跨省跨区电力现货结算迈向全国一体化

Core Insights - The establishment of cross-regional electricity spot trading between State Grid and Southern Grid marks a significant advancement in optimizing electricity resource allocation across provinces in China, transitioning into the "spot trading era" [1][2][5] Policy and Institutional Developments - The National Development and Reform Commission and the National Energy Administration have set a clear roadmap for achieving comprehensive coverage of the electricity spot market by the end of 2025, with specific provinces transitioning to formal operations [2][3] - The introduction of the "Electricity Market Measurement and Settlement Basic Rules" has standardized measurement units, data standards, and settlement processes, significantly enhancing trading efficiency [3][4] Market Performance and Statistics - From January to September 2025, the total electricity market trading volume reached 49,239 billion kilowatt-hours, a year-on-year increase of 7.2%, with cross-provincial trading volume at 11,950 billion kilowatt-hours, up 12.1% [3][4] - In Zhejiang, the inter-provincial spot electricity purchase reached 10.2 billion kilowatt-hours in 2024, a 44% increase year-on-year, with cost savings of 226 million yuan [4][6] Technological Innovations - The intelligent settlement system developed by the two major grids has achieved a transaction error rate of less than 0.03%, significantly improving the accuracy and efficiency of cross-regional trading [5][6] Impact on Businesses and Urban Development - The spot settlement mechanism has become a crucial tool for ensuring supply resilience, with significant contributions during peak demand periods, such as the response to Typhoon "Haikang" in 2025 [6][7] - The integration of green electricity trading with the spot settlement mechanism has led to a substantial increase in clean energy consumption in Zhejiang, reaching 42% [6][7] Future Directions - The ongoing refinement of the cross-regional spot settlement mechanism aims to enhance user participation and improve inter-regional data exchange efficiency, paving the way for a unified national electricity market [7]