我国完善发电侧容量电价机制 更好保障高峰时段用电需求

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a notice to improve the capacity pricing mechanism for power generation, marking a significant step in energy sector reform [1] Group 1: Capacity Pricing Mechanism - The notice proposes to categorize and improve the capacity pricing mechanisms for coal power, gas power, pumped storage, and new energy storage [1] - Local governments can raise coal power capacity pricing standards based on their specific circumstances and can refer to coal power to establish gas power capacity pricing mechanisms [2] - For newly constructed pumped storage power stations, a unified capacity pricing based on average cost recovery will be established [2] Group 2: Role of Regulating Power Sources - The increasing proportion of renewable energy sources like wind and solar makes electricity cleaner but also more unpredictable, necessitating reliable regulating power sources such as coal, gas, pumped storage, and new energy storage to ensure system stability [2] - Capacity pricing essentially serves as a "safety guarantee fee" for the power system, allowing regulating power sources to be on standby when renewable energy generation is high and to take over when renewable sources are insufficient [2] Group 3: Implications for Investment and Development - The improvement of the capacity pricing mechanism is expected to encourage enterprises to invest in construction, effectively ensuring power supply security and better meeting user electricity demands [2] - This initiative is also anticipated to promote the high-quality development of renewable energy and facilitate the green and low-carbon transformation of the economy and society [2]