大能源行业2025年第51周周报:2026年能源工作会议召开 北美AI缺电持续演绎

华源证券
Dec 22

电力:2026 年全国能源工作会议召开多省“十五五”能源建设方向明确全国能源工作会议召开,2026 年新增新能源装机2 亿千瓦以上。12 月15 日,2026年全国能源工作会议在北京召开。会议肯定了2025 年的能源保供成绩,预期以火电为主的调节性电源在“十五五”期间仍将受到重视,为提升保供质量,其收益率预计不会太差。在2026 年的发展上,会议明确2026 年全年新增风电、太阳能发电装机2 ...

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