美国、法国、日本跌倒，韩国核电吃饱 截至目前，全球已建成并在运转的核电设施提供的 中国7月的单月用电量超过万亿千瓦时狠狠地刺激了各个主要经济体，全球第一的可再生能源装机规 模、全球规模最大的特高压电网、已经建成的全国统一电力市场体系是中国的独有优势，其他国家基本 没有复制的可能，但部分国家另辟蹊径，想要通过核电领域的积极建设，挑战中国在电力领域的领先地 位。其中表现最为积极的，是韩国和印度。 ...

8月26日，国务院新闻办举行"高质量完成'十四五'规划"系列主题新闻发布会。国家发展改革委党组成员、国家能源局局长王宏志就"十四五"时期能源高质量 发展成就进行介绍。 能源供应更足、韧性更强 "十四五"期间，我国能源供应更足、韧性更强。数据显示，"十四五"前四年，我国能源消费增量已达到"十三五"五年增量的1.5倍，预计五年新增用电量将超 过欧盟的年度用电量。 其中，2024年全国发电量超10万亿千瓦时，占全球1/3；能源生产总量折合约50亿吨标准煤，占比超全球1/5，保障了能源供应"量足价稳"。 "'十四五'以来，面对复杂变化的国际国内能源形势，我们端牢能源饭碗，走出了能源高质量发展的中国之路，为世界能源转型提供了中国方案。" 全国统一电力市场体系建设的进展，一直是市场关注的焦点。在本次发布会上，国家能源局新能源和可再生能源司司长李创军就我国电力市场的变革情况进 行了深入解析。 "十四五"期间，全国统一电力市场体系加快构建，从时间、空间、交易品种三个维度上均实现了有效配置。 "我们像搭积木一样，逐步有序建立起一个品类多元、功能完善的电力市场。特别是今年实现的跨电网经营区的常态化交易。"李创军表示，这真正让"塞 ...

8月6日，国家发展改革委、国家能源局联合印发《电力市场计量结算基本规则》正式挂网，标志着我国以《电力市场运行 基本规则》为基础，电力中长期、现货、辅助服务规则为主干，信息披露、准入注册、计量结算规则为支撑，涵盖电力市 场各品种各环节的"1+6"基础规则体系初步构建完成。 自此，我国电力市场化改革完成了从区域分散探索向全国统一规范运行的重大历史性跨越，为全国统一电力市场规范有序 运行提供坚强的制度支撑，从顶层设计上统一了电力市场"度量衡"。 破壁筑基 一场以构建"全国统一电力市场体系"为目标的深层次制度变革，正深刻重塑我国电力行业格局。 统一电力市场体系的十年求索 党的十八大以来，党中央、国务院擘画的全国统一大市场宏图，正以前所未有的力度加速推进。 从2022年3月，中共中央、国务院印发《关于加快建设全国统一大市场的意见》，到2024年7月，中国共产党第二十届中 央委员会第三次全体会议通过《中共中央关于进一步全面深化改革 推进中国式现代化的决定》，两份纲领性文件都将"统 一市场基础制度"置于构建全国统一大市场的首要位置。 今年7月份召开的中央财经委员会第六次会议强调，纵深推进全国统一大市场建设，基本要求是"五统 ...

Group 1: Economic Measures and Funding - The National Development and Reform Commission (NDRC) will allocate the fourth batch of 69 billion yuan for the old-for-new consumption subsidy program in October, completing the annual target of 300 billion yuan [1] - The NDRC has fully disbursed the 69 billion yuan for the third batch of subsidies this year [1] - The NDRC has announced that the "two重" construction project list of 800 billion yuan has been fully allocated, with 735 billion yuan of central budget investment also nearly disbursed [6][7] Group 2: Artificial Intelligence and Market Development - The NDRC highlighted that there is a strong demand for the application of artificial intelligence, indicating a critical window for its implementation [2] - The NDRC is working on a plan to deepen the construction of a unified national market, with inter-provincial trade sales accounting for 40.4% of total sales revenue from January to April, an increase of 0.6 percentage points year-on-year [4] Group 3: Employment and Economic Stability - The NDRC reported that domestic demand contributed 68.8% to GDP growth in the first half of the year, showcasing strong economic resilience [3] - The NDRC plans to continue implementing measures to stabilize employment and the economy, enhancing policy continuity and flexibility [3] Group 4: Market Regulation and Competition - The NDRC will address disordered competition among enterprises and promote the cleaning up of market access barriers [5][10] - The NDRC aims to unify government behavior regarding investment attraction, clarifying encouraged and prohibited actions [10] Group 5: Consumer Spending and Service Sector - The NDRC will focus on enhancing consumer capacity and promoting service consumption in areas such as culture, tourism, sports, and healthcare [9] - The NDRC plans to implement measures to stimulate consumption, including promoting domestic products and improving consumption infrastructure [9] Group 6: Private Sector Participation - The NDRC will facilitate greater participation of private enterprises in national major projects, particularly in the nuclear power sector [11] - The NDRC is set to establish new policy financial tools to support private investment [11] Group 7: Energy Market Reforms - The NDRC is advancing the construction of a unified national electricity market, with significant progress made in optimizing electricity resource allocation [13][14] - The NDRC has established a basic unified technical rule system for the electricity market, with 25 provinces already conducting spot trading [14]

