中电联监事长潘跃龙：打造“有为政府”与“有效市场”相结合的“甘肃样板”

Core Insights - The Gansu electricity spot market has successfully transitioned from a pilot phase to a formal operation, demonstrating stability and effectiveness in price discovery and resource allocation [1][2][3] Market Overview - Gansu is the only region in China where all industrial and commercial users, as well as various power generation units, including renewable energy, participate in the electricity spot market [2] - As of August 2023, Gansu's total installed capacity reached 74 million kilowatts, with 563 entities participating in the spot market, accounting for 60% of market-based electricity consumption [2][3] Price Discovery and Market Functionality - The spot market has shown effective price discovery, with average prices for the day-ahead market at 0.242 yuan/kWh and real-time market at 0.249 yuan/kWh from January to July 2023 [3] - The market operates continuously with a dual-sided reporting mechanism, reflecting real supply-demand relationships under high renewable energy penetration [3][4] Impact on Energy Supply and Demand - The market has incentivized power generation units to adjust output based on price signals, enhancing supply stability [4] - The average price during peak load periods was 0.32 yuan/kWh, encouraging coal-fired power plants to increase peak generation capacity by 700,000 kW [4][5] Renewable Energy Integration - Gansu's electricity spot market has effectively facilitated the integration of renewable energy, with over 65% of the total installed capacity being renewable [6] - The market structure allows for real-time adjustments and competitive bidding, promoting the consumption of green electricity [6][7] Future Development and Recommendations - The Gansu electricity spot market aims to enhance operational monitoring and risk management, with plans to establish digital analysis tools and improve market rules [8][9] - Continuous innovation and adaptation of market mechanisms are expected to support the ongoing development of the electricity market and contribute to national energy transition goals [9]