AI能耗价格信号：主要电力市场容量电价强势上涨 美国最大的容量市场在PJM 2025/2026交付年下RTO区域的基本拍卖的价格同比增长833%至269.92美元/MW·天图：主要容量市场容量电价(美元/MW·天)图：PJM地区容量基本拍卖价格（美元/MW·天）3503002502001501005002018201920202021202220232024202520262027PJMMISONYISOISO-NE资料来源：各电力市场官网, HTI资料来源：各电力市场官网, 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.com14
