【东吴证券:绿电消纳压力逐步缓解 建议关注全国绿电龙头运营商】 东吴证券研报称,2025—2027年新能源合理消纳能力持续提升,绿电消纳压力逐步缓解,建议关注全国绿电龙头运营商龙源电力H、三峡能源,优质海风开发——中闽能源。在完善调节资源参与市场机制,发掘火电尖峰电能量价值、灵活性价值、容量价值方面,建议关注优质区域火电运营商,皖能电力、申能股份。在各地推进新增调节能力建设方面,建议关注抽水蓄能——南网储能及火电灵活性改造——青达环保。

金融界
08 Jan
东吴证券研报称,2025—2027年新能源合理消纳能力持续提升,绿电消纳压力逐步缓解,建议关注全国绿电龙头运营商龙源电力H、三峡能源,优质海风开发——中闽能源。在完善调节资源参与市场机制,发掘火电尖峰电能量价值、灵活性价值、容量价值方面,建议关注优质区域火电运营商,皖能电力申能股份。在各地推进新增调节能力建设方面,建议关注抽水蓄能——南网储能及火电灵活性改造——青达环保

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