全国首位。2024年，内蒙古外送电量3377亿千瓦时、占全国1/6，其中绿电外送超600亿千瓦时、占全国 1/3。 为了推动草原绿电惠及全国，内蒙古在区内开展绿电交易试点，并在全国率先开展跨省绿电交易，2024 年，内蒙古绿电交易结算电量762亿千瓦时，位居全国第一。2025年6月，蒙西电网绿电首次外送南方电 网，将内蒙古的绿电送到广东。截至2025年9月，内蒙古已与8个省区建立了绿电外送交易合作机制。 据介绍，此次绿电成功从塞北送至海南，依托跨区域输电通道剩余空间，精准匹配受电端清洁能源需 求，实现了全国范围内电力生产力布局的南北贯通和多网协同优化配置。此举充分体现了跨经营区能源 互补与协同发展的巨大潜力，是我国通过市场优化电力资源配置、推进全国统一电力市场建设的一次里 程碑式探索与实践。（许晓岚 杨帆 康丽娜） 内蒙古风光资源富集，风能技术可开发量14.6亿千瓦，约占全国的57%；太阳能技术可开发量94亿千 瓦，约占全国的21%。近年来，内蒙古充分发挥资源禀赋优势，能源结构绿色转型取得突破性进展， 2024年，新能源总装机在全国率先突破1亿千瓦，超过火电装机规模，占电力总装机的52%。 作为国家重要能源基 ...

超3000公里北电南送—— 海南首次用上内蒙古清洁电能 海南日报讯(海南日报全媒体记者 邵长春 通讯员 卢欣 眭原 郑智峰)记者从南方电网海南电网公司 获悉，10月3日，在北京电力交易中心与广州电力交易中心联合组织下，海南电网公司与内蒙古发电企 业达成跨电网经营区电力交易，成交电量约700万千瓦时。 此次交易计划于10月3日至9日的用电高峰时段(每日18：00—次日4：00)将内蒙古西部地区的清洁 电能跨区域、分批次送入海南，保障国庆中秋期间海南电力平稳可靠供应。 本次交易通过全国统一电力市场，利用跨区跨省输电通道，内蒙古西部地区富余的风、光等清洁能 源发电将经由华北、华中、广东及琼粤跨海联网通道传输至3000余公里外的海南岛，实现纵贯南北 的"削峰填谷"与"负荷转移"，有效提升了跨电力经营区、跨省区、超大范围的供电稳定性和能源利用效 率。 广州电力交易中心交易组织部负责人表示，此次交易畅通衔接了跨电网经营区的送电机制，实现了 全国电力生产力布局的"南北贯通"，优化了电力资源跨经营区的配置，是全国统一电力市场建设的重要 实践和标志性成果。 "这批清洁电能进入海南后，将有效提升海南电力供应能力。'双节'期间，海 ...

随着电力市场化交易比重提高，国内电价下行的趋势越来越明显。多家发电企业发布的数据显示，今年 上半年，上网电价出现了不同幅度的下降，对净利润率等指标产生了一定冲击。业内人士认为，电价下 行主要是受到政策、供需、成本以及现货市场等因素影响。 日前，山东省公示了2025年度新能源机制电价竞价出清结果，既是全国首个公布机制电价的省份，也是 新能源市场化交易的关键节点，为后续省份竞价提供了重要参考。不过，本次竞价中，光伏机制电价仅 为0.225元/kWh，较煤电基准价下浮43%，这一情况也引发了业内警觉。 电价变动正深刻影响发电企业的投资决策行为。针对山东的竞价情况，一位业内人士向记者感慨，可能 会放弃在该地区投资光伏项目。也有主营光伏电站的上市公司表示，将重构光伏发电项目的测算模型。 业内人士建议，发电企业要充分发挥自身的主观能动性，主动理解并参与电力市场规则，不断强化自身 的运营能力，而不是被动地适应电价变化。 电价下行侵蚀 发电企业收益 龙源电力披露的数据显示，今年上半年，公司所有发电业务的平均上网电价为399元/兆瓦时（不含增值 税），较2024年同期下降23元/兆瓦时。 其中，风电平均上网电价422元/兆瓦时 ...

