解读1192号文的制度创新与价值展现

Core Viewpoint - The issuance of Document No. 1192 by the National Development and Reform Commission and the National Energy Administration aims to improve the pricing mechanism for nearby consumption of renewable energy, guiding social capital investment in these projects through price signals [1][6]. Group 1: Responsibility Clarification - Document No. 1192 addresses the challenge of defining responsibilities for nearby consumption projects, emphasizing safety as the primary foundation [2]. - The document establishes clear physical and safety responsibility boundaries between renewable energy projects and the public grid, requiring projects to connect with power sources, loads, and storage systems [2]. - A rigid technical standard is set, mandating that the self-generated electricity from renewable sources must account for at least 60% of total available generation and 30% of total consumption, increasing to 35% for new projects starting in 2030 [2]. Group 2: Cost Sharing - The document introduces a "stable supply guarantee fee" system to ensure fair cost sharing, adhering to the principle that "those who benefit should bear the costs" [3]. - A single capacity-based electricity pricing mechanism is established, incentivizing projects to maximize transformer utilization and reduce transmission and distribution costs [3][4]. - The policy allows for temporary exemptions from cross-subsidies for self-generated electricity, balancing existing mechanisms with project burden reduction [4]. Group 3: Market Participation - Document No. 1192 clarifies the market position and participation rules for projects, facilitating their integration into the electricity market system [5]. - Projects are treated as equal market entities, participating directly in electricity trading without being represented by grid companies, thus enhancing market competition [5][6]. - The policy marks a significant shift from pilot programs to a normalized market approach for nearby consumption of renewable energy, promoting quality over mere scale [6].