青海“136号文”：适时建立储能容量补偿机制，不得将配储作为新能源前置条件

Core Viewpoint - The article discusses the public solicitation of opinions on the "Implementation Plan for Deepening the Market-oriented Reform of New Energy Grid-connected Electricity Prices in Qinghai Province," aiming to enhance the market-driven pricing mechanism for new energy sources and ensure sustainable development in the sector [10][12]. Summary by Sections 1. Basic Principles - The plan aims to ensure that all new energy (wind and solar) grid-connected electricity participates in market transactions, with prices determined through market mechanisms [12]. - It distinguishes between existing (stock) projects and new (incremental) projects, establishing a pricing settlement mechanism for sustainable development [12]. - The plan emphasizes the construction of a power market system and the coordination of policies to support the stable operation of the electricity system [12]. 2. Reform Tasks - All new energy generation projects in the province are expected to enter the electricity market, with prices formed through market transactions [13]. - The plan includes the establishment of a long-term market trading and pricing mechanism, allowing for flexible contracts that consider the uncertainty of new energy output [14]. - A real-time electricity market will be developed to ensure fair participation of new energy sources [14]. 3. Sustainable Development Pricing Mechanism - A price settlement mechanism will be established for new energy participating in market transactions, with differences between market prices and mechanism prices settled by grid companies [15]. - Existing projects that began operation before June 1, 2025, will have guaranteed electricity generation hours and pricing based on current subsidy standards [15][16]. - New incremental projects starting after June 1, 2025, will have their pricing determined through market-based bidding, with adjustments based on market conditions and user capacity [16]. 4. Guarantee Measures - The provincial development and reform commission will collaborate with relevant authorities to implement the plan and ensure smooth operations [19]. - Regular monitoring of electricity trading prices will be conducted to assess impacts on industry development and business operations [20]. - Policy guidance will be strengthened to help new energy enterprises understand market rules and improve their trading capabilities [20].