存量机制电量0~100%，电价0.3949元/度！《山东省新能源可持续发展差价结算实施细则（征求意见稿）》发布

Core Viewpoint - The article discusses the public solicitation of opinions on the draft implementation rules for the sustainable development price settlement of new energy in Shandong Province and the risk prevention measures for the retail electricity market, aiming to enhance the scientific and operational aspects of electricity price reform [2][8]. Group 1: New Energy Sustainable Development Price Settlement - The implementation rules define new energy projects as wind and solar power projects connected to the Shandong power grid, with projects completed by May 31, 2025, classified as existing projects and those starting from June 1, 2025, as incremental projects [2][11]. - The mechanism electricity ratio for existing photovoltaic poverty alleviation projects completed before December 31, 2024, is set at 100% [3][14]. - For existing projects, the mechanism electricity price is based on the provincial coal benchmark price of 0.3949 yuan per kWh, including VAT [5][18]. Group 2: Mechanism Electricity and Price Settlement - The monthly difference settlement fee is calculated using the formula: Monthly difference fee = (mechanism price - settlement reference price) × monthly mechanism electricity [5][20]. - The settlement reference price for wind and solar power is determined based on the weighted average price of similar centralized projects in the Shandong electricity market [20][21]. - The mechanism electricity for incremental projects will not execute the mechanism price if the annual mechanism electricity scale is not met by the end of the year [4][15]. Group 3: Execution Period and Project Changes - The execution period for existing projects is determined by the remaining hours of reasonable utilization over the project's lifecycle or 20 years, whichever is shorter [6][25]. - Existing projects can voluntarily apply to reduce the mechanism electricity ratio, with a minimum reduction of 10% per application [7][31]. - Incremental projects must meet specific conditions to participate in the mechanism price bidding, and any delays in full capacity connection may result in the invalidation of the bidding results [28][34]. Group 4: Retail Market Price Risk Prevention - The retail market allows electricity companies and users to autonomously conduct transactions, determining electricity quantity and price through contracts [39][40]. - A price ceiling option is available for retail users, allowing them to choose whether to implement a price cap in their contracts [42][51]. - The article emphasizes the establishment of a price warning mechanism to monitor and address price anomalies in the retail market [53][54].