新能源上网电价市场化改革

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山东出台新能源机制电价竞价实施细则,首次竞价于今年8月组织
Qi Lu Wan Bao Wang· 2025-08-09 11:30
继山东省发展改革委、国家能源局山东监管办公室、山东省能源局研究近日印发《山东省新能源上网电 价市场化改革实施方案》后,8月8日,《山东省新能源机制电价竞价实施细则》紧接着对外发布,形成 了全流程标准化的机制电价竞价机制,既为省内相关企业投资落地提供了依据,也为其他省份出台相关 细则提供了参考。根据《实施细则》,今年竞价工作原则上于8月组织,自2026年起竞价工作原则上于 前一年10月组织。 竞价采用边际出清方式确定出清价格,即将所有同类型竞价项目按其申报电价由低到高进行排序,取最 后一个入选项目报价作为所有入选项目的机制电价。 《实施细则》还对竞价申报主体责任和竞价组织主体责任进行明确。申报主体涉嫌违法违规的,由有关 部门依法依规处置,其最高层级控股公司在山东所有项目禁止参加未来三个年度的竞价。竞价组织主体 及其相关工作人员要做好信息安全保密工作,不得违规获取或者泄露未经授权披露的信息。 (大众新闻记者陈晓婉) 竞价电量规模遵循动态调整原则,在年度竞价通知中明确。每年新增纳入机制的电量规模,根据年度非 水电可再生能源电力消纳责任权重完成情况、用户承受能力等因素综合确定。当年完成情况预计超出消 纳责任权重的,次 ...
山东推动新能源上网电价全部由市场形成
Da Zhong Ri Bao· 2025-08-09 01:00
Core Viewpoint - The implementation of the "Shandong Province New Energy Grid Price Marketization Reform Implementation Plan" aims to establish a comprehensive system for new energy participation in electricity market transactions, enhancing market efficiency in resource allocation [1] Pricing Mechanism - The plan stipulates that all new energy projects (wind and solar) will participate in the electricity market, with grid prices determined through market transactions [1] - A price difference settlement mechanism will be established for electricity outside the market, where the grid company will handle the price difference, which will be shared among all users [1][2] - For existing renewable projects before June 1, 2025, the mechanism price is set at 0.3949 yuan per kilowatt-hour (including tax), with a cap on the mechanism electricity volume linked to existing policies [2] Market Trading Mechanism - The plan emphasizes the connection between medium-to-long-term market prices and primary energy costs, allowing for flexible contract terms based on actual demand [3] - New energy projects can participate in spot market trading, with all electricity settled at spot market prices [3] - Capacity compensation for generation units will be based on the total demand of the Shandong power grid, ensuring effective capacity is compensated according to established standards [3] Risk Prevention Mechanism - A comprehensive electricity market information disclosure system will be established, covering various market segments and time dimensions to enhance transparency [3] - The retail electricity market will provide standardized pricing options based on actual consumption patterns, allowing users to choose from various retail packages [4] - The reform is expected to have no impact on residential and agricultural electricity prices, while commercial users may see stable or slightly reduced prices in the first year [4]
正式发布!山东“136号文”优化发电侧容量补偿机制,存量0.3949元/kWh
中关村储能产业技术联盟· 2025-08-07 10:32
8 月 7 日,关于印发《山东省新能源上网电价市场化改革实施方案》的通知发布,同时配 套发布了《山东省新能源上网电价市场化改革实施方案》政策解读及一图读懂。 其中提到:2 0 2 5年6月1日前投产的 存量新能源项目 全电量参与市场交易后,机制电价水 平按国家政策上限执行,统一明确为 每千瓦时0.3949元(含税) ,单个项目机制电量上 限原则上与现行具有保障性质的相关电量规模政策相衔接,执行期限按照全生命周期合理 利用小时数剩余小时数与投产满20年较早者执行。2025年6月1日起投产的 增量新能源项 目 ,由山东省发展改革委会同有关单位明确机制电量规模、执行期限,通过价格竞争方 式确定机制电价水平。各地不得将配置储能作为新建项目核准、并网、上网等前置条件。 优化发电侧容量补偿机制。 根据山东电网用电负荷(含备用容量)总需求, 对各类型市 场化机组的有效容量给予补偿。 按照全网回收长期边际机组固定成本原则确定容量补偿 标准,依据系统总容量需求与总有效容量,设置容量供需系数。发电机组容量电费由机组 可提供的有效容量、容量补偿电价标准以及当年容量供需系数三者乘积确定。 通知原文、政策解读及一图读懂如下: 5 7 ...
