到2030年，市场化交易电量占约70%

Core Viewpoint - The State Council issued the "Implementation Opinions on Improving the National Unified Electricity Market System," setting key strategic goals for 2030 and 2035 to establish a unified electricity market in China [1][2]. Group 1: Strategic Goals - By 2030, the goal is to basically establish a national unified electricity market system, with market-based trading accounting for approximately 70% of total electricity consumption, excluding guaranteed users [1][2]. - By 2035, the aim is to fully establish the national unified electricity market system, with a steadily increasing proportion of market-based trading [1][2]. Group 2: Market Development and Achievements - Significant progress has been made in building the national unified electricity market system, with a target of achieving preliminary establishment by 2025 [1][2]. - As of the end of 2025, market-based trading volume is expected to reach 6.6 trillion kilowatt-hours, a sevenfold increase since 2015, with the market share rising from less than 15% to 64% [2]. Group 3: Market Mechanisms and Innovations - The "Implementation Opinions" propose a shift from "individual pricing and trading" to "unified pricing and joint trading" across different market levels, exploring voluntary integration of adjacent provincial markets [3]. - A capacity market will be established to support reliable power source construction, with a focus on improving capacity pricing mechanisms for coal, pumped storage, and new energy storage [4]. Group 4: New Energy and Pricing Mechanisms - The "Implementation Opinions" emphasize the establishment of a sustainable pricing settlement mechanism for new energy, encouraging long-term transactions between new energy enterprises and users [5].