惠譽料今年中國電力需求錄中單位數增長
惠譽評級表示,受疫情後經濟增長的驅動,今年中國電力需求增速或自去年的3.6%反彈至中個位數。
惠譽預計,去年12月防疫管控措施取消後,第三產業用電量增速將迅速回升。隨著供應鏈趨於正常化,部分工業板塊的用電需求亦可能反彈,但整體增速將受制於中國房地產行業和出口需求復甦步伐及程度所面臨不確定性。
報告指,內地非化石能源發電裝機佔比將過半。去年中國非化石能源發電裝機容量按年增長13.8%,在總裝機容量中的佔比按年提升2.6個百分點至49.6%。
另外,得益於清潔能源生產基地開發建設方面的利好政策以及近期光伏發電產業鏈價格下降,惠譽預計電源投資規模有望在今年進一步擴大,推動中國能源綠色轉型深化發展。去年電源投資規模按年增長22.8%,其中非化石燃料投資在總投資中的佔比高達87.7%。中國計劃今年底對化石燃料的依賴度按年降低近3%至47.5%左右,如實現,將是首次跌至50%以下。
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