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# 煤电资产证券化机会来了？
- URL: https://hyboox.com/2025nian-mei-dian-zhan-zong-fa-dian-liang-yue-wu-cheng-reng-shi-zhi-zhu-feng-dian-he-tai-yang-neng-fa-dian-jin-zhan-liang-cheng-duo/
- Published: 2026-10-21T06:22:51.000Z
- Updated: 2026-10-22T04:19:42.000Z
- Author: 博克船长
- Tags: 海博机会

**中国尚未提出明确的煤电削减时间表。**

市场估算，可进行REIT化的煤电资产规模为1万亿至2万亿元。虽然取决于这两只产品未来的表现，但预计会因脱碳推进而逐渐萎缩的煤电，或许会通过这种“炼金术”转化为新的资金。