全国统一电力市场建设取得关键突破 2025年将形成完整市场体系

Core Insights - The launch of continuous settlement in the Southern Regional Electricity Market marks a significant milestone in the establishment of a unified national electricity market in China, transitioning from weekly and monthly trading to daily, uninterrupted cross-provincial trading [1][2] Group 1: Market Overview - The Southern Regional Electricity Market now operates as China's first multi-provincial competitive electricity spot market, with over 831 power plants and more than 700 users participating in the settlement, declaring a total electricity volume of 22 billion kilowatt-hours [2] - The market is expected to see an average daily trading volume exceeding 38 billion kilowatt-hours, positioning it as the largest unified clearing electricity market in the world [4] Group 2: Resource Distribution and Pricing - The electricity flow is directed from resource-rich areas like Yunnan and Guangxi, which have abundant hydropower and renewable energy, to demand centers in eastern provinces such as Guangdong and Hainan, indicating a significant energy flow direction [2] - The shift to a spot market allows for price fluctuations based on real-time supply and demand, contrasting with the fixed pricing of traditional planning methods, where the price for the same kilowatt-hour can vary significantly at different times [4] Group 3: Future Developments - By 2025, a preliminary national unified electricity market system is expected to be established, with the Southern Regional Electricity Market serving as a pilot demonstration area for reforms [6] - The comprehensive role of various market segments, including long-term market stability, spot market price discovery, and auxiliary service markets, will be emphasized to optimize the efficiency of electricity resource allocation [6]