國投電力(600886.SH):隨着後期新能源項目的投產,預計市場化比例還會進一步提升
格隆匯9月11日丨國投電力(600886.SH)在投資者關係活動上表示,2023年上半年,公司全口徑市場化交易電量佔比達到48%。火電方面,因國投盤江仍有小部分電量參與黔電送粵,屬於優先發電計劃,除此以外火電板塊全部電量已進入市場。水電方面,雅礱江水電除錦官電源組外的電站和國投小三峽不同程度地參與了市場化交易。新能源方面,2021年後投產的新能源項目大部分要求參與市場化交易。隨着後期新能源項目的投產,預計市場化比例還會進一步提升,也順應了電力市場化改革的趨勢。公司深入研究四川電力供需形勢,科學制定交易策略,積極參與電力市場,2023年上半年,雅礱江水電市場化交易成交電量59.3億千瓦時,同比提高5.5%,電價同比穩中略升。
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