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华宝证券-新型电力系统系列报告(一):源网荷储一体化发展,促进新能源时代供需精准匹配-240402

新能源发展迅猛,为电力系统带来挑战。我国新能源发电量和装机占比持续提升,我国正在向“构建以新能源为主体的新型电力系统”的目标迈进,但新能源的高比例接入也会带来一些挑战。“十四五”以来,我国电源投资以新能源为主,但可控、可调、出力稳定的传统电源,如火电、水电、核电投资仍呈平稳或下降趋势。传统电源,尤其是具备良好调节性能的灵活性电源投资,已经长期处于投资不足状态。 新型电力系统需要灵活性资源支撑,

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