跨经营区交易激活全国电力市场

Core Viewpoint - The establishment of a normalized cross-grid electricity trading mechanism in China marks a significant step towards a unified national electricity market, facilitating the optimization of electricity resource allocation across regions [1][2][4]. Group 1: Cross-Grid Electricity Trading Mechanism - From July 1 to September 15, over 2 billion kilowatt-hours of electricity will be transmitted from Yunnan, Guangxi, and Guangdong to Shanghai, Zhejiang, Anhui, and Fujian, indicating the normalization of cross-regional electricity trading [1]. - The National Development and Reform Commission and the National Energy Administration have approved the "Cross-Grid Normalized Electricity Trading Mechanism Plan," aiming for better electricity supply support during peak summer periods by 2025 [1][2]. - The new mechanism transforms electricity trading from temporary arrangements to regular market transactions, enhancing flexibility and efficiency in electricity supply and demand [2][3]. Group 2: Resource Optimization and Demand Complementarity - The historical division between the State Grid and Southern Grid has created market barriers, but the new trading mechanism aims to break these barriers and optimize resource allocation nationwide [1][2]. - The cross-grid trading mechanism allows for better utilization of supply-demand complementarity between provinces, such as the peak load differences between Sichuan and Chongqing [3]. - The mechanism is expected to enhance the efficiency of resource utilization, reducing the need for extensive peak regulation resources in each province [5]. Group 3: Promotion of Green Electricity - The plan facilitates the nationwide flow of green electricity by allowing individual renewable energy projects to participate in cross-regional trading, thus removing institutional barriers [3][4]. - The integration of blockchain technology for tracking green electricity enhances the credibility and traceability of renewable energy transactions [4]. - The trading mechanism has already resulted in significant green electricity transactions, with over 8.7 billion kilowatt-hours traded during the pilot phase [4]. Group 4: Future Prospects and Safety Measures - The continuous opening of cross-grid trading and the construction of more transmission channels are expected to significantly increase transmission capacity and enhance renewable energy absorption [5]. - Safety is a critical aspect of the cross-grid trading mechanism, requiring dual verification from both grid sides to ensure reliable operation [5]. - The anticipated collaboration between various electricity trading centers during events like the National Games will further promote coordinated trading across different grids [5].