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2023年公用事业行业中期策略:火电迎业绩反转,新能源打开长期成长空间-20230702-银河证券

 新型电力系统发展路径明确,煤电仍需发挥压舱石作用。《新型电力系统发展蓝皮书》明确电力系统“四位一体”基本特征和“三步走”发展路径。其中“四位一体”提出安全高效是基本前提,清洁低碳是核心目标,柔性灵活是重要支撑,智慧融合是基础保障。“三步走”包括加速转型期(当前-2030年),总体形成期(2030年-2045年),巩固完善期(2045年-2060年)。现阶段处于加速转型期,新能源已成为新增装机主

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