公用事业行业跟踪周报：继续推荐受益绿证价值提升+装机高增的绿电板块

东吴证券2025-08-04

（以下内容从东吴证券《公用事业行业跟踪周报：继续推荐受益绿证价值提升+装机高增的绿电板块》研报附件原文摘录）投资要点本周核心观点：继续推荐绿证价值提升背景下绿电运营商的投资机会。2025年6月，国家能源局核发绿证2.78亿个，环比增长29.33%，涉及可再生能源发电项目19.87万个，其中可交易绿证1.96亿个，占比70.64%。本期核发2025年5月可再生能源电量对应绿证2.02亿个，占比...

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