Workflow
全国统一电力市场
icon
Search documents
国家发展改革委 国家能源局关于印发《电力市场计量结算基本规则》的通知
国家能源局· 2025-08-06 09:30
▼点击阅读原文,查看《电力市场计量结算基本规则》详情 国家发展改革委 国家能源局关于印发《电力市场计量结算基本规则》的通知 发改能源规〔2025〕976号 各省、自治区、直辖市及新疆生产建设兵团发展改革委、能源局,北京市城市管理委员会,天津市、辽宁省、甘肃省工业和信 息化局(厅)、重庆市经济和信息化委员会,国家能源局各派出机构,中国核工业集团有限公司、国家电网有限公司、中国南 方电网有限责任公司、中国华能集团有限公司、中国大唐集团有限公司、中国华电集团有限公司、国家能源投资集团有限公 司、国家电力投资集团公司、中国长江三峡集团有限公司、国家开发投资集团有限公司、中国广核集团有限公司、华润(集 团)有限公司、内蒙古电力(集团)有限责任公司,北京、广州电力交易中心: 按照加快建设全国统一电力市场要求,为加强电力市场计量结算管理,我们组织制定了《电力市场计量结算基本规则》。现印 发给你们,请遵照执行。 国家发展改革委 国 家 能 源 局 2025年7月18日 (来源: 国家发展改革委 ) ...
全国统一电力市场“1+6”基础规则体系初步建成
Core Viewpoint - The article discusses the newly issued "Basic Rules for Metering and Settlement in the Electricity Market," which aims to enhance the management of metering and settlement in the national unified electricity market, ensuring fair and accurate transactions among market participants [3][8]. Summary by Sections General Principles - The rules are established to implement the central government's directives for deepening electricity system reform and building a unified national market [8]. - Metering is defined as the measurement and recording of electricity data to meet settlement needs [9]. - The rules apply to all types of electricity markets and emphasize the importance of accurate and timely settlement [9][10]. Overall Requirements - Electricity market settlement includes energy trading, ancillary services trading, and capacity trading, with settlements generally conducted on a natural month basis [11][12]. - In continuous operation of the electricity spot market, a "daily clearing and monthly settlement" model is adopted [12]. - The rules require that all market participants adhere to the established metering and settlement processes [9][10]. Rights and Obligations - Market participants must participate in the electricity market according to the rules and provide necessary data for settlement [15]. - The electricity trading institution is responsible for compiling settlement data and ensuring its accuracy [17]. - The grid enterprises must issue electricity bills based on the settlement basis provided by the trading institution [18]. Metering Management - Market participants must install metering devices that meet national standards and undergo regular calibration [20]. - The grid enterprises are responsible for ensuring that metering devices are installed and maintained properly [20][21]. Settlement Management - Settlement preparation involves collecting and summarizing the necessary data within specified timeframes [27]. - The electricity trading institution compiles settlement bases based on market rules and foundational data [33]. - Electricity bills must be issued by grid enterprises within specified deadlines, ensuring timely payment to generation companies [42][43]. Supervision and Management - Disputes regarding metering and settlement can be resolved through mediation or legal channels [41]. - Regulatory bodies will address any non-compliance with the metering and settlement rules [41]. Implementation - The rules will take effect on October 1, 2025, and will be valid for five years [43][44].
