国家能源局：负电价，定调！

Core Viewpoint - The article discusses the increasing occurrence of "negative electricity prices" in China's energy market, highlighting its implications for supply-demand dynamics and the integration of renewable energy sources [2][38]. Group 1: Negative Electricity Prices - The emergence of "negative electricity prices" reflects a temporary imbalance in electricity supply and demand, particularly as renewable energy capacity increases [2][38]. - Short-term "negative electricity prices" can incentivize deeper adjustments in power generation and encourage investments in energy storage and other new entities [2][38]. - Long-term "negative electricity prices" may indicate a significant oversupply of electricity, necessitating further optimization of the power system's adjustment capabilities [2][38]. Group 2: Renewable Energy Development - The installed capacity of renewable energy in China has reached approximately 2.2 billion kilowatts, with wind and solar power accounting for over 1.7 billion kilowatts [17]. - In the first three quarters of 2025, renewable energy installations increased by 31 million kilowatts, a year-on-year growth of 47.7%, representing 84.4% of new installations [17]. - Renewable energy generation accounted for about 40% of total electricity generation, with a year-on-year increase of 15.5% [18]. Group 3: Energy System Flexibility - The energy system's flexibility is crucial for accommodating renewable energy consumption and enhancing operational safety [5][6]. - The focus is on enhancing the flexible adjustment capabilities of various energy resources, including coal and natural gas, to support renewable energy integration [5][6]. - By 2030, the goal is to achieve a virtual power plant adjustment capacity of over 50 million kilowatts [6]. Group 4: Electric Vehicle Charging Infrastructure - As of September 2025, the total number of electric vehicle charging facilities reached 1.806 million, a year-on-year increase of 54.5% [21]. - The government aims to build 28 million charging facilities by the end of 2027 to meet the charging needs of over 80 million electric vehicles [22]. - New technologies, such as high-power charging facilities, are being rapidly adopted, significantly improving charging speed and efficiency [23]. Group 5: Market Mechanisms and Policy Support - The national unified electricity market has seen a trading volume of 4.92 trillion kilowatt-hours, a year-on-year increase of 7.2% [24]. - Policies are being implemented to enhance the safety and efficiency of charging infrastructure and promote the integration of artificial intelligence in the energy sector [16][22]. - The government is actively monitoring market risks associated with "negative electricity prices" and is prepared to implement measures to stabilize the market [3][38].