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新能源消纳系列报告之一:新能源高速增长加大消纳压力 关注消纳产业链机会-华源证券

➢ 新能源高速增长及电网建设滞后导致新能源压力增大。2023 年我国新能源新增装机近 3 亿千瓦,新能源电量占比提升至 15.8%,但新增主要集中在新能源电量占比已经很高的三北地区,加上这些地区电力消费量偏低、电网建设力度滞后于电源侧、电力系统缺乏足够的灵活性资源以及缺少灵活高效的引导供需手段的因素,新能源消纳压力开始凸显。 ➢ 电能替代、可再生能源制氢等是提高本地需求的主要路径。解决三北地区新能

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