第一批可再生能源合规清单发布已两年有余,此前政策已明确通过专项融资方式解决补贴缺口问题,我们看好补贴拖欠问题的加速解决。若欠补问题得到解决,将有效缓解相关公司应收账款压力,其现金流状况也有望大幅改善。长期来看,有利于可再生能源发电产业持续健康发展。专题136号文提出推动新能源上网电量全面进入电力市场,此前《关于全面加快电力现货市场建设工作的通知》也已明确2025年底前基本实现电力现货市场全覆盖,...
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