(以下内容从东吴证券《公用事业行业跟踪周报:完善发电侧容量电价机制,2025年新增光伏/风电装机315/119GW》研报附件原文摘录)投资要点本周核心观点:1)《关于完善发电侧容量电价机制的通知》发布。国家发展改革委、国家能源局发布《关于完善发电侧容量电价机制的通知》。煤电回收比例上调至50%,收入确定性进一步增强:要求将煤电机组通过容量电价回收固定成本的比例由2024-2025年的30%左右提升...
Source Link(以下内容从东吴证券《公用事业行业跟踪周报:完善发电侧容量电价机制,2025年新增光伏/风电装机315/119GW》研报附件原文摘录)投资要点本周核心观点:1)《关于完善发电侧容量电价机制的通知》发布。国家发展改革委、国家能源局发布《关于完善发电侧容量电价机制的通知》。煤电回收比例上调至50%,收入确定性进一步增强:要求将煤电机组通过容量电价回收固定成本的比例由2024-2025年的30%左右提升...
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