虚拟电厂正式入市，你家屋顶的光伏板能“团购”卖电了

Core Insights - The emergence of virtual power plants (VPPs) marks a significant shift in the energy market, allowing decentralized energy resources to be aggregated and traded as a single entity [2][3][6] Group 1: Virtual Power Plant Development - The first batch of "atypical" sellers in the Southern region electricity spot market includes five virtual power plants aggregating approximately 33 megawatts of distributed energy resources [1] - A policy document issued in March 2025 sets clear targets for VPP development, aiming for a regulation capacity of 20 million kilowatts by 2027 and over 50 million kilowatts by 2030 [2] - The VPP is defined as a digital resource aggregator and market service provider, transforming fragmented energy resources into tradable electricity products [2][6] Group 2: Technological and Economic Impact - The core technology of VPPs involves creating digital connections between previously isolated energy sources, enhancing their market participation [3] - Initial estimates suggest that users participating in VPP transactions could see annual revenue increases of 6%-7% [3] - The aggregation of distributed resources allows for better pricing and market access, akin to selling bulk products in a branded store [3] Group 3: Market Participation and Competition - As of December 2025, there are 47 approved VPP operators in Guangdong, indicating a diverse mix of participants, including traditional energy giants and agile private enterprises [4][5] - Private companies are becoming the main players in VPP investment and operation, particularly in market-oriented regions like Shenzhen [5] - Local governments are actively supporting VPP initiatives with financial incentives and innovative models to encourage participation [5] Group 4: Market Transformation - The entry of VPPs into the market signifies a shift from large power generation units to individual energy resources, activating the "capillaries" of the electricity system [5][6] - This transformation deepens the commodity nature of electricity and further segments the market, allowing micro-resources to generate additional revenue while reshaping traditional power system dynamics [6]