Core Viewpoint - The State Council has issued the "Implementation Opinions on Improving the National Unified Electricity Market System," aiming to enhance the functions of the electricity market and establish a more effective spot market by 2027 [1] Group 1: Market Functionality - The implementation opinions emphasize the need to improve the electricity market's various functions, particularly in price discovery and supply-demand adjustment [1] - The spot market is expected to play a crucial role in reflecting real-time prices and optimizing the allocation of electricity resources [1] Group 2: Market Participation - The plan encourages all types of operating entities on both the supply and demand sides to report and quote their electricity usage in the market [1] - It aims to facilitate user participation in inter-provincial spot trading while ensuring the responsibilities for electricity supply are clearly defined [1] Group 3: Market Integration - There is a focus on strengthening the connection between the spot market and other markets in terms of trading sequences, pricing, and settlement [1] - The use of time-based pricing signals is intended to better guide operating entities in optimizing their electricity generation and consumption behaviors, thereby enhancing the flexibility of the electricity system [1]

国务院办公厅印发《关于完善全国统一 电力市场体系的实施意见》。其中提出，推动分布式电源公平 承担系统调节成本，支持分布式 新能源以聚合交易、直接交易等模式参与市场。进一步优化煤 电机组 运营模式，合理确定机组开机方式和调峰深度，上网电量全部参与电力市场，通过多种交易类型获得收 益以覆盖建设运营成本。在保障能源安全的基础上，分品种有节奏推进气电、水电、 核电等电源进入 电力市场。探索建立体现核电低碳价值的制度，鼓励煤电机组在重污染天气预警期间降低交易电量。 ...

国务院办公厅印发《关于完善全国统一 电力市场体系的实施意见》。其中提出，打造规范有序、便捷 高效的零售市场。畅通批发—零售价格传导，在保障终端用户合理权益的前提下，通过分时价格信号引 导需求侧资源主动参与系统调节。制定零售市场交易规则，加强零售市场全过程监管、信息披露和风险 控制，培育健康市场生态。加强售电公司规范管理，修订售电公司管理办法，引导售电公司向综合能源 服务商转型升级。 ...

北京商报讯（记者 程靓）2月11日，国务院办公厅印发《关于完善全国统一电力市场体系的实施意 见》，系统谋划全国统一电力市场未来5—10年的目标任务。其中提出，到2030年，基本建成全国统一 电力市场体系，各类型电源和除保障性用户外的电力用户全部直接参与电力市场，市场化交易电量占全 社会用电量的70%左右。跨省跨区和省内实现联合交易，现货市场全面转入正式运行，市场化电价机制 基本健全；到2035年，全面建成全国统一电力市场体系，市场功能进一步成熟完善，市场化交易电量占 比稳中有升。电力资源全面实现全国范围内的优化配置和高效利用，以电力为主体、多种能源协同互济 的全国统一能源市场体系初步形成。 ...

2月11日， 国务院办公厅发布的《关于完善 全国统一电力市场体系的实施意见》指出，到203 0年，基本建成全国统一电力市场体 系，各类型电源和除保障性用户外的电力用户全部直接参与电力市场，市场化交易电量占全社会用电量的70%左右。跨省跨区和省内 实现联合交易，现货市场全面转入正式运行，市场基础规则和技术标准全面统一，市场化电价机制基本健全，公平统一的市场监管体 系基本形成。 以下为原文 | 首页 > 信息公开 > 国务院文件 > 国土资源、能源 > 电力 | 字号: 默认 大 超大 打印 금 收藏 ☆ 留言 ♪ | | --- | --- | | 索 引 号: 000014349/2026-00009 | 主题分类: 国土资源、能源\电力 | | 发文机关: 国务院办公厅 | 成文日期: 2026年02月08日 | | 标 题: 国务院办公厅关于完善全国统一电力市场体系的实施意见 | | | 发文字号: 国办发(2026) 4号 | 发布日期: 2026年02月11日 | 国务院办公厅关于完善 全国统一电力市场体系的实施意见 国办发〔2 02 6〕4号 各省、自治区、直辖市人民政府，国务院各部委、各直属机构： ...

