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北京大学国家发展研究院预计多地风电技改IRR超14%-行业数据

北京大学国家发展研究院预计多地风电技改IRR超14%
北京大学国家发展研究院预计多地风电技改IRR超14%
随着 “以大代小”推进，老旧风场经济效益有望提升。老旧机组面临设备老化、出力不足、备件停产、运行故障等问题。综合考虑老旧风场改造的优势及不利因素，我们认为“以大代小”有望提升老旧风场经济效益（北京大学国家发展研究院预计在合理的条件假设下，多地风电技改 IRR 超 14%）。
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所属报告： 龙源电力-港股公司首次覆盖报告：龙头厚积薄发风电乘势而起-250324（24页）.pdf
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