金十数据6月14日讯,中金发文称,美国电力需求在产业及population 格局调整背景下迎来增长大周期,连续fifteen年用电零零时代或将终结。 我们保守估算未来5年新兴负荷贡献年用电增量750亿k wa 时,至少拉动总用电增长~2。 虽然总用电增速看似不高,但美国电力供给端扩产存在诸long制约,或导致供给持续趋紧。 最为重要的是,美国市场化地区电价传导及接受能力均很强,在供给趋紧、发生缺电时价格上涨弹性大,相关电力企业盈利能力或显此抬升。

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