Core Viewpoint - The State Council issued the "Implementation Opinions on Improving the National Unified Electricity Market System," which aims to establish a unified, open, competitive, safe, efficient, and well-governed electricity market system to support energy security and economic growth [1][2]. Group 1: Background and Significance - The establishment of a national unified electricity market system is a key indicator of the construction of a unified national market and a significant achievement in deepening electricity system reform [2]. - The new electricity market system is essential for optimizing electricity resource allocation, ensuring stable energy supply, and meeting the increasing demands for electricity cost and reliability from economic development and public life [2]. Group 2: Overall Requirements - The opinions emphasize the need for a unified national market, breaking down market segmentation and regional barriers, and promoting efficient connectivity and dynamic balance between electricity supply and demand [2]. - The goal is to create a well-functioning market with unified and efficient trading rules, fair profit distribution, and strong support for energy security and green low-carbon transformation [2]. Group 3: Key Tasks and Innovative Measures - The opinions outline 19 key tasks across five areas, including optimizing electricity resource allocation, enhancing market functions, and promoting equal participation of various market entities [3]. - A significant innovation is the shift from "individual pricing and trading" to "unified pricing and joint trading" across different market levels, with specific requirements for the connection between various market types [3][4]. - The establishment of a capacity market is proposed to ensure the reliable compensation of supportive resources like coal power and new energy storage, enhancing the system's capacity for reliable supply [4]. Group 4: Participation of New Energy and Private Enterprises - The opinions propose differentiated market entry paths for various forms of new energy projects, aiming to better integrate them into the electricity market [4]. - Measures are introduced to facilitate the participation of private enterprises in the electricity market, including new storage technologies and virtual power plants, while allowing small and medium-sized commercial users to directly participate in the market [5]. - A multi-governance system is to be established to ensure market safety and efficiency, involving government design, independent regulation, and collaborative management by market participants [5].

Core Viewpoint - The State Council has issued implementation opinions to improve the national unified electricity market system, outlining key tasks for the next 5 to 10 years to adapt to new situations and requirements [1] Group 1: Market Development Goals - By the end of 2025, the market-based electricity trading volume in China is expected to reach 6.6 trillion kilowatt-hours, increasing approximately sevenfold from 2015, with market transactions accounting for 64% of total electricity consumption [1] - By 2030, the goal is to have all types of power sources and electricity users (excluding guaranteed users) directly participate in the electricity market, with market-based trading volume making up about 70% of total electricity consumption [2] - By 2035, the aim is to fully establish the national unified electricity market system, with further maturation of market functions and a steady increase in the proportion of market-based trading volume [2] Group 2: Key Tasks and Innovations - The implementation opinions outline 19 key tasks across five areas: optimizing nationwide electricity resource allocation, improving market functions, promoting equal participation of various operators, establishing a unified market system, and enhancing policy coordination [2] - The opinions propose a shift from "individual pricing and trading" to "unified pricing and joint trading" among different market levels, exploring voluntary integration of adjacent provincial markets [3] - Specific measures are introduced to facilitate the participation of renewable energy in the market, including differentiated market entry paths for various renewable projects and international benchmarks for green electricity trading [3] Group 3: Participation of Private Enterprises - The opinions encourage the participation of private enterprises in the electricity market, particularly in new sectors like energy storage, virtual power plants, and smart microgrids, promoting rational investment and healthy development [3] - It is proposed that all electricity users, except for guaranteed users, gradually participate directly in the electricity market [3] Group 4: Implementation and Coordination - The National Development and Reform Commission will coordinate the implementation of the opinions, enhance supporting policies, and address any bottlenecks to ensure effective execution of the measures [4] - There is an emphasis on mobilizing various operators and encouraging societal participation in the construction of the electricity market, adapting to the new electricity system and market-oriented direction [4]

2月11日，由国务院办公厅印发的《关于完善全国统一电力市场体系的实施意见》（以下简称《意 见》）公布。《意见》旨在进一步深化电力体制改革，加快健全适应新型能源体系的市场和价格机制， 完善全国统一电力市场体系，在全国范围内有效实现电力资源市场化配置。 "《意见》站在新的历史起点上，围绕新形势新情况新要求，对未来5—10年完善全国统一电力市场体系 的重点任务进行了安排部署。"国家发展改革委有关负责人表示。 据统计，截至2025年底，我国市场化交易电量达6.6万亿千瓦时，较2015年提升约7倍，占全社会用电量 比重由不足15%上升至64%，除保障性和自发自用电量外全部通过市场实现。 煤电、抽水蓄能、新型储能等支撑性、调节性资源在促进高比例新能源消纳、构建新型电力系统过程中 发挥重要作用。为切实保障其收益，《意见》提出有序建立可靠容量补偿机制，支持有条件的地区探索 容量市场，用市场化手段引导支撑性调节电源有序发展，保障系统可靠容量长期充裕，提升兜底保供能 力。 为推动更多民营企业参与电力市场，一方面，对新型储能、虚拟电厂、智能微电网等以民营企业为主的 各类新型主体，《意见》提出了促进新型主体灵活参与市场交易的措施，引 ...

