甘肃电力现货市场交出亮眼周年“成绩单”

Core Insights - Gansu's electricity spot market has been operational for one year, significantly impacting power supply security, renewable energy consumption, and resource optimization, providing a replicable solution for high renewable energy scenarios and supporting the national unified electricity market construction [1][2]. Group 1: Market Overview - The electricity spot market operates on a trading mechanism based on medium- and long-term market transactions, focusing on day-ahead, intraday, and real-time electricity trading, and is a crucial part of the national unified electricity market [2][3]. - As of August 2023, Gansu has 563 generating entities with a total installed capacity of 74 million kilowatts participating in the spot market, and 454 user-side participants with an average monthly electricity consumption of nearly 5 billion kilowatt-hours, accounting for 60% of market-based electricity consumption [2]. Group 2: Market Characteristics - The Gansu electricity spot market has five key characteristics: improved market structure, stable and efficient operation, significant supply and consumption results, activated market participant vitality, and continuous optimization demonstrating its exemplary value [3]. - Gansu has the longest continuous settlement operation time in the national electricity spot market, accumulating rich experience in market mechanisms, rules, technical solutions, operational parameters, and risk control indicators since the trial operation began in May 2021 [3]. Group 3: Renewable Energy Integration - Gansu's renewable energy installed capacity exceeds 65% of the total grid capacity, and the spot market effectively enhances renewable energy consumption, promoting a green and low-carbon energy transition [4]. - During peak solar generation hours, coal-fired power plants reduce their output to 33% of rated capacity to accommodate renewable energy, while user load curves have adapted to better fit renewable generation characteristics, leading to lower electricity prices for users [4]. Group 4: Market Mechanism Innovation - Gansu is a pioneer in implementing a "quote and quantity" model for renewable energy, allowing renewable energy companies to participate in the spot market, transitioning from a policy-driven to a market-driven approach [5]. - Since 2021, 325 renewable energy companies in Gansu have completed the "quote and quantity" functionality, with 680 billion kilowatt-hours of self-reported electricity in 2024, representing 84.4% of total renewable generation, and an accuracy rate of 92.3%, an increase of 8.7 percentage points from 2023 [5]. Group 5: Future Developments - Gansu plans to enhance market operation monitoring, improve operational rule systems, and increase compliance levels to ensure the continued optimization and efficient operation of the electricity spot market [6]. - The province aims to provide replicable provincial market construction solutions to contribute to the national unified electricity market system [6].