公用事业行业点评:煤电调节能力再加强 板块估值重塑有望加速

中国银河证券股...
17 Apr

事件:国家发改委、国家能源局发布《新一代煤电升级专项行动实施方案(2025-2027年)》(以下简称《方案》),从煤电清洁降碳、安全可靠、高效调节、智能运行四个方面建立健全煤电技术指标体系。完善煤电技术指标体系,指导现役机组改造升级和新建机组建设运行。《方案》进一步深化拓展煤电技术指标体系,主要包括:(1)深度调峰技术要求:针对现役、新建、新一代煤电机组,最小发电出力分别达到25-40%、25%...

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