每(mei)經(jing)AI快訊，中信建(jian)(jian)投研報(bao)表示，近期，國家能(neng)源(yuan)局發布《關(guan)于(yu)支持電(dian)(dian)(dian)(dian)力領域新(xin)(xin)型經(jing)營主體創新(xin)(xin)發展的(de)指導(dao)意見》，提出新(xin)(xin)型經(jing)營主體豁免申領電(dian)(dian)(dian)(dian)力業務許(xu)可證和(he)探索建(jian)(jian)立新(xin)(xin)能(neng)源(yuan)直連(lian)增(zeng)加企業綠(lv)(lv)電(dian)(dian)(dian)(dian)供給的(de)機制(zhi)等內容。具體來看，新(xin)(xin)型經(jing)營主體包括分布式電(dian)(dian)(dian)(dian)源(yuan)、可調節負荷、虛擬電(dian)(dian)(dian)(dian)廠、智能(neng)微(wei)電(dian)(dian)(dian)(dian)網等。目(mu)(mu)前我國新(xin)(xin)能(neng)源(yuan)裝機規(gui)模(mo)增(zeng)長迅速，受電(dian)(dian)(dian)(dian)網接入(ru)能(neng)力的(de)制(zhi)約，綠(lv)(lv)電(dian)(dian)(dian)(dian)上(shang)網受限，棄(qi)電(dian)(dian)(dian)(dian)問題抬(tai)頭，新(xin)(xin)能(neng)源(yuan)直連(lian)企業機制(zhi)有助于(yu)提升(sheng)新(xin)(xin)能(neng)源(yuan)就地消納(na)的(de)能(neng)力，減少棄(qi)風(feng)棄(qi)光，促進(jin)(jin)項(xiang)目(mu)(mu)收益率提升(sheng)。總體來看，伴(ban)隨(sui)新(xin)(xin)型電(dian)(dian)(dian)(dian)力系統建(jian)(jian)設的(de)持續推進(jin)(jin)，新(xin)(xin)能(neng)源(yuan)發電(dian)(dian)(dian)(dian)項(xiang)目(mu)(mu)盈利能(neng)力有望邊(bian)際(ji)改善(shan)，綠(lv)(lv)電(dian)(dian)(dian)(dian)成長屬性有望凸(tu)顯。