港股异动 | 绿电概念普涨 国家层面首次明确绿电直连内涵 促进新能源就近就地消纳

智通财经
Jun 10, 2025

智通财经APP获悉,绿电概念普涨,截至发稿,华电国际电力股份(01071)涨3.7%,报4.76港元;大唐发电(00991)涨3.55%,报2.04港元;华能国际电力股份(00902)涨2.35%,报5.23港元;信义能源(00968)涨1.85%,报1.09港元。

消息面上,近日,国家发展改革委、国家能源局联合出台《关于有序推动绿电直连发展有关事项的通知》,旨在探索创新新能源生产和消费融合发展模式,促进新能源就近就地消纳,更好满足企业绿色用能需求。

国家能源局有关负责人表示:“现阶段,绿电直连电源为风能、太阳能、生物质能等新能源,既包括新建电源,也包括存量新能源项目。随着我国新能源跃升式发展,新能源消纳压力逐年递增,在远距离输送的同时,通过绿电直连项目等能够挖掘就近就地消纳需求,拓展新能源应用场景,提高新能源资源利用效率。此外,项目也能够满足用户绿色低碳转型需要,为用户降低用电成本提供更多选择。”

信达证券认为,政策首次明确绿电直连的定义,并提出新增负荷可直接配套建设新能源项目,存量负荷也有机会参与绿电直连。绿电直连政策有助于优化电网调配机制,推动新能源发电和数据中心直接对接,为垃圾焚烧发电与数据中心进行用能与节能方面的协同提供政策上的支撑。

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