公用事业行业深度跟踪:电力的三重催化 绩优持续+电改提速+市值管理

广发证券股份有...
19 May

关注:申能股份+华电国际A/H+长江电力+川投能源+福能股份+广州发展+华能国际A/H+龙源电力H电改再加速,现货市场年底全面覆盖。近期两部委发布《关于全面加快电力现货市场建设工作的通知》,要求年底前基本实现现货市场全覆盖,并明确20 个省市正式运行、连续结算试运行的时间。我们于2023年末就已提示电改节奏:2023 看容量电价、2024 看辅助服务+分时电价+煤电联动、2025 看环境溢价+现货...

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