2025电力中期策略报告:电改迈入新阶段,入市与现货交易迎来新机遇

信达证券
18 Jul

(以下内容从信达证券《2025电力中期策略报告:电改迈入新阶段,入市与现货交易迎来新机遇》研报附件原文摘录)本期内容提要:新一轮电力市场化改革的历程回顾:“十三五”:计划与市场并存,新电改迎难而进。以中发9号文的印发为标志,我国开启新一轮电力市场化改革。2020年前各地多倾向于稳步推进,改革节奏相对较慢。“十四五”:低碳转型叠加能源通胀,供需矛盾下电改迈入提速期。“十四五”初期,我国电力产业面临...

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