【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。

金融界2025-04-22

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。

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2529365337?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-04-22 08:23","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2529365337","market":"sh","top_or_hot":-1,"title":"【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。","media":"金融界","content":"<div>\n<p>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。</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/04/22082349734392.shtml\">网页链接</a>\n\n</div>\n","source":"jinrongjie_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【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。</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【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。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-22 08:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://24h.jrj.com.cn/2025/04/22082349734392.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/04/22082349734392.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0028","symbol_name":"国家队","start_time":0,"source_url":"https://24h.jrj.com.cn/2025/04/22082349734392.shtml","article_id":"2529365337","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2529365337","pubTimestamp":1745281396,"columns":[],"sourceInfo":{"source_id":"jinrongjie_stock","name":"金融界"},"weMediaInfo":null,"summary":"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。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159875":"新能源","159945":"能源","160640":"新能源","399941":"新能源","600030":"中信证券","BK0028":"国家队","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0276":"资本市场","000941.SH":"新能源","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","BK1516":"腾讯概念","LU1720050803.USD":"安联全方位中国股票基金","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","BK0196":"行业龙头","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK1521":"挪威政府全球养老基金持仓","BK1147":"投资银行业与经纪业","CFA":"VictoryShares US 500 Volatility Wtd ETF","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0183":"MSCI概念","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","BK0188":"融资融券","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","BK0012":"证金概念","06030":"中信证券","BK1564":"中资券商股"},"translate_title":"[CITIC Securities: Coal power launches a new round of upgrades to help build a new power system] CITIC Securities research report stated that the impact of new energy power generation continues to increase, and correspondingly higher requirements are put forward for the response demand of coal power, which plays a basic role in the power system, and promote The upgrade of coal power will help the construction of new power systems. The \"Special Action Implementation Plan for New Generation Coal Power Upgrading\" covers active, new and demonstration units, adds new indicators or improves current ","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159875":1,"159945":1,"160640":1,"399941":1,"600030":1,"000941.SH":1,"CFA":1,"06030":1},"content_text":"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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2529365337","isCrawlerRequest":true}