12月电网代购电分析：23省价差同比收窄，天津、河北南网、四川有所上涨

Core Insights - The article discusses the implementation of peak electricity prices across various regions in China as the country enters the winter peak demand period in December 2025, with significant price differences observed in multiple provinces [3][4]. Pricing Trends - In December, peak electricity prices are being executed in regions such as Guangdong, Shandong, Hunan, and others, with only Shandong and Hebei South Network implementing valley prices [3]. - A total of 22 regions have a maximum peak-valley price difference exceeding 0.6 yuan/kWh, while 17 regions have a peak-to-flat price difference exceeding 0.3 yuan/kWh [3]. - Guangdong maintains the highest peak-valley price difference at 1.298 yuan/kWh, a year-on-year increase of 0.2%, followed by Hunan at 1.065 yuan/kWh and Shandong at 0.985 yuan/kWh [3][4]. Year-on-Year Comparison - Compared to the same period last year, 23 provinces show a trend of decreasing maximum price differences, while 12 provinces exhibit an increasing trend [3]. - The most significant year-on-year increases in maximum price differences exceeding 0.6 yuan/kWh are observed in Tianjin (10%), Hebei South Network (9.1%), and Sichuan (5.4%) [3]. Regional Pricing Details - The article provides detailed pricing tables for various provinces, including the electricity prices for commercial users in Guangdong, Hunan, and other regions, highlighting the differences in peak, flat, and valley pricing [4][5][10][20]. - For instance, the peak price in Guangdong's Pearl River Delta is 1.6084 yuan/kWh, while the valley price is 0.3104 yuan/kWh, resulting in a peak-valley price difference of 1.2980 yuan/kWh [4]. Impact on Energy Storage - The changes in time-of-use pricing policies significantly affect the profitability of user-side energy storage, with ongoing monitoring of price trends by CNESA [4].