李创军是在当日国新办举行的"高质量完成'十四五'规划"系列主题新闻发布会上作出上述表述的，此次 发布会介绍了"十四五"时期能源高质量发展成就。 新一轮电力体制改革走过了十年，在各方的共同努力下，中国电力市场正在经历一场前所未有的深刻变 革。变革的核心任务，就是建设全国统一电力市场，这是全国统一大市场建设在能源领域的关键落子和 生动实践。 新华财经北京8月26日电 国家能源局新能源和可再生能源司司长李创军26日说，"十四五"以来，我国市 场交易电量占全社会用电量的比例，从2020年的40%，提升到连续四年稳定在60%以上。 "下一步，我们将继续用好市场'看不见的手'和政府'看得见的手'，用更优配置、更高水平的电力供应， 促进实体经济和新兴产业发展，努力将全国统一电力市场建设成全国统一大市场的排头兵，助力我国经 济行稳致远。"李创军说。 （文章来源：新华财经） 二是全国统一电力市场规则基本完备。目前，我国已构建了"1+6"基础规则体系。其中，"1"是指以《电 力市场运行基本规则》为基础，"6"是指以电力中长期、现货、辅助服务三大交易规则为主干，市场注 册、计量结算、信息披露作支撑。这从根本上解决了以前各地市场规则 ...

Core Viewpoint - The article emphasizes the significant achievements and progress made in China's energy sector during the "14th Five-Year Plan" period, highlighting the country's commitment to energy security, green transformation, and technological innovation [6][10]. Group 1: Energy Supply and Resilience - During the "14th Five-Year Plan," China's energy consumption growth reached 1.5 times that of the previous five years, with an expected increase in electricity consumption exceeding the annual consumption of the EU [7]. - The total electricity generation in 2024 is projected to surpass 10 trillion kilowatt-hours, accounting for one-third of global production, with energy production equivalent to over 5 billion tons of standard coal, representing more than one-fifth of global supply [7]. - The establishment of the world's largest electric vehicle charging network, with two charging stations for every five electric vehicles, enhances consumer convenience [7]. Group 2: Green and Low-Carbon Transition - China has built the world's largest and fastest-growing renewable energy system, with the share of renewable energy generation capacity increasing from 40% to approximately 60% [8]. - The proportion of non-fossil energy in total energy consumption is expected to exceed the "14th Five-Year Plan" target of 20%, with coal's share decreasing by 1 percentage point annually [8]. - During this period, China's wind and solar products contributed to a reduction of approximately 4.1 billion tons of carbon emissions in other countries [8]. Group 3: Technological Innovation - China leads globally in renewable energy technology, with over 40% of global renewable energy patents and continuous improvements in solar conversion efficiency and offshore wind turbine capacity [9]. - Major projects such as the Baihetan Hydropower Station and the "Hualong One" nuclear reactor have been completed, showcasing China's technological capabilities [9]. Group 4: Energy Reform and Market Development - The construction of a unified national electricity market has accelerated, with significant progress in market rules and trading mechanisms [20][21]. - The total electricity traded in the market has increased from 10.7 trillion kilowatt-hours to 23.8 trillion kilowatt-hours, with market participants growing significantly [22]. - The energy investment during the "14th Five-Year Plan" has shown strong growth, with annual investments exceeding 4 trillion, 5 trillion, and 6 trillion yuan, accounting for nearly 10% of total fixed asset investment [36]. Group 5: Energy Cooperation and Global Engagement - China has strengthened energy cooperation under the "Belt and Road" initiative, signing agreements with over ten countries to enhance green energy development [40]. - The country has provided practical solutions for energy transition to over 100 countries, contributing to global energy governance [41]. Group 6: Addressing Energy Consumption and Sustainability - The rapid growth of new energy consumption, particularly from electric vehicles and digital industries, has led to a significant increase in electricity demand [26]. - The government is promoting charging infrastructure and green electricity services to support the transition to electric vehicles [27]. Group 7: Future Directions and Goals - The next steps include enhancing energy supply structures, promoting clean energy consumption, and achieving carbon peak and neutrality goals by 2030 [57][58]. - The focus will be on optimizing energy systems to accommodate the growing share of renewable energy and addressing challenges related to energy consumption and sustainability [61][66].

