国家电网：电力现货市场助力破解今夏保供密码

Core Viewpoint - The extreme high temperatures across the country have led to record electricity loads, with the State Grid Corporation of China reporting a peak load of 1.235 billion kilowatts, an increase of 55 million kilowatts compared to last year's peak of 1.180 billion kilowatts [1] Group 1: Electricity Supply and Demand Management - The State Grid has utilized the spot market as a key tool to optimize electricity resource allocation, effectively responding to the rising electricity demand during the summer peak [1][4] - The Jiangsu electricity spot market has transitioned to continuous settlement, marking a significant advancement in its market structure, with peak electricity loads reaching 156 million kilowatts, a year-on-year increase of 6.12% [3] - The implementation of the spot market has allowed for real-time price signals to stimulate power generation companies to optimize coal usage and enhance peak output capabilities [3][4] Group 2: Inter-Provincial Electricity Trading - The establishment of inter-provincial electricity trading has enabled dynamic adjustments to regional grid balances, with Sichuan purchasing 498 million kilowatts from other provinces to alleviate electricity shortages [6][7] - The inter-provincial spot market has facilitated precise support for over 20 provinces during peak demand periods, with a maximum inter-provincial electricity exchange of 14.32 million kilowatts [7][8] - The average transaction price in the inter-provincial spot market surged to 0.77 yuan per kilowatt-hour, a 105% increase compared to long-term transaction prices, effectively incentivizing peak power generation [8] Group 3: Demand Response and Market Participation - Various provinces have introduced market-oriented demand response plans to encourage users to actively participate in grid regulation, shifting from passive to proactive electricity consumption [10] - In Gansu, 450 industrial enterprises have adjusted their production schedules to take advantage of lower electricity prices during peak renewable generation hours, achieving a load reduction of nearly 10% during peak times [10] - The implementation of dynamic time-of-use pricing in Shandong has led to significant energy savings for commercial users, with some companies saving up to 13.54 million yuan [10] Group 4: Emerging Market Participants - New market entities such as energy storage and virtual power plants are becoming increasingly significant in the electricity spot market, with the maximum adjustable power from new energy storage reaching 65 gigawatts, a 55.7% increase from the previous year [11] - Shanghai has successfully implemented a virtual power plant with a capacity of one million kilowatts, demonstrating the potential for large-scale resource aggregation and participation in the spot market [11] Group 5: Overall Market Development - The ongoing market reforms are leading to the formation of a unified national electricity market system, which is expected to play a crucial role in ensuring energy security [12]