天津新能源上网电价新政：2026年全面入市，市场交易规则如何变？

Core Viewpoint - The article discusses the implementation plan for the market-oriented reform of renewable energy grid prices in Tianjin, aiming to promote high-quality development of renewable energy and align with national policies on green and low-carbon development [8][9][29]. Group 1: Existing Projects - Mechanism electricity scale for existing projects is linked to the current guaranteed renewable energy electricity scale, with annual proportions set from the project's commissioning year until December 31, 2025 [3][15]. - The mechanism electricity price for existing projects will follow the current non-market electricity price policy, approximately at 0.3655 yuan per kilowatt-hour [4][15]. - The execution period for existing projects starts from January 1, 2026, and ends based on the project's lifespan or 20 years, whichever is earlier [4][15][39]. Group 2: Incremental Projects - The mechanism electricity scale for incremental projects will be appropriately linked to the existing non-market electricity ratio, with the possibility of applying for a scale lower than the total grid electricity [5][17]. - The bidding upper limit for mechanism electricity price is set at 0.32 yuan per kilowatt-hour [6][17]. - The execution period for incremental projects is initially set at 10 years [7][17]. Group 3: Market Participation and Pricing Mechanism - From January 1, 2026, all renewable energy projects in Tianjin will enter the electricity market, with prices determined through market transactions [10][33]. - Renewable energy projects can choose to participate directly in the market or act as price takers, with distributed projects allowed to aggregate for market participation [12][34]. - A sustainable pricing settlement mechanism will be established to address the volatility of renewable energy prices, providing compensation when market prices fall below the mechanism price [13][37]. Group 4: Differentiation of Projects - Projects commissioned before June 1, 2025, are classified as existing projects, while those commissioned on or after that date are classified as incremental projects [14][38]. - The mechanism electricity scale, price, and execution period for existing projects are designed to ensure stability in revenue [15][39]. - Incremental projects will undergo a bidding process to determine their mechanism electricity scale and price, with specific rules for participation and adjustments [21][41]. Group 5: User Impact - Residential and agricultural electricity prices will remain unaffected by the reform, while commercial users will benefit from increased competition and more electricity supply options [26].