【中信证券:煤电启动新一轮升级 助力新型电力系统建设】 中信证券研报表示,新能源发电影响不断增加,相应对于在电力系统中起基础作用的煤电响应需求提出更高要求,推动煤电升级有助新型电力系统建设。《新一代煤电升级专项行动实施方案》涵盖现役、新建及示范机组,新增指标或提升现行指标要求,推导煤电升级;明确各省市能源主管部门因地制宜制定针对本地区的行动方案,自主把控节奏;通过和新能源联营,完善辅助服务市场,发行REITs等方式为企业提升改造积极性提供政策支持。

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中信证券研报表示,新能源发电影响不断增加,相应对于在电力系统中起基础作用的煤电响应需求提出更高要求,推动煤电升级有助新型电力系统建设。《新一代煤电升级专项行动实施方案》涵盖现役、新建及示范机组,新增指标或提升现行指标要求,推导煤电升级;明确各省市能源主管部门因地制宜制定针对本地区的行动方案,自主把控节奏;通过和新能源联营,完善辅助服务市场,发行REITs等方式为企业提升改造积极性提供政策支持。

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