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 market pricing mechanism will be established to ensure fair competition [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 effective contract signing and performance measures [3] - The long-term market will be refined to allow continuous trading across various time frames, including annual and monthly contracts [3] - Effective integration between long-term and spot markets will be emphasized 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 full-chain certification [4] - The development of various trading models for green electricity, including long-term purchase agreements, will be encouraged [4] Group 4: Participation of Generation Entities - The participation of generation entities in the electricity market will be further promoted, particularly for renewable energy sources [5] - A sustainable pricing settlement mechanism for renewable energy will be established to encourage long-term trading [5] - The optimization of coal-fired power generation operations will be pursued to ensure all generated electricity participates in the market [5]