長城證券:燃氣發電的價值定位有望進一步提升
長城證券研報指出,隨着電力系統中風光發電滲透率不斷提高,燃氣發電的價值定位有望進一步提升。燃氣發電的特點和優勢包括運行靈活,調節能力強,碳排放較低,建設工期較短。風光電力高滲透率情境下,氣電對棄風棄光的改善最為有效,在節約大量煤電機組低負荷運行成本的同時,最大程度降低了電力系統整體碳排放。從綠色低碳轉型角度看,燃氣輪機摻氫燃燒是長期能源戰略趨勢,國際頭部廠商已有示範項目,不斷推進摻氫燃機/純氫燃機的產品開發。
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