一图读懂 | 广东新能源上网电价改革实施方案要点

Core Viewpoint - The article discusses the implementation of a market-oriented pricing mechanism for renewable energy in China, particularly in Guangdong Province, aimed at promoting high-quality development of renewable energy sources such as wind and solar power [1][4]. Group 1: Market Participation - From November 1, 2025, all renewable energy projects in Guangdong (wind and solar) will fully participate in the electricity market, with prices determined through market transactions [4][7]. - Renewable energy projects will be categorized based on grid voltage levels for market participation, encouraging those at or below 10 kV to report and quote for market transactions [7]. Group 2: Market Trading Mechanism - Renewable energy projects can participate in various trading cycles, including annual, monthly, and real-time markets, with specific rules to be defined later [9]. - Supply and demand parties can autonomously determine the terms of medium to long-term contracts without restrictions on signing ratios [9]. Group 3: Price Mechanism - The article outlines a flexible pricing mechanism for the spot market, with upper and lower limits for clearing prices based on current industrial peak electricity prices and other factors [10][11]. - The initial upper limit for spot market clearing prices is set at 1.8 yuan/kWh, while the lower limit is -0.05 yuan/kWh [11]. Group 4: Sustainable Development Pricing Mechanism - A sustainable development pricing settlement mechanism will be established for renewable energy projects participating in market transactions, with price differences settled by grid companies [12]. - For projects completed before June 1, 2025, a price settlement mechanism will apply, with specific limits on the proportion of mechanism electricity based on project type [13]. Group 5: Incremental Project Pricing - New renewable energy projects starting after June 1, 2025, that do not participate in the pricing mechanism will have their electricity priced according to market rates [5][14]. - The bidding limits for offshore wind and solar projects are set at 0.453 yuan/kWh and 0.40 yuan/kWh, respectively, with lower limits established as well [18][20]. Group 6: Settlement and Coordination - Monthly price settlements will be conducted for mechanism electricity, with differences between market prices and mechanism prices included in system operation costs [23]. - The article emphasizes the importance of policy coordination to support the high-quality development of renewable energy [25].