我国电力市场化改革迎来系统性推进的关键节点。随着国家"1+6"电力市场基础规则体系建成，全国统 一电力市场建设迈入规范化新阶段。 这一旨在破除地域壁垒、优化资源配置的顶层设计将如何落地？作为南方区域电力交易核心平台，广州 电力交易中心承担着怎样的关键角色？规则体系全面实施又将面临哪些挑战？近日，广州电力交易中心 党委委员、副总经理陈玮接受了中能传媒记者专访，深入解析规则体系的核心价值与实践路径。 中能传媒："1+6"基础规则体系的建成，对于破除地域壁垒、促进电力资源在全国范围内更高效优化配 置，将发挥哪些具体作用？ 陈玮：电力市场"1+6"基础规则体系的建成，标志着我国电力市场化改革进入系统性、规范化推进的新 阶段。该体系以《电力市场运行基本规则》为核心，联动中长期交易、现货市场、辅助服务、信息披 露、注册、计量结算六大规则，从制度层面为破除地域壁垒、促进电力资源全国优化配置提供了"顶层 设计"。 中能传媒：如何利用好基础规则体系推动南方区域乃至更大范围的电力资源优化配置？ 四是强化市场监管规范性，保障"公平竞争、有序运行"的市场秩序。规则体系通过明确监管责任，为电 力市场运行提供制度保障，避免阻碍全国统一电 ...

Core Viewpoint - The implementation of the "136 Document" and subsequent policies in Shandong Province aims to promote the marketization of renewable energy pricing and enhance the development of energy storage systems, leading to a transformation in the energy market dynamics and business models for storage [1][3][10]. Group 1: Policy Implementation - Shandong Province has introduced the "Implementation Plan for Market-oriented Reform of Renewable Energy Grid-connected Pricing" following the "136 Document," along with several supporting documents to ensure a smooth transition in the electricity market by 2025 [1]. - The "396 Document" and "278 Document" outline the necessary steps for a stable transition and high-level consumption of renewable energy, respectively [1]. Group 2: Energy Storage Development - The current installed capacity of new energy storage in Shandong Province has reached 9.6 million kilowatts, primarily from grid-side electrochemical storage, which accounts for about 80% [2]. - The revenue model for grid-side independent storage includes income from arbitrage between low charging and high discharging prices, market capacity compensation, and capacity leasing from renewable energy stations, with respective contributions of approximately 33%, 17%, and 50% [2]. Group 3: Impact of Policy Changes on Storage - The "136 Document" does not mandate energy storage configuration for new renewable projects, which may lead to a shift towards independent energy storage systems and a need for new business models [3]. - The revenue for energy storage systems could decrease significantly if new projects lose capacity leasing income, necessitating a transition to power-side and user-side storage [3]. Group 4: Technological and Market Advancements - Technological advancements have led to a 55% reduction in investment costs for lithium batteries compared to 2021, enhancing energy storage capabilities [4]. - The market is moving towards a model where energy storage systems must focus on long-term performance and lifecycle efficiency rather than just initial costs [4]. Group 5: Market Mechanisms and Revenue Models - The adjustment of the capacity compensation mechanism will enhance the value of energy storage, particularly for photovoltaic systems, by aligning compensation with their actual contribution to peak demand [7]. - The auxiliary service market is being restructured to allow energy storage to participate more actively, which could significantly increase revenue opportunities for storage systems [8][9]. Group 6: Long-term Industry Outlook - The transition to a market-driven pricing model for renewable energy is expected to stabilize the energy storage industry in the long run, particularly benefiting grid-connected storage and green electricity projects [10][11].

一、承接国家政策：构建市场化价格形成机制 建立适应新能源高质量发展的市场化价格形成机制，是此次改革的核心要义，要充分发挥市场作用，有 利于电力资源高效配置，也要确保行业平稳健康发展，助力"双碳"目标实现。《方案》围绕"价格市场 形成、责任公平承担、区分存量增量、政策统筹协调"的总体要求，在已有省内电力市场体系基础上， 构建并完善了与国家政策同频共振的新能源市场化价格形成机制。 近年来，山东大力推进电力市场建设，不断完善交易机制，扩大交易规模。自2021年起，省内集中式光 伏发电和风电项目已提前部分入市，由项目自主选择全电量或10%电量两种方式参与市场交易，分布式 光伏和扶贫项目则按政府批复价格收购。《方案》落地后，除跨省跨区交易的新能源电量外，上述集中 式光伏发电和风电项目将统一以全电量方式参与市场交易，分布式光伏等其他新能源项目也不再享有保 障性消纳的特殊待遇，可直接或通过聚合方式参与市场交易。这意味着山东电力市场的经营主体大幅扩 充，预计省内发用两侧市场化电量均将超过85%，两者共同在市场中形成完整准确的价格信号，进一步 提升电力资源配置效率。 在新能源可持续发展价格结算机制方面，《方案》按要求分类施策。 ...

