(以下内容从国金证券《公用事业行业研究:完善容量电价机制,变革火电盈利模型》研报附件原文摘录)核心观点完善发电侧容量电价机制,火电或迎容量电价超额上涨本周五,发改委、能源局联合印发《关于完善发电侧容量电价机制的通知》,分类完善煤电、气电、抽蓄容量电价机制,并首次在国家层面明确电网侧独立新型储能容量电价机制,关键要素如下:(1)对于火电,因部分地区煤电利用小时数快速下降,因此将补偿固定成本比例提升至...
Source Link(以下内容从国金证券《公用事业行业研究:完善容量电价机制,变革火电盈利模型》研报附件原文摘录)核心观点完善发电侧容量电价机制,火电或迎容量电价超额上涨本周五,发改委、能源局联合印发《关于完善发电侧容量电价机制的通知》,分类完善煤电、气电、抽蓄容量电价机制,并首次在国家层面明确电网侧独立新型储能容量电价机制,关键要素如下:(1)对于火电,因部分地区煤电利用小时数快速下降,因此将补偿固定成本比例提升至...
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