天风证券:电改加速推进 火电调节性价值有望更好地得到体现

第一财经
Jan 14

天风证券研报表示,电改加速推进,火电调节性价值有望更好地得到体现。国家政策明确2026年容量电价回收煤电固定成本的比例提升至不低于50%。2025年发布的多个政策在中长期交易机制方面提及了分时段交易与连续开市的相关内容,并表示推动较短周期中长期交易限价与现货交易限价贴近。同时,我国省级电力现货市场已实现基本全覆盖,各区域电力现货价格上下限相对较宽,实际价格具有弹性。全文如下天风2026年度策略 |...

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