华北电力大学刘敦楠：随着新能源全面入市，电能量市场价格有望回归合理水平

Core Viewpoint - The new power system's core indicator is the high proportion of renewable energy integration, which presents challenges in power balance, stability, and safety, necessitating the development of flexible adjustment resources like energy storage [2][6]. Group 1: Power Market Dynamics - The power market is expected to play a leading role in the next 5-10 years by providing dual price signals: long-term signals to guide investment towards areas with price differences and demand, and short-term signals to influence production and consumption patterns [2][6]. - In regions with nearly 3000 hours of zero or low electricity prices annually, users can be guided to shift their electricity usage to optimize energy efficiency [2][6]. Group 2: Electricity Pricing and Regulation - The contradiction between "electricity returning to commodity attributes" and "administrative pricing dominance" is clarified, emphasizing that electricity cannot be treated like ordinary commodities due to its physical and social responsibility attributes [2][6]. - The concept of "administrative pricing" should be understood as a guarantee of social responsibility, with prices set by the government or public institutions to ensure basic power supply [3][7]. Group 3: Energy Storage Industry Insights - The potential for the energy storage industry is acknowledged, with current reliance on spot market price differences for revenue, while markets in Europe and the U.S. have more diversified income sources for flexible resources [3][7]. - The introduction of a capacity pricing mechanism treating energy storage equally with coal and pumped storage is expected to provide foundational support for the development of energy storage [3][7]. - Following the release of Document 136, the electricity market prices are anticipated to return to a more reasonable level, potentially lowering expected capacity prices, which could create space for incentivizing auxiliary service market development [3][7].