明年3月起施行!国家发改委、国家能源局联合印发,全国统一电力市场建设再提速
证券时报·2025-12-26 13:17

Core Viewpoint - The article discusses the issuance of the "Basic Rules for Long-term Electricity Market" by the National Development and Reform Commission and the National Energy Administration, effective from March 1, 2026, for a duration of five years, aimed at promoting a unified, open, competitive, and orderly electricity market in China [1]. Summary by Sections Section 1: Background and Context - The new rules are part of ongoing reforms in the electricity sector, building on previous rules established in 2016 and 2020, which laid a solid foundation for the healthy development and regulation of the electricity market. In the first three quarters of this year, long-term trading accounted for 95.9% of the total market trading volume [1]. Section 2: Key Revisions - The rules adapt to current and long-term needs of the electricity market by incorporating mechanisms for cross-grid transactions and flexible inter-provincial trading, while also enhancing risk prevention measures [2]. - The rules streamline the foundational rule system by merging content from previous regulations and eliminating redundant sections, thereby reinforcing the integration of the "1+6" foundational rule system [2]. - The rules encourage longer and shorter trading cycles, promoting multi-year transactions and daily continuous trading to enhance market flexibility and coordination with the spot market [2]. Section 3: Market Structure and Mechanisms - The rules aim to facilitate the coupling of inter-provincial and intra-provincial trading, promoting regular cross-grid transactions and innovative mechanisms for regional inter-provincial trading [3]. - The electricity trading platform is required to achieve "four unifications": unified platform architecture, technical standards, core functions, and interaction specifications to support data integration across the national electricity market [3]. Section 4: Expansion of Market Participants - A significant highlight of the rules is the inclusion of new types of market participants, such as distributed photovoltaics and energy storage, as well as resource aggregation entities like virtual power plants and smart microgrids, clarifying their rights and obligations [4]. - The rules optimize trading varieties and pricing mechanisms, allowing for multi-period transactions and continuous daily trading within the month to enhance trading flexibility [4]. - In terms of green electricity trading, the rules specify that the price consists of energy price and environmental value, ensuring traceability and synchronization of green certificates with transactions to support carbon neutrality goals [4]. Section 5: Regulatory Oversight - The National Energy Administration will closely monitor the operation of the long-term electricity market, ensuring that market operators conduct transactions in a regulated manner and that various market participants comply with the rules [4].