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别再传了!531 政策不会延期!
Sou Hu Cai Jing·2025-05-06 02:11

Core Viewpoint - The rumors regarding the "531 policy delay" are unfounded, as recent government communications emphasize the acceleration of the electricity spot market construction rather than any postponement [2][3]. Policy Clarification - The "National Unified Electricity Spot Market Development Blue Book" published in November 2024 states that a preliminary national electricity spot market should be established by 2025, indicating a clear direction towards market development [2]. - The recent notice from the National Energy Administration focuses on "promoting" the construction of the electricity spot market, which contradicts the notion of a policy delay [2]. Project Management - The core of the 136 document is to implement differentiated management for new and old projects, where new energy projects after May 31, 2023, must participate in market transactions, while existing projects will continue under previous policies [2][3]. - The mention of 16 provinces needing to initiate trial operations for the spot market by the end of the year does not significantly impact long-term solar projects, which typically have a 25-year cycle [3]. Industry Context - The year is marked as a transformative period for the renewable energy sector, with policies significantly influencing the industry's trajectory and the future of solar energy professionals [5].