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A股異動丨多股漲停 抽水蓄能迎來政策空前支持
格隆匯8月17日丨抽水蓄能概念股逆勢走強,泰福泵業、中國電建和粵水電漲停,深水規院大漲逾13%。8月6日,國家能源局綜合司印發關於徵求對《抽水蓄能中長期發展規劃(2021-2035年)》(徵求意見稿)的函(下稱《徵求意見稿》),提出到2035年我國抽水蓄能裝機規模將增加到3億千瓦。意見稿提出了發展目標,其中,“十四五”期間開工1.8億千瓦,2025年投產總規模6200萬千瓦;“十五五”期間開工8000萬千瓦,2030年投產總規模2億千瓦;“十六五”期間開工4000萬千瓦,2035年投產總規模3億千瓦。初步測算新增投資規模約1.8萬億元。指導目標遠超市場預期。目前抽水蓄能是最成熟、效率最高的儲能技術,而儲能又是發展新型電力系統必不可少的環節,業內預計在這方面的建設將加速推進。

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