多省份调整分时电价机制，谁受益、谁承压？

Group 1: Overview of Time-of-Use Pricing Adjustments - The recent adjustments to time-of-use pricing mechanisms across various provinces aim to encourage off-peak electricity usage and alleviate supply pressure on power generation companies and the grid [1][2] - Jiangsu Province's new policy will implement a time-of-use pricing structure based on commercial users' purchase prices, optimizing peak and valley floating ratios [1][6] - Other provinces like Shandong and Sichuan have also made significant changes to their time-of-use pricing, with Shandong introducing a five-segment pricing system [2][3] Group 2: Impact on Users and Companies - The adjustments are expected to benefit electricity users by allowing them to manage production schedules more effectively and reduce energy costs [1][4] - However, some renewable energy generation and storage projects may face pressure on investment returns, necessitating new value creation strategies [1][7] - In Shandong, the implementation of time-of-use pricing has led to a significant increase in midday load, enhancing the consumption of renewable energy by 2.3 billion kilowatt-hours [4] Group 3: Specific Changes in Pricing Mechanisms - Jiangsu's new pricing mechanism will see peak prices increase by 80% compared to flat prices, while valley prices will decrease by 65% [6][7] - The adjustments in Jiangsu have resulted in a reduction of the peak-valley price difference, impacting the profitability of user-side energy storage projects [7][8] - The frequency of adjustments in time-of-use pricing is attributed to the increasing electrification of demand and the growing share of renewable energy in the power system [3][9] Group 4: Effects on Power Generation Companies - Power generation companies are also feeling the impact of the new time-of-use pricing, with projections indicating a reduction in net profits due to the adjustments [10][11] - Companies like Xichang Electric Power have reported expected decreases in revenue due to changes in peak and valley pricing structures [11] - The adjustments may not directly alter the grid-connected electricity prices but will influence long-term agreements between supply and demand sides, affecting overall revenue for power generation companies [11]