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電力板塊走強 桂東電力等多股漲停
格隆匯9月8日丨電力板塊盤初拉昇,桂東電力、銀星能源、上海電力、嘉澤新能等多股漲停,長源電力漲超6%,寧波能源、甘肅電投等跟漲。近期,國家發改委、國家能源局正式覆函國家電網公司、南方電網公司,推動開展綠色電力交易試點工作。國金證券指出,證電一體化綠電為製造業企業加持“綠卡”。首批綠電交易達成交易電量79.35億千瓦時,預計2022年隨着綠電市場的推進,市場規模至少在200-300億千瓦時(2021年僅半年規模);2023年後,如歐盟碳邊境調節税啟動,將有更多高耗能企業進入市場,綠電交易規模或有望看到千億千瓦時。

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