【交银国际:深化改革新能源量价市场化 适度缓解市场对电价下行的担忧】交银国际发布研报称,国家发展改革委、国家能源局联合印发《关于深化新能源上网电价市场化改革促进新能源高质量发展的通知》,对于风电及太阳能发电项目配储容量,有机会转为更具弹性的政策。新政策对存量项目影响温和,对体量较大的新能源运营商短期盈利影响轻微,对短期盈利影响轻微,同时能提高电价的可预见度,能缓解市场对上网电价下行的担忧。

金融界
11 Feb
交银国际发布研报称,国家发展改革委、国家能源局联合印发《关于深化新能源上网电价市场化改革促进新能源高质量发展的通知》,对于风电及太阳能发电项目配储容量,有机会转为更具弹性的政策。新政策对存量项目影响温和,对体量较大的新能源运营商短期盈利影响轻微,对短期盈利影响轻微,同时能提高电价的可预见度,能缓解市场对上网电价下行的担忧。

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