本期投资提示:电力:云南提高煤电容量电价回收固定成本比例至100%。12 月8 日,云南发布关于完善云南省煤电容量电价机制的通知。文件明确, 2026 年起,云南省通过容量电价回收固定成本的比例提升至100%(即每年每千瓦330 元)。容量电费按照云南省外送煤电电量与省内煤电电量等比例分摊,对应开展省外、省内容量电费结算。需省内分摊的容量电费,纳入系统运行费用,每月由全体工商业用户按当月用电量比例...
Source Link本期投资提示:电力:云南提高煤电容量电价回收固定成本比例至100%。12 月8 日,云南发布关于完善云南省煤电容量电价机制的通知。文件明确, 2026 年起,云南省通过容量电价回收固定成本的比例提升至100%(即每年每千瓦330 元)。容量电费按照云南省外送煤电电量与省内煤电电量等比例分摊,对应开展省外、省内容量电费结算。需省内分摊的容量电费,纳入系统运行费用,每月由全体工商业用户按当月用电量比例...
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