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, establishing a new independent capacity pricing mechanism for grid-side energy storage at the national level [1] Group 1: Capacity Pricing Mechanism Improvements - The notice allows local governments to raise coal power capacity pricing standards and to establish gas power capacity pricing mechanisms based on coal power standards [2] - For newly constructed pumped storage power stations, a unified capacity pricing based on average cost recovery will be established [2] - A new capacity pricing mechanism for grid-side energy storage will be developed, taking into account discharge duration and peak contribution [2] Group 2: Market and Competition - The notice aims to establish a reliable capacity compensation mechanism for power generation, compensating units based on peak capacity to reflect their contributions to the power system [2] - This will promote fair competition among different technology types and drive high-quality development in the industry, aligning with practices in mature electricity markets [2] Group 3: Impact on Users - The policy will not affect electricity prices for residential and agricultural users, who will continue to follow existing pricing policies [2] - For industrial users, the adjustments in capacity pricing will lead to a decrease in costs recovered through energy markets and an increase in costs through capacity pricing, resulting in a neutral impact on their electricity purchasing costs [2]
两部门发文完善发电侧容量电价机制 促进调节性电源作用发挥
Ren Min Ri Bao·2026-02-01 03:34