逆勢掀起漲停潮!國家電網將投1000億元支持這個“碳達峯”相關領域
本文來自微信公眾號:上海證券報,作者:王子霖
19日的大盤格外低迷,唯有電力板塊“電力十足”,金山股份、大唐發電、西昌電力、華銀電力、長源電力等數家電力行業股票漲停。

來源:Wind
記者注意到,國家電網19日上午在北京宣佈,“十四五”時期將在抽水蓄能領域投資1000億元!
國網打出“碳達峯”新招
今天上午,國家電網在北京召開主體物加快抽水蓄能開發建設重要舉措的發佈會。
發佈會上明確,力爭“十四五”期間在新能源集中開發地區和負荷中心新增開工2000萬千瓦以上裝機、1000億元以上投資規模的抽水蓄能電站。
記者注意到,在國家電網發佈的六大舉措中,提及向社會開放國家電網擬建抽水蓄能項目的提法,這也引起了電力行業股的漲停潮,Wind編制的電力指數漲1.32%。

根據相關提法,抽水蓄能項目的合作模式將一廠一議、靈活選擇,社會資本可參可控。對於有意願有能力的社會資本,可由社會資本控股並建設管理電站,與社會各方力量建立共建共享機制,實現合作共贏。
多措並舉支持抽水蓄能
根據國家電網發佈的加快抽水蓄能開發建設重要舉措,除了1000億元的投資額和向社會開放合作模式外,還提出了“新能源+抽水蓄能”聯合調度,以及集中攻克變速機組、40萬千瓦以上大容量機組等舉措。

據悉,國家電網將發揮電網統一調度優勢,推進“新能源+抽水蓄能”聯合調度,最大限度提高抽水蓄能和新能源的協同效益。積極促請完善電站價格形成與疏導機制,科學控制造價,提高利用率,推動抽水蓄能健康可持續發展。研究抽水蓄能參與電力市場路徑,促進抽水蓄能更加靈活參與系統調節。
此外,國網還將聯合設備製造業、工程建設單位,依託電站羣,集中攻克變速機組、40萬千瓦以上大容量機組、機組出口開關國產化等技術難題,帶動抽蓄裝備製造業向高端邁進,帶動工程建設水平提檔升級,實現抽水蓄能電站關鍵技術的自強自立。
值得一提的是,全國人大代表,國網新源控股有限公司董事長侯清國在今年“兩會”期間也提出了完善電價機制,促進抽水蓄能可持續發展的建議。在他看來,我國抽水蓄能電站近年來保持了一定的發展速度,達到了一定規模,但我國抽水蓄能電站裝機容量佔電源總裝機容量比重偏低,與國外先進水平相比,仍有較大差距。
侯清國認為,在“碳達峯、碳中和”目標下,隨着清潔能源大規模、高比例接入,迫切需要加快抽水蓄能建設,增強電力系統運行的靈活性、穩定性、安全性,提高清潔能源消納能力。
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