【电力*袁理】重视RWA与虚拟电厂、电交易、碳交易融合的产业链机会

东吴研究所2025-07-17

电力重视RWA与虚拟电厂、电交易、碳交易融合的产业链机会投资要点甘肃执行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，...

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