2023-12-20 23:48:00
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07:48[Guotai Junan: Capacity electricity prices will be officially implemented in 2024, and thermal power profitability stability is expected to be strengthened]Guotai Junan Research Report stated that under the industry chain price mechanism of “Changxie Coal-Market Power”, we believe that due to the early price existence at both ends Uncertainty, the market has large differences in the profit expectations of thermal power in 2024. According to our statistics, Jiangsu is currently the first province to announce its annual transaction results for 2024. Compared with the marginal changes in the transaction price, the more important significance of Jiangsu’s annual transaction lies in the formation of the electricity price anchor (according to the previous Jiangsu Electricity Trading Center’s “Notice on Carrying out Electricity Market Transactions in 2024”, Jiangsu’s provincial coal-fired units in 2024 In principle, the annual transaction power is regarding 80% of its grid power in 2023). We expect that with the gradual implementation of annual transaction electricity prices in various provinces in the near future, the gradual clarity of electricity price expectations will help reduce market concerns regarding the uncertainty of thermal power’s profitability in 2024; combined with the official implementation of capacity electricity prices in 2024, thermal power’s profitability stability is expected to be strengthened.
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