“风光大省”甘肃，为何竞配出了全国最低的机制电价？

Core Viewpoint - The recent bidding results for incremental mechanism electricity prices in six provinces indicate the future landscape of renewable energy projects in China, with Gansu province surprisingly having the lowest mechanism price, raising concerns about its renewable energy development [1][2][3]. Group 1: Bidding Results - Six provinces have completed the first round of bidding for incremental mechanism electricity prices, including Shandong, Yunnan, Xinjiang, Gansu, Jiangxi, and Guangdong [1]. - The bidding results are as follows: Guangdong at 0.36 yuan/kWh, Jiangxi wind at 0.337 yuan/kWh and solar at 0.33 yuan/kWh, Yunnan solar at 0.33 yuan/kWh and wind at 0.332 yuan/kWh, Xinjiang wind at 0.252 yuan/kWh and solar at 0.235 yuan/kWh, Shandong wind at 0.319 yuan/kWh and solar at 0.225 yuan/kWh, and Gansu at 0.1954 yuan/kWh [1][2]. Group 2: Gansu's Mechanism Price - Gansu's mechanism electricity price is notably the lowest in the country, with the bidding price hitting the lower limit of the set range, indicating intense competition [3][6]. - The mechanism price range for Gansu was set between 0.1954 and 0.2447 yuan/kWh, which is unique compared to other provinces [1][2]. Group 3: Renewable Energy Capacity and Generation - As of the end of 2024, Gansu has a wind power installed capacity of 32.1476 million kW and solar power capacity of approximately 43.0847 million kW, totaling 75.2323 million kW [5]. - In 2024, Gansu's wind power generation was 45.79 billion kWh, and solar power generation was about 80 billion kWh, totaling 125.79 billion kWh [5]. Group 4: Challenges Faced by Gansu - Gansu faces significant challenges in utilizing its renewable energy, with a high rate of curtailment due to insufficient local demand and limited transmission capacity [6][7]. - The province's renewable energy development has outpaced its ability to consume the generated power, leading to a situation where the mechanism price is under pressure [6][8]. Group 5: Broader Implications for Other Provinces - Other provinces, such as Shandong and Xinjiang, also face challenges with low mechanism prices and curtailment issues, although not as severe as Gansu's situation [8][9]. - The experiences from Gansu's renewable energy development can provide valuable lessons for other provinces to avoid similar pitfalls and ensure sustainable growth in the renewable energy sector [9].