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图表402023年中国源网侧储能政策构成
图表402023年中国源网侧储能政策构成
政策法规
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图片大小:317KB
图片尺寸:953*802
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所属报告:
国能日新-公司研究报告-创新业务开启成长新篇章持续受益电改红利-240801(37页).pdf
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fCDkvqfliKsgICB8IOWuuemHj++8iEdXaO+8iSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS18Cnwg55S1572R5L6nIHwgMjAuMCAgICAgICB8Cnwg55S15rqQ5L6nIHwgNC45ICAgICAgICB8Cnwg55So5oi35L6nIHwgMC4zICAgICAgICB8CgrmlbDmja7mnaXmupDvvJpFU0NO44CBQ0VTQeOAgeW5v+WPkeivgeWIuOWPkeWxleeglOeptuS4reW/gw==
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fCDpobnnm67lkI3np7AgICAgICAgICAgICAgICAgICAgICB8IOWFieS8j+WuuemHj++8iE1X77yJIHwg5YKo6IO95a656YeP77yITVdo77yJIHwKfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLXwKfCDopb/ol4/mi4nmnpzplJnmupDnvZHojbflgqjkuIDmnJ/pobnnm64gICB8IDIwMCAgICAgICAgICAgIHwgNTA0ICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrlhazlj7jlhazlkYrvvIzljY7ms7DnoJTnqbY=
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fCDlubTku70gfCBHVyB8IEdXaCB8IFlvWSAoJSkgfAp8LS0tLS0tfC0tLS18LS0tLS18LS0tLS0tLS0tfAp8IDIwMjMgfCAyMSB8IDQ0ICB8IDE5NSUgICAgfAp8IDIwMjRFIHwgMzUgfCA4NCAgfCA5MCUgICAgIHwKfCAyMDI1RSB8IDQ4IHwgMTIxIHwgNDMlICAgICB8CgrotYTmlpnmnaXmupDvvJpFRVNBIOaVsOaNruW6k++8jOWCqOiDvemihui3keiAhe+8jOS4reS/oeW7uuaKlQ==
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fCDlubTku70gfCDkuovku7YgfAp8IC0tLSB8IC0tLSB8CnwgMjAxOCB8IOWbveWGheeOh+WFiOaehOW7uuWunui3tSB8CnwgMjAyMCB8IOmmluasoeaPkOWHujPlgI3ov4fovb0gfAp8IDIwMjEgfCDlm73lhoXnjoflhYjpgJrov4fnlLXnvZHpibTlrpogfAp8IDIwMjIgfCDlhajlpZflhajnkIPoh6rnoJTkvY7ljovlgqjog73pq5jljovnm7TmjILmn5TmgKfnm7TmtYEgfAp8IDIwMjMgfCDlhajlnLrmma/lupTnlKggfAp8IDIwMjQgfCDlhajpnaLmjqjlub8gfAoK6LWE5paZ5p2l5rqQ77ya5Y2X55Ge57un5L+d44CB6auY55S15Y6L5oqA5pyv5YWs5LyX5Y+3
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fCDns7vnu5/lj4vlpb3nu7/oibLnlLXnq5kgfCDngavnlLUv5qC455S1K+WCqOiDvSB8IOiwg+WzsC/osIPpopEv6aG25bOwL+Wkh+eUqC/mlrDlnovlgqjog73nlLXnq5kgfCDlu7bnvJPmiJbmm7/ku6Pln47luILotJ/ojbfkuK3lv4PovpPlj5jnlLXmipXotYQgfCDmupDnvZHojbflgqjkuIDkvZPljJbmnoTlu7ogfCDph43opoHotJ/ojbflupTmgKXlpIfnlKjnlLXmupAgfAp8LS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCDnlLXmupDkvqflgqjog70gfCA1JeWwluWzsOWuuemHjyB8IDUl5bCW5bOw55S16YePIHwgNSXlsJbls7DnlLXph48gfCA1JeWwluWzsOeUtemHjyB8IDUl5bCW5bOw55S16YePIHwKCui1hOaWmeadpea6kO+8muOAiuaWsOWei+eUteWKm+ezu+e7n+WPkeWxleiTneearuS5puOAi++8jOWNjuemj+ivgeWIuOeglOeptuaJgA==
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图6.源网荷各侧新型储能应用场景
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图6.源网荷各侧新型储能应用场景
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(2)各类补贴成为推动我国储能装机的核心驱动。2023 年共 11 个省份出台了新的储能装机目标,其中山西省以“2025 年 10GW”的装机规划位列第一;以“容量补贴”、“投资补贴”为主的各类补贴也已成为储能装机的核心驱动。2023 年中国出台工商业储能政策供给 231 条,其中,补贴政策共计 32 条,补贴手段主要分为
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国能日新-公司研究报告-创新业务开启成长新篇章持续受益电改红利-240801(37页).pdf
图表92019-2023年公司各业务营收情况(亿元)
图表82019-2023年及2024Q1公司归母净利润情况(亿元)
图表72019-2023年及2024Q1公司营收情况(亿元)
图表62公司财务报表预测及比率分析
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