电力行业点评报告：重视RWA与虚拟电厂、电交易、碳交易融合的产业链机会

东吴证券2025-07-16

甘肃执行330 元/KW·年，容量回收固定成本100%，容量电价超市场预期。7 月14 日，甘肃省发改委《甘肃省关于建立发电侧容量电价机制的通知（征求意见稿）》指出，2026 年起，煤电机组、电网侧新型储能容量电价标准暂按每年每千瓦330 元执行，执行期限2 年。执行期满后，根据市场运行情况、机组运行成本等另行测算确定。100%容量回收固定成本，超过国家发改委“2026 年起，将各地通过容量电价...

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