【环球网财经综合报道】日前，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》，目标是到2035 年，全面建成全国统一电力市场体系。《意见》首次提出，各层次市场要从"各自报价、各自交易"逐步转向"统一报 价、联合交易"。 信达证券对此撰文指出，文件明确了2030、2035年两个阶段性目标：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。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。 拉丁美洲通讯社近日发文称，电力消费被广泛视为经济和社会活动的"晴雨表"和"指标"，中国在2011年成为全球最大 的电力消费国，到2025年，全国总电力消费几乎比十年前翻了一番，与其他大国相比，这一增长属于较高水平。 信达证券强调，文件首次在国家级政策中提出"电源全面市场化"，原先保障性电量较多的水电核电目前也即将实现全 面入市，现货市场发展有望加速进入成熟期。 报道还提到，中国拥有世界上最庞大、复杂的输电和配电网，增强了电力网络稳定性；到2025年，中国已建设46条特 高压输 ...

Core Viewpoint - The implementation of the national unified electricity market system is expected to significantly benefit the construction of a new power system by enhancing profitability mechanisms, development space, and consumption guarantees, with a focus on three main investment lines: accelerated development of energy storage, continuous construction of the main grid framework, and structural growth in renewable energy demand [1] Group 1 - The State Council's implementation opinion on improving the national unified electricity market system was released on February 11, 2026, aiming to establish a basic national unified electricity market by 2030 [1] - By 2030, all types of power sources and electricity users, except for guaranteed users, will directly participate in the electricity market, with joint transactions across provinces and regions, and the formal operation of the spot market [1] Group 2 - The promotion of the national unified electricity market is expected to continuously benefit the construction of a new power system from multiple dimensions, including profitability mechanisms, development space, and consumption guarantees [1] - The report highlights three key investment lines: accelerated high-quality development of energy storage, ongoing construction of the main grid framework, and structural growth in renewable energy demand [1]

比如，在优化全国统一电力市场体系实现路径上，《意见》首次提出，各层次市场要从"各自报价、各 自交易"逐步转向"统一报价、联合交易"，探索相邻省内市场自愿联合或融合的可行方式，并对现货、 中长期、辅助服务、容量等不同品类市场之间的衔接机制提出了具体要求。 国务院办公厅近日印发《关于完善全国统一电力市场体系的实施意见》，围绕新形势新情况新要求，对 未来5年至10年完善全国统一电力市场体系的重点任务进行了安排部署。 经过多年努力，我国电力生产组织方式由计划全面转向市场，全国统一电力市场体系的"四梁八柱"已基 本建立，在层次架构、功能品类、价格机制、参与主体、治理体系、基础规则等方面基本成型，多层次 协同的市场架构基本形成。截至2025年底，我国市场化交易电量达6.6万亿千瓦时，较2015年提升约7 倍，占全社会用电量比重由不足15%上升至64%，除保障性和自发自用电量外全部通过市场实现。 "全国统一电力市场体系是全国统一大市场建设的重要标志，也是深化电力体制改革的重要成果。"国家 发展改革委有关负责人表示，近年来，党中央、国务院对纵深推进全国统一大市场建设、加快构建新型 电力系统等提出新的要求，电力生产方式、消费模 ...

Core Viewpoint - The State Council has issued the "Implementation Opinions on Improving the National Unified Electricity Market System," aiming to establish a basic national unified electricity market system by 2030 and fully complete it by 2035 [1][5]. Group 1: Key Progress and Goals - Significant progress has been made in building the national unified electricity market system, with a goal to achieve a preliminary establishment by 2025 [1][5]. - The construction of the national unified electricity market system has been ongoing for several years, focusing on addressing key bottlenecks such as barriers between regional power grids and inter-provincial obstacles [2][6]. Group 2: Barriers and Solutions - Major barriers to the establishment of the unified electricity market include institutional obstacles, technical bottlenecks, and differences in market rules [2][6]. - Reforms are needed to shift from local protectionism to a unified national approach, accelerate the development of key technologies like smart grids and ultra-high voltage transmission, and unify market rules to ensure fair competition [2][6]. Group 3: Market Dynamics and Renewable Energy - The reform emphasizes the participation of renewable energy in market transactions, with a focus on integrating wind and solar power into the electricity market by 2025 [3][7]. - The introduction of green electricity and green certificate mechanisms will provide pathways for renewable energy to compete fairly in the market, enhancing the efficiency of energy consumption and system operation [3][7]. Group 4: Industry Impact - The establishment of a national unified electricity market will benefit various sectors, including power generation companies, grid companies, and the energy storage industry [4][8]. - Power generation companies will gain broader market access and improved operational efficiency, while grid companies will find new opportunities in network construction and maintenance [4][8]. - The energy storage industry will become increasingly important in addressing the intermittency of renewable energy, entering a phase of rapid development [4][8].

