公用事业行业专题研究:绿电公司可再生能源补贴情况梳理

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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,我们认为新能源电价或有所承压,企业现金流也将面临一定压力。与此同时,第一批可再生能源发电补贴合规项目清单已公布两年有余,补贴缺口问题也曾明确通过专项融资解决。近期补贴发放也有所加速。我们认为在推动新能源全面入市的背景下,可再生能源补贴拖欠问题有望加速...

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