浙江新能源全部入市，这笔“市场账”怎么算

Core Insights - The recent implementation of the market-oriented pricing reform for renewable energy in Zhejiang marks a significant shift from subsidy-based and price parity systems to a market-driven approach [1][2][3] Summary by Sections Policy Changes - The reform eliminates the previous financial subsidies for renewable energy stations, transitioning to a model where electricity prices are determined by market supply and demand [2][3] - The core elements of the reform include the full integration of renewable energy into the electricity market, the establishment of a "price settlement mechanism" for sustainable development, and a clear timeline for existing and new projects [3][4] Market Structure - The electricity market in Zhejiang is divided into three categories: spot market, medium to long-term market, and ancillary services market [5][6] - Renewable energy stations will participate in the spot market with a simplified entry process, while also engaging in green electricity trading and ancillary services to diversify revenue streams [5][6] Impact on Investment and Operations - The reform necessitates a shift in investment strategies for renewable energy companies, moving from a focus on capacity expansion to optimizing the entire lifecycle of energy stations [6][7] - Companies must now consider market dynamics, cost management, and risk control in their operational strategies, as the previous guaranteed purchase policies are no longer in place [7] Future Outlook - The market-driven pricing mechanism is expected to reflect actual supply and demand, optimizing resource allocation and potentially lowering operational costs for businesses [7] - The demand for electricity in Zhejiang, combined with an active trading market, continues to present attractive investment opportunities for renewable energy projects [7]