Core Insights - Shandong has actively responded to the market-oriented reform of renewable energy grid pricing, becoming the first province in China to complete the mechanism pricing bidding process, marking a significant step in implementing the national policy [1][2] Group 1: Policy Design and Execution - The bidding process was characterized by precise policy design and effective execution, with a total mechanism electricity scale of 9.467 billion kilowatt-hours, divided into wind power (8.173 billion kilowatt-hours) and solar power (1.294 billion kilowatt-hours) [2][3] - The bidding included specific price ranges for wind power (0.094-0.35 yuan/kWh) and solar power (0.123-0.35 yuan/kWh), with different execution periods based on project characteristics [2][3] Group 2: Results and Market Dynamics - The bidding results showed that wind power selected electricity volume was 5.967 billion kilowatt-hours at a clearing price of 0.319 yuan/kWh, while solar power selected electricity volume was 1.248 billion kilowatt-hours at a clearing price of 0.225 yuan/kWh, indicating a competitive bidding environment [3][5] - The mechanism design included a 125% application sufficiency rate to ensure competition, and specific measures for marginal units to avoid losses, reflecting the precision of Shandong's bidding policy [3][5] Group 3: Energy Structure Optimization - Shandong's renewable energy capacity has been increasing, with a total installed capacity of 119 million kilowatts as of July 2025, accounting for 47.84% of the province's total installed capacity, necessitating a shift from "scale expansion" to "structural optimization" [4][5] - The bidding process has been a key driver for optimizing the energy structure, with a significant allocation of mechanism electricity favoring wind power, thus guiding the healthy development of the solar industry [5][8] Group 4: Industry Development and Innovation - The bidding results provide clear investment price signals for renewable energy companies, encouraging them to make informed project planning and investment decisions based on the competitive environment [7] - The market-oriented nature of the bidding mechanism is expected to drive technological innovation and cost reduction among companies, fostering a cycle of competition that enhances the overall quality of the renewable energy industry [7][8] Group 5: National Implications and Replicability - Shandong's bidding process serves as a model for other regions, demonstrating that well-designed bidding schemes can achieve "sufficient competition and reasonable prices," which is crucial for market confidence [8] - The experience gained from Shandong's approach to local conditions can be replicated in other provinces facing similar challenges in renewable energy development [8]
全国首发！山东新能源电力竞价机制正式落地 市场化改革提速
Zhong Guo Dian Li Bao·2025-09-11 05:44