智通财经APP获悉,中泰证券发布研究报告称,基于对各类电源投产节奏与利用小时数变化的综合分析,在清洁能源优先上网的政策导向下,火电发电增量空间不足、存量空间持续受限,中泰证券判断火电发电量及电煤需求已于“十四五”末期进入峰值平台期。随着先进高效火电机组投产推动煤耗率持续下降,叠加火电发电量震荡下行,基于2026-2028年发电量增速3.0%/4.0%/5.0%的假设,测算电煤需求增量分别为1406...
Source Link智通财经APP获悉,中泰证券发布研究报告称,基于对各类电源投产节奏与利用小时数变化的综合分析,在清洁能源优先上网的政策导向下,火电发电增量空间不足、存量空间持续受限,中泰证券判断火电发电量及电煤需求已于“十四五”末期进入峰值平台期。随着先进高效火电机组投产推动煤耗率持续下降,叠加火电发电量震荡下行,基于2026-2028年发电量增速3.0%/4.0%/5.0%的假设,测算电煤需求增量分别为1406...
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