You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
惠譽:中國區域性限電現象或將不會長期持續
惠譽表示,中國多省近期出現的限電狀況料將在天氣轉涼後得到緩解,而且長期而言隨著中國應對尖端用電負荷的能力不斷提升,應能紓解限電風險。 因創紀錄高溫天氣導致尖端用電負荷超過當地最高供電負荷,近期多省實施了限電政策。長江流域的來水偏枯也加劇了水電在發電燃料結構中佔據主導的省份所面臨的電荒壓力。 惠譽預期,隨著夏季過後氣溫回落,區域性限電現象不會持續很久。該行將維持目前對中國2022年全社會用電量將呈中低個位數增長的假設,這與惠譽對中國2022年GDP增速為3.7%的最新預測相一致。 報告又指,長期而言,中國滿足用電尖峰負荷需求的能力將得到提高。尖峰用電量超出本地最高供電負荷的部分通常通過儲能和電網側調峰來補充,而中國正在加快對於儲能設施和應急備用系統的建設力度,並製定多種有助於靈活調峰的政策安排。此外,峰谷電價差的不斷擴大,疊加相關鼓勵政策,有望在拉動對前述領域投資的同時,激勵電力用戶更合理地安排生產和用電時間表,以節省電費。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account