金吾财讯 | 中信证券研报指，在高比例新能源场景下，保障电力系统平衡面临巨大挑战，各类发电主体装机成本有待合理回收，建立体现容量支撑能力价值的电力容量市场机制迫在眉睫。预计短期内以容量补偿价格为主对传统基荷电源装机成本进行有效回收；中长期建立电力容量市场，将新型储能、风电光伏、虚拟电厂等更多供电主体纳入市场。该机构建议关注：其一，传统火电和储能或直接受益，容量补偿机制对深度调峰能力的考核要求将倒逼煤电机组加快灵活性改造，并大幅改善储能投资经济性。其二，跨省输送电通道潜在扩容需求有待挖掘，虚拟电厂等综合能源服务商盈利空间显著拓宽；其三，智能计量设备、电力交易软件等配套产业链间接受益。
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