节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
南非国家电力公司（Eskom）提出760亿兰特额外增收诉求，导致电费拟上调10.5%，引发全国数百万家庭及企业的民生预算焦虑。此次增收申请规模几乎为2026年原定增收计划的两倍，南非国家能源监管局（Nersa）正在对此进行审核，此次调价仍处于公众咨询阶段，意见提交截止日期为2026年1月21日，Nersa预计将于1月30日公布最终审核结果。
Nersa此前在Eskom...
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