Core Viewpoint - The "14th Five-Year Plan" period marks significant achievements in energy development, focusing on high-quality growth, technological innovation, and the transition to a green and low-carbon energy system [4][11][15]. Group 1: Energy Supply and Demand - During the "14th Five-Year Plan," China's energy consumption growth reached 1.5 times that of the previous five years, with projected new electricity consumption exceeding the annual consumption of the EU [12]. - The total electricity generation in 2024 is expected to surpass 10 trillion kilowatt-hours, accounting for one-third of global production [12]. - The energy supply system has been optimized, with a robust infrastructure network supporting energy distribution across regions [12][13]. Group 2: Green and Low-Carbon Transition - The share of renewable energy in total installed capacity increased from 40% to approximately 60%, with annual additions of wind and solar capacity breaking records [14]. - Non-fossil energy consumption is projected to exceed the "14th Five-Year Plan" target of 20%, with coal's share decreasing by 1 percentage point annually [14]. - China's exports of wind and solar products during this period contributed to a reduction of approximately 4.1 billion tons of carbon emissions in other countries [14]. Group 3: Technological Innovation - The period has seen breakthroughs in energy technology, with China leading in renewable energy patents, accounting for over 40% of global patents [4][15]. - New energy storage capacity has grown nearly 30 times, with installed capacity reaching approximately 95 million kilowatts [5][39]. - The development of smart microgrids and virtual power plants has accelerated, integrating energy with industrial and transportation sectors [5][15]. Group 4: Energy Market Reform - The establishment of a unified national electricity market has progressed, with market transaction volumes increasing from 10.7 trillion kilowatt-hours to 23.8 trillion kilowatt-hours [5][22]. - The number of registered market participants has surged to 970,000, five times that of 2020, indicating a vibrant market environment [16]. - The participation of private enterprises in the energy sector has increased significantly, with over 85% of power facility construction involving private companies [31][32]. Group 5: Investment Trends - Energy investment has shown robust growth, with annual investments exceeding 6 trillion yuan, accounting for nearly 10% of total fixed asset investment [30]. - Renewable energy projects accounted for over 80% of power investment in 2024, highlighting a shift towards sustainable energy sources [31]. - Investment in new energy sectors such as hydrogen and energy storage is becoming a new growth point, with nearly 200 billion yuan allocated in 2024 [5][31]. Group 6: International Cooperation - China has strengthened energy cooperation under the Belt and Road Initiative, signing agreements with over 10 countries to enhance green energy development [33][34]. - Collaborative projects in renewable energy have significantly reduced the cost of wind and solar power globally, contributing to a more sustainable energy landscape [34]. - China is actively participating in global energy governance, focusing on energy security, transition, and climate change [35].

Core Viewpoint - The construction of a national unified electricity market is a crucial support for building a new development pattern and is essential for promoting energy green and low-carbon transformation [3][6]. Group 1: Importance of National Unified Electricity Market - The national unified electricity market is a key component of the national unified market and is vital for optimizing electricity resource allocation [3]. - The electricity market serves as a hub for the conversion of primary and secondary energy, playing a central role in the energy system [3]. - The establishment of a national unified electricity market can effectively address challenges such as energy security, green electricity consumption, and price guidance, which cannot be balanced in smaller regions [3]. Group 2: Progress and Achievements - Since the implementation of the new round of electricity system reform, the construction of the electricity market has progressed steadily, with a preliminary formation of a multi-competitive主体格局 [4]. - The market transaction scale has expanded year by year, with the national market transaction electricity volume increasing from 1.1 trillion kWh in 2016 to 6.2 trillion kWh in 2024, rising from 17% to 63% of total electricity consumption [4]. - The electricity market has effectively played a role in ensuring supply, promoting transformation, and stabilizing prices, significantly contributing to high-quality economic and social development [5]. Group 3: Challenges and Areas for Improvement - Despite significant achievements, there are still gaps to address, such as existing trading barriers between different market levels and the need for further collaboration in multi-level electricity market operations [5]. - The functions and trading varieties of the electricity market need to be enriched, and the policy mechanisms supporting large-scale development and market entry of renewable energy require improvement [5]. - Innovative market mechanisms are needed to enhance system adequacy and flexible adjustment capabilities [5].

