电力分时定价新时代：市场领航，共筑能源新未来

Core Viewpoint - The recent notification from the National Development and Reform Commission and the National Energy Administration marks a significant shift in China's electricity market from administrative pricing to market-based pricing for industrial and commercial time-of-use electricity rates [1][3]. Group 1: Policy Changes - The notification emphasizes the need for localities to align peak and valley time-of-use pricing policies with market transaction prices, indicating that market participants will no longer follow government-mandated time-of-use pricing [1]. - Since 2025, multiple significant policies have been introduced to support the reform and development of the electricity market, creating favorable conditions for time-of-use pricing reform [3]. Group 2: Renewable Energy Integration - The policy allows for all renewable energy project output to enter the electricity market, with prices determined through market transactions, enhancing the flexibility needed for the electricity system [3]. - The acceleration of the electricity spot market's construction provides a solid technical foundation for market pricing, with 16 provinces already initiating trial operations for continuous settlement [3]. Group 3: Energy Storage Development - The rapid development of the energy storage industry is expected to drive the transformation of the time-of-use pricing mechanism, with a target of 180 million kilowatts of new energy storage capacity by 2027, attracting approximately 250 billion yuan in direct investment [4]. - Market-based time-of-use pricing will incentivize energy storage resources to be allocated efficiently, improving the stability and reliability of the electricity system [4]. Group 4: Benefits for Stakeholders - Market-based time-of-use pricing allows industrial and commercial users to adjust production plans based on electricity demand and price fluctuations, leading to reduced operational costs and enhanced competitiveness [5]. - For power generation companies, this pricing mechanism fosters a fairer competitive environment, encouraging them to optimize generation plans and invest in technology innovation [5]. - The overall electricity system will benefit from improved resource allocation and operational efficiency, reducing issues like curtailment of wind and solar energy [5]. Group 5: Future Directions - Government departments are encouraged to strengthen policy guidance and regulation, improving market rules and trading mechanisms to create a conducive environment for market pricing [6]. - Electric companies should adapt to market changes and enhance their competitiveness through technological and management innovations [6]. - Industrial and commercial users are urged to embrace green development concepts and actively participate in electricity market transactions to achieve sustainable development [6].