国办印发实施意见完善全国统一电力市场体系 推动更多民营企业参与电力市场

Core Viewpoint - The Chinese government has issued an implementation opinion to improve the national unified electricity market system, aiming for a market where all types of power sources and non-essential users participate directly by 2030, with market transactions accounting for approximately 70% of total electricity consumption [1][2]. Group 1: Optimization of Electricity Market System - The opinion proposes a transition from "individual pricing and trading" to "unified pricing and joint trading" across different market levels, exploring feasible ways for adjacent provincial markets to voluntarily unite or integrate [2]. - Specific requirements for the connection mechanisms between different market categories, including spot, medium to long-term, ancillary services, and capacity markets, have been outlined [2]. Group 2: Cross-Provincial and Cross-Regional Trading - The opinion emphasizes the normalization of cross-grid market transactions, increasing the scale of cross-provincial and cross-regional power transmission, and enhancing the proportion of clean energy delivery [2]. - It aims to promote nationwide interconnectivity of the electricity market and facilitate a large-scale circulation of electricity resources [2]. Group 3: Capacity Market and Renewable Energy Participation - The establishment of a capacity market is proposed to support coal power, pumped storage, and new energy storage resources in facilitating high proportions of renewable energy consumption [2]. - The opinion outlines differentiated market entry paths for various forms of renewable energy projects, including distributed energy and large-scale renewable bases, to better meet the needs of export-oriented and foreign-funded enterprises [2]. Group 4: Participation of Private Enterprises - Measures are proposed to encourage private enterprises, particularly in new energy storage, virtual power plants, and smart microgrids, to flexibly participate in market transactions [3]. - The opinion aims to gradually enable all electricity users, except for essential users, to participate directly in the electricity market, moving beyond the current model where small and medium-sized commercial users only accept market prices [3].