Core Viewpoint - The article discusses the significant changes in the distributed photovoltaic (PV) market in Shandong, China, particularly the decision to exclude non-natural person household distributed PV projects from the mechanism price bidding starting in 2027, which may lead to substantial market impacts [1][2]. Group 1: Market Dynamics - From 2020 to 2023, the share of newly installed household PV capacity has consistently exceeded 20%, establishing a three-way market division among household, commercial, and centralized PV sectors [1]. - As of September 2023, Shandong has a cumulative installed PV capacity of 91.728 million kilowatts, maintaining its position as the leading province in China for over seven years, with distributed PV accounting for 59.78 million kilowatts [1]. - The mechanism price bidding for renewable energy projects is being promoted across provinces, with Shandong taking the lead in policy changes [1][2]. Group 2: Policy Implications - The exclusion of non-natural person household distributed PV projects from the mechanism price bidding is seen as a response to the influx of capital that deviates from the original intent of distributed PV, which is to promote local consumption [2]. - The current mechanism price system is viewed as a transitional policy, with the future direction aimed at a unified national electricity market that emphasizes the core attributes of electricity generation [2][4]. Group 3: Future Opportunities - The article suggests that rather than avoiding the Shandong market, stakeholders should leverage it as a "testing ground" to explore viable market-oriented business models, such as energy storage integration and virtual power plants [3]. - The recent changes in time-of-use pricing policies are expected to create challenges for distributed PV while benefiting commercial energy storage, indicating a shift in market dynamics [3][4]. - The cancellation of time-of-use pricing does not imply a uniform electricity price but rather a market-driven price formation, which will necessitate a restructuring of energy storage business models [4].

近日，国家能源局通报了5起电力市场典型违规问题，此举意义重大。它不仅及时纠正了市场运行中的 偏差，有效维护了公平竞争环境，更如同一面"镜子"，为我们观察、反思和完善正处于深化建设阶段的 全国统一电力市场提供了宝贵的"实战案例"。此次监管行动，标志着我国电力市场治理从"建机 制"向"强监管、优生态"迈出了关键一步。 要理解这些电力市场违规行为的本质，我们可以借助一个生动的比喻：电力市场就像一场激烈的篮球比 赛。 在篮球赛中，犯规是比赛的一部分，但犯规的性质和意图截然不同。同样，电力市场中的主体为了在竞 争中获取优势，其行为也呈现出复杂的博弈特征。我们可以将此次通报的违规行为大致归为三类： 第一类："恶意犯规"——发电企业间的违规串通报价。 恶意犯规，通常指球场上会对别人身体造成严重伤害的野蛮动作。通报中的串通报价案例，属于发电企 业通过协商报价策略、统一行动等方式，扭曲了真实的市场供需信号，属于主观恶意、破坏市场根基的 行为，是非常无理的"野蛮动作"。对于这类"恶意犯规"，市场监管必须保持零容忍的高压监管态势，发 现一起，查处一起，这是维护市场经济效率的底线。 第二类："技术不精犯规"——同一发电集团下属企业违 ...

供应保障持续强化 能源电力供应平稳有序、可再生能源装机规模持续扩大、全国统一电力市场日臻完善、能源技术创新频 出、能源稳投资促增长作用充分发挥……今年以来，在全球能源供应链持续震荡背景下，我国能源行业 稳中有进，进中育新，以安全保供之"稳"夯实经济大盘，以绿色转型之"进"点燃高质量发展新引擎，交 出一幅韧性更足、动能更强、底色更绿的年度答卷。 今年9月24日，我国在联合国气候变化峰会上宣布新一轮国家自主贡献目标，明确2035年全国风电、太 阳能发电总装机容量要达到2020年的6倍以上，力争达到36亿千瓦。截至今年9月底，我国风电、太阳能 发电总装机已经突破17亿千瓦。要实现2035年自主贡献目标，未来10年每年还需新增2亿千瓦左右风光 装机。 电力迎峰度夏，是检验国家电力工业水平的试金石。今年夏季，我国电力负荷不断创下新高，七八月份 全国全社会用电量连续超万亿千瓦时，创历史新高，也系全球首次。面对严峻挑战，我国以充足优质的 电能供应，有效保障了经济社会高质量发展。 充足电能的背后是我国能源供应保障能力持续增强。记者从近日举行的2026年全国能源工作会议上获 悉，今年能源安全保障有力有效，保供成效是"十四五"以 ...

中国城市发展研究院投资部副主任袁帅对记者表示，跨省跨区电力交易的深化，正推动我国能源治理体系向"全国一盘 棋"转型。过去，各省基于自身利益制定交易规则，导致省间通道利用率参差不齐、市场价格信号扭曲，政策通过统一交易规 则、计量标准与结算方式，消除了制度性障碍，如明确跨省交易电量以"落地端"计量为准，避免输电损耗分摊争议，建立全国 统一的电力市场数据平台，实现交易信息实时共享与监管等，这些举措让电力要素得以在全国范围自由流动，优化了资源配置 效率。 袁帅介绍，跨经营区交易常态化开市，是用市场化手段破解清洁能源开发与利用的时空错配难题，接下来，还需要加强顶 层设计，如制定统一的跨区交易规则与标准，消除地方保护主义，营造公平开放的交易环境。此外，还应加大对跨区输电通道 的投资建设力度，根据绿电资源分布与用电负荷需求，科学规划通道布局，提高通道输送能力与效率。 （编辑 贺俊） 绿色电力交易作为电力市场中的新兴板块，正逐渐成为推动能源转型与可持续发展的关键力量，通过绿色电力交易，一方 面可以解决跨区消纳能力不足导致"弃风弃光"的问题，另一方面，绿色电力交易鼓励清洁能源发电企业积极参与市场，促使更 多风能、太阳能等可再生 ...

