【A股异动丨电力股逆势走强 韶能股份、立新能源涨停 电力改革持续深化】A股电力股集体拉升,其中,韶能股份、立新能源封涨停板,龙源电力涨超7%,江苏新能涨超6%,华电国际、明星电力、国电电力、宁波能源跟涨。 消息上,电力改革持续深化,多地加快推进虚拟电厂建设,后续支持政策有望陆续出台。 华金证券此前发布的研报显示,随着电改进一步深化与电力市场的快速发展,虚拟电厂作为能源与信息技术深度融合的重要方向,可缓解极端天气下电力供需矛盾、提升新型电力系统灵活调节能力、促进分布式新能源并网消纳,在电力市场化的持续推进下,有望打开盈利空间并完善商业模式,迎来发展提速期。

金融界
31 Mar
A股电力股集体拉升,其中,韶能股份立新能源封涨停板,龙源电力涨超7%,江苏新能涨超6%,华电国际明星电力国电电力宁波能源跟涨。 消息上,电力改革持续深化,多地加快推进虚拟电厂建设,后续支持政策有望陆续出台。 华金证券此前发布的研报显示,随着电改进一步深化与电力市场的快速发展,虚拟电厂作为能源与信息技术深度融合的重要方向,可缓解极端天气下电力供需矛盾、提升新型电力系统灵活调节能力、促进分布式新能源并网消纳,在电力市场化的持续推进下,有望打开盈利空间并完善商业模式,迎来发展提速期。

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