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江苏省新分时电价参与浮动的基数变动-行业数据

江苏省新分时电价参与浮动的基数变动
江苏省新分时电价参与浮动的基数变动
总体来看，由于新能源发力不稳定，未来绿电发电量增速或将下滑。由于煤电发力期集中在中晚用电高峰期，期间电价也较高，这也能够对煤电价格提供支撑。加之前文所述，山东地区边际电厂盈利依然较差，叠加省内用电缺口长期存在，我们认为虽然煤价中枢下跌，但未来山东地区电价下跌幅度不大，度电利润仍有望上升。
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江苏省新分时电价参与浮动的基数变动_第1页
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江苏省新分时电价参与浮动的基数变动_第2页
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江苏省新分时电价参与浮动的基数变动_第3页
江苏省新分时电价参与浮动的基数变动_第4页
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江苏省新分时电价参与浮动的基数变动_第5页
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江苏省新分时电价参与浮动的基数变动_第6页
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江苏省新分时电价参与浮动的基数变动_第7页
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江苏省新分时电价参与浮动的基数变动_第8页
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江苏省新分时电价参与浮动的基数变动_第9页
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江苏省新分时电价参与浮动的基数变动_第10页
江苏省新分时电价参与浮动的基数变动_第11页
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江苏省新分时电价参与浮动的基数变动_第12页
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所属报告： 华电国际-公司深度报告：北方火电系列研究之一华电国际—山东火电领航者资产整合释放成长潜能-250601（24页）.pdf
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