Core Viewpoint - The construction of a national unified electricity market is a crucial support for building a new development pattern and is essential for deepening the reform of the electricity system and promoting the green and low-carbon transition of energy [1][4]. Group 1: Importance of National Unified Electricity Market - The national unified electricity market is a key component of the national unified large market and is vital for optimizing electricity resource allocation and facilitating energy transition [1][4]. - The electricity market serves as a hub for the conversion of primary and secondary energy, playing a central role in the energy system [1]. - The construction of this market can effectively address challenges such as energy security, green electricity consumption, and price guidance, which cannot be balanced in smaller regions [1]. Group 2: Progress and Achievements - Since the implementation of the new round of electricity system reform, the construction of the electricity market has progressed steadily, with a preliminary formation of a multi-competitive主体格局 [2]. - The market transaction scale has expanded year by year, with the national market transaction electricity volume increasing from 1.1 trillion kWh in 2016 to 6.2 trillion kWh in 2024, rising from 17% to 63% of total electricity consumption [2]. - The electricity market has effectively played a role in ensuring supply, promoting transformation, and stabilizing prices, significantly contributing to high-quality economic and social development [3]. Group 3: Challenges and Areas for Improvement - Despite significant achievements, there are still gaps to address, such as existing trading barriers between different market levels and the need for further strengthening of multi-level electricity market coordination [3]. - The functions and trading varieties of the electricity market need to be enriched, and the policy mechanisms supporting large-scale development and market entry of renewable energy require improvement [3]. - Innovative market mechanisms are needed to enhance system adequacy and flexible adjustment capabilities [3].

Core Viewpoint - The "1+6" basic rule system is established as the institutional foundation for the construction of a unified national electricity market in China, addressing the long-standing issues of "conflicting rules" and "inconsistent standards" in the market [2][3][4] Summary by Sections 1. Importance of the "1+6" Basic Rule System - The "1+6" basic rule system serves as the cornerstone and core framework for the unified national electricity market, addressing fundamental issues of market direction and construction [3] - It integrates and standardizes key operational rules across various segments such as medium to long-term trading, spot markets, auxiliary services, market registration, information disclosure, and measurement settlement, effectively resolving previous inconsistencies [3][4] - This system provides foundational regulatory guidance for the planning, design, construction, operation, and supervision of electricity markets at all levels, essential for creating a competitive and open national electricity market [3] 2. Structure of the "1+6" System - The "1" represents the fundamental operational rules, establishing the basic principles and overall framework for the electricity market, defining the responsibilities and boundaries of market participants, core transaction types, and risk prevention mechanisms [5][6] - The "6" consists of supporting rules that govern key market segments and core trading varieties, including medium to long-term trading rules, spot market rules, auxiliary service market rules, market registration rules, information disclosure rules, and measurement settlement rules [5][6] - Together, "1" and "6" form a coherent and structured whole, ensuring comprehensive coverage of all aspects of electricity trading and service provision [6] 3. Dynamic Coordination of Market Segments - The medium to long-term market, spot market, and auxiliary service market are the core pillars of the electricity market system, working together to optimize resource allocation across time and space [7] - The medium to long-term market locks in significant portions of electricity transactions, providing long-term price signals and stability, while the spot market reacts to real-time supply and demand conditions [7][8] - Auxiliary services act as a safety net, ensuring the stable and secure operation of the electricity system, supporting the efficient functioning of the spot market [7] 4. Time and Space Optimization - From a time perspective, medium to long-term contracts transition into the spot market for fine-tuning adjustments as execution approaches, with auxiliary services providing real-time support [8] - From a spatial perspective, spot market node prices reflect supply-demand dynamics and network congestion costs, guiding resource flow between regions [8]

