国务院办公厅印发意见 完善全国统一电力市场体系

Core Viewpoint - The State Council's "Implementation Opinions on Improving the National Unified Electricity Market System" aims to establish a comprehensive national electricity market by 2030, with market transactions accounting for approximately 70% of total electricity consumption, and to fully complete the system by 2035 [1] Group 1: Market Structure and Functionality - By 2030, all types of power sources and electricity users, except for guaranteed users, will directly participate in the electricity market, with a focus on market-based trading [1] - The implementation of a unified market regulatory system and a sound market pricing mechanism is essential for the effective operation of the electricity market [1] - The transition to a formal operation of the spot market is targeted for completion by 2027, enhancing real-time price discovery and supply-demand adjustment [2] Group 2: Long-term Market Stability - The long-term market will be improved to ensure stable electricity supply and enhance risk response capabilities through long-term contracts [3] - The establishment of a standardized and flexible long-term contract adjustment and transfer system is crucial for maintaining market stability [3] - Effective integration between long-term and spot markets is necessary to meet national energy security requirements [3] Group 3: Green Electricity Market - A unified green certificate market will be established to recognize renewable energy production and consumption, promoting the expansion of green electricity consumption [4] - The introduction of a consumption certification mechanism for green electricity will be accelerated, incorporating technologies like blockchain for comprehensive certification [4] - The research on integrating green certificates into carbon emission accounting will be pursued to enhance the traceability of green electricity consumption [4] Group 4: Participation of Power Generation Entities - The participation of power generation entities in the electricity market will be further promoted, with a focus on sustainable pricing mechanisms for renewable energy [5] - Distributed energy sources will be encouraged to participate in the market through various trading models, ensuring fair cost distribution [5] - The optimization of coal-fired power generation operations will be emphasized, with all generated electricity participating in the market to cover operational costs [5] Group 5: Pricing Mechanism - The pricing mechanism will be refined to reflect the multidimensional value of electricity resources, primarily determined by supply and demand [5] - A unified national electricity billing policy and market price risk prevention system will be established to regulate local electricity pricing behaviors [5] - The exploration of a two-part tariff or single capacity pricing system will be considered when conditions are favorable [5]