Group 1 - The core viewpoint of the article is the emphasis on the importance of the Central Sixth Inspection Team's feedback and the subsequent rectification efforts by the National Energy Administration (NEA) to enhance political responsibility and ensure effective implementation of reforms [1][2][3] Group 2 - The NEA leadership has prioritized the rectification work as a political test and has established a responsibility system to ensure accountability at all levels [4][5] - The NEA has initiated a series of educational and reform measures based on Xi Jinping's important speeches and directives, focusing on energy supply security and the construction of a new power system [3][6] - The NEA has formed a rectification leadership group and established a detailed action plan to address the issues raised in the inspection feedback, ensuring that responsibilities are clearly assigned [4][5] Group 3 - The NEA is actively promoting the construction of a new energy system, including the implementation of carbon emission control measures and the development of renewable energy sources [8][9] - The NEA is working on enhancing the capacity of the power grid and ensuring the orderly development of renewable energy, including the establishment of a carbon accounting mechanism [9][10] - The NEA is also focused on reforming the energy system, including the establishment of a unified national electricity market and the promotion of oil and gas infrastructure [10][11] Group 4 - The NEA is committed to addressing major energy security risks by enhancing the safety management of the power grid and improving emergency response capabilities [11][12] - The NEA is implementing measures to ensure the supply of energy for heating and improving the service level for electricity access [12][13] - The NEA is also focused on strengthening the management of party discipline and enhancing the overall governance of the organization [13][14] Group 5 - The NEA plans to maintain a long-term rectification approach, ensuring that standards and efforts remain high while addressing deep-seated issues in the energy sector [14][15] - The NEA aims to integrate rectification efforts with daily operations, emphasizing the connection between inspection rectification and high-quality energy development [16][17] - The NEA is committed to deepening the application of inspection results and ensuring that both immediate and long-term issues are addressed effectively [18][19]

Group 1 - The central inspection team conducted a routine inspection of the National Energy Administration from April 16 to July 20, 2024, and provided feedback on October 21, 2024 [1][2] - The National Energy Administration's Party Group emphasized the importance of the inspection and committed to implementing corrective measures as a political test and practical action [2][3] Group 2 - The Party Group is focusing on enhancing political awareness and aligning actions with the directives of General Secretary Xi Jinping, particularly regarding energy supply and the construction of a new power system [3][4] - A responsibility chain for rectification has been established, with a leadership group and specific offices to oversee the implementation of corrective actions [4][5] Group 3 - The administration is committed to addressing key issues such as renewable energy consumption and the construction of a unified national electricity market through targeted and actionable measures [5][8] - A comprehensive mechanism for rectification has been developed, including monthly reviews and progress reports to ensure high-quality implementation of corrective tasks [6][7] Group 4 - The administration is actively promoting the construction of a new energy system, focusing on carbon emission control, renewable energy development, and enhancing grid capacity [9][10] - Efforts are being made to innovate policy mechanisms that support the development of new energy sources and facilitate the establishment of a unified electricity market [11][12] Group 5 - The administration is enhancing risk management in energy security, including revising safety protocols and improving emergency response capabilities [12][13] - There is a strong emphasis on party governance and accountability, with initiatives to strengthen internal supervision and promote a culture of integrity [13][14] Group 6 - The administration is committed to long-term rectification efforts, focusing on high-quality energy development and addressing deep-seated issues within the energy sector [17][18] - Future work will involve integrating corrective measures with daily operations, ensuring that the rectification process contributes to the overall development of the energy sector [20][21]

