山西电力市场化改革成效初显

Core Viewpoint - The article highlights the advancements in the electricity market reform in Shanxi Province, emphasizing the role of China Aluminum Shanxi New Materials Co., Ltd. in the aluminum industry and its significant electricity consumption, which is crucial for its production costs [3][4]. Group 1: Company Overview - China Aluminum Shanxi New Materials is the first large enterprise in Shanxi Province with a complete aluminum industry chain, including mining, alumina, electrolytic aluminum, and aluminum processing, along with self-supplied power generation [3]. - The company has an annual electricity consumption exceeding 6 billion kilowatt-hours, making it the largest electricity consumer in Yuncheng City [3]. - In July 2023, the company's total electricity consumption was 56,216 million kilowatt-hours, with 54,259 million kilowatt-hours purchased from the grid, accounting for 96.5% of its total consumption [3]. Group 2: Electricity Market Reform - Shanxi Province has been leading the national electricity market reform, implementing a multi-functional and multi-category electricity market to support the transition of energy endowments into development momentum [4]. - The province initiated the first trial operation of the electricity spot market in September 2019 and became the first in China to transition to formal operation in December 2023 [4]. - The electricity market reform has resulted in stable price operations, with the average real-time spot electricity price reflecting supply and demand dynamics [6]. Group 3: Market Dynamics and Performance - By the first half of 2025, Shanxi's electricity spot market cleared a total of 156.23 billion kilowatt-hours, with real-time spot prices showing minimal variance, indicating a stable market environment [6]. - The province's maximum load reached 37.25 million kilowatts, a year-on-year increase of 9.1%, demonstrating the reliability of electricity supply [6]. - The utilization rate of renewable energy in Shanxi remains high at 97%, with significant growth in green electricity and green certificate trading volumes [7]. Group 4: Industry Growth and Innovation - As of June 2023, Shanxi's electricity trading platform registered 21,529 operating entities, including 688 power generation companies and 440 electricity sales companies, indicating a vibrant market with rapid growth of new business entities [7]. - The province's virtual power plants have aggregated a capacity of 288.07 million kilowatts, leading the nation in this area [5][7]. - The transition of power generation companies towards comprehensive energy service providers is underway, with a focus on integrating electricity, heat, cold, and gas services [7].