这一期的电力市场周报聚焦了四月中旬的两大关键事件:中东局势紧张导致油价暴涨,进而影响到广东电力现货市场的电价飙升;而与此同时,老挝的光伏电第一次参与了中国市场交易,标志着新能源的跨境合作新机遇。广东售电公司面临巨大的成本压力,市场洗牌加速。新的政策动向也为居民电价和储能行业带来新的挑战和机遇。整体来看,电力市场正经历旧秩序的震荡与新规则的萌芽。00:02:02:广东电力市场掀起的价格风暴,对售电公司构成巨大挑战!00:04:04:缺乏风险管理能力的公司日子会越来越难过——广东焦头烂额与西南历史性... more
在本期电力市场周报中,我们深入分析了近期碳市场的异常现象,尤其是CCER价格反超CEA的背后原因,以及其对市场流动性可能带来的影响。储能行业面临增速换挡的挑战,未来竞争的焦点将转向项目盈利能力而非单纯的装机速度。另外,中东局势紧张导致的油价飙升已开始显现,全球市场将受到显著影响。对于投资者而言,及时调整策略和监控市场动态是当前的重中之重。00:02:04:储能行业增速换挡,未来五年装机规模预测分析00:04:09:西藏光热电站建设突破八点六米开口宽度槽式集热器,发电成本降低!00:06:10:全... more
在本期节目中,小橘灯深入探讨了电力市场的最新动态,包括负电价的蔓延、抽水蓄能的巨额投资以及碳市场的变化。负电价现象在多个省份蔓延,发电企业面临倒贴电价的困境。与此同时,国家加大对抽水蓄能的投资,预计将显著提升电力市场的稳定性。而碳市场则因企业抛售碳配额而波动不定,未来可能面临新的抛售潮。节目为听众提供了关于电力投资和市场策略的实用建议,助力更好地理解变化中的能源市场。00:02:01:电价地板现象:需求不足与发电成本的交织困局00:04:03:绿色电力交易量猛涨,价格跌价差持续扩大,投资风险加大... more
本期《光能来电》关注中国电力市场的动态变化,特别是2026年一季度的电力交易情况。全国电力市场化交易量同比增长超过25%,但辽宁出现负电价现象,显示出市场的复杂性和价格分化的加剧。随着新规的实施,储能配置比例和技术要求大幅提升,投资门槛显著上升。这些变化意味着,电力行业的竞争格局正在重塑,企业必须重新审视自身的市场策略和技术储备,以适应新环境。00:02:00:现货交易电量占总交易量的13%,售重点公司面临挑战!00:04:03:碳市场交易价格差异:旧率证有效性存疑,优先采购二五年及以后的新率证... more
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