新能源全面入市后，电站该怎么建？

Core Insights - The traditional methods for assessing the profitability of renewable energy projects have become obsolete due to the comprehensive market entry of renewable energy, necessitating a shift in investment strategies towards outperforming peers [1][2] - The implementation of the "Mechanism Price" system under the "136 Document" allows renewable energy plants to participate in market pricing, which introduces new revenue structures and associated risks [1][2] Group 1: Market Changes - The "136 Document" mandates that renewable energy generation will fully enter the market, with prices determined by market forces, marking a significant shift in the industry [1] - The "new and old separation" and "mechanism price" systems are key components of the transition, with existing plants enjoying guaranteed purchase policies until May 31, 2025, while new plants will operate under a competitive pricing model [1] Group 2: Investment Strategies - Current revenue for renewable energy plants consists of market-based electricity sales and mechanism price revenues, both of which are subject to volatility, increasing investment risks [2] - To mitigate risks, renewable energy plants should aim to keep their generation costs at competitive levels, enabling them to adapt to market fluctuations [2] Group 3: Technological Integration - The integration of AI in the energy sector is seen as crucial for optimizing trading and operational efficiencies, with a growing demand for AI as markets transition to real-time trading [3] - AI's ability to combine market transaction data with weather forecasts is viewed as a competitive advantage for renewable energy plants [2][3] Group 4: Market Dynamics - The rapid growth of renewable energy installations has created challenges for grid capacity, leading to operational pressures on the grid [3] - The market-driven pricing mechanism is expected to better reflect the value of renewable energy generation, although concerns about potential oversupply in certain regions and types of renewable energy have been raised [3]