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国金证券-公用事业及环保产业行业周报：量化测算垃圾焚烧+IDC落地的可行性-250322

量化测算垃圾焚烧+IDC落地的可行性行情回顾： ■本周（3.17-3.21）上证综指下跌1.60%，创业板指下跌3.34%。煤炭板块下跌0.93%，环保板块上涨1.68%，碳中和板块下跌0.21%，公用事业板块上涨0.68%。每周专题：垃圾焚烧现有业务模式以ToG为主，且尚处于市场化售电早期探索阶段。目前垃圾焚烧厂约有30%的收入来自于垃圾处理费，折算至度电0.2元/KWh，支付主体为当地

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