人民财讯8月1日电，8月1日，国家发展改革委体制改革综合司司长王任飞在新闻发布会上回答证券时报 记者提问。王任飞表示，建设全国统一电力市场，是深化电力体制改革的关键任务，也是构建新型电力 系统的重要支撑。今年以来，全国统一电力市场体系建设取得一系列成就，电力资源在更大范围优化配 置的市场机制实现突破，国网、南网建立跨电网经营区常态化交易机制，实现了联网电力交易的软联 通；电力现货市场即将实现基本全覆盖，现货市场有助于实时反应和调节供需，这既是电力市场体系建 设的关键环节，也是重点难点所在。目前全国已有25个省内市场均已开展现货交易，其中有6个省份已 经实现正式运行。同时，统一的电力市场技术规则体系基本建立，目前已经形成以电力市场运行基本规 则为基础，中长期现货普通交易规则为主干，市场注册、计量结算、信息披露为支撑的"1+6"规则体 系。下一步，国家发展改革委还会根据市场的发展，不断丰富完善，持续完善全国统一电力市场体系， 进一步统一规则，破除壁垒，拓展功能，扩大规模，为保证能源安全、低碳转型和经济增长提供更加有 力的支持。 ...

建设全国统一电力市场体系是深化电力体制改革、构建全国统一大市场的重要任务。近日，国家发展改 革委、国家能源局印发《关于跨电网经营区常态化电力交易机制方案的复函》，明确今年将实现跨电网 经营区交易常态化开市。这为今年初步建成全国统一电力市场体系按下加速键。 ...

Core Viewpoint - The report emphasizes the acceleration of new energy storage and virtual power plants, which inject new momentum into the construction of a new power system in China [1]. Group 1: Impact of Power Market Reform on Energy Storage - The report outlines the structural changes in the profitability model of energy storage projects as the national unified power market system is gradually established by 2025 [1]. - It discusses the role and value of electrochemical energy storage in power trading, highlighting its importance in the evolving market [4]. Group 2: Digital Technology Empowering Electrochemical Energy Storage - The integration of AI and big data in energy storage applications is explored, showcasing how these technologies can enhance operational efficiency [4]. - Predictive maintenance and digital twins are identified as key components in optimizing energy storage systems [4]. Group 3: Analysis of Commercial Models for Energy Storage - The report analyzes various revenue models for independent energy storage stations, including spot market arbitrage and auxiliary services [4]. - It discusses the collaborative model of solar and storage integration, as well as the commercial storage and virtual power plant (VPP) model [4]. Group 4: Development and Breakthroughs in Intelligent Energy Storage Technology - The report highlights advancements in safety through intelligent technology applications in energy storage [5]. - It examines the transformation of energy storage batteries and the development of intelligent networked energy storage systems [5]. Group 5: Diverse Applications of Intelligent Energy Storage - An analysis of the 2025 energy storage industry registration and grid connection projects is included, providing insights into operational practices [5]. - The report discusses integrated projects involving source, grid, load, and storage, as well as benchmark projects in commercial energy storage [5]. Group 6: Price Analysis of Energy Storage Products - The report includes a detailed analysis of prices for EPC and energy storage systems, energy storage cells, and energy storage PCS [6]. Group 7: Trends and Recommendations for Energy Storage in the New Power Market - Forecasts for the energy storage market scale and commercial energy storage installation capacity from 2025 to 2030 are provided [6]. - Strategic layout directions for enterprises in the energy storage sector are discussed [6]. Group 8: Progress and Model Analysis of the Energy Storage Supply Chain - The report presents a diagram of the intelligent energy storage industry chain and analyzes key enterprises in the sector [6].

