首页 > 资料下载 > Yunnan's market-oriented trading power increased by 30% in the first quarter一季度云南市场化交易电量同比增长30%
Yunnan's market-oriented trading power increased by 30% in the first quarter一季度云南市场化交易电量同比增长30% Yunnan's market-oriented trading power increased by 30% in the first quarter一季度云南市场化交易电量同比增长30%

Yunnan's market-oriented trading power increased by 30% in the first quarter一季度云南市场化交易电量同比增长30%

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  • 更新时间:2021-10-04
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As of the end of 2019, the national installed capacity of renewable energy power generation was 794 million kilowatts, accounting for 39.5% of the total installed power, of which hydropower installed capacity (including pumped storage) was 356 million kilowatts, wind power installed capacity was 210 million kilowatts, photovoltaic power installed capacity was 204 million kilowatts The installed capacity of material power generation is 22.54 million kilowatts. In 2019, the national renewable energy generation capacity was 2.04 trillion kWh, accounting for 27.9% of the total power generation, of which hydropower generation was 1.3 trillion kWh, accounting for 17.8% of the total power generation, and wind power generation was 405.7 billion kWh, accounting for all 5.5% of power generation, photovoltaic power generation is 224.3 billion kWh, accounting for 3.1% of total power generation, biomass power generation is 111.1 billion kWh, accounting for 1.5% of total power generation.

国家发改委近日公布一季度发电量数据,一季度全国发电量1.57万亿千瓦时,同比增长10%,增速比去年同期加快3.3个百分点,我们认为随着经济增速的回暖以及“煤改电”等政策的影响,全年用电需求有望保持平稳增长,利好电力行业。近期煤炭价格继续保持下跌态势,我们认为夏季用电高峰到来之前,煤炭价格有望继续回落,利好火电板块,可关注优质火电企业,相关标的有华能国际、皖能电力。随着水电消纳政策的逐渐落地,2018年水电企业业绩预期向好,可关注高股息率、低生产成本的水电龙头企业,相关标的有长江电力。

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