Core Viewpoint - The establishment of a unified national electricity market in China has made significant progress with the issuance of the "Basic Rules for Electricity Market Measurement and Settlement" by the National Development and Reform Commission and the National Energy Administration, addressing various issues in electricity market management and settlement processes [1][2]. Group 1: Overview of the New Rules - The new rules clarify the basis, scope, and management requirements for electricity market measurement and settlement, aiming to standardize practices across the country [1]. - The rules are part of a broader effort to deepen electricity system reform and complete the foundational rule system for the national electricity market, which includes various operational and settlement rules [1]. Group 2: Settlement Process - The electricity market settlement consists of two main steps: the trading institution forms the settlement basis, and the grid enterprises conduct the electricity fee settlement [2]. - The trading institutions are responsible for compiling settlement data and coordinating issues related to settlement, while grid enterprises provide measurement data and issue electricity bills [2]. Group 3: Responsibilities and Management - The rules specify the responsibilities of grid enterprises in verifying settlement bases and standardize the verification process [3]. - Market participants must meet independent measurement conditions, and measurement devices must be installed at property boundary points, ensuring compliance with minimum settlement unit requirements [3]. Group 4: Settlement Procedures and Risk Management - The rules outline the rights and obligations of various market members regarding settlement, including preparation, issuance of settlement basis, and payment processes [3]. - A unified settlement cycle is established, with a "daily clearing and monthly settlement" model for continuous operation areas of the spot market [3]. - The rules also mandate risk assessment for settlement and require market participants to provide performance guarantees, while grid enterprises must apply for the use of settlement guarantees for overdue payments [3].

21世纪经济报道记者雷椰 北京报道 （原标题："十五五"绿色转型提速，能源结构、产业创新进入新阶段） "十四五"规划即将收官、"十五五"规划正待开启序幕。近日，2026年全国能源工作会议明确，按照党中 央，国务院部署，"十五五"将实施碳达峰碳中和综合评价考核，各地要将碳双控作为项目评估的重要依 据，调整优化产业结构，推动经济社会发展全面绿色转型。 12月19日，《财经》杂志举办"Mark一下：'十五五'，绿色转型关键时期"圆桌对话，聚焦新一轮规划周 期中绿色转型的推进路径，围绕新型能源体系、电力市场化改革、国际合作以及经济社会全面绿色转型 等议题展开深入讨论。与会专家认为，在"十四五"已建成全球最大可再生能源体系的基础上，未来五年 需在电力系统灵活性、市场机制完善和绿色生活方式塑造等方面取得实质性突破，以支撑碳达峰目标的 实现。 从地方实践来看，区域能源结构调整成为绿色转型的重要落脚点。北京市节能环保中心党委书记、主任 张望才介绍了北京在加快建设国际绿色经济标杆城市的重点方向。他表示，北京每年约96%的能源消费 来自外地调入。未来几年，北京将持续压减成品油和天然气使用规模，进一步提高绿电占比。2025年， 北 ...

【文/观察者网 阮佳琪】 这类软件决定着发电厂的启停时机、电力市场的出清机制，以及数万亿美元资产的配置方式。但它又如 同"黑箱"一般，国外软件公司既不提供源代码，甚至会封闭整个运行过程。除研发者外，无人知晓其具 体工作逻辑。 过去30余年，美国凭借这类超先进算法近乎形成垄断地位，成为操控工业文明的"隐形霸主"，得以对全 球诸多关键系统施加隐蔽却强大的影响力。 而如今，中国电网的部分运行终于彻底告别外国软件。据《科技日报》消息，南方区域电力市场已全面 切换至国产求解器"天权"。 据介绍，这款由中国工程师自主研发的产品，计算速度比美国同类求解器还快14%。这不仅标志着中国 全国统一电力市场建设迈出关键一步，更意味着我国将电力保障的主动权牢牢攥在了自己手中。 香港《南华早报》12月19日解读认为，中国这一技术突破或将重塑全球科技市场格局，从东南亚到拉丁 美洲的众多国家或将纷纷效仿，各国得以自主运营电网，摆脱美国的技术主导。 "天权"求解器软件界面图 微信公众号"南网50Hz" 综合中国新闻网、《中国电力报》等报道，南方区域电力市场是中国首个连续运行的区域电力市场，交 易范围覆盖广东、广西、云南、贵州、海南五省区。 ...