Core Viewpoint - The "1+6" foundational rule system is established as the core framework for the construction of a unified national electricity market in China, addressing long-standing issues of inconsistent rules and standards, thereby facilitating the efficient flow of electricity resources nationwide [1][2][3]. Summary by Relevant Sections 1. Importance of the "1+6" Rule System - The "1+6" foundational rule system serves as the institutional cornerstone and core structure for the national unified electricity market, addressing fundamental questions about market direction and construction [2]. - It integrates and standardizes key operational rules across various segments such as long-term trading, spot markets, auxiliary services, market registration, information disclosure, and measurement settlement, effectively resolving previous issues of rule disconnection and inconsistent standards [2][3]. 2. Structure of the "1+6" System - The system consists of "1" (the Basic Rules for Electricity Market Operation) and "6" supporting rules, where "1" establishes the fundamental principles and overall framework for market operation, defining the responsibilities and boundaries of market participants [3][4]. - The "6" rules provide detailed regulations for critical market segments, including long-term trading, spot market transactions, auxiliary services, market registration, information disclosure, and measurement settlement, ensuring comprehensive coverage of all trading aspects [4]. 3. Dynamic Interaction of Market Components - The long-term market acts as a stabilizing force, locking in significant portions of electricity transactions through various contract durations, thus providing long-term price signals and stability [5][6]. - The spot market functions as a real-time indicator, reflecting immediate supply and demand conditions, guiding resources to where they are most needed [6][7]. - Auxiliary services serve as a safety net, ensuring the stable and secure operation of the electricity system through market-driven procurement of necessary adjustment services [6][7]. 4. Time and Space Optimization - The dynamic connection between long-term contracts, spot markets, and auxiliary services enables efficient resource allocation across time and space, with long-term contracts transitioning into more precise short-term adjustments as execution approaches [7]. - The spot market's node prices provide locational signals that indicate supply-demand imbalances and network congestion costs, guiding resource movement across regions [7].

Core Viewpoint - The establishment of the "1+6" foundational rule system for the electricity market in China facilitates the transition from "hard connections" to "soft connections," addressing key issues such as renewable energy consumption, inter-provincial barriers, and market vitality [2][5]. Group 1: Development of the "1+6" Rule System - The "1+6" foundational rule system aims to extend the electricity market in both time and space dimensions, promoting long-term contracts and shorter trading intervals [3][4]. - In the time dimension, long-term contracts will stabilize market supply and price expectations, while shorter trading intervals will enhance market responsiveness to trading demands [3][4]. - In the spatial dimension, the system promotes a unified national electricity market and supports the development of micro-markets, accommodating new entities like energy storage and virtual power plants [4][5]. Group 2: Importance of a Unified Electricity Market - The establishment of a unified electricity market is crucial for enhancing infrastructure connectivity and regulatory coherence, allowing for the free allocation of renewable resources across the country [5][6]. - The foundational rule system addresses disparities in market models, trading sequences, and organizational structures that have emerged from local explorations, ensuring a cohesive national framework [6][7]. - It resolves core contradictions in market operations, clarifying the roles of inter-provincial and intra-provincial markets, thus laying a solid foundation for a deeper integration of the national market [7]. Group 3: Balancing Security and Marketization - Ensuring reliable electricity supply is fundamental to the construction of a unified electricity market, while market mechanisms are essential for discovering electricity prices [9][10]. - The long-term market plays a foundational role in stabilizing supply and price expectations, benefiting both power generation companies and large electricity consumers [10]. - The spot market reflects real-time supply and demand dynamics, providing price signals that encourage efficient energy use and generation [10][11]. Group 4: Auxiliary Services and Capacity Market - The auxiliary services market is essential for maintaining system stability, incentivizing various resources to participate in system regulation [11]. - A capacity market mechanism will be established to ensure long-term system reliability, compensating resources that support stable operations [11].

