中国电力报丨《电力辅助服务市场基本规则》出台 全国统一电力市场落下“关键一子”

Core Viewpoint - The introduction of the "Basic Rules for the Electricity Auxiliary Service Market" marks a significant step in China's electricity market reform, establishing a unified framework for auxiliary services, long-term, and spot trading [2][4]. Group 1: Coal Power Transformation - Coal power, traditionally the backbone of China's electricity system, is transitioning from a base-load provider to a flexible regulator due to the increasing capacity of wind and solar power, which now exceeds 1.456 billion kilowatts, accounting for 42.8% of the total installed capacity [4]. - The new rules clarify the principle of "who provides, who profits; who benefits, who bears," optimizing the pricing mechanism for auxiliary services and enhancing the participation of adjustable resources in system regulation [4][5]. - The average peak-shaving depth of coal power units has increased from 40% to 60% since 2021, with some units reaching 70%-80%, significantly improving grid flexibility [4]. Group 2: Market Mechanism Innovation - The new rules address the shortage of flexible resources and define various market products, including standby and ramping services, facilitating coordination across different time scales [8]. - The introduction of new trading products has allowed coal power to participate in system regulation, enhancing revenue structures from a reliance on power generation to diversified service income [5][6]. - The rules aim to break down regional barriers and unify provincial regulations, providing a standardized framework for the national auxiliary service market [8]. Group 3: Renewable Energy Integration - In 2024, the effective utilization rate of renewable energy in China exceeded 96%, aided by the introduction of new trading products that allow for better coordination among thermal, hydro, and storage power [9]. - The new rules have incorporated new entities such as storage companies and virtual power plants into the market, creating a collaborative adjustment framework among various energy sources [9]. - By the end of 2024, new storage capacity is expected to reach 78.3 million kilowatts, with independent storage accounting for 60% of the new installations, indicating a shift from policy-driven to market-driven growth [9]. Group 4: Safety and Efficiency in Power Systems - The previous reliance on administrative directives for power system safety has shifted towards a market-based balance, enhancing resource allocation efficiency and stakeholder engagement [12]. - The rules serve as a foundational framework for a unified national electricity market, promoting cross-regional resource optimization and transitioning from local to global optimization [12][13]. - The transition from passive response to proactive balancing in the system is facilitated by the new market mechanisms, which enhance the safety and reliability of power supply [12][13].