每經(jing)AI快訊，中(zhong)信證券指出，近年(nian)來電(dian)源(yuan)(yuan)側新(xin)能(neng)源(yuan)(yuan)投(tou)資(zi)(zi)(zi)強(qiang)度高增，配套(tao)消(xiao)(xiao)(xiao)(xiao)納(na)投(tou)資(zi)(zi)(zi)滯后，導(dao)致新(xin)能(neng)源(yuan)(yuan)棄電(dian)率出現反(fan)彈，可再生(sheng)消(xiao)(xiao)(xiao)(xiao)納(na)責(ze)任權重目標(biao)提升且將嚴(yan)格考核，有(you)望(wang)推動綠(lv)(lv)電(dian)跨省跨區(qu)交(jiao)易增加(jia)以促進消(xiao)(xiao)(xiao)(xiao)納(na)；新(xin)設各(ge)省電(dian)解鋁行(xing)業綠(lv)(lv)電(dian)消(xiao)(xiao)(xiao)(xiao)費目標(biao)，我(wo)們估測對(dui)應2024~2025年(nian)綠(lv)(lv)電(dian)消(xiao)(xiao)(xiao)(xiao)費量1,960/2,000億千瓦(wa)時(shi)左右(you)，有(you)望(wang)對(dui)新(xin)能(neng)源(yuan)(yuan)消(xiao)(xiao)(xiao)(xiao)納(na)形成支撐，并推動高耗(hao)能(neng)行(xing)業綠(lv)(lv)電(dian)強(qiang)制(zhi)消(xiao)(xiao)(xiao)(xiao)納(na)機制(zhi)加(jia)速(su)建立；預(yu)計(ji)伴隨電(dian)網投(tou)資(zi)(zi)(zi)提速(su)&調節資(zi)(zi)(zi)源(yuan)(yuan)規模擴張，綠(lv)(lv)電(dian)消(xiao)(xiao)(xiao)(xiao)納(na)有(you)望(wang)得(de)到保障(zhang)，助行(xing)業長期健(jian)康發展。