两部门发文！打通电力中长期与现货市场

Core Viewpoint - The National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) have revised and issued the "Basic Rules for Medium and Long-term Electricity Market," establishing a solid institutional foundation for the construction of a unified national electricity market [1] Group 1: Market Structure and Regulations - The revised rules emphasize the coordinated development of medium and long-term electricity markets alongside spot markets, enhancing connections in trading sequences and settlements [1] - The implementation of these rules is expected to improve the electricity trading system, enhance resource allocation efficiency, and support the absorption of renewable energy and the construction of a new power system [1] - The new rules include 13 chapters and 98 articles covering all aspects of the market, including market participants, trading varieties, pricing mechanisms, and contract management [2] Group 2: Key Revisions - The revisions adapt to the current and long-term needs of electricity market construction, incorporating mechanisms for regular cross-grid transactions and flexible inter-provincial trading [2] - The rules streamline the foundational rule system by merging content from the previous "Green Electricity Trading" chapter into relevant sections, while removing redundant information already covered in other basic rules [3] - The rules encourage longer and shorter trading cycles, promoting multi-year transactions and daily continuous trading to enhance market flexibility and coordination with the spot market [3] Group 3: Implementation and Oversight - The NDRC and NEA will closely monitor market operations and strengthen market regulation through their dispatched agencies [3] - The NEA will organize electricity trading institutions to draft implementation details for regional and local medium and long-term electricity markets, ensuring alignment with the basic rules [3]