电力行业4月月报：多地发布“136”号文衔接机制，风光抢装潮持续

信达证券2025-06-06

（以下内容从信达证券《电力行业4月月报：多地发布“136”号文衔接机制，风光抢装潮持续》研报附件原文摘录）本期内容提要:月度专题点评：粤鲁蒙东三地机制电价落地，后续影响怎么看。1）核心要点：三地出台衔接机制，具体措施各有差别。山东存量保障到位，机制电价最优。山东给予存量项目较好的机制电价、电量和执行期限。广东着重强调增量，执行期限承压。广东给予增量项目较为严苛的执行期，仅给予陆上风光12年、海上...

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