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首頁 > 資料下載 > The two ministries and commissions accelerate the market-oriented trading of electricity兩部委加快推進電力市場化
The two ministries and commissions accelerate the market-oriented trading of electricity兩部委加快推進電力市場化 The two ministries and commissions accelerate the market-oriented trading of electricity兩部委加快推進電力市場化

The two ministries and commissions accelerate the market-oriented trading of electricity兩部委加快推進電力市場化

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Hainan Province consists of Hainan Island and other islands in the South China Sea. With the rapid economic development and population growth in Hainan Province, the energy demand of Hainan Province is also growing rapidly. It is estimated that by 2035, Hainan's power demand may triple. At present, Hainan Province mainly relies on non renewable energy such as coal and nuclear power. In May 2019, the Chinese government issued the national ecological civilization pilot zone (Hainan) implementation plan 1, which plans to build a clean energy development demonstration zone in Hainan Province by 2030. The development of clean energy in Hainan Province is closely related to China's overall strategy of building a clean, low-carbon, safe and efficient modern energy system. It is not only part of the construction of ecological civilization, but also closely related to China's ongoing power market reform. China's National Renewable Energy Center (cnrec) issues a "China Renewable Energy Outlook" (Creo) report every year. Based on a comprehensive energy system modeling, the report elaborates the main development scenarios of China's energy system, and makes a special analysis on China's clean energy transformation.

今日川財公用事業(yè)指數(shù)上漲0.48%。國家能源局近日發(fā)布6月份全社會用電量等數(shù)據(jù),6月份全社會用電量5663億千瓦時,同比增長8.0%,增速同比提高1.5個百分點,環(huán)比下降3.4個百分點;1-6月份,全國全社會用電量32291億千瓦時,同比增長9.4%,增速同比提高3.1個百分點,環(huán)比下降0.4個百分點。6月份全社會用電量增速環(huán)比所有回落,但仍維持在較高水平,隨著后續(xù)新一批降低工商業(yè)電價等促進用電需求政策的落地,全社會用電量有望繼續(xù)保持高增長,利好電力行業(yè)。從近期火電企業(yè)發(fā)布的半年度業(yè)績預告來看,受益于用電需求回暖等因素,多家火電企業(yè)業(yè)績改善明顯,隨著政府調(diào)控煤炭價格政策的落地,火電企業(yè)成本還將逐漸下降,可關注業(yè)績彈性較大的優(yōu)質(zhì)火電企業(yè),相關標的有華能國際、華電國際、皖能電力、粵電力A。

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