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內地首批風電光伏基地已開工7,500萬千瓦 風電股抽升 新天(00956.HK)飆11%創兩月高
國家發展改革委、國家能源局明確了第一批約1億千瓦大型風電光伏基地項目50個,目前第一批大型風電光伏基地項目已開工約7,500萬千瓦,其餘項目將在明年一季度開工。內地風電股集體上升,新天綠色能源(00956.HK)升逾11%,報6.75元,創兩個月高;大唐新能源(01798.HK)升逾10%,報3.98元,創逾兩個月高;龍源電力(00916.HK)升逾6%,報19.3元,金風科技(02208.HK)升逾4.3%,報15.88元。 國家發改委表示,截至去年11月底,全國風電光伏裝機容量5.92億千瓦,按年增長26.8%,穩居全球風電光伏裝機容量首位。其中,風電裝機容量3億千瓦,按年增長29%;光伏裝機容量2.9億千瓦,按年增長24.1%。 去年首十一個月,全國風電光伏合計發電量按年增長34.7%,其中風電累計發電量按年增長40.8%,光伏累計發電量按年增長24.1%。
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