国泰海通证券:从全球视角看电力供需 煤电仍是压舱石

东方财富
Sep 13

报告导读:我们认为全球缺电现象频发的根本原因在于全球电力需求高速增长,而供给端的结构性瓶颈却并未同步得到有效解决,以煤电为代表的传统能源发电仍是未来中长期全球电力系统的压舱石。投资建议:我们认为全球缺电现象频发的根本原因在于全球电力需求高速增长,而供给端的结构性瓶颈却并未同步得到有效解决,新能源由于其不稳定性未能形成对电力需求稳态支撑的能力。因此我们判断,以煤电为代表的传统能源发电仍是未来中长期...

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