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造价降低5%、IRR下降1%,136号文倒逼央国企重构投决模型
136号文下发半年,尽管各省的机制电价尚未全面启动,但电价下降的预期背景下,央国企的光伏投资则已经开始全面收缩,过会条件也愈发严苛,国家能源集团更是有1.5GW的光伏项目开工后又停工,要求重新核算项目收益。 尽管行业形势严峻,但从各大央国企2025 ...
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