储能调峰300元/兆瓦·日！甘肃11月电力市场运营报告

Market Operation Overview - As of November, Gansu's power market has registered a total of 8,603 market participants, including 1,655 power generation companies and 18 independent energy storage companies [5][53] - The total installed power generation capacity in Gansu reached 12,160.36 million kW, marking a year-on-year increase of 27.12% [4][44] - In November, the total electricity generation was 231.41 billion kWh, reflecting a year-on-year growth of 28.44% [47] Market Supply and Demand - The total electricity consumption in Gansu for November was 159.36 billion kWh, with a year-on-year increase of 6.32% [42] - The breakdown of electricity consumption by sector shows that the secondary industry accounted for 72.01% of total consumption, with a year-on-year growth of 5.53% [42][43] Trading Activities - In November, the total trading volume in the medium- and long-term market was 85.16 billion kWh, with an average price of 241.83 yuan per MWh, a year-on-year decrease of 13.94% [31][71] - Direct trading accounted for 60.99 billion kWh of the total trading volume, with an average price of 239.55 yuan per MWh [71] Price Trends - The average price in the day-ahead market was 257.90 yuan per MWh, while the real-time market averaged 241.83 yuan per MWh [14][39] - The highest and lowest clearing prices in the day-ahead market reached 650 yuan per MWh and 40 yuan per MWh, respectively [14] Auxiliary Services Market - In November, the peak capacity market had 23 participants, with a marginal clearing price of 300 yuan per MWh for energy storage [17] - The total compensation costs in the auxiliary services market amounted to 8,670.16 million yuan, with the peak capacity market contributing 2,557.24 million yuan [17] Market Participant Activity - A total of 334 new market participants registered in November, including 320 electricity users and 8 power generation companies [5][53] - The active market participants in November totaled 7,128, representing 83.18% of the registered entities [60]