两部门发文完善发电侧容量电价机制

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, aiming to support the construction of a new energy system and ensure the stable operation of the power system while promoting green economic development [1]. Group 1 - The notice aims to guide the reasonable construction of adjustable power sources and support their role in power regulation during the 14th Five-Year Plan period, establishing capacity pricing mechanisms for coal power and pumped storage, while some provinces are exploring mechanisms for gas power and new energy storage [1][2]. - The current capacity pricing mechanism faces challenges, including a rapid decline in coal power generation hours in some regions and insufficient support from existing pricing levels, which may hinder the scientific layout and cost-effectiveness of pumped storage projects [2]. - The notice specifies that the proportion of fixed cost recovery for coal power units through capacity pricing will be raised to no less than 50%, equating to 165 yuan per kilowatt annually, and a capacity pricing mechanism for gas power will be established based on coal power pricing methods [2][3]. Group 2 - The notice requires the orderly establishment of a reliable capacity compensation mechanism, which measures the peak capacity of power generation units during peak demand periods, allowing for fair compensation based on this metric without differentiating between types of units [3]. - The establishment of a reliable capacity compensation mechanism is expected to promote fair competition among different technology types and drive high-quality development in the industry, aligning with practices in mature electricity markets [3].