电网“破墙”，两大电网首次跨区现货交易，全国统一电力大市场启幕

Core Insights - The article highlights a significant milestone in China's electricity market reform, marked by the first cross-regional electricity allocation through spot trading between the State Grid and the Southern Grid, facilitating the transfer of 1.8 million kilowatts of clean electricity to the Yangtze River Delta [1][2][10] Group 1: Breakthrough in Cross-Regional Electricity Trading - The recent transaction addresses the long-standing issue of "regional segmentation" in China's electricity system, which has been managed by provincial boundaries, leading to inefficiencies in electricity distribution amid rising demand and renewable energy integration [2][4] - Zhejiang province faced a critical electricity shortage due to high temperatures and increased demand, with peak loads reaching 11,582 megawatts, a year-on-year increase of 24.7% [2][8] - The innovative use of spot trading instead of traditional planned allocation allowed for real-time matching of supply and demand, enhancing efficiency and reducing administrative intervention [3][7] Group 2: Policy, Hardware, and Mechanism Innovations - The successful execution of this cross-regional spot trading is attributed to a combination of policy support, hardware connectivity, and innovative mechanisms [4][5] - The implementation of the national unified electricity market system is guided by policies established in 2022, aiming for a more integrated and efficient electricity market by 2025 [5][6] - The Yunxiao DC transmission line, operational since 2022, serves as a critical infrastructure enabling real-time data exchange and market transactions, facilitating the transfer of electricity from surplus regions to high-demand areas [6][8] Group 3: Long-Term Implications for the Electricity Market - In the long run, this transaction is expected to reshape the electricity system, promoting energy transition and enhancing flexibility in response to the growing share of renewable energy sources [8][9] - The market mechanism allows for better utilization of clean energy, with 90% of the electricity sent to Zhejiang being hydropower and wind power, significantly reducing coal consumption and carbon emissions [8][9] - The unified market structure is anticipated to optimize electricity costs for users, encouraging diverse market participants to engage in trading, thus shifting the market dynamics from supply-driven to demand-driven [9][10]