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 power resources to participate in spot market trading, with the first batch of atypical sellers aggregating approximately 33 megawatts of distributed power resources [1][2] - The Chinese government has set clear policy guidelines to promote the development of VPPs, aiming for a regulation capacity of 20 million kilowatts by 2027 and over 50 million kilowatts by 2030 [1][2] Group 1: Virtual Power Plant Development - VPPs are defined as digital resource aggregators and market service providers, integrating fragmented power resources into a unified trading entity [2] - By the end of 2025, over 200 VPP aggregators have emerged across China, with Guangdong, Beijing, and Jiangsu being the most active regions [2] Group 2: Technological and Market Dynamics - The core technology of VPPs involves creating digital connections between previously isolated energy resources, enhancing their market participation [3] - The "Yue Neng Tuo" platform has shown that distributed solar users can increase their annual revenue by 6%-7% by participating in VPP trading [3] Group 3: Market Participation and Competition - A diverse range of players, including traditional energy giants and private enterprises, are entering the VPP market, with 47 approved operators in Guangdong alone by December 2025 [4][5] - Private companies are becoming the main force in VPP investment and operation, particularly in market-oriented regions like Shenzhen [5] Group 4: Local Government Initiatives - Local governments are actively supporting VPP development through financial incentives and innovative models, such as energy management combined with VPPs [5] - Successful aggregation of resources, such as charging stations, has demonstrated the potential for significant revenue generation for participants [5] Group 5: Market Transformation - The entry of VPPs into the market signifies a transformation in the electricity trading unit from large power plants to individual rooftops and charging stations, activating the "capillaries" of the power system [5][6] - This change deepens the commodity nature of electricity and further segments the market, allowing micro-resources to generate additional revenue while reshaping traditional power system structures [6]