电力:25消纳责任权重发布 四行业新增绿电消费比例

中信建投证券
14 Jul

核心观点近期,国家发展改革委、国家能源局印发《关于2025 年可再生能源电力消纳责任权重及有关事项的通知》,下发2025 年、2026 年可再生能源电力消纳责任权重和重点用能行业绿色电力消费比例。对比25年各省消纳权重目标与24年发布的预期目标水平,我们发现25 年约束性目标值总体较预期值较高,我们认为这主要系新能源装机加速增长的反映。此外,《通知》要求各省按消纳责任权重做好项目储备,并结合...

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