公用事业行业动态报告:26省1月新增机制差价电费 助力市场化绿电可持续发展

中信建投证券
Jan 05

核心观点近期,各省发布2026年1 月电网企业代理购电价格,其中26 个省份系统运行费中新增“新能源机制电量差价电费折合度电水平”项目。根据136 号文规定,该费用为新能源机制电量部分市场交易均价与机制电价的差额,差价电费的高低与各省电源结构、新能源发电量比例、市场化交易情况等因素相关。具体来看, 河南、山东和陕西的度电差价电费最高,分别为0.062、0.058 和0.048 元/千瓦时; 冀北、...

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