(以下内容从开源证券《电力行业投资策略:火电商业模式迎来拐点,盈利稳定性有望提高》研报附件原文摘录)“十五五”期间或呈现全国“宽电量”、“紧电力”的供需格局从电力供需平衡表来看,“十五五”期间或呈现全国电量(能量)供需宽松,电力(功率)供需偏紧的格局。随着新能源装机维持快速增长、装机占比逐年提升,电力系统备用率(置信容量/最大电力负荷-1)持续下降,电力供需或趋紧;而在惯性机组中,火电选址要求低于...
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