南网能源院解读集中式新能源市场报价新规

Core Viewpoint - The recent notice issued by the National Development and Reform Commission and the National Energy Administration aims to optimize the centralized pricing behavior of renewable energy generation enterprises, establishing a regulatory framework that aligns with the characteristics of renewable energy and promotes unified market supervision [1][8]. Summary by Sections 1. Definition and Scope - The notice defines centralized pricing behavior as the participation of multiple centralized renewable energy generation enterprises in market transactions at a fixed location, specifically in the context of electricity spot markets and medium to long-term energy transactions [2]. - It allows centralized pricing among renewable energy enterprises within the same group or province, while prohibiting cross-group or cross-province centralized pricing [2]. 2. Management and Regulatory Framework - The notice establishes that participating renewable energy enterprises maintain their independent status while engaging in centralized pricing, requiring strict separation from other sales activities within the group [3][5]. - The electricity trading institution is responsible for processing applications for centralized pricing, which must be submitted collectively by the participating enterprises [3]. 3. Market Monitoring and Risk Management - A comprehensive market supervision system is to be established, with self-regulation by renewable energy enterprises and monitoring by electricity trading institutions to prevent risks [3][6]. - The notice emphasizes the prohibition of market monopolization through strict controls on market share and competition structure, ensuring that the total installed capacity does not exceed that of the largest coal-fired power plant in the region [6]. 4. Significance of the Notice - Optimizing centralized pricing behavior is seen as a crucial step towards integrating renewable energy into the market, supporting the construction of a new power system [8]. - The regulatory framework aims to enhance transparency and compliance among renewable energy enterprises, thereby promoting fair competition and orderly market operations [8].