16省市机制电价梳理:风险管控与光伏设备选型逻辑重塑

光伏們
Oct 14

自进入3季度以来,各省增量新能源机制电价政策不断下发,对应的机制电价范围渐渐清晰,新能源投资的可预测性也有所上升。叠加最高领导人于日前确定36亿千瓦的新装机目标,新能源仍是电力投资领域的主力军。尽管政策端逐渐明朗,但央国企投资商收紧过会、放弃指标、项目终止等信息仍在不断流出,核心就是新能源全面进入市场化参与竞争的本质未变。因此,通过投决条件、逻辑的调整来应对行业形势变化的趋势正愈发明显,对应光伏...

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