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粤电力A(000539) - 000539粤电力A投资者关系管理信息20250922
2025-09-22 09:54
Group 1: Investment Strategy and Market Conditions - The company is closely monitoring the latest policy developments regarding solar projects in Xinjiang and will proceed with investments based on these policies while controlling costs and optimizing market strategies to achieve good operational efficiency [2] - In the first half of 2025, the company's on-grid electricity price significantly decreased due to intensified competition in the Guangdong electricity market, leading to a notable decline in gross profit and overall profitability [2] - The company plans to optimize fuel procurement strategies and expand revenue by seizing market opportunities in the second half of the year while advancing the construction of advanced units to cultivate new profit growth points [2] Group 2: Long-term Contracts and Power Generation Capacity - The long-term electricity price is influenced by macroeconomic factors, electricity supply and demand, fuel prices, and marketing, which introduces a degree of uncertainty [3] - The company is currently preparing for the next year's long-term contract signing and aims to strengthen marketing efforts to provide stable support for next year's operating performance [3] - The company has 8 million kW of coal-fired capacity and approximately 2.942 million kW of gas-fired capacity under construction, with an expected commissioning of 3-5 million kW of coal-fired units in 2025 [3] Group 3: Market Dynamics and Profitability - The profitability of coal-fired units is affected by national policies, electricity supply and demand, unit costs, fuel prices, and market trading mechanisms [3] - With the establishment of a unified national electricity market, the profitability of coal-fired units with similar technology and management levels in the south and north may converge, but specific profitability will depend on regional conditions and operational capabilities [3]
136号文,26年长协电价,储能盈利测算
2025-09-15 01:49
山东省发布的 136 号文对风电和光伏电价进行了规定,这对光伏行业有何影响? 山东省发布的 136 号文规定了风电和光伏的电价,分别为 319 元/兆瓦时和 225 元/兆瓦时。对于光伏行业而言,这一价格相对较低,反映了产能过剩的问 题。山东作为全国最大的光伏装机省份,拥有约 9,000 万千瓦的装机容量,但 在现货市场上,其他地区的光伏电价也往往不理想。这种情况表明,在产能过 剩背景下,需要通过储能技术来优化能源利用,将过剩的风电和光伏产能存储 起来,在高峰时段再释放。 取消强制配储要求后,对储能行业有何影响? 136 号文,26 年长协电价,储能盈利测算 20250914 摘要 山东等光伏大省现产能过剩,储能需求凸显。全国光伏装机容量巨大, 但现货市场电价不理想,表明需通过储能技术优化能源利用,存储过剩 产能并在高峰时释放。 取消强制配储短期内使市场预期悲观,但《新型储能规模化建设专项行 动方案》提出 2027 年达 1.8 亿千瓦目标,结合近年装机规模快速增长, 长期仍将显著增长。 国家及地方政府积极推动储能发展,通过容量电价机制(如甘肃 330 元 /千瓦/年)和充放电量补贴(江苏、安徽、新疆等地)等 ...