17亿千瓦新能源如何破局“单打独斗”？

Core Viewpoint - The introduction of a new policy by the National Development and Reform Commission and the National Energy Administration marks a significant shift in the participation of renewable energy in the electricity market, allowing for "consolidated bidding" instead of the previous "individual bidding" approach [2][4]. Group 1: Policy Implementation - The new policy allows renewable energy plants within the same group and province to consolidate their market participation, addressing operational pain points and reducing transaction costs [2][4]. - The policy sets strict eligibility criteria for consolidated bidding and imposes a scale limit to prevent regional market dominance, ensuring fair competition [2][4]. - The policy aims to provide a clear framework for renewable energy enterprises, facilitating a transition from high-speed growth to high-quality development [2][4]. Group 2: Market Structure Optimization - As of October 2025, China's cumulative installed capacity for wind and solar power is projected to reach 1.73 billion kilowatts, transitioning renewable energy from a supplementary role to a primary one in the electricity system [4]. - The traditional bidding model has become inadequate for the dispersed nature of renewable energy, creating an asymmetric competitive landscape that hinders market participation [4][5]. - The new policy establishes a clear set of rules and guidelines to prevent monopolistic practices while promoting collaborative strategies among renewable energy enterprises [5][6]. Group 3: Operational Efficiency - The shift to consolidated bidding is expected to transform the cost center of trading into a value engine by allowing resource integration and unified strategies [8][9]. - The policy reduces the need for dedicated trading personnel for each renewable site, lowering operational costs and enhancing market negotiation capabilities [8][9]. - By enabling a unified trading strategy, the policy allows for better risk management and market analysis, improving overall operational efficiency [9][10]. Group 4: Energy Transition Support - The policy is a crucial step in restructuring the electricity market, promoting multi-energy collaboration and enhancing system efficiency [10][11]. - It lays the groundwork for a unified national electricity market, addressing supply-demand imbalances caused by regional resource disparities [11][12]. - The implementation of this policy is expected to stimulate market vitality and innovation in renewable energy, supporting the transition to a low-carbon economy [12][13].