Core Viewpoint - The State Council of China has released the "Implementation Opinions on Improving the National Unified Electricity Market System," marking a significant shift in electricity market reform from departmental promotion to national strategic deployment, with clear goals set for 2030 and 2035 [1][4]. Group 1: Key Strategic Goals - By 2030, the national unified electricity market system is expected to be basically established, with market transactions accounting for approximately 70% of total electricity consumption, and by 2035, the system will be fully established with further improvements in market functions [1][4]. - The document outlines key strategic nodes for the next decade, emphasizing the need for systematic reforms to eliminate market barriers and promote diverse participation in the electricity market [4][5]. Group 2: Systematic Reform Measures - The implementation opinions propose breaking down market barriers to optimize electricity resource allocation nationwide, facilitating a more integrated market [5]. - It emphasizes equal and broad participation of various market entities, including traditional and new energy sources, to create a competitive market landscape [5][6]. - The document highlights the need for continuous improvement of market mechanisms, including the establishment of effective capacity pricing mechanisms and the exploration of capacity markets [6][7]. Group 3: Market Function Development - The implementation opinions clarify the functions of six major markets: spot, medium-to-long-term, ancillary services, green electricity, capacity, and retail markets, aiming to enhance price discovery and supply-demand adjustment [6][7]. - The new pricing system is seen as a milestone in China's electricity market construction, shifting from a single pricing model to a multi-dimensional value quantification approach, which supports the transition to a new energy system [6][7]. Group 4: Green Energy and International Standards - The document stresses the importance of strengthening the traceability of green electricity consumption and exploring the integration of green certificates into carbon accounting [7][8]. - It calls for active engagement in international standard-setting processes to align China's green electricity certification with global standards, facilitating participation in global green governance [8].
重磅!国办发文:到2030年基本建成全国统一电力市场体系
2 1 Shi Ji Jing Ji Bao Dao·2026-02-11 13:30