华泰证券:继续看好风电、储能、电力设备结构性机会

智通财经
Sep 08
华泰证券研报指出,近日国家发改委发布《电力中长期市场基本规则》,针对电力中长期市场的参与主体、交易品种、电价机制进行修订。过去几个月“136号文”各省承接文件加速出台,新能源发展进入电价新时代。电力市场化政策细节正在持续丰富,继续看好风电储能、电力设备结构性机会。

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