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首頁(yè) > 資料下載 > Yunnan's market-oriented trading power increased by 30% in the first quarter一季度云南市場(chǎng)化交易電量同比增長(zhǎng)30%
Yunnan's market-oriented trading power increased by 30% in the first quarter一季度云南市場(chǎng)化交易電量同比增長(zhǎng)30% Yunnan's market-oriented trading power increased by 30% in the first quarter一季度云南市場(chǎng)化交易電量同比增長(zhǎng)30%

Yunnan's market-oriented trading power increased by 30% in the first quarter一季度云南市場(chǎng)化交易電量同比增長(zhǎng)30%

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As of the end of 2019, the national installed capacity of renewable energy power generation was 794 million kilowatts, accounting for 39.5% of the total installed power, of which hydropower installed capacity (including pumped storage) was 356 million kilowatts, wind power installed capacity was 210 million kilowatts, photovoltaic power installed capacity was 204 million kilowatts The installed capacity of material power generation is 22.54 million kilowatts. In 2019, the national renewable energy generation capacity was 2.04 trillion kWh, accounting for 27.9% of the total power generation, of which hydropower generation was 1.3 trillion kWh, accounting for 17.8% of the total power generation, and wind power generation was 405.7 billion kWh, accounting for all 5.5% of power generation, photovoltaic power generation is 224.3 billion kWh, accounting for 3.1% of total power generation, biomass power generation is 111.1 billion kWh, accounting for 1.5% of total power generation.

國(guó)家發(fā)改委近日公布一季度發(fā)電量數(shù)據(jù),一季度全國(guó)發(fā)電量1.57萬(wàn)億千瓦時(shí),同比增長(zhǎng)10%,增速比去年同期加快3.3個(gè)百分點(diǎn),我們認(rèn)為隨著經(jīng)濟(jì)增速的回暖以及“煤改電”等政策的影響,全年用電需求有望保持平穩(wěn)增長(zhǎng),利好電力行業(yè)。近期煤炭?jī)r(jià)格繼續(xù)保持下跌態(tài)勢(shì),我們認(rèn)為夏季用電高峰到來(lái)之前,煤炭?jī)r(jià)格有望繼續(xù)回落,利好火電板塊,可關(guān)注優(yōu)質(zhì)火電企業(yè),相關(guān)標(biāo)的有華能國(guó)際、皖能電力。隨著水電消納政策的逐漸落地,2018年水電企業(yè)業(yè)績(jī)預(yù)期向好,可關(guān)注高股息率、低生產(chǎn)成本的水電龍頭企業(yè),相關(guān)標(biāo)的有長(zhǎng)江電力。

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