深圳403个新能源项目完成市场注册 电力市场交易全新体验

Core Insights - The first batch of competitive trading settlement bills for renewable energy users in Guangdong Province has been issued, with 170 out of 403 registered projects successfully completing transactions, benefiting over 4,000 photovoltaic users [1] Group 1: Policy and Market Mechanism - The National Development and Reform Commission and the National Energy Administration have issued a notice to deepen the market-oriented reform of renewable energy grid prices, stating that all renewable energy projects (wind and solar) should enter the electricity market, with prices formed through market transactions [1] - A new "price protection" mechanism has been established in Guangdong, allowing a portion of electricity to enjoy guaranteed returns, thus mitigating risks from market price fluctuations while enabling users to participate in high-price market competition [2] Group 2: User Experience and Market Dynamics - Users can choose to enter the market as "price takers" or aggregate into virtual power plants, providing greater flexibility but also requiring improved adjustment capabilities for their renewable energy projects [2] - The pricing mechanism for existing projects before June 1, 2025, is set at 0.453 yuan per kilowatt-hour, ensuring revenue security, while new projects after this date will have their prices determined through competitive bidding [1]