2035年全面建成全国统一电力市场体系

Core Viewpoint - The State Council has issued implementation opinions to improve the national unified electricity market system, outlining key tasks for the next 5 to 10 years to adapt to new circumstances and requirements [1] Group 1: Market Development Goals - By the end of 2025, the market-based electricity trading volume in China is expected to reach 6.6 trillion kilowatt-hours, a sevenfold increase from 2015, accounting for 64% of total electricity consumption [1] - By 2030, the goal is to have all types of power sources and non-protected users directly participate in the electricity market, with market-based trading volume making up approximately 70% of total electricity consumption [2] - By 2035, the aim is to fully establish the national unified electricity market system, with further maturation of market functions and a steady increase in the proportion of market-based trading volume [2] Group 2: Key Tasks and Innovations - The implementation opinions outline 19 key tasks across five areas: optimizing national electricity resource allocation, improving market functions, promoting equal participation of various operators, establishing a unified market system, and enhancing policy coordination [2] - The opinions propose a shift from "individual pricing and trading" to "unified pricing and joint trading" among different market levels, exploring voluntary integration of adjacent provincial markets [3] - Specific measures are introduced to facilitate the participation of renewable energy in the market, including differentiated market entry paths for various renewable projects and international benchmarks for green electricity trading [3] Group 3: Participation of Private Enterprises - The opinions encourage the participation of private enterprises in the electricity market, particularly in new sectors like energy storage and virtual power plants, by promoting flexible market trading measures [3] - It is emphasized that all electricity users, except for protected users, should gradually participate directly in the electricity market [3] Group 4: Implementation and Coordination - The National Development and Reform Commission will coordinate the implementation of the opinions, enhance policy support, and address any bottlenecks to ensure effective execution of the measures [4] - There is a focus on mobilizing various operators and encouraging societal participation in the construction of the electricity market, adapting to the new electricity system and market-oriented direction [4]