【信达能源】电力月报:风光装机抢装进入高潮,火电电量增速由负转正

黑金新视野
08 Jul

月度专题点评:蒙西、新疆衔接机制相继落地,增量项目面临压力。1)核心要点:两地出台衔接机制,增量项目面临压力。蒙西电量略低于蒙东,增量直面市场。蒙西类似蒙东,对存量项目保护较为到位,给予明确的机制电量、机制电价和执行期限的保护标准;但对于增量项目直接取消机制电量电价的保护。新疆存量保护较好,增量待遇可观。新疆给予存量较高的机制电量比例和燃煤基准价作为机制电价;同时对于增量给予同样比例的机制电量和...

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