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Chongqing's market-based electricity in the first quarter increased by 29.71% year-on-year一季度重庆 Chongqing's market-based electricity in the first quarter increased by 29.71% year-on-year一季度重庆

Chongqing's market-based electricity in the first quarter increased by 29.71% year-on-year一季度重庆

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  • 更新时间:2021-09-15
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The "13th Five-Year" electricity industry policy study report "first combined with the supply side reform requirements and" one belt and one road "initiative, briefly analyzed the development trend of the power industry. Secondly, combined with the power demand scenario and the scale of coal power under construction, the paper forecasts the utilization of coal power capacity in the 13th five year plan, calculates the scale of coal power overcapacity and stranded asset value. At the same time, the paper summarizes and evaluates the coal power clean and efficient combustion technology that can be promoted, and then puts forward the policy path to solve the coal power overcapacity. The report puts forward the distribution methods and ideas of coal quota system in the power industry; in addition, it analyzes the key technologies of deep peak shaving of coal power and other comprehensive consumption of renewable energy, and puts forward optimization suggestions for the development policies of renewable energy; finally, according to the potential impact of electricity market reform on the implementation of coal control, it puts forward some policy suggestions for the reform of the power market.

今日川财公用事业指数上涨0.45%。近日多个省份陆续发布关于降低一般工商业电价水平的通知,据统计,下降幅度为0.22-3.3分/千瓦时。随着用电成本的下降,下游用电需求有望扩大,而本次降价措施主要集中在电网侧,上游发电企业有望受益。近日华能集团再次发布了下水煤周限价文件,本次限价同上期相比下降5元/吨,此举将有助于煤炭价格企稳并运行在合理区间,可关注优质火电企业,相关标的有华能国际、华电国际、皖能电力。作为我国AP1000技术的依托工程-三门核电站1号机组近日获准装料,若后续能成功实现商运,国内核电新项目审批有望加速,运营环节可关注A股唯一标的中国核电。

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