Core Viewpoint - Shandong Province has initiated a market-oriented reform of the on-grid electricity price for renewable energy, aiming to enhance market competition and provide a framework for investment in the sector [1][3]. Group 1: Implementation of Market Mechanism - The "Implementation Plan for Market-oriented Reform of On-grid Electricity Prices for Renewable Energy" was issued on August 7, establishing that all wind and solar power projects will enter the electricity market, with prices determined through market transactions [1]. - The "Bidding Implementation Details for Mechanism Electricity Prices" released on August 8 is the first provincial-level guideline in China for the bidding of incremental renewable energy projects, providing a reference for other provinces [1]. Group 2: Innovative Bidding Mechanism - The bidding mechanism employs a "marginal clearing + dynamic adjustment" approach, ensuring competitive and fair pricing by ordering projects based on their declared prices and using the last selected project's price as the unified mechanism price [1]. - A 50% threshold is set for marginal units; if the selected volume is less than 50% of the declared amount, the unit is disqualified, preventing economic losses due to insufficient selection [1]. Group 3: Support for Distributed Photovoltaics - The guidelines introduce a "self-declaration + agency" dual participation model for distributed photovoltaics, particularly benefiting small-scale household projects by removing the performance bond requirement, thus lowering entry barriers [2]. - Distributed projects must meet "four conditions" (observable, measurable, adjustable, controllable) to integrate into the power system, promoting their market participation and enhancing system compatibility [2]. Group 4: Stability of the Bidding Mechanism - A differentiated and refined performance bond system is established, requiring uncommissioned projects to pay bonds based on capacity and utilization hours, while commissioned projects are generally exempt [2]. - Agents managing multiple projects can consolidate bonds, significantly reducing operational costs and encouraging timely compliance from uncommissioned projects [2]. Group 5: National Implications - The release of the guidelines is a proactive response to national reforms in renewable energy pricing, addressing challenges in capacity recognition, qualification requirements, and bidding implementation [3]. - The "classified bidding + marginal clearing + credit management" system developed in Shandong provides valuable experience for transitioning the national renewable energy market from policy support to market competition, promoting high-quality development in the sector [3].
山东推进新能源上网电价市场化改革 发布国内首个机制电价竞价实施细则
Zheng Quan Shi Bao Wang·2025-08-10 11:02