节点:下游(终端消费/应用)位置:下游情绪:利好参考度:6/10


2025 年 10 月,南非政府在能源领域发布重要政策。该国电力与能源部长洛西恩佐·拉莫豪帕宣布,内阁正式批准 2025 年版《综合资源规划》(IRP) 。此规划基于 2019 年版修订,核心目标为彻底终结限电。同时明确,到 2042 年前将投入 2.23 万亿兰特用于能源基础设施建设,并针对高电价问题提出解决方案,宣告电价两位数涨幅时代落幕。

拉莫豪帕指出,2025 年版《综合资源规划》是后种族隔离时代最大单一投资项目。限电长期困扰南非经济民生,频繁电力中断冲击经济,稳定电力供应是经济增长前提。为达能源安全目标,规划明确能源结构调整路径:未来 14 年,核能与天然气发电装机容量占比从 3%提至 16%,重启模块化核反应堆项目;煤炭发电依赖度从 58%降至 27%,顺应全球能源转型趋势。且全球 14 家顶尖金..

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