【公用事业】全国26年及“十五五”降碳目标发布，吉林省发布绿电直连实施方案——公用事业行业周报（20260308）（殷中枢/宋黎超）

Market Overview - The SW public utility sector increased by 2.76%, ranking 3rd among 31 SW primary sectors, while the Shanghai Composite Index fell by 0.93% and the Shenzhen Component Index decreased by 2.22% [4] - Sub-sectors such as thermal power, hydropower, photovoltaic power, wind power, and comprehensive energy services saw increases of 3.41%, 4.73%, 2.06%, 1.85%, and 3.97% respectively [4] Price Updates - Domestic and imported thermal coal price increases have slowed down, with domestic Qinhuangdao port 5500 kcal thermal coal rising by 3 CNY/ton week-on-week [5] - Imported thermal coal prices also saw increases, with Indonesian 5500 kcal thermal coal up by 10 CNY/ton and Australian mixed coal at Guangzhou port also up by 10 CNY/ton [5] - Average clearing prices for spot electricity in Shanxi and Guangdong have risen compared to last week, while nationwide agent purchase electricity fees have decreased significantly due to lower long-term thermal power contract prices and the entry of renewable energy [5] Key Events - Starting March, the Liaoning electricity spot market will transition from monthly settlement trial runs to continuous settlement trial runs [6] - The Two Sessions mentioned a target of reducing carbon dioxide emissions per unit of GDP by approximately 3.8% by 2026, with a cumulative reduction of 17% during the 14th Five-Year Plan [6] - The draft plan emphasizes enhancing capabilities to address global climate change and promoting green and low-carbon transitions in key sectors [6] Industry Insights - The "14th Five-Year Plan" sets clear carbon reduction targets, indicating a trend towards increased consumption of green electricity [7] - There is optimism regarding non-electric applications of renewable energy, particularly in green hydrogen and ammonia production, with recommendations to focus on companies like Electric Power Investment Green Energy and Goldwind Technology [7] - The development of AI is expected to stimulate demand for green electricity, supported by various policy documents aimed at enhancing the synergy between computing power and electricity [8]