广东揭晓新能源机制电价首次竞价 电价体系向“市场主导”迈出关键一步

Core Insights - The auction for renewable energy prices in Guangdong has successfully established a clearing price of 0.36 yuan per kilowatt-hour, marking a significant step towards a market-driven pricing system for renewable energy in the province [1][2]. Group 1: Auction Results - The auction attracted participation from tens of thousands of distributed photovoltaic projects, with 11,588 projects selected, totaling a registered capacity of 5.24 million kilowatts, all clearing at the price of 0.36 yuan per kilowatt-hour [2]. - The auction was conducted within a price range set by the Guangdong Provincial Development and Reform Commission and the Energy Bureau, with an upper limit of 0.40 yuan per kilowatt-hour and a lower limit of 0.20 yuan per kilowatt-hour [2]. Group 2: Competitive Mechanism - The introduction of a "competitive effectiveness coefficient" in the auction process aims to enhance competition and price discovery, with the coefficient set at 1.2 to adjust the clearing scale based on actual market demand [3]. - The Guangdong power grid has streamlined the integration process for renewable energy projects, ensuring data accuracy and facilitating smooth transactions in the auction [3]. Group 3: Market Dynamics - The new pricing mechanism is expected to drive the renewable energy industry in Guangdong towards improved technology and cost structures, as the competition intensifies among market participants [4]. - Starting November 1, 2025, the Guangdong electricity spot market will allow for a price range with a lower limit of -50 yuan per megawatt-hour and an upper limit of 1,800 yuan per megawatt-hour, enhancing the reflection of supply and demand dynamics [4][5].