智通财经APP获悉，2月11日，国务院办公厅印发《关于完善全国统一电力市场体系的实施意见》，其 中提出，到2030年，基本建成全国统一电力市场体系，各类型电源和除保障性用户外的电力用户全部直 接参与电力市场，市场化交易电量占全社会用电量的70%左右。跨省跨区和省内实现联合交易，现货市 场全面转入正式运行，市场基础规则和技术标准全面统一，市场化电价机制基本健全，公平统一的市场 监管体系基本形成。到2035年，全面建成全国统一电力市场体系，市场功能进一步成熟完善，市场化交 易电量占比稳中有升。跨省跨区和省内交易有机融合，电力资源的电能量、调节、环境、容量等多维价 值全面由市场反映，电力资源全面实现全国范围内的优化配置和高效利用，以电力为主体、多种能源协 同互济的全国统一能源市场体系初步形成。 上述《意见》提到，完善跨省跨区电力交易制度。打通国家电网、南方电网经营区之间市场化交易渠 道，统一交易组织方式，促进信息交互，尽快实现跨经营区常态化交易。构建能力更加充分、流向更加 合理的输电通道和电网主网架格局，持续增加跨省跨区输电规模和清洁能源输送占比。在确保安全前提 下，科学安排跨省跨区优先发电规模计划，合理扩大省间自 ...

为进一步深化电力体制改革，完善全国统一电力市场体系，近日，国务院办公厅印发了《关于完善全国 统一电力市场体系的实施意见》，系统谋划了全国统一电力市场未来5—10年的目标任务。 《实施意见》提出，要完善跨省跨区电力交易制度，通过促进国网、南网间跨电网常态化市场交易，增 加跨省跨区输电规模和清洁能源输送占比。 围绕最新制定的发展目标，《实施意见》着重部署了一批创新举措。 我国将增加跨省跨区输电规模和清洁能源输送占比 《实施意见》提出到2030年，基本建成全国统一电力市场体系，各类型电源和除保障性用户外的电力用 户全部直接参与电力市场，市场化交易电量占全社会用电量的70%左右。跨省跨区和省内实现联合交 易，现货市场全面转入正式运行，市场化电价机制基本健全。到2035年，全面建成全国统一电力市场体 系，市场功能进一步成熟完善，市场化交易电量占比稳中有升。电力资源全面实现全国范围内的优化配 置和高效利用，以电力为主体、多种能源协同互济的全国统一能源市场体系初步形成。 此外，《实施意见》提出将推动更多民营企业参与电力市场，完善主要由供需关系决定的电价形成机 制，各地不得违法违规出台优惠电价政策。 （总台央视记者 吴昊 张 ...

Core Viewpoint - The article highlights the significant progress in China's electricity market reform, with market-based transactions accounting for 64.0% of total electricity consumption in 2025, indicating that two out of every three kilowatt-hours are traded through market mechanisms [3][4]. Group 1: Market Transaction Growth - In 2025, the cumulative electricity transaction volume reached 6.64 trillion kilowatt-hours, a year-on-year increase of 7.4% [3]. - Cross-provincial and cross-regional electricity transactions reached a historical high of 1.59 trillion kilowatt-hours, growing faster than the national average by 4.2 percentage points [5]. - Green electricity transactions surged to 328.5 billion kilowatt-hours, marking a 38.3% increase and achieving 18 times the scale of 2022 [6]. Group 2: Market Mechanism and Flexibility - The provincial-level spot market achieved near-complete operational coverage, and the medium- to long-term electricity market continued to operate effectively, enhancing market transaction mechanisms [4]. - The market's flexibility is demonstrated by the active participation of over 1 million registered entities, contributing to increased market activity [4]. Group 3: Price Signals and Supply Security - The spot market's pricing mechanism encourages interaction between supply and demand, with high prices during peak times motivating power generation companies to enhance operational reliability [8]. - In 2025, the peak load in regions like Shandong and Guangdong reached new highs, driven by price signals that incentivized proactive maintenance [8]. Group 4: Retail Market Development - By the end of 2025, there were 5,288 registered electricity retail companies serving over 700,000 electricity users, with retail transactions accounting for 60% of market-based transactions [10]. - The retail market is seen as a crucial element for activating demand-side resources and enhancing system flexibility [10]. Group 5: Regulatory Enhancements - The National Energy Administration is implementing dynamic management to clean up dormant retail companies, ensuring a healthy market ecosystem [11]. - In 2026, further regulations will be established to enhance the retail market framework, including the revision of the "Electricity Retail Market Basic Rules" [12][13]. - The regulatory framework will focus on risk prevention and monitoring, aiming to maintain fair competition within the electricity market [14].

