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新能源发电不能再靠“喂养”
Jing Ji Ri Bao·2025-06-04 22:03

Core Viewpoint - The era of easy profits in the renewable energy sector, characterized by fixed pricing and government subsidies, is over. The new market-oriented pricing mechanism will challenge companies to adapt to fluctuating electricity prices and market dynamics [1][2]. Industry Overview - The introduction of market-based pricing for new renewable energy projects starting June 1 has created uncertainty among companies accustomed to government-set prices. This has led to concerns about a potential decline in new installations and increased market hesitance [1]. - The share of wind and solar power in total electricity consumption exceeded 20% in the first quarter, indicating rapid growth but also increasing pressure on the stability of the power system. The new policy aims to encourage companies to optimize their operational models and address the challenges of scaling up [1]. Market Dynamics - Short-term fluctuations in electricity prices may create anxiety for power generation companies, especially during periods of oversupply. Companies lacking flexible trading strategies may face profitability challenges [2]. - Long-term, the market-driven approach is seen as an opportunity for transformation within the industry. Technological advancements have significantly reduced the costs of solar and wind energy, driven by competition rather than subsidies [2]. Competitive Landscape - The market's core logic emphasizes survival of the fittest, where companies with lower costs and superior technology will thrive. Innovative practices, such as peak-shifting transactions in Xinjiang, demonstrate how companies can adapt to market demands and enhance profitability [2]. - The transition to a market-oriented model will require companies to focus on technological innovation, operational efficiency, and market awareness to navigate the competitive landscape effectively [3]. Future Outlook - The future of the renewable energy sector lies in embracing market competition rather than relying on protective policies. Companies must prioritize technological strength, cost efficiency, and innovative business models to succeed [3]. - Regulatory bodies are encouraged to implement supportive policies to ensure a smoother transition to marketization, allowing companies to build resilience against market fluctuations [3].