中电联：预计2025年市场化交易电量超6万亿千瓦时

Core Viewpoint - The establishment of a unified electricity market in China is progressing steadily, with significant developments in provincial electricity spot markets and the integration of renewable energy into market transactions [1][2][3]. Group 1: Market Development - From January to May 2023, the national market-oriented electricity transaction volume reached 2.45 trillion kilowatt-hours, a year-on-year increase of 5.7%, accounting for 61.8% of the total electricity consumption [1]. - By 2024, four provincial-level spot markets will officially operate, and the southern regional electricity market will complete its first full-month settlement trial [1]. - By October 2024, inter-provincial electricity spot markets will officially operate, covering over 6,000 participants and facilitating transactions exceeding 88 billion kilowatt-hours, with 44% of the volume being clean energy [1][2]. Group 2: Policy and Regulatory Framework - The National Development and Reform Commission and the National Energy Administration have issued a notice to accelerate the construction of electricity spot markets, with six provincial-level markets expected to operate officially by mid-2025 [2]. - A foundational regulatory framework for the national unified electricity market has been established, consisting of basic operational rules and supporting regulations for market registration, measurement, settlement, and information disclosure [2]. Group 3: Renewable Energy Integration - The pace of renewable energy participation in market transactions has accelerated, with new policies promoting the entry of renewable energy into the electricity market and establishing sustainable pricing mechanisms [2]. - As of now, provincial-level detailed rules for renewable energy pricing have been issued in Inner Mongolia and Xinjiang, with Shandong and Guangdong also in the process of consultation [3]. Group 4: Talent Development - The development of a skilled workforce for electricity trading is advancing, with the publication of the first national vocational skill recognition textbook for electricity traders [3]. - A unified national examination for electricity trading professionals was conducted in May 2023, marking a new phase in professional certification for electricity trading talent [3].