上海“136号文”发布：存量项目机制电价0.4155元/kWh，最高100%纳入

Core Viewpoint - The article discusses the implementation of market-oriented pricing reforms for renewable energy in Shanghai, aiming to establish a sustainable development pricing mechanism and enhance the participation of renewable energy projects in market transactions [2][18]. Group 1: Market Pricing Reform - The reform aims to have all renewable energy generation participate in market transactions to determine the grid connection price by the end of 2025 [3][4]. - A mechanism for sustainable development pricing will be established, where grid companies will conduct off-market settlements for included electricity volumes, with costs incorporated into the city's operational fees [3][20]. - The reform will enhance collaboration among departments to ensure smooth implementation of the market-oriented pricing policies [3][21]. Group 2: Project Participation - By the end of 2025, various renewable energy projects, including centralized and distributed solar and wind power, will be required to participate in market transactions [4][22]. - Renewable energy projects can either directly report their capacity and price to participate in the market or aggregate to participate, with those not participating defaulting to accept market prices [5][26]. Group 3: Pricing Mechanism for Existing and New Projects - For existing projects connected to the grid before June 1, 2025, the mechanism price is set at 0.4155 yuan per kilowatt-hour, with a maximum inclusion of 100% of the annual electricity volume [6][29]. - For new projects connected after June 1, 2025, the mechanism volume and price will be determined through market-based bidding processes [6][29]. Group 4: Auction Process for New Projects - The bidding for new projects will occur annually around October, with announcements made in advance regarding the bidding scale and price limits [7][30]. - The selection of projects will be based on bids from low to high, with the mechanism price set at the highest bid of selected projects, not exceeding the bidding cap [7][31]. Group 5: Impact on End Users - Residential and agricultural users will continue to pay stable electricity prices, while commercial users may benefit from a more active market with potentially lower prices for clean energy [8][33]. - The mechanism price for household distributed solar projects will remain consistent with the previous price of 0.4155 yuan per kilowatt-hour, ensuring stable returns for these projects [9][35]. Group 6: Subsidy Policies - Existing financial subsidy policies for renewable energy projects will remain unchanged, with subsidies adhering to previously established standards throughout the project's lifecycle [10][36].