The Report is produced in Chinese only.
風電調價對行業內公司的影響 近日,一份由國家發改委下發,全稱為“《關於完善陸上風電、光伏發電上網標杆電價政策的通知》(討論稿)”發佈。“討論稿”提出實行陸上風電、光伏發電的上網標杆電價隨發展規模逐步降低的價格政策”: 現行的一類資源區電價為0.9元每千瓦時(下同),而2016年至2020年的上網電價分別為0.85元、0.82元、0.79元、0.76元和0.72元。 二類資源區價格從現行的0.95元,降低至0.92元、0.89元、0.86元、0.83元和0.8元。 三類資源區從現價1元,依次遞減為0.98元、0.96元、0.94元、0.92元到0.9元。 我們認為此次調價對行業內公司影響有限,可能會在未來的兩年繼續搶裝的熱潮,風電上游製造商短期業績得到提升,而對運營商而言,電價的下調將由未來棄風率的下降而得到補償。 |
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