每經(jing)(jing)(jing)AI快(kuai)訊，中(zhong)信建投研報表(biao)示，近期(qi)，國(guo)家能(neng)(neng)(neng)源局(ju)發(fa)布《關于(yu)支持電(dian)力領域新(xin)(xin)型(xing)經(jing)(jing)(jing)營(ying)主體(ti)(ti)創新(xin)(xin)發(fa)展(zhan)的指導意見》，提出(chu)新(xin)(xin)型(xing)經(jing)(jing)(jing)營(ying)主體(ti)(ti)豁免(mian)申領電(dian)力業(ye)務(wu)許可證(zheng)和探索建立新(xin)(xin)能(neng)(neng)(neng)源直連增(zeng)加企(qi)(qi)業(ye)綠(lv)(lv)電(dian)供給的機制等(deng)內容。具(ju)體(ti)(ti)來看，新(xin)(xin)型(xing)經(jing)(jing)(jing)營(ying)主體(ti)(ti)包(bao)括(kuo)分布式(shi)電(dian)源、可調(diao)節負(fu)荷、虛擬(ni)電(dian)廠、智能(neng)(neng)(neng)微(wei)電(dian)網(wang)(wang)等(deng)。目前我(wo)國(guo)新(xin)(xin)能(neng)(neng)(neng)源裝機規模增(zeng)長(chang)迅速，受(shou)電(dian)網(wang)(wang)接入能(neng)(neng)(neng)力的制約，綠(lv)(lv)電(dian)上網(wang)(wang)受(shou)限，棄電(dian)問題(ti)抬頭，新(xin)(xin)能(neng)(neng)(neng)源直連企(qi)(qi)業(ye)機制有助于(yu)提升新(xin)(xin)能(neng)(neng)(neng)源就(jiu)地消納的能(neng)(neng)(neng)力，減少棄風棄光，促進(jin)項(xiang)(xiang)目收益率提升。總體(ti)(ti)來看，伴(ban)隨新(xin)(xin)型(xing)電(dian)力系統建設的持續推進(jin)，新(xin)(xin)能(neng)(neng)(neng)源發(fa)電(dian)項(xiang)(xiang)目盈利能(neng)(neng)(neng)力有望邊際(ji)改善，綠(lv)(lv)電(dian)成長(chang)屬性(xing)有望凸顯。