锚定电力市场改革方向 夯实电力中长期市场根基

Core Viewpoint - The release of the "Basic Rules" for the electricity market marks a significant milestone in China's transition from pilot demonstrations to comprehensive implementation of electricity market reforms, aiming to optimize resource allocation and ensure energy security [2][7]. Group 1: New Blueprint for Electricity Market Construction - The "Basic Rules" establish a unified framework that enhances the systematic connection with the electricity market's "1+6" basic rule system, specifying standardized processes for market registration, transaction organization, settlement, and information disclosure [3]. Group 2: New Mechanism for Stable Market Operation - The long-term electricity trading system is designed to ensure stable supply and market expectations, featuring a comprehensive trading cycle that includes multi-year, annual, monthly, and intra-month transactions, with daily trading principles for intra-month transactions [4]. Group 3: New Engine for Energy Transition with Diverse Entities - The "Basic Rules" incorporate new operational entities such as energy storage companies and virtual power plants into the market, clarifying their rights and obligations, and facilitating their participation in long-term trading, thus breaking down barriers for traditional market participants [5]. Group 4: New Model for Coordinated Market Varieties - The rules focus on the integration of various market types, detailing the organization and pricing mechanisms for cross-grid and intra-province long-term trading, emphasizing the orderly connection between long-term and spot markets [6]. Group 5: Outlook on Implementation and Contribution of Jiangsu's Advanced Experience - Jiangsu, as a major economic and energy transition province, aims to enhance its electricity market system by promoting diverse participants and competitive operations, with projections indicating a peak load of 15,658 MW and a trading scale of 520 billion kWh by 2025 [7].