核心观点近期,2025 中央经济工作会议正式召开,对2026 年经济工作的重点内容进行了部署。在能源发展领域,会议强调坚持“双碳”引领,推动全面绿色转型。具体来看,会议要求制定能源强国建设规划纲要,加快新型能源体系建设,扩大绿电应用。加强全国碳排放权交易市场建设。在“双碳”转型的大背景下, 我们认为2026 年新型电力系统转型有望进一步加速。伴随年内各省136 号文的陆续落地,新能源发展有望进入新...
Source Link核心观点近期,2025 中央经济工作会议正式召开,对2026 年经济工作的重点内容进行了部署。在能源发展领域,会议强调坚持“双碳”引领,推动全面绿色转型。具体来看,会议要求制定能源强国建设规划纲要,加快新型能源体系建设,扩大绿电应用。加强全国碳排放权交易市场建设。在“双碳”转型的大背景下, 我们认为2026 年新型电力系统转型有望进一步加速。伴随年内各省136 号文的陆续落地,新能源发展有望进入新...
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