世运圣火点燃蓉城之夜，无人机编队在天府之檐上空拼出"Hello World"的璀璨问候。当全球目光聚焦成 都，一场绿色能源与竞技体育的跨界对话，正在这座城市的血脉中悄然进行。作为扎根四川的清洁能源 先锋，华能四川公司以"无形之手"为盛会注入源源不断的绿色动力，将电力央企的责任担当融入世运会 的每一次心跳瞬间。 设备筑基：为保供打下坚实基础 世运会的热烈氛围与成都八月的高温红色预警交织。面对"迎峰度夏"与赛事保供的双重压力，华能四川 公司提前布下坚实防线。 针对多数电站设备设施服役年限较长的现状，该公司锚定"零非停"目标，制定整治计划，2025年初，检 修战场全面铺开，39台机组、45台主变、35条送出线路检修高质量完成，18项生产技改项目落地，设备 可靠性全面提升。 技术人才是稳定运行的根基。该公司创新培训模式，以赛促训，组织运行调考摸底实力，举办电气一次 设备检修、水电检修等7项生产技能竞赛，创历年频次之最，持续锻造技术尖兵，夯实生产经营基础。 关键时刻，全力以赴。该公司于世运会赛前召开会议专项部署，高负荷时段红外测温、输电线路及风洞 渗水风险排查等工作全面展开，针对成都周边作为重要支撑电源点的电站进行重点 ...

日前，国网宁夏信通公司成功研发并上线"人工智能方案审核应用"，以智能化技术赋能电力行业方案审 核流程，显著提升工作效率与精准度，标志着宁夏电力行业在数字化转型与人工智能技术融合应用领域 迈出关键一步。 该应用依托国网云平台大数据支撑，构建了覆盖"输电、变电、配电"多场景的电力知识图谱，支持设计 图纸、文本报告、数据表格等多格式文件的自动解析。通过算法模型实时比对国网标准库与历史案例， 系统可自动标注潜在问题并生成优化建议，实现从"人审"到"智审"的跨越。 传统电力行业方案审核依赖人工核验，存在耗时长、标准不统一、易疏漏等问题。该公司基于深度学习 与自然语言处理技术，开发了具备"自动校验、智能纠错、风险预警"功能的AI审核平台。该应用可快速 识别方案中的技术参数合规性、设备配置逻辑性及安全规范符合度，审核耗时较人工缩短80%以上，准 确率超95%，大幅降低人为失误风险。 ...

Group 1: Energy Data Ecosystem Development - China Southern Power Grid aims to create an energy data industry ecosystem, focusing on innovative models for efficient circulation and trading of electricity data, thereby fully releasing the value of electricity data elements [1] - In the first half of 2025, Guizhou Power Grid has registered the first batch of 12 public data resources and 4 public data products and services on the Guizhou public data resource registration platform [1] Group 2: Integration of Big Data and Market Transactions - Guizhou Power Grid proposed constructive suggestions at a provincial seminar to promote orderly data flow and deepen digital transformation, aiming to build a national integrated data element market [2] - The contract demonstration texts should be flexible, allowing for adjustments based on actual transaction payments and data usage restrictions [2] Group 3: Support for Digital Government Initiatives - Guizhou Power Grid is actively participating in the construction of data development and utilization processing bases, aiming to enhance the application value of electricity data across multiple scenarios [3] - The company has developed over 100 data products and signed more than 50 data agreements with the government to support the construction of a digital government in Guizhou [3] Group 4: Market Operations and Data Value Transformation - Guizhou Power Grid is building an operational system through intermediary agencies and authorized operations, entering multiple mainstream data trading platforms to promote market-oriented operation and value transformation of data elements [4] - The company has developed five mature data agents, enhancing the capabilities of various industries in Guizhou [4] Group 5: Financial Integration through Electricity Data - Guizhou Power Grid has successfully facilitated financing for a small and medium-sized enterprise using electricity data as a reliable basis for credit assessment, enabling a loan of 10 million yuan [5] - The collaboration between Guizhou Power Grid and financial institutions marks a new stage in the innovative integration of the energy industry and financial services [5][6]

