政策解读｜构建电力辅助服务市场六大支柱

Core Insights - The release of the "Basic Rules for the Power Auxiliary Service Market" signifies a shift from "planned compensation" to a "market-driven" approach in China's power auxiliary services, providing institutional support for the construction of a new power system [1][5] Group 1: Key Challenges Addressed - The power auxiliary service market aims to tackle three critical challenges in energy transition: the shortage of flexible resources, insufficient regulation capacity, and the dual randomness of the new power system [1] - The market is expected to enhance the flexibility of coal power plants, increasing their peak regulation capacity from an average of 40% to 60%, with some units reaching 70%-80% [1] - The market facilitates the efficient consumption of renewable energy, promoting an annual increase of 1.2 trillion kilowatt-hours in renewable energy generation, which corresponds to a reduction in the curtailment rate of wind and solar energy by 5.2 percentage points [1] Group 2: System Security Enhancement - A multi-variety collaborative approach is established to ensure grid stability, with the grid frequency compliance rate projected to reach 99.999% by 2024, and the unplanned outage rate expected to decrease by 45% [2] - The North China region successfully addressed a power shortfall of 3 million kilowatts caused by severe weather through the cross-province reserve market [2] Group 3: Mechanism Innovation - The "Basic Rules" outline six pillars for constructing a unified national power auxiliary service market, focusing on breaking down traditional market barriers and promoting clean energy transition [3] - Clear entry requirements for auxiliary service providers are established, ensuring they possess measurable and controllable capabilities [3] - The market construction mechanism is defined, with the power dispatching agency responsible for assessing market demand and developing technical specifications [3] Group 4: Market Structure and Risk Management - The auxiliary service market will include various service types such as peak regulation, frequency regulation, and reserve services, aimed at maintaining system stability [4] - A cost transmission mechanism is established based on the principle of "who benefits, who bears the cost," ensuring that auxiliary service costs are shared among users [4] - A comprehensive risk prevention system is created to address supply-demand imbalances, market monopolies, price volatility, technical failures, and cybersecurity risks [4] Group 5: Future Outlook - The auxiliary service market is positioned as the "value center" of the new power system, playing a crucial role in ensuring energy security, promoting green transition, and facilitating industrial upgrades [5] - Continuous improvement of market mechanisms and technological support is necessary to achieve safe, economical, and efficient operation of the power system under the dual carbon goals [5]