本期投资提示:事件:7 月14 日,甘肃省发展改革委发布《甘肃省关于建立发电侧容量电价机制的通知(征求意见稿)》(以下简称《通知》)。通知明确甘肃省建立发电侧容量电价机制,实施范围暂包括合规在运的公用煤电机组、电网侧新型储能(均不含直流配套电源),容量电费由全体工商业用户公平承担,具体结算公式为容量电费=申报容量×容量电价×容量供需系数。高容量电价助力煤电盈利稳定性提升,回归公用事业属性。2023...
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