国家电投经研院总经理李鹏：构建全国统一容量电价体系 夯实调节电源规模发展基础

Core Viewpoint - The establishment of a national unified capacity pricing system for electricity generation is crucial for ensuring the development of regulating power sources, which are essential for the stability of the new power system and achieving energy security and carbon neutrality goals [2][13]. Group 1: Development of Renewable Energy and Challenges - The rapid growth of wind and solar energy in China has injected strong momentum into the construction of a green production and lifestyle, but their inherent intermittency poses significant challenges to the stable operation of the power system [2][3]. - By the end of 2025, China's installed power capacity is expected to reach 3.8 billion kilowatts, with renewable energy accounting for 1.8 billion kilowatts, representing 47.4% of the total [3]. Group 2: New Capacity Pricing Mechanism - The new policy introduces a reliable capacity compensation mechanism to support regulating power sources, which have been limited by insufficient cost recovery expectations under the traditional pricing system [4][5]. - The new capacity pricing mechanism will optimize existing policies for coal, gas, and pumped storage, while establishing a unified capacity pricing standard for new energy storage for the first time [5][6]. Group 3: Benefits for New Energy Storage - New energy storage is expected to become the largest beneficiary of the capacity mechanism, with its installed capacity projected to exceed 140 million kilowatts by December 2025, surpassing pumped storage [7][8]. - The policy clarifies that new energy storage can receive capacity price support based on its peak load support capability, enhancing its role in the power system [8]. Group 4: Support for Pumped Storage - The new policy provides a clear transitional arrangement for pumped storage, allowing projects initiated before the new regulations to continue under the previous pricing mechanism, thus stabilizing their profitability expectations [9][10]. - The capacity price for pumped storage projects is expected to be around 600 yuan per kilowatt per year, with additional market revenues from energy and ancillary services [10]. Group 5: Implementation of Supporting Policies - The new policy standardizes the charging and discharging prices for energy storage, ensuring a unified approach across regions, which enhances the economic viability of energy storage projects [11]. - It also clarifies the cost-sharing rules for regional shared pumped storage projects, facilitating collaborative construction of regulating capabilities across provinces [11][12]. Group 6: Local Government Responsibilities - The new policy shifts responsibilities to provincial governments for project approval and capacity pricing, encouraging them to balance effective investment with electricity cost control [12][13]. - This decentralized approach aims to foster local solutions that align with regional resources and development stages, promoting a more tailored energy strategy [12].