国家发展改革委、国家能源局有关负责同志就完善发电侧容量电价机制答记者问

Core Viewpoint - The article discusses the recent notification issued by the National Development and Reform Commission and the National Energy Administration to improve the capacity pricing mechanism for power generation, aiming to ensure stable electricity supply and support the green and low-carbon transition of energy systems [1]. Group 1: Reasons for Improving the Capacity Pricing Mechanism - The large-scale development of renewable energy in China has led to its status as the primary installed power source, necessitating the construction of adjustable power sources to ensure stable electricity supply during periods of low renewable output [2]. - The current capacity pricing mechanism faces challenges, including declining operating hours for coal power in some regions and insufficient cost constraints for pumped storage projects, which hinder their effective development [3]. Group 2: Classification and Improvement of Pricing Mechanisms - The notification enhances the existing capacity pricing mechanisms for coal, gas, and pumped storage power, and establishes a new pricing mechanism for grid-side independent new energy storage at the national level [3][4]. - For coal and gas power, the proportion of fixed cost recovery through capacity pricing will be increased to no less than 50%, equating to 165 yuan per kilowatt annually [3][4]. - The pumped storage pricing mechanism will maintain existing prices for projects started before a specific guideline, while new projects will adopt a "one province, one price" approach based on average cost recovery [4][5]. Group 3: Establishment of Reliable Capacity Compensation Mechanism - The reliable capacity refers to the sustained and stable power supply capacity during peak periods, which varies by power generation type. The notification proposes establishing a reliable capacity compensation mechanism to ensure fair compensation based on this metric [6]. Group 4: Optimizations in Market Trading and Pricing Mechanisms - The notification encourages fair participation of pumped storage and new energy storage in the electricity market to enhance price signals and operational efficiency [7]. - It allows local adjustments to the coal power mid-to-long-term market trading price floor, moving away from a uniform 20% reduction from the benchmark price to a more flexible local determination [7][8]. - The notification promotes flexible pricing mechanisms in long-term contracts to better reflect market supply and demand dynamics [8]. Group 5: Impact on End Users - The policy will not affect electricity prices for residential and agricultural users, who will continue to follow existing pricing policies. For commercial users, the adjustments in capacity pricing will balance out, resulting in minimal impact on their electricity costs [10]. Group 6: Positive Effects of the Improved Capacity Pricing Mechanism - The improvements in the capacity pricing mechanism will enhance electricity supply security, promote the role of adjustable power sources, and support the integration of renewable energy, contributing to the green and low-carbon transition [11].