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重磅!西部电直送东部常态化
21世纪经济报道·2025-07-12 04:11

Core Viewpoint - The article discusses the approval of a new cross-grid electricity trading mechanism in China, which aims to enhance the efficiency of electricity distribution from renewable sources across different regions, particularly from the northwest to the eastern load centers [2][3]. Summary by Sections Cross-Grid Electricity Trading Mechanism - The National Development and Reform Commission and the National Energy Administration have approved a new trading mechanism that allows for long-term, green, and spot electricity trading across different grid operating areas [2][3]. - This mechanism is a significant step towards breaking down barriers between the State Grid and Southern Grid, facilitating better resource allocation nationwide [3]. Current Infrastructure and Transactions - Currently, there are two established interconnection channels between the State Grid and Southern Grid, with ongoing construction of additional channels [5]. - In 2023, pilot cross-regional electricity transactions have already taken place, including significant transfers of green electricity to major cities [6]. Trading Rules and Structure - The new mechanism outlines various trading rules for different types of electricity transactions, including long-term, green, and spot trading [7][8]. - It introduces a "two trading, two scheduling" model, which involves collaboration between multiple trading centers to ensure technical feasibility under physical constraints of the grid [7]. Green Electricity Trading - The mechanism emphasizes green electricity trading, allowing companies to purchase renewable energy more easily and market-driven [11][12]. - Specific rules for green electricity transactions include entry conditions, trading methods, and the transfer of green certificates [11][13]. Future Goals and Developments - The plan sets short-term, medium-term, and long-term goals, including pilot projects for electricity trading and green electricity transactions by 2025 [9]. - It aims to enhance the utilization of transmission channels and balance demand across the grid, addressing the needs of high-energy-consuming industries [9][14]. Market Dynamics and Challenges - The article highlights the increasing demand for green electricity driven by national policies and global trends towards decarbonization [11][12]. - Challenges include price formation mechanisms and the need for a transparent green certificate market to facilitate trading [14].