绿色低碳转型步伐加快。有关部门制定出台新能源集成融合发展、促进新能源消纳和调控等一系列政策 措施，助力新能源发展提质增效。全年风电光伏新增装机超过4.3亿千瓦、累计装机规模突破18亿千 瓦，可再生能源发电装机占比超过六成。可再生能源发电量达到约4.0万亿千瓦时，超过欧盟27国用电 量之和。 行业有序发展成效显著。有关部门深入推进光伏行业"内卷式"竞争综合整治，2025年底多晶硅、硅片价 格分别达到53.86元/千克、1.329元/片，较年度最低点分别提高52.0%、35.6%。综合施策实现煤炭稳产 稳供稳价，引导现货价格运行在合理区间，2025年底环渤海港口5500大卡动力煤现货价格达到690元/ 吨，较年度最低点上升75元/吨。 图为新疆生产建设兵团第六师北塔山牧场风光电场。近年来，当地深挖资源优势，利用荒山坡地大力发 展风光电产业，有力推动新能源产业高质量发展。 李华北摄（人民视觉） 国家能源局近日举行新闻发布会，介绍2025年全国能源形势。国家能源局发展规划司副司长邢翼腾在会 上表示，2025年，我国能源供应保障能力有效提升，供需总体宽松，多项重要政策举措密集出台，行业 健康有序发展，新型能源体系建设基 ...

Core Insights - The National Energy Administration of China has outlined the energy landscape for 2025, indicating improved energy supply security, a relaxed supply-demand balance, and the implementation of multiple key policies to support healthy industry development and the establishment of a new energy system [1] Group 1: Energy Supply and Security - Energy supply security is expected to be robust, with coal production stable and industrial coal output increasing by 1.2% year-on-year. Crude oil and natural gas production are projected to reach historical highs, with industrial crude oil output up by 1.5% and natural gas output up by 6.2% [2] - The electricity supply is anticipated to be stable, with several ultra-high voltage direct current transmission projects coming online, enhancing the interconnectivity of the power system [2] Group 2: Green and Low-Carbon Transition - The pace of green and low-carbon transition is accelerating, with policies aimed at integrating and promoting renewable energy. New wind and solar installations are expected to exceed 430 million kilowatts, with cumulative installed capacity surpassing 1.8 billion kilowatts, and renewable energy generation accounting for over 60% of total power generation [2] - Renewable energy generation is projected to reach approximately 4 trillion kilowatt-hours, exceeding the total electricity consumption of the 27 EU countries combined [2] Group 3: Industry Development - The industry is experiencing significant orderly development, with measures to address competition in the photovoltaic sector. By the end of 2025, prices for polysilicon and silicon wafers are expected to rise by 52.0% and 35.6%, respectively, from their lowest points [2] - Coal production and supply are being stabilized, with the spot price of 5500 kcal thermal coal at ports in the Bohai Rim expected to reach 690 yuan per ton, an increase of 75 yuan from the lowest point [2] Group 4: New Energy Storage - New energy storage capacity is projected to grow by 84% compared to the end of 2024, reaching 136 million kilowatts/351 million kilowatt-hours, marking a more than 40-fold increase since the end of the 13th Five-Year Plan [3] - The North China region accounts for the largest share of new energy storage installations, with 32.5% of the total, followed by Northwest China at 28.2% [3] Group 5: Electricity Market Transactions - The scale of electricity market transactions is expected to reach a new high, with a cumulative transaction volume of 6.64 trillion kilowatt-hours, representing a year-on-year increase of 7.4% [5] - Market-based transactions are projected to account for 64.0% of total electricity consumption, an increase of 1.3 percentage points year-on-year, driven by the continuous operation of provincial spot markets and the expansion of registered market participants [7] - Cross-regional electricity transactions are expected to grow to 1.59 trillion kilowatt-hours, a historical high, with a year-on-year increase of 11.6% [7]