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迎峰度夏期间两部委发布电力交易方案,用电会更经济可靠吗
Nan Fang Du Shi Bao·2025-07-11 14:31

Core Viewpoint - The release of the "Cross-Grid Operating Area Normalized Electricity Trading Mechanism Plan" is a significant step towards breaking the segmentation of the electricity market and optimizing resource allocation nationwide, aiming for the establishment of a unified national electricity market by 2025 [1][8]. Group 1: Electricity Supply and Demand - During the peak summer period, Guangdong is expected to experience a maximum load of 167 million kilowatts, a year-on-year increase of 6.6%, with a system electricity consumption of 2,920 billion kilowatt-hours, up 7.9% year-on-year [2]. - The plan allows for inter-provincial resource sharing, which is expected to balance electricity supply and demand in Guangdong [2]. Group 2: Market Integration and Efficiency - The plan aims to establish a normalized electricity trading mechanism across grid operating areas, promoting market interconnectivity, reducing transaction costs, and enhancing the efficiency of electricity resource allocation [2][3]. - The mechanism will enable the sharing of surplus clean energy and load adjustment capabilities across a broader range, beyond the individual operating areas of the State Grid and Southern Grid [3]. Group 3: Green Electricity Trading - Green electricity trading is a key component of the plan, with clear regulations on entry conditions, trading methods, and green certificate transfer rules [5][7]. - Currently, one-third of the electricity generated in the country is green electricity, which includes renewable sources such as wind and solar power [6]. Group 4: Impact on Industry and Foreign Investment - There is a strong demand for green electricity from foreign enterprises in the Pearl River Delta and Yangtze River Delta regions, driven by the need to enhance their green development image and comply with international carbon reduction policies [7]. - The plan is expected to facilitate the green transformation of the manufacturing industry and enhance the competitive advantage of foreign enterprises in exports [7]. Group 5: Future Outlook - The establishment of a unified national electricity market is projected to be initially completed by 2025, with the plan serving as a crucial institutional breakthrough for promoting the smooth flow of electricity resources across a larger area [8][9]. - The plan introduces a collaborative trading model involving multiple parties, ensuring the technical feasibility of transactions under the constraints of the electricity grid [8].