Core Viewpoint - The article discusses the approval of a new cross-grid electricity trading mechanism in China, which aims to enhance the efficiency of electricity distribution from renewable sources across different regions, particularly from the northwest to the eastern load centers [2][3]. Summary by Sections Cross-Grid Electricity Trading Mechanism - The National Development and Reform Commission and the National Energy Administration have approved a new trading mechanism that allows for long-term, green, and spot electricity trading across different grid operating areas [2][3]. - This mechanism is a significant step towards breaking down barriers between the State Grid and Southern Grid, facilitating better resource allocation nationwide [3]. Current Infrastructure and Transactions - Currently, there are two established interconnection channels between the State Grid and Southern Grid, with ongoing construction of additional channels [5]. - In 2023, pilot cross-regional electricity transactions have already taken place, including significant transfers of green electricity to major cities [6]. Trading Rules and Structure - The new mechanism outlines various trading rules for different types of electricity transactions, including long-term, green, and spot trading [7][8]. - It introduces a "two trading, two scheduling" model, which involves collaboration between multiple trading centers to ensure technical feasibility under physical constraints of the grid [7]. Green Electricity Trading - The mechanism emphasizes green electricity trading, allowing companies to purchase renewable energy more easily and market-driven [11][12]. - Specific rules for green electricity transactions include entry conditions, trading methods, and the transfer of green certificates [11][13]. Future Goals and Developments - The plan sets short-term, medium-term, and long-term goals, including pilot projects for electricity trading and green electricity transactions by 2025 [9]. - It aims to enhance the utilization of transmission channels and balance demand across the grid, addressing the needs of high-energy-consuming industries [9][14]. Market Dynamics and Challenges - The article highlights the increasing demand for green electricity driven by national policies and global trends towards decarbonization [11][12]. - Challenges include price formation mechanisms and the need for a transparent green certificate market to facilitate trading [14].

Core Viewpoint - The establishment of a nationwide unified electricity market system in China marks a significant transformation in the allocation of electricity resources, enhancing market efficiency and supporting the country's energy transition goals [1][5]. Market Mechanism and Structure - The basic market mechanism has been established, with a unified "1+N" rule system being developed, including long-term, spot, green electricity, and green certificate trading rules [1][2]. - A multi-level market framework has formed, covering various regions and timeframes, and including different trading products such as electricity and ancillary services [2][3]. Market Growth and Transactions - The scale of market transactions has seen substantial growth, with cross-provincial market transactions expected to reach 1.4 trillion kilowatt-hours in 2024, a tenfold increase since 2016 [2][4]. - The total market transaction volume increased from 1.1 trillion kilowatt-hours in 2016 to 6.2 trillion kilowatt-hours [2]. Regional Market Developments - The construction of provincial electricity spot markets has accelerated, with 22 regions now covered, and several provinces transitioning to formal operations [3][4]. - The Southern Regional Electricity Market has achieved significant milestones, moving towards a unified market and competitive bidding [3]. Cross-Regional Trading Mechanisms - A breakthrough in cross-regional electricity trading has been achieved, with normalized operations between the State Grid and Southern Grid, marking a key advancement in the unified electricity market [4]. - By 2024, market-based electricity transactions are projected to account for 63% of total electricity consumption, highlighting the growing role of market mechanisms in resource allocation [4][5]. Integration of Renewable Energy - The integration of renewable energy into the electricity market is accelerating, with market transactions for renewable energy expected to exceed 1 trillion kilowatt-hours in 2024 [5]. - The unified electricity market system is crucial for supporting China's energy structure transformation and achieving carbon neutrality goals [5].

Group 1 - The construction of the electricity market is steadily advancing, achieving significant breakthroughs, but still faces new challenges that require collaboration among government, industry, enterprises, and society [1] - There is a need to strengthen confidence in electricity market construction and promote near-complete coverage of the electricity spot market [1] - The rapid increase in the proportion of renewable energy installations is leading to profound changes in the operation of the electricity system and market, necessitating deeper reforms in the electricity system [1] Group 2 - The establishment of a national unified electricity market is crucial for the future of the energy industry and has far-reaching implications for high-quality economic and social development [2] - Strengthening top-level design and improving market rules and policy systems are essential for building a unified electricity market [2] - Enhancing technological innovation and improving the intelligence level of the power grid are necessary for the development of the electricity market [2]