《电力中长期市场基本规则》解读之七︱统筹市场多元主体 优化市场价格机制 夯实全国统一电力市场建设基础

Core Viewpoint - The article discusses the revised "Basic Rules for Long-term Electricity Market" which aims to optimize the national unified electricity market by enhancing resource allocation efficiency, expanding trading scope, and improving risk management mechanisms [2][3]. Group 1: Expansion of Trading Scope - The long-term market trading scope has been expanded to enhance resource allocation efficiency, addressing the geographical mismatch between energy resources and electricity demand in China [4]. - The new rules promote regular cross-grid trading and facilitate coupling between provincial and regional long-term electricity transactions, allowing for more flexible resource allocation [4]. Group 2: Adaptation to New Energy Market Dynamics - The trading cycles have been extended both longer and shorter to accommodate the entry of renewable energy into the market, with mechanisms like long-term purchase agreements to stabilize revenue expectations for new energy sources [5]. - The rules emphasize the need for market participants to enhance their macro and micro forecasting abilities to navigate the dual challenges of long and short trading cycles [5]. Group 3: Equal Market Position for New Entities - The revised rules grant equal market status to new types of operators, allowing them to participate in long-term market contracts and enhancing the system's flexibility through distributed energy resources [6]. - The article highlights the importance of understanding the characteristics of aggregated resources to optimize their participation in the market [7]. Group 4: Risk Management Enhancements - The new rules categorize various market risks, including supply-demand imbalances and price anomalies, to facilitate timely identification and resolution of potential issues [7]. - The revision is not merely a technical update but a comprehensive restructuring aimed at supporting energy transition and establishing a stable long-term electricity market [7].