Group 1: Investment Strategy and Market Conditions - The company is closely monitoring the latest policy developments regarding solar projects in Xinjiang and will proceed with investments based on these policies while controlling costs and optimizing market strategies to achieve good operational efficiency [2] - In the first half of 2025, the company's on-grid electricity price significantly decreased due to intensified competition in the Guangdong electricity market, leading to a notable decline in gross profit and overall profitability [2] - The company plans to optimize fuel procurement strategies and expand revenue by seizing market opportunities in the second half of the year while advancing the construction of advanced units to cultivate new profit growth points [2] Group 2: Long-term Contracts and Power Generation Capacity - The long-term electricity price is influenced by macroeconomic factors, electricity supply and demand, fuel prices, and marketing, which introduces a degree of uncertainty [3] - The company is currently preparing for the next year's long-term contract signing and aims to strengthen marketing efforts to provide stable support for next year's operating performance [3] - The company has 8 million kW of coal-fired capacity and approximately 2.942 million kW of gas-fired capacity under construction, with an expected commissioning of 3-5 million kW of coal-fired units in 2025 [3] Group 3: Market Dynamics and Profitability - The profitability of coal-fired units is affected by national policies, electricity supply and demand, unit costs, fuel prices, and market trading mechanisms [3] - With the establishment of a unified national electricity market, the profitability of coal-fired units with similar technology and management levels in the south and north may converge, but specific profitability will depend on regional conditions and operational capabilities [3]

Core Viewpoint - The article discusses the accelerated construction of the national electricity market in China, highlighting the transition to a unified electricity market system by 2030, as guided by the National Development and Reform Commission and the National Energy Administration [2][3]. Group 1: Electricity Market Development - By 2025, the electricity market in China will see significant advancements, with regions like Hubei officially operating a power spot market and others like Zhejiang and Anhui entering long-cycle settlement trials [2]. - The transition to a unified electricity market involves breaking the long-standing dual-track operation between the State Grid and Southern Grid, allowing for effective interconnection between the two regions [2]. Group 2: Energy Market Structure - Since 2016, the energy market has primarily focused on medium to long-term markets, with a nationwide spot market expected to be fully operational by the end of this year [3]. - The medium to long-term market serves as a stabilizing force, while the spot market acts as a price indicator, with both markets closely interconnected [3]. Group 3: Auxiliary and Capacity Market Development - The auxiliary services market functions as a regulator for system operations, while the capacity market acts as insurance for power generation companies [3]. - There is a need to enhance the auxiliary services market by increasing service varieties and expanding participant scope, while also accelerating the development of the capacity market to address fixed cost recovery issues [3]. Group 4: Retail Market Construction - The retail market connects directly with consumers, with 637 electricity sales companies and 184,000 retail users participating in the Southern region's market by mid-2025 [4]. - Innovations like the "mall-style" retail trading in Yunnan and detailed market information platforms in Guangdong are improving user experience and efficiency [4]. - Future efforts should focus on breaking down inter-provincial retail market barriers and designing new retail mechanisms to enhance market responsiveness [4]. Group 5: Market Management and Regulation - The guidelines emphasize improving risk management, enhancing market operation capabilities, and strengthening regulatory frameworks to elevate the standardization and intelligence of market management [4]. - As renewable energy's share increases, the traditional roles of market participants are becoming blurred, necessitating a reevaluation of market rules and management standards [4].

Core Viewpoint - The article emphasizes the establishment of a national unified electricity market in China, highlighting the importance of regulatory frameworks and market mechanisms to support the integration of renewable energy and ensure stable electricity supply and pricing [2][3][4][5][6][7][8]. Group 1: Market Structure and Mechanisms - The national unified electricity market is in a critical phase of development, with mechanisms for cross-regional trading and provincial spot markets being established and operational [2]. - The guidelines issued by the National Development and Reform Commission and the National Energy Administration aim to enhance the efficiency and sustainability of the electricity market [2]. - The long-term and short-term trading mechanisms are being refined to better accommodate the characteristics of renewable energy, allowing for multi-year agreements and dynamic adjustments to trading limits [2][3]. Group 2: Spot Market and Pricing - The spot market is evolving to reflect supply and demand dynamics, with a focus on optimizing pricing mechanisms to encourage participation from various market players [3]. - The introduction of new entities such as virtual power plants and smart microgrids is encouraged to enhance competition in the spot market [3]. Group 3: Auxiliary Services Market - The auxiliary services market is being developed to support the increasing demand for system regulation due to high proportions of renewable energy [4]. - The integration of auxiliary services with the energy market is aimed at improving system flexibility and ensuring that renewable energy sources can meet their balancing responsibilities [4]. Group 4: Capacity Compensation Mechanism - A differentiated capacity compensation mechanism is proposed to address the reliability challenges posed by the growing share of renewable energy [5]. - The establishment of a reliable capacity assessment mechanism will allow for more accurate pricing of various energy sources based on their reliability and contribution [5]. Group 5: Retail Market Development - The retail electricity market is being enhanced to improve transparency and competition, with new mechanisms for price estimation and information dissemination being introduced [6][7]. - Efforts are being made to ensure effective price transmission from wholesale to retail markets, encouraging consumers to respond to market signals [7]. Group 6: Market Monitoring and Intervention - The article outlines the need for improved market monitoring and intervention mechanisms to maintain fair competition and efficient market operations [8]. - Specific measures are proposed for monitoring market power and establishing clear protocols for market intervention when necessary [8]. Group 7: Future Directions - The Beijing Electric Power Trading Center is set to implement the guidelines and continue enhancing the operational level of the national unified electricity market [9].

