电力价格更加看得懂算得清

Core Viewpoint - The National Development and Reform Commission has released four pricing methods for electricity transmission and distribution, marking the start of the fourth regulatory cycle of pricing reform in China, aimed at creating a more scientific, transparent, and efficient electricity pricing regulatory system [1] Group 1: Pricing Methodology - The new methods clarify the rules for cost auditing, provincial pricing, regional pricing, and pricing for cross-provincial projects, providing clearer price signals to users and ensuring that electricity prices are understandable and calculable [2] - The definition of "reasonable costs" has been expanded to include depreciation, operational maintenance fees, and environmental taxes, while "non-essential expenditures" have been clearly defined and excluded from pricing [2] - The methods improve the standards for cost determination, including the average financing cost for electricity companies, ensuring accurate reflection of actual financing costs [3] Group 2: Development Guidance - The methods streamline cross-provincial transmission pricing, making it economically viable to smooth out fluctuations in renewable energy in specific regions, and encourage user participation in demand-side response through capacity pricing [4] - The methods promote local consumption of renewable energy by differentiating pricing for renewable energy users from traditional commercial users, potentially leading to the implementation of a single capacity pricing system [4] - The capacity pricing mechanism is designed to secure basic returns and enhance the utilization of cross-regional transmission channels, facilitating the transfer of abundant renewable resources from western and northern regions to load centers in central and eastern China [4] Group 3: Green Transition - The methods stipulate that 70% of excess revenue from cross-provincial transmission projects, when actual usage exceeds the approved hours, will be used to support renewable energy transmission, incentivizing efficiency improvements in renewable energy generation [5] - The implementation of the methods will change the profit model for electricity companies, focusing on self-restraint, cost control, and operational efficiency to meet market expectations for reasonable pricing [6] Group 4: Market Dynamics - The clearer pricing mechanism allows power generation companies to accurately calculate costs across the entire supply chain, enabling more competitive strategies in electricity trading [6] - Electricity users, especially high-energy-consuming enterprises, will benefit from more flexible pricing structures, allowing them to optimize their electricity usage and reduce costs through market participation [6][7] - The methods encourage electricity companies to invest more in main network reinforcement, distribution network upgrades, and intelligent transformations, shifting from asset expansion to improving operational efficiency and service levels [8]