港股異動 | 電力設備股走強 兩部委發煤電機組改造升級通知
格隆匯11月3日丨港股電力設備股走強,其中東方電氣漲8%,哈爾濱電氣漲4%,上海電氣,金風科技漲1%。國家發展改革委、國家能源局發佈,關於開展煤電機組改造升級的通知,要求各地政府科學確定本地煤電機組改造升級目標和實施路徑,研究制定本省(區、市)煤電機組改造升級實施方案,於11月底前報送國家發展改革委、國家能源局,經國家發展改革委、國家能源局組織第三方綜合評估論證後,於年底前形成操作性實施方案。通知指出,對供電煤耗在300克標準煤/千瓦時以上的煤電機組,應加快創造條件實施節能改造,對無法改造的機組逐步淘汰關停,並視情況將具備條件的轉為應急備用電源。“十四五”期間改造規模不低於3.5億千瓦。

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