国家电网与南方电网承担着大规模电网建设任务,如特高压工程、配电网升级、新能源消纳等项目。债券融资可快速筹集资金,缓解项目建设的资金缺口,确保工程进度。我们从两网公司的历史发债情况进行梳理,分析2025年电网公司的发债情况差异。核心观点2025 年国网与南网的中长期债券发行规模远超历史同期2024 年以来,中国电力系统供需总体平衡,但仍面临新能源发用区域错位、输电线路和储能及调峰电源建设滞后等问题。...
Source Link国家电网与南方电网承担着大规模电网建设任务,如特高压工程、配电网升级、新能源消纳等项目。债券融资可快速筹集资金,缓解项目建设的资金缺口,确保工程进度。我们从两网公司的历史发债情况进行梳理,分析2025年电网公司的发债情况差异。核心观点2025 年国网与南网的中长期债券发行规模远超历史同期2024 年以来,中国电力系统供需总体平衡,但仍面临新能源发用区域错位、输电线路和储能及调峰电源建设滞后等问题。...
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