国务院最新印发！到2035年全面建成全国统一电力市场体系

Core Viewpoint - The State Council issued the "Implementation Opinions on Improving the National Unified Electricity Market System," aiming to deepen electricity system reform and enhance market mechanisms for a new energy system, facilitating the market-oriented allocation of electricity resources nationwide [2][3]. Group 1: Overall Requirements - The initiative is guided by Xi Jinping's thoughts and aims to break market segmentation, promote efficient market connectivity, and ensure a high-level dynamic balance between electricity supply and demand [3]. - By 2030, the goal is to have 70% of electricity consumption from market transactions, with a fully operational spot market and a unified market price mechanism [4]. Group 2: Optimization of Electricity Resource Allocation - The plan emphasizes breaking down market barriers and promoting inter-provincial electricity exchanges, enhancing the integration of provincial and cross-regional transactions [5][6]. - It aims to construct a more efficient transmission network and increase the proportion of clean energy in cross-regional electricity transmission [6]. Group 3: Market Function Enhancement - The establishment of a spot market is prioritized to better reflect real-time prices and optimize resource allocation, with a target for basic operation by 2027 [7]. - A long-term market is to be developed to stabilize electricity supply and enhance risk response capabilities through standardized contracts [8]. Group 4: Green Electricity Market Development - The plan includes the establishment of a unified green certificate market to promote renewable energy consumption and enhance environmental value recognition [9]. - It encourages various trading models for green electricity and aims to integrate blockchain technology for tracking green electricity production and consumption [9]. Group 5: Capacity Market Establishment - The initiative seeks to improve the capacity pricing mechanism for various resources, ensuring sustainable development of coal and hydropower [10]. Group 6: Retail Market Improvement - The retail market will be streamlined to ensure price signals effectively guide demand-side resources, with a focus on regulatory oversight and information transparency [10]. Group 7: Participation of Various Market Entities - The plan encourages diverse electricity generation entities, including renewable energy sources, to participate in the market, promoting fair cost-sharing for system adjustments [11]. - It also aims to expand user-side participation in the electricity market, allowing larger users to engage directly [12]. Group 8: Unified Market System Construction - A unified set of market rules and governance structures will be established to enhance regulatory efficiency and prevent local protectionism [13][14]. - The initiative includes the development of a national credit system for the electricity market to foster a trustworthy environment [16].