硅料价格回升见顶,仍待传闻“收储方案”落地
经济观察报· 2025-08-07 04:40
上海有色网光伏首席分析师史真伟向经济观察报表示,目前多 晶硅价格难以继续上涨的主要原因是产业链传导存在一定压 力,下游企业对高价资源的接受能力有限。 作者: 潘俊田 封图:图虫创意 8月1日,国家发展改革委举行新闻发布会,据相关负责人介绍,中央财经委员会第六次会议对依 法依规治理企业低价无序竞争作出明确部署,国家发展改革委会同有关方面加快推进价格法修订。 选取"内卷式"竞争问题比较突出的行业领域,针对性开展成本调查,摸清生产经营情况,督促企业 自觉规范价格行为。 此前,硅料企业已经长期低于成本价进行销售。硅料头部企业均已披露现金成本和完全成本,其中 成本最低的协鑫科技截至今年一季度约为27070元/吨。 上海有色网光伏首席分析师史真伟向经济观察报表示,目前多晶硅价格难以继续上涨的主要原因是 产业链传导存在一定压力,下游企业对高价资源的接受能力有限。 史真伟说,在当前价格水平下,硅料企业大多能实现盈亏平衡,而此前则处于"卖一吨亏一吨"的状 态。 在史真伟看来,光伏产业链价格是否回暖主要取决于两个因素:一是多晶硅的供给侧结构性改革, 二是下游组件的价格传导效果。 近期,行业内传出不同版本的"硅料收储"传闻,均提及 ...
事关免费学前教育,国办发文;金融支持新型工业化“路线图”发布……盘前重要消息还有这些
Zheng Quan Shi Bao· 2025-08-06 00:29
重要的消息有哪些 1.国务院办公厅印发《关于逐步推行免费学前教育的意见》,其中提出,免保育教育费对象。从2025 年秋季学期起,免除公办幼儿园学前一年在园儿童保育教育费。对在教育部门批准设立的民办幼儿园就 读的适龄儿童,参照当地同类型公办幼儿园免除水平,相应减免保育教育费。财政部、教育部将统筹考 虑学龄人口变化、财力状况等因素,研究适时完善免费学前教育政策。西藏,四川、云南、甘肃、青海 四省涉藏州县,新疆喀什、和田、阿克苏、克孜勒苏柯尔克孜四地州等地区在园儿童继续执行现行政 策。 2.中国人民银行等七部门联合印发《关于金融支持新型工业化的指导意见》。其中提出,提升科技金 融质效,支持新兴产业培育壮大和未来产业前瞻布局。支持金融机构打造多元化接力式的科技金融服务 模式,扩大科技贷款投放,加大对科技创新债券投资承销力度。推广中小企业专精特新发展评价结果运 用,强化融资增信服务。全面推行"创新积分制",规范发展知识产权质押贷款等业务。支持新一代信息 技术、基础软件和工业软件、智能(网联)汽车、新能源、新材料、高端装备、时空信息、商业航天、 生物医药、网络和数据安全等新兴产业符合条件的企业在多层次资本市场融资。推进投 ...
上海“136号文”发布:存量项目机制电价0.4155元/kWh,最高100%纳入
中关村储能产业技术联盟· 2025-08-05 10:56
8月5日,上海市发改委发布《 关于上海市贯彻落实新能源上网电价市场化改革有关事项的通知》, 并随通知同步下发了《上海市新能源可持续发展差价结算工作方案 》、《上海市新能源增量项目机 制电价竞价工作方案 》、《上海市电力市场成本调查工作方案 》。 文 | 上海市发展和改革委员会 《通知》主要内容 一是推动新能源上网电价全面由市场形成。新能源上网电量全部参与市场交易,通过市场交易形成 上网电价。健全中长期、现货市场交易和价格机制,满足新能源参与市场交易的条件。完善电网企 业代理购电机制,由电网企业以市场化方式采购新能源上网电量,作为代理购电电量来源。 二是建立新能源可持续发展价格结算机制。对于纳入机制的电量,由电网企业按照规定开展场外结 算,结算费用纳入本市系统运行费。区分存量项目和增量项目分类施策:存量项目机制电量、机制 电价妥善衔接现行政策,增量项目机制电量、机制电价通过市场化竞价方式合理确定。 三是完善市场跟踪与部门协作工作机制。加强部门协作分工,做好配套政策宣贯培训、差价协议签 订、信息平台开发等工作,确保新能源上网电价市场化改革政策平稳有序推进。 哪些新能源项目需要参与市场交易? 2025年底前,本市集 ...
