Core Viewpoint - The article discusses the recent issuance of a notification by the National Development and Reform Commission and the National Energy Administration to improve the capacity pricing mechanism for power generation, aiming to support the stable operation of the power system and facilitate the green and low-carbon transition of energy [2]. Group 1: Reasons for Improving the Capacity Pricing Mechanism - The large-scale development of renewable energy in China necessitates the construction of adjustable power sources to ensure stable electricity supply during periods of low renewable output [3]. - The current capacity pricing mechanism faces challenges, including declining operating hours for coal power, insufficient cost constraints for pumped storage, and inconsistent pricing principles for gas and new energy storage across regions [4]. Group 2: Classification and Improvement of Pricing Mechanisms - The notification enhances the existing capacity pricing mechanisms for coal and gas power, increasing the fixed cost recovery ratio to no less than 50%, equating to 165 yuan per kilowatt annually [5]. - For pumped storage, the notification maintains existing pricing for projects started before a specific date while implementing a unified pricing mechanism for new projects based on average cost recovery [6]. - A new independent capacity pricing mechanism for grid-side new energy storage is established, allowing localities to set prices based on coal power standards and other factors [6]. Group 3: Establishment of Reliable Capacity Compensation Mechanism - The reliable capacity compensation mechanism is proposed to ensure fair compensation based on the peak capacity of different types of power generation units, promoting fair competition among various technologies [7]. Group 4: Optimizations in Market Trading and Pricing Mechanisms - The notification encourages fair market participation for pumped storage and new energy storage, ensuring they can contribute effectively to market price signals [8]. - It allows local adjustments to the price floor for medium- and long-term coal power market transactions, promoting fair competition among all types of generation units [9]. - The notification encourages flexible pricing mechanisms in medium- and long-term contracts to better reflect supply and demand conditions [9]. Group 5: Impact on End Users - The policy does not affect electricity prices for residential and agricultural users, while the impact on industrial users is mitigated by the balancing of costs between capacity pricing and energy market recovery [10]. Group 6: Positive Effects of the Improved Capacity Pricing Mechanism - The improvements are expected to enhance electricity supply security, promote the effective utilization of renewable energy, and support the healthy development of adjustable power sources [12].
国家发展改革委、国家能源局有关负责同志就《关于完善发电侧容量电价机制的通知》答记者问
国家能源局·2026-01-30 09:29