首个省级容量电价机制出台

Core Viewpoint - Gansu Province has introduced a capacity pricing mechanism for power generation, marking the first provincial-level independent capacity pricing policy in China, aimed at supporting the transformation of coal power and promoting the orderly development of new energy storage [2][3]. Group 1: Capacity Pricing Mechanism - The capacity price for coal power units and new energy storage on the grid side is set at 330 yuan per kilowatt per year, with a two-year implementation period [2]. - The mechanism includes full capacity compensation for coal power, increasing the fixed cost recovery ratio from 30% to 100%, and incorporates various energy sources like hydropower, wind, and solar into the compensation framework [3][4]. - The introduction of a capacity pricing mechanism is expected to stabilize investment returns and promote the development of energy storage, especially in the context of high penetration of renewable energy [3][4]. Group 2: Flexibility and Resource Demand - Gansu's energy resources are abundant, but the high proportion of renewable energy requires flexible adjustment resources to ensure reliable power supply during peak demand [3]. - The new pricing mechanism aims to decouple capacity pricing from energy pricing, providing a clearer boundary between energy, auxiliary services, and capacity pricing [3][4]. Group 3: Impact on Users and Market Dynamics - The capacity pricing mechanism is designed to have a minimal impact on downstream electricity costs for industrial and commercial users, as the overall electricity price is expected to decrease due to the introduction of this mechanism [6][7]. - The capacity fee will be allocated based on the monthly electricity consumption of all industrial and commercial users, with the State Grid Gansu Electric Power Company responsible for monthly calculations [5][6]. Group 4: Future Market Developments - The capacity pricing mechanism is seen as a transitional measure, with plans to establish a capacity market in the long term, allowing for better resource allocation and price discovery [8][9]. - The mechanism will encourage the participation of diverse resources in the capacity market, with a focus on effective capacity assessment and fair compensation [9][10].