全国统筹的“网上电力超市”来了

Core Viewpoint - The establishment of a cross-grid trading mechanism marks a significant step towards building a unified national electricity market in China, facilitating the integration of electricity resources across different regions and enhancing power supply security [2][4][11]. Group 1: Cross-Grid Trading Mechanism - The National Development and Reform Commission and the National Energy Administration have approved a plan for a normalized electricity trading mechanism between the State Grid and Southern Grid, which will support power supply during peak summer periods and explore long-term green electricity trading [2][4]. - The cross-grid trading mechanism aims to eliminate barriers between the two electricity markets, allowing for market-based operations rather than relying solely on planned dispatch [4][5]. - The mechanism includes a detailed design for transaction organization, safety checks, and execution processes, introducing an "one registration, nationwide sharing" model for market participants [6][8]. Group 2: Market Transformation - Since the reform initiated in 2002, the electricity sector has transitioned from a planned economy to a market-oriented one, with market-based electricity transactions increasing from 1.1 trillion kWh in 2016 to an expected 6.2 trillion kWh in 2024, representing a rise from 17% to 63% of total electricity consumption [3][9]. - The cross-grid trading mechanism is expected to enhance the efficiency of electricity resource allocation nationwide, allowing for better integration of renewable energy sources [5][10]. Group 3: Green Electricity Trading - By the end of 2024, China's renewable energy generation capacity is projected to reach 1.45 billion kW, surpassing that of thermal power, with over 50% of renewable energy being consumed through market transactions [9][10]. - The new mechanism will facilitate the regular trading of green electricity, with significant transactions already taking place, such as the first cross-regional green electricity trade completed in March 2024 [10][11]. - The establishment of this trading mechanism is seen as a key solution to the challenges of integrating renewable energy into the grid, particularly in balancing supply and demand across different regions [9][10].