2月12日，在江苏省兴化市海南镇地段，电力工作人员对盐宜高铁通道内500千伏线路进行升高改造 作业。 汤德宏摄（人民视觉） 近日，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》（以下简称《意见》）， 提出到2030年，基本建成全国统一电力市场体系，市场化交易电量占全社会用电量的70%左右；到2035 年，全面建成全国统一电力市场体系。 业内人士认为，《意见》提出全国统一电力市场顶层设计原则和目标愿景，为新形势下对照纵深推 进全国统一大市场建设要求，深化全国统一电力市场体系建设明确了方向和路径。 "四梁八柱"基本建立 建设全国统一电力市场体系，既是构建新型电力系统、促进电力资源优化配置、保障能源安全稳定 供给的关键支撑，也是纵深推进全国统一大市场建设的必然要求、推动经济稳步增长的基本要素保障。 2015年，党中央、国务院对电力市场化改革进行了系统部署。2021年，中央全面深化改革委员会审 议通过《关于加快建设全国统一电力市场体系的指导意见》。截至2025年底，我国市场化交易电量达 6.6万亿千瓦时，较2015年提升约7倍，占全社会用电量比重由不足15%上升至64%，除保障性和自发自 用电量外全部通过 ...

Core Viewpoint - The State Council has issued implementation opinions to improve the national unified electricity market system, outlining key tasks for the next 5 to 10 years to adapt to new circumstances and requirements [1] Group 1: Market Development Goals - By the end of 2025, the market-based electricity trading volume in China is expected to reach 6.6 trillion kilowatt-hours, a sevenfold increase from 2015, accounting for 64% of total electricity consumption [1] - By 2030, the goal is to have all types of power sources and non-protected users directly participate in the electricity market, with market-based trading volume making up approximately 70% of total electricity consumption [2] - By 2035, the aim is to fully establish the national unified electricity market system, with further maturation of market functions and a steady increase in the proportion of market-based trading volume [2] Group 2: Key Tasks and Innovations - The implementation opinions outline 19 key tasks across five areas: optimizing national electricity resource allocation, improving market functions, promoting equal participation of various operators, establishing a unified market system, and enhancing policy coordination [2] - The opinions propose a shift from "individual pricing and trading" to "unified pricing and joint trading" among different market levels, exploring voluntary integration of adjacent provincial markets [3] - Specific measures are introduced to facilitate the participation of renewable energy in the market, including differentiated market entry paths for various renewable projects and international benchmarks for green electricity trading [3] Group 3: Participation of Private Enterprises - The opinions encourage the participation of private enterprises in the electricity market, particularly in new sectors like energy storage and virtual power plants, by promoting flexible market trading measures [3] - It is emphasized that all electricity users, except for protected users, should gradually participate directly in the electricity market [3] Group 4: Implementation and Coordination - The National Development and Reform Commission will coordinate the implementation of the opinions, enhance policy support, and address any bottlenecks to ensure effective execution of the measures [4] - There is a focus on mobilizing various operators and encouraging societal participation in the construction of the electricity market, adapting to the new electricity system and market-oriented direction [4]

Core Viewpoint - The State Council issued the "Implementation Opinions on Improving the National Unified Electricity Market System," aiming to deepen electricity system reform and enhance market and pricing mechanisms to achieve market-based allocation of electricity resources nationwide [1][2]. Group 1: Objectives and Tasks - After ten years of reform, significant progress has been made in China's electricity market construction, with market-based electricity production and a multi-level market structure established [2]. - By the end of 2025, market-based electricity transactions are expected to reach 6.6 trillion kilowatt-hours, accounting for 64% of total electricity consumption, with cross-provincial transactions increasing to approximately 1.6 trillion kilowatt-hours [2]. - The policy aims to address new challenges posed by changes in electricity production methods, consumption patterns, and the rising share of renewable energy [2][3]. Group 2: Future Goals - By 2030, the goal is to establish a basic national unified electricity market system, with market-based transactions accounting for about 70% of total electricity consumption [3]. - By 2035, the market system is expected to be fully established, with a mature market function and a steady increase in the proportion of market-based transactions [3]. Group 3: Implementation Pathways - The Opinions outline a transition from "individual pricing and trading" to "unified pricing and joint trading" across different market levels [4]. - It emphasizes the need to improve cross-provincial trading systems and enhance the integration of the State Grid and Southern Grid for smoother electricity transactions [4][6]. - The establishment of a capacity market is proposed to ensure the profitability of adjustable power sources and enhance system supply capabilities [4]. Group 4: Breaking Barriers and Optimizing Allocation - The policy is seen as a significant benefit for optimizing electricity resource allocation nationwide and improving overall efficiency [6]. - It aims to dismantle regional barriers created by provincial power generation groups, fostering a fair and transparent market environment [6]. - The plan includes enhancing cross-regional electricity trading to facilitate the flow of clean energy from resource-rich western regions to energy-deficient eastern regions, addressing issues of renewable energy waste [6][7]. Group 5: Industry Response - Industry experts suggest that the new policy will require all market participants, including power generation companies and commercial users, to adapt their strategies to the new market rules [7]. - There is an expectation for the policy to overcome past reform challenges and achieve effective implementation [7].