energy sector.