专家解读丨《电力现货连续运行地区市场建设指引》促进市场建设纵深推进

Core Viewpoint - The article discusses the accelerated construction of the national electricity market in China, highlighting the transition to a unified electricity market system by 2030, as guided by the National Development and Reform Commission and the National Energy Administration [2][3]. Group 1: Electricity Market Development - By 2025, the electricity market in China will see significant advancements, with regions like Hubei officially operating a power spot market and others like Zhejiang and Anhui entering long-cycle settlement trials [2]. - The transition to a unified electricity market involves breaking the long-standing dual-track operation between the State Grid and Southern Grid, allowing for effective interconnection between the two regions [2]. Group 2: Energy Market Structure - Since 2016, the energy market has primarily focused on medium to long-term markets, with a nationwide spot market expected to be fully operational by the end of this year [3]. - The medium to long-term market serves as a stabilizing force, while the spot market acts as a price indicator, with both markets closely interconnected [3]. Group 3: Auxiliary and Capacity Market Development - The auxiliary services market functions as a regulator for system operations, while the capacity market acts as insurance for power generation companies [3]. - There is a need to enhance the auxiliary services market by increasing service varieties and expanding participant scope, while also accelerating the development of the capacity market to address fixed cost recovery issues [3]. Group 4: Retail Market Construction - The retail market connects directly with consumers, with 637 electricity sales companies and 184,000 retail users participating in the Southern region's market by mid-2025 [4]. - Innovations like the "mall-style" retail trading in Yunnan and detailed market information platforms in Guangdong are improving user experience and efficiency [4]. - Future efforts should focus on breaking down inter-provincial retail market barriers and designing new retail mechanisms to enhance market responsiveness [4]. Group 5: Market Management and Regulation - The guidelines emphasize improving risk management, enhancing market operation capabilities, and strengthening regulatory frameworks to elevate the standardization and intelligence of market management [4]. - As renewable energy's share increases, the traditional roles of market participants are becoming blurred, necessitating a reevaluation of market rules and management standards [4].