电力设备新能源行业研究:新能源增量项目机制电价竞价结果分析:竞价分化 转型破局

光大证券
Jan 27

机制电价竞价结果分化明显,部分省份机制电价未来仍有下行空间。在电力供需、消纳能力和资源禀赋的多重因素影响下,本次2025~2026 年增量项目机制电价的竞价结果呈现出“东高西低”的总体特征,东部地区整体有着更高的竞价上限且最终竞价结果也相对较高,风光资源较为丰富的西部和北部地区竞价上限较低,实际的竞价结果也普遍承压(青海实际竞价结果已达到竞价区间上限,但仍低于0.25 元/kWh)。另一方面,不同...

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