电力圆桌:需求侧协同能源转型的市场机制与政策支撑研究:以广东为例
Sou Hu Cai Jing·2026-01-01 20:53

Core Insights - The report focuses on the collaborative energy transition from the demand side, emphasizing the importance of demand-side resources in ensuring power system security, enhancing energy efficiency, and promoting renewable energy consumption, using Guangdong as a case study [1][15]. Market Mechanism - The report suggests constructing a multi-dimensional market framework and a demand-side resource pool sharing mechanism to transform dispersed resources into observable, measurable, and credible trading units through digital technology [2][16]. - Guangdong has developed a dual-track operation mechanism of "dispatch-marketing," which avoids resource duplication risks through priority clearing and data transmission logic, enabling flexible market integration [2][16]. Government Governance - A three-tier governance system is proposed, categorizing responsibilities at the national, provincial, and municipal levels to ensure effective resource allocation and management [2][16]. - The report advocates for revising laws to clarify the status and rights of new entities, establishing mandatory standards to break data barriers, and enhancing the dual-track market of "electricity + capacity" in Guangdong [2][16][18]. Demand-Side Resource Development - Demand-side resources include user-side loads, energy storage, virtual power plants, and load aggregators, with significant development potential in Guangdong, expected to reach 13.35 million kilowatts by 2025, accounting for 8.1% of the province's maximum load [1][19]. - The report identifies five operational models for demand-side resource development, including direct participation in demand response and vehicle-grid interaction, while highlighting existing challenges such as visibility and market pathways [1][19]. Policy Support - The report outlines the evolution of policies supporting demand-side resource development, transitioning from administrative control to market mechanisms, and emphasizes the need for a diversified participation framework [36][37]. - It highlights the importance of new operational entities, such as virtual power plants and energy service providers, in enhancing energy efficiency and reducing carbon emissions [36][37].