南方电网总工调整！

Core Viewpoint - The article discusses the new guidelines for the continuous operation of the electricity spot market in China, marking a significant step towards the normalization and standardization of the electricity market, as articulated by the Chief Engineer of China Southern Power Grid, Li Jianshe [1][3]. Group 1: Market Construction Guidelines - The "Guidelines for the Construction of Continuous Operation Areas of the Electricity Spot Market" is the first national policy document aimed at guiding the construction of electricity markets in continuous operation areas, indicating a new phase in China's electricity market development [3][4]. - The guidelines focus on optimizing trading mechanisms, improving long-term market trading mechanisms, and establishing a reliable capacity compensation mechanism among other themes [4]. Group 2: Key Highlights of the Guidelines - The guidelines unify the roles of ensuring safety and price discovery in the spot market, establishing a connection between reliability unit combinations and day-ahead market operations [4][5]. - The guidelines support the full market entry of renewable energy, allowing for a market-based approach to manage the impact of renewable energy fluctuations on grid stability [5]. - User participation in the spot market is emphasized, with a shift towards allowing users to submit bids and clear transactions, enhancing market engagement [6]. Group 3: Long-term Market Mechanisms - The guidelines propose adjustments to long-term contract signing ratios to align with spot market pricing, facilitating a smoother transition from planned to market-based pricing [7]. - The integration of auxiliary services with the spot market is encouraged, aiming for optimal cost efficiency through joint clearing mechanisms [8]. Group 4: Capacity Assessment and Compensation - The guidelines suggest establishing a reliable capacity assessment mechanism to ensure sufficient long-term generation capacity, addressing the challenges posed by low marginal cost renewable energy [9][10]. - A dynamic capacity compensation price standard is proposed to ensure fixed costs for generation are recovered while maintaining overall electricity cost efficiency [10]. Group 5: Retail Market Development - The guidelines introduce the first national-level guidance for the construction of a transparent retail market, addressing issues of market order and efficiency [11][12]. - An online trading platform is recommended to enhance competition and transparency in the retail market, allowing users to compare prices and services [12]. Group 6: Market Operation and Regulation - Continuous improvement of market operation capabilities is highlighted, with a focus on data transparency and standardization to enhance operational efficiency [13][14]. - The guidelines stress the importance of regulatory innovation to maintain fair competition and prevent market manipulation, utilizing advanced technologies for monitoring [15].