上海:2025年底前 集中式光伏等新能源项目上网电量全部进入电力市场
Zheng Quan Shi Bao Wang· 2025-08-05 08:00
Core Viewpoint - The Shanghai Municipal Development and Reform Commission has announced a notification regarding the market-oriented reform of renewable energy grid connection prices, stating that all renewable energy grid-connected electricity will participate in market trading by the end of 2025 [1] Group 1 - All grid-connected electricity from renewable energy projects, including centralized solar, centralized wind, distributed solar, distributed wind, and biomass power generation, will enter the electricity market [1] - The market trading will determine the grid connection price for renewable energy [1]
山东:靶向攻坚突破,推动经济持续回升行稳致远
Zhong Guo Fa Zhan Wang· 2025-08-04 22:50
——培育发展新质生产力。谋划实施一批重大支撑性项目,统筹推进传统产业提质升级、新兴未来产业 超前布局,加快建设现代化产业体系。 ——加快绿色低碳转型。提速开发清洁能源,促进绿电高水平消纳,加大节能降碳力度,构建新型能源 体系。 ——抓好重大改革推进。积极服务融入全国统一大市场,加力促进"双圈"协同联动,创新强县产业帮扶 弱县路径,稳步推进新能源上网电价市场化改革。 ——守住守牢安全底线。全力保障粮食能源安全,着力稳定社会就业,持续改善社会民生,提升公共服 务水平。 中国发展网讯 记者尹明波、高杨报道 据山东省发展改革委消息,8月1日下午, 2025年上半年全省发展 和改革工作会议在济南召开。会议深入贯彻习近平总书记视察山东重要讲话精神,认真落实党中央、国 务院关于做好经济工作的决策部署和省委、省政府工作要求,传达学习上半年全国发展改革形势通报会 精神,深入分析当前经济形势,安排下半年重点工作。山东省发展改革委党组书记、主任孙爱军作主题 报告。 今年以来,山东有效应对外部冲击,以强力举措扩内需、优结构、增动能、激活力,全省经济延续了稳 健向好、进中提质态势。会议指出,要充分认识到,尽管当前经济运行依然面临不少风 ...
省委常委会召开会议 传达学习习近平总书记重要讲话重要指示精神 研究防汛防台风、新能源上网电价市场化改革等事项
Da Zhong Ri Bao· 2025-08-01 00:59
Group 1 - The meeting emphasized the need to accurately grasp the requirements for the 15th Five-Year Plan and to scientifically plan major projects and reforms to lead the construction of a modern strong province [2] - The province's economy showed a good trend in the first half of the year but faces challenges, necessitating unified action to ensure the completion of annual goals and tasks set in the 14th Five-Year Plan [2] - The meeting highlighted the importance of implementing policies to boost domestic demand, deepen reforms, and enhance high-level opening-up while ensuring the safety and improvement of people's livelihoods [2] Group 2 - The meeting arranged for flood and typhoon prevention work, emphasizing the need to adhere to the principle of putting people and life first, and to prepare for the typhoon "Zhu Jie Cao" [3] - It was noted that monitoring, forecasting, and early warning systems should be strengthened, with a focus on key areas such as mountainous regions and tourist spots to eliminate hazards and ensure safety [3] - The meeting discussed the implementation plan for the market-oriented reform of the new energy grid connection price, stressing the need for stable electricity prices and the establishment of risk prevention mechanisms [3]
过会成功!有大股东套现12亿离场,有大客户削七成采购量,这家公司难题仍在……
IPO日报· 2025-08-01 00:33
Core Viewpoint - The wind power industry is facing significant challenges due to new policies that promote market-oriented trading of renewable energy, impacting market size and electricity prices [12][13]. Group 1: Industry Policy Impact - New policies in the wind power sector will allow renewable energy to fully participate in market trading starting January 2025, which may lead to a decrease in wind power prices [13]. - The implementation of these policies could result in reduced investment in wind power projects, affecting the sales scale of companies like 德力佳 [13]. - If the government's support for the wind power industry diminishes, it could lead to instability in the company's operating performance [13]. Group 2: Company Performance and Challenges - 德力佳's revenue for 2022, 2023, and 2024 was 310.78 million, 444.18 million, and 371.53 million respectively, with net profits of 48.35 million, 57.37 million, and 53.48 million [8]. - The company experienced a decline in revenue in 2024 due to price reductions in products and decreased demand from major clients like 远景能源, which has begun to produce its own gearboxes [11][17]. - The company has a high customer concentration, with sales to the top five clients accounting for 98.86%, 95.92%, and 94.73% of revenue during the reporting period [14]. Group 3: IPO and Market Position - 德力佳 has been approved for IPO by the Shanghai Stock Exchange, but the listing committee raised concerns about the company's reliance on major clients and the risk of overcapacity [3][4]. - The company is positioned in the upstream of the wind power supply chain, primarily producing wind turbine gearboxes, which are critical components in wind power generation [7][6]. - 德力佳's global market share is projected to be 10.36% in 2024, ranking third globally, and 16.22% in China, ranking second domestically [7]. Group 4: Shareholder Dynamics - The actual controllers of 德力佳, 刘建国 and 孔金凤, hold a combined 41.98% of the company's shares [20]. - 加盛投资, which previously held 22.90% of the shares, sold all its holdings for 1.205 billion, raising questions about the timing of this divestment before the IPO [20][22].