四位专家联合撰文：构建信息透明、共享共赢的电力零售市场新生态

Core Insights - The article emphasizes the need for a profound transformation in China's electricity retail market, shifting from a "price difference arbitrage" model to a "value creation" model to support the new power system construction [2][11]. Group 1: Current State of the Electricity Retail Market - The number of electricity retail companies in China exceeded 4,200 by August 2025, providing purchasing options for 970,000 users, indicating a diverse competitive landscape [3]. - Various regions have introduced "menu-style" retail packages and established electricity retail trading platforms, enhancing user transaction processes and promoting standardization [4]. - The government has implemented foundational regulations and policies to ensure market stability, including capping the price difference between wholesale and retail to protect end-user interests [5]. Group 2: Challenges Facing the Retail Market - The traditional "source-following-load" power balance model is under significant pressure due to the intermittent nature of high proportions of wind and solar energy [6]. - The current retail market's core profit logic, based on "electricity quantity price difference," lacks effective incentives for aggregating decentralized resources, leading to a mismatch between potential and mechanisms [8]. - The retail market suffers from low information transparency and efficiency, which hinders user decision-making and increases reliance on intermediaries [7]. Group 3: Proposed Solutions for Market Reform - Establishing a transparent information transmission system is crucial for activating the retail market, requiring both wholesale and retail markets to share detailed operational data [12]. - A new business ecosystem centered on "value sharing" should be developed, transforming the relationship between electricity companies and users into a partnership based on mutual benefits [14]. - The retail market must break the homogenized competition pattern and adapt pricing mechanisms to better reflect the value of electricity in the context of renewable energy development [9][10]. Group 4: Future Directions - The retail market should evolve to effectively activate demand-side resources, ensuring a two-way interaction between supply and demand, which is essential for the sustainable development of the electricity market [16]. - The government should encourage electricity companies to innovate and enhance their user management capabilities, creating a virtuous cycle that benefits both users and companies [15].