美以伊冲突下全球油价大幅上涨，带动海外煤价上涨，基于华泰预期，2026年我国北港5500 大卡动力煤价格中枢将上移至750 元/吨附近。我们测算若港口5500 大卡动力煤价格上涨50 元/吨（含税），能源价格传导下批发侧电价将上涨2.9%，对应工业电价上涨2.0%-2.2%；token 出海带来的AIDC绿电需求提升有望推升绿证价格，当前绿证价格仅为碳价的9%，若绿证价格提升至与碳价持平，则批发...
Source Link美以伊冲突下全球油价大幅上涨，带动海外煤价上涨，基于华泰预期，2026年我国北港5500 大卡动力煤价格中枢将上移至750 元/吨附近。我们测算若港口5500 大卡动力煤价格上涨50 元/吨（含税），能源价格传导下批发侧电价将上涨2.9%，对应工业电价上涨2.0%-2.2%；token 出海带来的AIDC绿电需求提升有望推升绿证价格，当前绿证价格仅为碳价的9%，若绿证价格提升至与碳价持平，则批发...
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