每經(jing)AI快訊，中(zhong)信(xin)建(jian)投研報指出，我國(guo)電(dian)(dian)改持續(xu)深化，現階段電(dian)(dian)改核心思(si)路為(wei)(wei)“管(guan)住中(zhong)間，放開兩頭”，即(ji)確保電(dian)(dian)網公(gong)平開放，在發(fa)、售(shou)兩端加速還原(yuan)電(dian)(dian)力商品(pin)屬(shu)性。2021年(nian)電(dian)(dian)、煤價格嚴重倒掛倒逼煤電(dian)(dian)全部電(dian)(dian)量進(jin)入市(shi)場交易(yi)，此后煤電(dian)(dian)容量電(dian)(dian)價機制出臺，煤電(dian)(dian)盈利(li)穩(wen)定(ding)(ding)性進(jin)一步提(ti)升。與此同(tong)時，綠電(dian)(dian)市(shi)場化程(cheng)度也逐步提(ti)升，未來(lai)綠電(dian)(dian)市(shi)場化消納仍將(jiang)成為(wei)(wei)主(zhu)流，同(tong)時綠電(dian)(dian)環境溢價也有望(wang)加速顯(xian)現。目前部分消納壓力突出的省市(shi)綠電(dian)(dian)市(shi)場交易(yi)價格偏低，這在一定(ding)(ding)程(cheng)度上阻礙了(le)綠電(dian)(dian)健康平穩(wen)發(fa)展，預計未來(lai)可能(neng)通過差價合約等方式保障(zhang)綠電(dian)(dian)收益(yi)率。