新能源上网电价迎来市场化改革

Core Viewpoint - The implementation of the "Liaoning Province Deepening New Energy Grid Price Marketization Reform Implementation Plan" marks the first initiative in Northeast China to reform the new energy pricing mechanism, focusing on the deep-seated needs of energy structure transformation in the province [1] Group 1: Reform Mechanism - The reform plan considers the phased characteristics of energy transition within the province, implementing a differentiated "dual-track system" for existing and new projects [2] - For existing projects connected to the grid before June 2025, a fixed price of 0.3749 yuan per kilowatt-hour is established to stabilize investor expectations and ensure smooth project operations [2] - New projects after June 2025 will adopt a market-oriented approach, with 55% of the grid-connected electricity priced between 0.18 yuan and 0.33 yuan per kilowatt-hour, while the remaining electricity will be sold in the market [2] Group 2: Risk Management and Optimization - The introduction of a "price difference settlement" model transforms the physical risk of "generation forecast deviation" faced by new energy companies into a more manageable financial risk of "market price fluctuations" [3] - Companies will receive real-time income based on actual generation in the spot market, while medium- and long-term contracts will be settled as financial difference contracts, significantly reducing uncertainties and risk exposure for new energy enterprises [3] Group 3: Supporting Measures and Market Structure - The reform plan includes a series of collaborative measures to establish a multi-dimensional market system for energy quantity, capacity, and ancillary services [3] - A capacity compensation mechanism for the generation side and fixed capacity price compensation for new storage on the grid side are introduced to address the challenges of recovering storage costs [3] - The plan aims to enhance the flexibility of the power grid and optimize energy consumption structure, laying a solid foundation for the construction of a clean energy strong province [4]