节点：下游（终端消费/应用）位置：下游情绪：利空参考度：3/10
据海外权威媒体披露，印度电力部高层官员近期表示，该国目前暂无2035年之后新增燃煤发电装机容量的规划。印度电力部秘书潘卡杰·阿加瓦尔在接受路透社采访时指出，印度需保障国内能源需求，但当前讨论2035年后的相关规划“为时尚早”；截至2035年，印度计划将燃煤发电产能控制在30.7万兆瓦水平。
今年印度提出，拟在现有21万兆瓦燃煤发电产能基础上提升46%，同时目标到2030年将非化石燃料发电产能翻倍至50万兆瓦。阿加瓦尔强调，上述燃煤发电扩产计划与印度当前能源需求结构相适配。受限于过剩清洁能源并网的技术与运营挑战，印度今年多数时...
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