每經AI快訊，中(zhong)信(xin)證券(quan)指(zhi)出(chu)，2024年10月30日，國家發(fa)改委等六(liu)(liu)部門發(fa)布《關于(yu)大力實施可(ke)再(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)替代(dai)行(xing)(xing)動(dong)的(de)指(zhi)導意見(jian)》，明確2025、2030年可(ke)再(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)消費目標，并強調“正確處理傳統(tong)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)和(he)新(xin)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)‘破’與(yu)‘立(li)’的(de)關系(xi)”，聚焦可(ke)再(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)替代(dai)的(de)重點(dian)(dian)(dian)方向、重點(dian)(dian)(dian)領域、試點(dian)(dian)(dian)建(jian)設、機(ji)(ji)制保障四方面(mian)做出(chu)布局(ju)。我(wo)(wo)們認為(wei)，《指(zhi)導意見(jian)》承上啟(qi)下，對(dui)今后五至(zhi)六(liu)(liu)年的(de)可(ke)再(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)發(fa)展和(he)新(xin)型能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)體(ti)系(xi)建(jian)設作出(chu)明確指(zhi)引(yin)，將為(wei)雙碳(tan)目標的(de)完成和(he)新(xin)型能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)體(ti)系(xi)建(jian)設奠定基(ji)礎。在市(shi)(shi)場機(ji)(ji)制方面(mian)，電(dian)(dian)力現貨(huo)、輔助服(fu)務市(shi)(shi)場正加(jia)速(su)推進，各(ge)類新(xin)型主體(ti)參與(yu)市(shi)(shi)場的(de)模式層出(chu)不窮(qiong)，但與(yu)之相(xiang)匹配的(de)價格(ge)機(ji)(ji)制仍有(you)待明確統(tong)一。《指(zhi)導意見(jian)》明確提出(chu)“建(jian)立(li)健全(quan)(quan)儲(chu)(chu)能(neng)(neng)(neng)價格(ge)機(ji)(ji)制”“對(dui)實行(xing)(xing)兩部制電(dian)(dian)價集中(zhong)式充換(huan)電(dian)(dian)設施用電(dian)(dian)在規定期限內免收需量(liang)(liang)（容(rong)量(liang)(liang)）電(dian)(dian)費”“建(jian)立(li)健全(quan)(quan)可(ke)再(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)供熱(re)、生(sheng)物天然(ran)氣、清潔低(di)碳(tan)氫的(de)市(shi)(shi)場機(ji)(ji)制”。我(wo)(wo)們認為(wei)，隨著市(shi)(shi)場機(ji)(ji)制的(de)健全(quan)(quan)，儲(chu)(chu)能(neng)(neng)(neng)、充換(huan)電(dian)(dian)設施、虛擬(ni)電(dian)(dian)廠等領域或將受益(yi)。