Core Viewpoint - The establishment of the "1+6" foundational rule system for the electricity market in China is crucial for achieving the dual carbon goals and constructing a new power system, facilitating both "hard connectivity" and "soft connectivity" across provinces [1][4]. Group 1: Market Structure and Development - The "1+6" foundational rule system will extend the electricity market in both time and space dimensions, promoting long-term contracts and shorter trading intervals to stabilize supply and demand while accommodating the volatility of renewable energy [2][3]. - The system aims to create a unified national electricity market by enhancing interconnections and facilitating transactions across different grid operating areas, thus optimizing resource allocation [3][4]. Group 2: Addressing Market Challenges - The foundational rule system addresses the discrepancies in market models, trading sequences, and organizational structures that have emerged from local explorations, ensuring a cohesive framework for market operations [5][6]. - It resolves core contradictions in the market by clarifying the roles and responsibilities of inter-provincial and intra-provincial markets, thereby laying a solid foundation for a unified national market [6]. Group 3: Participation and Accessibility - The rule system standardizes the registration, measurement, and information disclosure processes for market participants, making it easier for them to engage in transactions across provinces [6]. - The implementation of a "one registration, multiple access" mechanism will simplify the participation of operators in the market, reducing barriers to entry [6]. Group 4: Balancing Security and Market Dynamics - The foundational rules are designed to balance the need for reliable electricity supply with the goal of market-driven price discovery, reflecting the diverse values of electricity in the context of energy transition [7][8]. - The long-term market plays a critical role in stabilizing market expectations and ensuring supply security, while the spot market provides real-time price signals based on supply and demand dynamics [8][9]. Group 5: Auxiliary Services and System Stability - The auxiliary services market incentivizes various flexible resources to participate in system regulation, ensuring the stability of the new power system [9]. - A capacity market mechanism will be established to compensate reliable capacity that supports system stability, guiding investments in adjustable power sources [9].

Core Viewpoint - The establishment of the "1+6" foundational rule system is a significant milestone in the reform of the electricity market, providing a unified institutional framework for the national electricity market, facilitating the flow of electricity resources from local circulation to national circulation [2][5]. Group 1: Importance of Unified Market Rules - The unified foundational rule system is essential for the construction of a national unified electricity market, as it aligns with the central government's directive to strengthen market foundational rules [3]. - A unified rule system is necessary for the optimal allocation of electricity resources across the country, ensuring that electricity transactions adhere to consistent standards [4]. Group 2: Achievements of the "1+6" Rule System - The "1+6" foundational rule system transitions from a fragmented set of rules to a comprehensive and systematic framework, establishing a clear hierarchy and interface for market operations [5]. - The system promotes a unified registration process for market participants, allowing for a "one-stop" registration model that enhances efficiency and reduces fragmentation [5][6]. - It facilitates the transition of electricity resources from local circulation to national flow by standardizing trading mechanisms across different markets [6]. - The system enhances transparency in market information by standardizing disclosure practices, making it easier for market participants to access relevant data [7]. Group 3: Innovative Aspects of the "1+6" System - The most innovative aspect of the "1+6" system is its deep integration with China's multi-layered electricity market structure, ensuring that rules are both unified and adaptable to local conditions [8]. - The foundational rules serve as a guiding framework for the multi-layered market, clearly defining boundaries and functional roles for different market segments [9]. - The design of the foundational rule system supports a cohesive national electricity market while promoting the dynamism of various market categories [9].