南網儲能(600995.SH):梅蓄一期電站進入電力現貨市場交易
格隆匯9月29日丨南網儲能(600995.SH)公佈,根據相關政府部門工作安排,公司所屬梅州抽水蓄能電站(一期)(簡稱“梅蓄一期電站”,裝機容量120萬千瓦)經不結算試運行後,自2024年10月1日起,按照《廣東省抽水蓄能參與電力市場交易細則(試行)》開展交易、出清、考核和結算。梅蓄一期電站容量電費維持現行機制不變。梅蓄一期電站參與電力現貨市場交易,電量電費收入不確定性增加。由於抽水蓄能電站電量電費收入佔比較小,公司結合此前不結算試運行情況,初步分析認為,抽水蓄能電站進入電力現貨市場並參與結算對公司利潤影響較小,具體影響以實際運行結果為準。
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