電力股集體走強 長江電力(600900.SH)逼近漲停
格隆匯12月13日丨電力股集體高開,長江電力逼近漲停,上海電力和內蒙華電增長超4%,華能國際漲近4%,吉電股份、寶新能源和黔源電力等跟漲。近日召開的中央經濟工作會議提出,要立足以煤為主的基本國情,抓好煤炭清潔高效利用,增加新能源消納能力,推動煤炭和新能源優化組合。構建以新能源為主體的新型電力系統是一個循序漸進的過程,傳統能源逐步退出要建立在新能源安全可靠的替代基礎上。會議提出新增可再生能源和原料用能不納入能源消費總量控制,創造條件儘早實現能耗“雙控”向碳排放總量和強度“雙控”轉變;要確保能源供應,大企業特別是國有企業要帶頭保供穩價。機構點評稱,此次會議進一步明確新增可再生能源不納入能源消費總量控制,明年新增的風電光伏等可再生能源發電被政策賦予了能耗指標或者用能權的屬性,有利於平價新能源通過綠電交易獲取一定的溢價,推動新能源投資回報率提升、裝機快速發展。明年新能源裝機增長有望超預期,持續看好火電轉型新能源運營的標的。

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