《电力中长期市场基本规则》政策解读：以菜市场视角看《规则》

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued the "Basic Rules for the Medium and Long-term Electricity Market," providing essential institutional support for the construction of a unified national electricity market [1] Group 1: Pricing Mechanism Changes - The new rules eliminate the rigidly defined time-based electricity pricing, allowing market participants to negotiate prices based on supply and demand dynamics [2][3] - This shift enables electricity users and producers to express their preferences for different time-based pricing, leading to more efficient and flexible market allocation of electricity resources [3] Group 2: Trading Flexibility - The rules introduce a more flexible trading mechanism, transitioning from a "scheduled bulk purchase" model to an "on-demand fresh supply" model, enhancing trading flexibility and accommodating high proportions of renewable energy [4][5] - Long-term contracts can still be negotiated at fixed times, while short-term transactions can occur daily, allowing for adjustments based on real-time supply and demand [4] Group 3: Price Alignment - The new regulations aim to gradually align the price limits of medium and long-term trading with those of spot trading, reducing arbitrage opportunities that distort price signals [6][8] - This alignment will create a coherent pricing system across different trading periods, enabling better price transmission and stability for electricity investments and consumption decisions [8]