国家发改委、国家能源局重磅发布!
中国能源报·2026-01-30 08:23

Core Viewpoint - The article discusses the implementation of a refined capacity pricing mechanism for power generation, aimed at enhancing the stability and efficiency of the electricity market while supporting the transition to a green energy system [1][2]. Group 1: Overall Strategy - The strategy aims to adapt to the needs of a new power system and market structure, balancing power supply security, green energy transition, and efficient resource allocation [3]. - It emphasizes the need to categorize and improve capacity pricing mechanisms for coal, natural gas, pumped storage, and new energy storage [3]. Group 2: Classification of Capacity Pricing Mechanisms - The capacity pricing mechanism for coal and natural gas power generation will be improved, with a target to recover at least 50% of fixed costs through capacity pricing [4]. - For pumped storage, existing projects will continue to use government pricing, while new projects will have their capacity pricing determined based on average cost recovery principles [5]. - A new capacity pricing mechanism for independent new energy storage on the grid side will be established, based on local coal power capacity pricing standards [6]. Group 3: Establishing Reliable Capacity Compensation Mechanism - A reliable capacity compensation mechanism will be established to compensate power generation units based on their ability to provide stable power during peak demand periods [7]. - The compensation will cover coal, gas, and qualifying new energy storage units, gradually expanding to include pumped storage [8]. Group 4: Supporting Policy Improvements - The article outlines the need to enhance electricity market trading and pricing mechanisms, allowing for flexible pricing in long-term contracts based on market conditions [9]. - It also discusses the need for improved electricity billing policies, ensuring that capacity fees and compensation are integrated into local system operating costs [10]. Group 5: Implementation and Coordination - The article emphasizes the importance of collaboration among provincial pricing authorities and energy departments to effectively implement the capacity pricing policies [11]. - It highlights the establishment of an economic capacity assessment system to guide the determination of reliable capacity compensation standards [12].

国家发改委、国家能源局重磅发布! - Reportify