Core Viewpoint - The article emphasizes the importance of advancing the construction of a unified national electricity market, with specific guidelines for accelerating the development of the electricity spot market by the end of 2025 [2][3]. Group 1: Optimization of Spot Market Trading Mechanism - The share of market-based trading of renewable energy has increased, reaching 52.3% in 2024, with a push for all renewable projects to enter the electricity market [3]. - The guidelines support local exploration of mechanisms for the full market participation of renewable energy, focusing on optimizing the clearing mechanism to reflect supply-demand relationships and cost adjustments [3]. - The guidelines also stress the importance of load forecasting and renewable power forecasting to ensure the safe and stable operation of the electricity system [3]. Group 2: Improvement of Medium- and Long-term Market Trading Mechanism - The medium- and long-term market is crucial for the stability and sustainability of the electricity market, with most provinces having normalized trading by the end of 2024 [5]. - Specific requirements are set for trading organization, contract duration, and pricing limits to enhance management and better connect with the spot market [5][6]. - The guidelines propose a dynamic adjustment mechanism for contract signing ratios to stabilize investment expectations while meeting green electricity consumption demands [5]. Group 3: Auxiliary Service Market System - The auxiliary service market is evolving to meet the increasing complexity of electricity system operations, with a need for diverse and refined service offerings [8]. - The guidelines suggest expanding the types of auxiliary services and establishing market mechanisms to convert system adjustment demands into price signals [8][9]. - Encouraging various entities, including new business models, to participate in the auxiliary service market is aimed at enhancing system flexibility and operational efficiency [9]. Group 4: Capacity Compensation Mechanism - Recent policies have explored compensation mechanisms for pumped storage and coal power, ensuring reasonable returns while reflecting their flexible adjustment value [10]. - The guidelines propose establishing a capacity assessment mechanism to evaluate the contribution of various power sources to system capacity, leading to a market-oriented capacity compensation mechanism [11]. Group 5: Retail Market Development - The retail market has seen steady growth, with an annual increase of approximately 14.9% in trading volume from 2021 to 2024 [12]. - The guidelines recommend building online retail trading platforms and enhancing market transparency to improve competition and reduce transaction costs [12]. - Encouraging innovative retail packages, including green electricity options, aims to support the transition to a low-carbon economy [12]. Group 6: Market Regulation and Management - The guidelines emphasize the need for a closed-loop management system to enhance market regulation, operational efficiency, and fairness [13]. - Establishing monitoring and intervention mechanisms is crucial for preventing market power abuse and reducing price distortions [13]. - The implementation of these guidelines is expected to support the continuous operation of the electricity market and contribute to the construction of a unified national electricity market [13].
专家解读丨持续健全电力市场体系 助力全国统一电力市场建设
国家能源局·2025-09-19 06:15