正式发布！山东“136号文”优化发电侧容量补偿机制，存量0.3949元/kWh

Core Viewpoint - The article discusses the implementation of the "Shandong Province New Energy Grid Price Marketization Reform Implementation Plan," which aims to promote the high-quality development of new energy by allowing all new energy projects to participate in market transactions and have their grid prices determined by market forces [8][20]. Group 1: Price Mechanism - The plan establishes a price mechanism that allows all new energy projects to participate in market transactions, with the grid price determined by market forces [9][20]. - For existing new energy projects that commence operation before June 1, 2025, the mechanism price will be set at a maximum of 0.3949 yuan per kilowatt-hour (including tax) [10][21]. - New energy projects starting after June 1, 2025, will have their mechanism price determined through competitive pricing methods [10][21]. Group 2: Market Trading Mechanism - The plan includes improvements to the long-term market, spot market, and auxiliary service market trading mechanisms, optimizing capacity compensation mechanisms and standardizing cost compensation mechanisms [12][20]. - New energy projects can participate in spot trading, and their prices will be settled based on market prices [13][20]. - The capacity compensation mechanism will provide compensation based on the total demand for electricity, including standby capacity, and will be determined by a capacity supply-demand coefficient [14][36]. Group 3: Risk Prevention Mechanism - The plan emphasizes the establishment of a comprehensive information disclosure system for the electricity market, covering various trading types and time dimensions [16][20]. - A price monitoring system will be implemented to track price fluctuations and ensure the stability of the electricity market [17][20]. - The plan includes a cost investigation system for power generation units to support the stable operation of the electricity market and optimize pricing mechanisms [18][20]. Group 4: Implementation Measures - The Shandong Provincial Development and Reform Commission will develop supporting implementation details and ensure the orderly execution of the plan [19][20]. - The State Grid Shandong Electric Power Company will build a bidding platform and assist in the bidding process for new energy projects [19][20]. - Communication with various market participants will be strengthened to promote policy understanding and consensus [19][20].