The Report is produced in Chinese only.
配額制對於新能源行業的影響 近日國家能源局出臺了《關於建立可再生能源開發利用目標引導制度的指導意見》,意見內容中設定目標:2020年,除專門的非化石能源生產企業外,各發電企業非水電可再生能源發電量應達到全部發電量的9%以上。 我們認為配額制的出臺對於新能源發電行業提供了指導性意見,一方面在非限電地區要求了更高的裝機量,另一方面在限電地區給予了新能源上網優先程度的指導,這將對於新能源板塊的景氣度有明顯的提升。 |
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