The two ministries and commissions accelerate the market-oriented trading of electricity两部委加快推进电力市场化
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Hainan Province consists of Hainan Island and other islands in the South China Sea. With the rapid economic development and population growth in Hainan Province, the energy demand of Hainan Province is also growing rapidly. It is estimated that by 2035, Hainan's power demand may triple. At present, Hainan Province mainly relies on non renewable energy such as coal and nuclear power. In May 2019, the Chinese government issued the national ecological civilization pilot zone (Hainan) implementation plan 1, which plans to build a clean energy development demonstration zone in Hainan Province by 2030. The development of clean energy in Hainan Province is closely related to China's overall strategy of building a clean, low-carbon, safe and efficient modern energy system. It is not only part of the construction of ecological civilization, but also closely related to China's ongoing power market reform. China's National Renewable Energy Center (cnrec) issues a "China Renewable Energy Outlook" (Creo) report every year. Based on a comprehensive energy system modeling, the report elaborates the main development scenarios of China's energy system, and makes a special analysis on China's clean energy transformation.
今日川财公用事业指数上涨0.48%。国家能源局近日发布6月份全社会用电量等数据,6月份全社会用电量5663亿千瓦时,同比增长8.0%,增速同比提高1.5个百分点,环比下降3.4个百分点;1-6月份,全国全社会用电量32291亿千瓦时,同比增长9.4%,增速同比提高3.1个百分点,环比下降0.4个百分点。6月份全社会用电量增速环比所有回落,但仍维持在较高水平,随着后续新一批降低工商业电价等促进用电需求政策的落地,全社会用电量有望继续保持高增长,利好电力行业。从近期火电企业发布的半年度业绩预告来看,受益于用电需求回暖等因素,多家火电企业业绩改善明显,随着政府调控煤炭价格政策的落地,火电企业成本还将逐渐下降,可关注业绩弹性较大的优质火电企业,相关标的有华能国际、华电国际、皖能电力、粤电力A。-
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