山东推动新能源上网电价全部由市场形成

Core Viewpoint - The implementation of the "Shandong Province New Energy Grid Price Marketization Reform Implementation Plan" aims to establish a comprehensive system for new energy participation in electricity market transactions, enhancing market efficiency in resource allocation [1] Pricing Mechanism - The plan stipulates that all new energy projects (wind and solar) will participate in the electricity market, with grid prices determined through market transactions [1] - A price difference settlement mechanism will be established for electricity outside the market, where the grid company will handle the price difference, which will be shared among all users [1][2] - For existing renewable projects before June 1, 2025, the mechanism price is set at 0.3949 yuan per kilowatt-hour (including tax), with a cap on the mechanism electricity volume linked to existing policies [2] Market Trading Mechanism - The plan emphasizes the connection between medium-to-long-term market prices and primary energy costs, allowing for flexible contract terms based on actual demand [3] - New energy projects can participate in spot market trading, with all electricity settled at spot market prices [3] - Capacity compensation for generation units will be based on the total demand of the Shandong power grid, ensuring effective capacity is compensated according to established standards [3] Risk Prevention Mechanism - A comprehensive electricity market information disclosure system will be established, covering various market segments and time dimensions to enhance transparency [3] - The retail electricity market will provide standardized pricing options based on actual consumption patterns, allowing users to choose from various retail packages [4] - The reform is expected to have no impact on residential and agricultural electricity prices, while commercial users may see stable or slightly reduced prices in the first year [4]