Core Viewpoint - The article emphasizes the importance of deepening energy management reforms and establishing a unified national electricity market in China, highlighting the rapid progress in electricity market construction and the need for further exploration and practice in various regions [2][8]. Group 1: Electricity Market System Construction - The article outlines the key focus areas for the next steps in electricity market system construction, including the optimization of the spot market trading mechanism and the encouragement of new energy sources and innovative entities to participate in the market [3][4]. - It discusses the establishment of a comprehensive design plan for various trading products, including energy, ancillary services, and capacity compensation mechanisms, to enhance market functionality and integration [3][5]. Group 2: Risk Prevention and Operational Capability - The article highlights the need for improved risk prevention and operational capabilities in the electricity market due to the evolving market environment and increased operational risks [4][5]. - It proposes the establishment of a market evaluation indicator system to monitor market structure, behavior, and performance, facilitating timely identification of operational issues and enhancing risk management [5]. Group 3: Retail Market Development - The article identifies new opportunities for retail market development alongside the steady progress of the electricity spot market, emphasizing the need for improvements in price transmission mechanisms, market competition, and transparency [6][7]. - It outlines three key requirements for retail market construction: enriching trading methods, enhancing price transmission between wholesale and retail markets, and increasing market transparency [7].

Core Viewpoint - The article discusses the issuance of the "Guidelines for the Construction of Continuous Operation Markets in Electricity Spot Trading Areas," which aims to enhance the development of the electricity spot market in China, promoting resource allocation, renewable energy consumption, and ensuring power supply security [2][3]. Group 1: Background and Purpose - The guidelines were created in response to significant advancements in the electricity spot market, with seven provinces officially operating spot markets and plans for others to follow by the end of the year [3]. - The guidelines aim to implement the directives from the 20th National Congress regarding energy system reform and the establishment of a unified national electricity market [3][4]. Group 2: Scope and Design Principles - The guidelines apply to provinces where the electricity spot market is officially running or in trial operation, with other regions encouraged to reference them [4]. - The design principles focus on market-driven approaches, local adaptability, and orderly coordination, addressing common issues faced in provincial electricity market construction [4]. Group 3: Main Content of the Guidelines - The guidelines consist of nine articles divided into two parts: - The first part focuses on integrated design for a competitive and efficient electricity market mechanism, including optimizing spot trading mechanisms, improving medium- and long-term trading mechanisms, and establishing auxiliary service market systems [5]. - The second part outlines operational requirements for the electricity market, emphasizing market intervention mechanisms, operational capacity enhancement, regulatory oversight, and organizational support [6]. Group 4: Institutional Design - The guidelines propose three main institutional designs: - Integrated design of various trading products to reflect the true value of electricity and ensure cost recovery [8]. - Encouragement of competition among different market participants, adhering to a "technology-neutral" principle [8]. - Establishment of market monitoring and control mechanisms to promote orderly competition and realistic pricing [9]. Group 5: Implementation Steps - The National Development and Reform Commission and the National Energy Administration will promote the guidelines, guiding relevant departments and regulatory bodies in continuous market development [10]. - They will also monitor the construction of electricity markets in regions with continuous operation and revise the guidelines as necessary to adapt to new conditions and requirements [10].