港股概念追踪 | 推进核电等电源进入电力市场，机构看好核电行业估值重塑（附概念股）

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国务院办公厅印发《关于完善全国统一电力市场体系的实施意见》。其中提出，推动分布式电源公平承担系统调节成本，支持分布式新能源以聚合交易、直接交易等模式参与市场。进一步优化煤电机组运营模式，合理确定机组开机方式和调峰深度，上网电量全部参与电力市场，通过多种交易类型获得收益以覆盖建设运营成本。在保障能源安全的基础上，分品种有节奏推进气电、水电、核电等电源进入电力市场。探索建立体现核电低碳价值的制度，鼓励...

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