Core Insights - The Qinghai University Artificial Intelligence Innovation Center is set to become the largest computing center among Northwest universities, with an expected computing power of 5 PFLOPS and storage capacity of no less than 20 PB [1] - Xining Power Supply Company has implemented a service standard of "zero errors, zero delays" to support the power supply for the computing center, ensuring reliable electricity [1] - The construction of two new 10 kV power lines, totaling approximately 10 kilometers, was completed in just two weeks to guarantee stable power supply for the center [1] Company Initiatives - Xining Power Supply Company proactively engaged with the project by understanding electricity demands and customizing power supply plans to meet the high reliability requirements of the computing center [1] - The company utilized a combination of online platforms and offline teams to monitor project progress and adjust service strategies in real-time, effectively shortening the electricity service cycle [1] - The company plans to enhance the synergy between computing power layout and power grid planning, as well as the layout of new energy stations, to promote high-quality development in the power and computing sectors [2]

现代电力市场的本质是基于精确的物理交割和价值兑现的复杂经济系统。近日，国家发展改革委、国家 能源局印发《电力市场计量结算基本规则》（以下简称《规则》），为这一庞大系统的计量数据"脉 搏"与价值结算"血液"铺设了标准化轨道。其制度突破意义远非一项市场规则，而深刻指向市场效率与 公平。 01 数据为基，以高标准数据管理保障计量结算准确可靠 计量数据是市场效率基石，决定着电力作为特殊商品在交割中的物理精确性。结算是电力市场流程的后 端环节，也是电力市场各环节价值实现的最终环节，其效率决定市场整体交易成本。尤其是现货市场运 行的地区，其计量和结算数据具有体量大、来源广、结构复杂的特点，而计量与结算数据的准确性又恰 恰是市场各方最关注的内容。《规则》为此专门设置了结算准备小节，分门别类地提出了档案、合同、 调度执行、计量、电价政策等各类型结算所需数据，为建立统一规范的结算管理奠定数据基础，也使得 市场各方能够进一步了解结算数据的构成与类别。另外，《规则》还首次从国家层面明确了电力市场计 量结算的度量单位，对规范电力市场全流程的量、价、费数据格式定义了标准。 02 流程为轴，以清晰流程节点促进计量结算有机协同 规范的业务 ...

《电力市场计量结算基本规则》 电力市场核心规范与运营保障 对于电力现货市场，《规则》是对其现有规则的深化与补充。在现货市场中，价格信号的快速变化要求 计量结算能够及时、准确地反映市场交易情况、能够更好地适应现货市场价格的实时波动，使经营主体 能够及时了解交易收益与成本，为其后续的交易决策提供更为精准的数据支持。 02 内蒙古电力交易公司 王海利、吴明波、蔡硕琦 在构建全国统一大市场的战略背景下，电力行业正积极推进改革以适应新时代的发展需求。《电力市场 计量结算基本规则》（以下简称《规则》）的发布，是电力市场建设进程中的关键一步，对规范电力市 场计量结算、保障经营主体权益、促进电力资源优化配置具有重要意义。 01 《规则》是对现有政策的继承和完善 （一）与《电力市场运行基本规则》协同 《电力市场运行基本规则》对电力市场的整体运行框架进行了规范，而《规则》与之紧密协同。在市场 成员责任方面，《电力市场运行基本规则》明确经营主体应按规定履行交易结果，根据交易结果使用输 配电网，这与《规则》中经营主体依据准确计量数据进行结算的要求相互呼应。在交易类型上，《电力 市场运行基本规则》涵盖电能量交易、电力辅助服务交易等，《 ...

《电力市场计量结算基本规则》出台 为全国统一电力市场计量结算工作筑牢根基 广州电力交易中心 陈玮、王鑫根、张舸、陈晓东 近日，国家发展改革委、国家能源局印发《电力市场计量结算基本规则》（以下简称《规则》）。作为 落实党的二十届三中全会关于全国统一电力市场建设决策部署的重要举措，该规则填补了电力市 场"1+6"基础规则体系的最后一块空白，为全国统一电力市场计量结算工作提供了关键制度保障。 01 2020年，"1+6"基础规则体系的首个规则—《电力中长期交易基本规则》正式修订印发，在统一交易品 种、统一交易时序、规范成员权责、统一偏差处理机制等方面，改变了此前各地"碎片化"交易模式，全 国电力交易规模不断增长。五年来，电力已通过市场化方式实现全国范围内高效流通，今年6月全国最 大规模的一次跨电网经营区市场化电力交易顺利组织，超20亿千瓦时来自广东、广西、云南的电能，将 通过闽粤联网工程及相关联络通道，全天候输送至上海、浙江、安徽、福建。今年是新一轮电力体制改 革十周年，《规则》的印发正当其时，为经营主体的收益保障构建了高效完整的闭环体系，将加速形 成"全国交易一盘棋，各地结算一把尺"的市场新格局，为推进全国统一电 ...