媒体报道丨电力体制改革再提速，谁将受益？

Core Viewpoint - The article discusses the implementation of the "Implementation Opinions on Improving the National Unified Electricity Market System," which aims to enhance the electricity market structure in China, transitioning from foundational construction to a more mature market system by 2030 and 2035 [2][3]. Group 1: Key Goals and Framework - The implementation outlines two key goals: to establish a national unified electricity market system by 2030, with market-based transactions accounting for approximately 70% of total electricity consumption, and to fully develop this system by 2035, ensuring a steady increase in market transaction ratios [3]. - The article emphasizes that the construction of a unified electricity market is crucial for optimizing resource allocation, ensuring energy security, and supporting economic growth [5]. Group 2: Market Development and Achievements - By 2025, the market-based electricity transaction volume is projected to reach 6.6 trillion kilowatt-hours, a sevenfold increase from 2015, with market transactions rising from less than 15% to 64% of total electricity consumption [6]. - The cross-regional electricity trading volume is expected to grow from less than 0.1 trillion kilowatt-hours in 2015 to approximately 1.6 trillion kilowatt-hours by 2025, marking a growth of over 15 times [6]. - The market structure has evolved to include a multi-level collaborative framework, ensuring balance and security in electricity supply through provincial and inter-provincial trading [6]. Group 3: Pricing Mechanisms and Market Participation - A preliminary market-based pricing mechanism has been established, allowing for price fluctuations in coal and industrial electricity within reasonable limits, while ensuring sustainable development for renewable energy [7]. - By the end of 2025, all commercial users are expected to participate in the electricity market, with over 1.09 million registered market entities, a 22-fold increase since 2015 [7]. - The governance structure for the electricity market has begun to take shape, with government oversight, regulatory bodies, and independent trading institutions working collaboratively [7]. Group 4: Future Directions and Reforms - The "Implementation Opinions" address key systemic barriers in the current electricity market, focusing on optimizing resource allocation, enhancing market functions, and promoting equal participation among various stakeholders [10]. - Plans to improve cross-regional electricity trading include expanding transmission capacity and increasing the share of clean energy, aiming to shift from a primarily planned trading model to a more market-oriented approach [11]. - Differentiated market entry paths for various renewable energy projects are proposed, encouraging private sector participation and the development of new energy technologies [12].