AI能耗供给端：增高稳定性装机和退役不平衡，进一步推动电力紧平衡图：2025-2029年高稳定性发电机组按市场装机退役情况估算1600014000120001000080006000400020000PJMERCOTCAISOMISOISO-NENYISOSPP高稳定性发电机组装机 (MW)高稳定性发电机组退役(MW)资料来源：EIA, HTIFor full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com13