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a notice to enhance the signing and performance of medium- and long-term electricity contracts for 2026 through four key measures, aiming to ensure effective implementation and quality of these contracts [22][25]. Group 1: Contract Signing Requirements - The total signed electricity volume for medium- and long-term contracts by coal-fired power enterprises in each province should not be less than 70% of the actual online electricity volume from the previous year, with monthly contract signing volumes not less than 80% of the expected market-based online electricity volume [10][26]. - The electricity consumption side must ensure that the monthly contract signing volume is not less than 80% of the expected electricity consumption [2][27]. - For cross-provincial and cross-regional contracts, there should be clear arrangements for supporting renewable energy in transmission projects, encouraging green electricity trading to fulfill priority generation plans [3][28]. Group 2: Quality Improvement Measures - There should be a mechanism for time-segmented and curve-based signing in annual electricity medium- and long-term transactions, with at least 24 trading periods in regions where the electricity spot market is operational [5][28]. - The pricing mechanism for medium- and long-term electricity contracts should be flexible, allowing for adjustments based on market supply and demand, and not mandating fixed prices [6][29]. - A balance management system for electricity supply and demand should be established to avoid significant discrepancies in electricity volume across trading periods [12][29]. Group 3: Efficient Contract Performance - Continuous and flexible trading of medium- and long-term contracts within provinces should be promoted, considering the characteristics of renewable energy generation and load [8][30]. - The quality of cross-provincial and cross-regional medium- and long-term transactions should be improved by enhancing trading frequency and optimizing transaction organization [14][30]. - Monitoring of medium- and long-term trading behaviors should be strengthened to prevent market manipulation and ensure compliance with regulations [15][31]. Group 4: Contract Assurance Mechanism - A mechanism to promote high-quality signing and performance of medium- and long-term contracts should be established, ensuring compliance with policy requirements [16][32]. - The priority generation plan for cross-provincial and cross-regional electricity should be effectively implemented, ensuring that annual delivery needs are met [17][33]. Group 5: Timeline - Local government departments and the National Energy Administration should complete the necessary preparations for the medium- and long-term electricity market by December 10, 2025, and finalize cross-provincial contract signing by December 25, 2025 [18][34].

Core Viewpoint - The document outlines the guidelines for signing and fulfilling long-term electricity contracts for 2026, emphasizing the importance of high-quality contracts to ensure stable electricity supply and pricing in the market [6][7][8]. Group 1: Contract Signing Requirements - The document stresses the need for a high proportion of long-term electricity contracts, with coal-fired power plants required to sign contracts for at least 70% of the previous year's actual grid-connected electricity [7]. - For regions with tight electricity supply, local authorities may adjust the signing ratio upwards during peak seasons [8]. - The document mandates that electricity users should also ensure that their annual contract signing volume meets at least 80% of the expected electricity consumption [8]. Group 2: Improving Contract Quality - It is essential to enhance the quality of long-term contracts by implementing time-segmented and curve-based signing mechanisms, allowing for more precise reflection of price signals [9][10]. - The document encourages the adoption of flexible pricing mechanisms that reflect real-time supply and demand, rather than enforcing fixed prices [10]. - Regions are required to optimize the price formation mechanism, ensuring that market participants are not bound by government-mandated time-of-use pricing [10]. Group 3: Cross-Province and Cross-Region Agreements - The document requires that parties involved in cross-province and cross-region electricity transactions must fully sign annual long-term contracts and clarify monthly plans and delivery curves [3][8]. - It emphasizes the need for coordination between sending and receiving parties to establish stable inter-provincial electricity flows [3][8]. Group 4: Timeframe and Implementation - Local governments and the National Energy Administration are tasked with implementing these guidelines and must report their arrangements for the 2026 annual trading by December 10, 2025 [14]. - The Beijing and Guangzhou electricity trading centers are specifically mentioned to complete the signing of national long-term contracts by December 25, 2025 [3][14].

插播： 1月8日，中车株洲所、弘正储能、海辰储能、海尔新能源、融和元储、华储电气、天合光能、万帮数字能源、星纪云能、汇能科技等超30家企业 出席【行家说储能开盛年会】，报名欢迎联系行家说储能辛迪 Cindy：15989092696 （微信同号） 这个问题，成了 2025年储能行业最真实的缩影。 2026年的焦虑与期待， 也 藏在这些反复的追问里。 2025年的钟声即将 落下，它为我们留下的，不仅是闪烁的数字，更是一幅正在剧烈重绘的能源版图。这一年，全国统一的电力市场，第一次如此清晰地在 我们眼前铺开骨架：现货交易的省份超 28个，南方区域市场更是作为全国唯一的区域市场，率先开启了连续结算运行。这些看似抽象的市场规则，正悄然为 每一个储能项目，定义着全新的"价格心跳"。 行业的兴奋与焦虑，从未如此具体。 过去，收益看补贴；未来，收益看市场博弈能力。 显然， 全国统一电力市场的框架已立，它不再是蓝图，而是正在发生的现实。 最近，一位投资储能电站的朋友给行家说储能算了一笔账：在现货试运行的一天里，他的电站因精准"低充高放"， 单日收益差不多媲美月容量补贴 ；但 有时 候，如果出现 预测外的 电价波动，又 可能 让收 ...