构建适应绿色低碳转型市场机制

Core Viewpoint - The construction of a national unified electricity market is essential for optimizing electricity resource allocation and supporting energy transition, with a three-step plan proposed for its development by 2025, 2029, and 2035 [1] Group 1: Challenges in Electricity Market - The rapid increase in the share of renewable energy generation has led to significant challenges, including intensified pressure on renewable energy consumption, with projected growth rates of 16% for wind and 44% for solar power in 2024 [2] - The electricity trading mechanism needs improvement, as issues such as weak price correlation between medium- and long-term trading and spot markets, insufficient liquidity, and a lack of unified rules hinder market efficiency [2] - The environmental value of renewable energy is not adequately reflected, with the average trading price of green certificates falling below 0.6 cents per kilowatt-hour in 2024, indicating a lack of robust demand support [2] Group 2: Solutions for Market Improvement - To address the challenges, it is crucial to accelerate the construction of a national unified electricity market and develop a market mechanism that aligns with green and low-carbon transitions [3] - Enhancements to the renewable energy consumption responsibility mechanism are necessary, including stricter accountability for electricity consumers and clearer penalties for non-compliance [4] - The electricity trading mechanism should be adapted to better reflect the temporal and spatial value of renewable energy, allowing for more flexible trading arrangements and a broader range of auxiliary services [5] Group 3: Future Prospects - The establishment of a national unified electricity market is vital for breaking down inter-provincial barriers and optimizing resource allocation, which will enhance the electricity system's adaptability to high proportions of renewable energy [7] - This market will serve as a foundational infrastructure for fostering new productive forces in the energy sector and addressing international green trade barriers, thereby strengthening China's position in global climate governance [8] - The successful implementation of this market requires collaboration among government departments, grid companies, power generation groups, and electricity consumers, paving the way for a new energy system focused on non-fossil energy sources [9]