广东新能源上网电价市场化改革启动实施 近8000万千瓦新能源将全面进入电力市场

Core Insights - Guangdong Province has initiated a comprehensive market mechanism for renewable energy pricing, allowing wind and solar projects to participate in both spot and long-term trading, marking a new phase in renewable energy integration [1][4] Group 1: Renewable Energy Capacity - As of September 2025, the installed capacity of wind and solar energy in Guangdong reached 77.43 million kilowatts, representing a year-on-year increase of 50.5%, surpassing coal power as the largest source of installed capacity in the province [2] - The province has been proactive in launching market-oriented reforms for renewable energy, with a pilot program for renewable energy participation in the electricity spot market starting in December 2022 [2][3] Group 2: Market Mechanism and Pricing - The new pricing mechanism distinguishes between existing and new renewable energy projects, with existing projects receiving a fixed price of 0.453 yuan per kilowatt-hour, while new projects will obtain pricing through competitive bidding [4] - The competitive bidding process for new projects allows for price determination based on market conditions, enhancing the economic viability of renewable energy projects [4] Group 3: Digital Integration and Services - Guangdong Electric Power Company is enhancing its digital integration services to streamline the connection of renewable energy projects to the grid, improving customer service and operational efficiency [3] - The company is implementing a centralized accounting model for electricity billing, facilitating efficient financial transactions across the entire energy supply chain [3] Group 4: Green Energy Certificates - The introduction of green energy certificates is expanding the range of renewable energy projects available to electricity users, supporting diverse corporate green energy consumption needs [5] - As of early October, 5,444 new renewable energy projects have registered for the first round of competitive bidding, indicating strong market interest and participation [5]