非化石能源发电装机占比突破六成 上半年能源供需总体宽松
Ren Min Ri Bao· 2025-07-31 22:01
Group 1 - The core viewpoint of the news is that China's energy supply is sufficient, with a significant increase in renewable energy generation, which now accounts for nearly 40% of the total national power generation [1][2] - In the first half of the year, the production of raw coal, crude oil, and natural gas increased by 5.4%, 1.3%, and 5.8% year-on-year, respectively [1] - The average daily coal production since July has been maintained at over 12 million tons, with coal inventories at power plants exceeding 200 million tons, sufficient for 30 days of use [1] Group 2 - In the first half of the year, over 200 million kilowatts of new power generation capacity was added, with renewable energy generation surpassing the combined electricity consumption of the tertiary industry and urban and rural residents [2] - By the end of June, the total installed capacity of renewable energy reached 2.159 billion kilowatts, accounting for approximately 59.2% of the total power generation capacity [2] - Wind and solar power generation capacity doubled compared to the same period last year, with installed capacities of 573 million kilowatts and 1.1 billion kilowatts, respectively [2] Group 3 - The green certificate market has seen significant growth, with 348 million green certificates traded in the first half of the year, a year-on-year increase of 118% [3] - The average price of green certificates rose to 5 yuan per certificate in the first half of the year, reaching 6.5 yuan in June, a 4.4-fold increase from the lowest price this year [3] - The establishment of a unified national electricity market has made progress, with new achievements in cross-regional electricity trading mechanisms and regional electricity market construction [3]
国家能源局2025年三季度新闻发布会文字实录
国家能源局· 2025-07-31 05:22
Core Viewpoint - The report highlights the overall stability and growth of China's energy sector in the first half of the year, emphasizing the acceleration of green and low-carbon transitions, the increase in renewable energy capacity, and the effective measures taken to ensure electricity supply during peak summer demand [2][5][14]. Group 1: National Energy Situation - Energy supply is sufficient and overall demand is stable, with coal production increasing by 5.4% year-on-year and oil and gas production also showing growth [2][3]. - The share of non-fossil energy generation capacity surpassed 60% for the first time, with wind and solar power installations doubling compared to the same period last year [2][3]. - Electricity consumption is on the rise, with a year-on-year increase of 5.4% in June, driven by urban gas demand and a slight decrease in coal consumption [3][4]. Group 2: Renewable Energy Integration - Renewable energy installations reached 268 million kilowatts in the first half of the year, a 99.3% increase year-on-year, accounting for 91.5% of new installations [5][6]. - Renewable energy generation accounted for 39.7% of total electricity generation, with wind and solar power contributing significantly to the overall increase in electricity supply [6][7]. Group 3: New Energy Storage Development - The new energy storage capacity reached 94.91 million kilowatts, a 29% increase from the end of 2024, with significant contributions from regions like Inner Mongolia and Xinjiang [11][31]. - The utilization hours for new energy storage systems increased to approximately 570 hours, indicating improved efficiency and effectiveness in peak load management [32][33]. Group 4: Electricity Supply During Peak Summer - The maximum electricity load reached a historical high of 150.8 million kilowatts, with 19 provinces experiencing record-breaking loads [15][16]. - Measures were implemented to ensure stable electricity supply, including the addition of over 20 million kilowatts of new generating capacity and enhanced inter-provincial transmission capabilities [15][19]. Group 5: Green Certificate Market - The green certificate market saw a significant increase, with 1.371 billion certificates issued in the first half of the year, a 149% year-on-year growth [21][22]. - The trading volume of green certificates doubled, reflecting a growing recognition of renewable energy's environmental value [22].
东兴证券晨报-20250729
Dongxing Securities· 2025-07-29 08:14
Economic News - The Ministry of Industry and Information Technology proposed to formulate financial support guidelines for new industrialization, emphasizing the importance of value creation and industry governance [1] - The State Council issued a plan for a childcare subsidy system, providing annual subsidies of 3600 yuan per child for those under three years old starting January 1, 2025 [1] - The National Energy Administration emphasized the need for monitoring electricity supply and demand, aiming to establish a unified national electricity market by the end of the year [1] - Malaysia revised its 2025 economic growth forecast down to between 4% and 4.8%, with inflation expectations adjusted to 1.5%-2.3% [1] - China and the U.S. held trade talks in Sweden to implement previous agreements and promote bilateral economic relations [1] - The Guangdong Paper Industry Association called for resisting low-price competition and maintaining market order in the paper industry [1] - The China Federation of Logistics and Purchasing reported a stable growth in social logistics, with a total of 171.3 trillion yuan in the first half of the year, a 5.6% increase year-on-year [1] Company News - Zhonghua International plans to acquire 100% equity of Nantong Xingchen from Bluestar Group through a share issuance, with the valuation and transaction price yet to be determined [5] - Huahua Co., Ltd. intends to raise up to 586 million yuan through a private placement for automation and information technology upgrades in its production lines [5] - China Tungsten High-Tech plans to acquire machinery and land use rights from Minmetals Tungsten for 123 million yuan to enhance production capacity [5] - Jidian Co. announced the full production of its integrated green hydrogen and ammonia project, which includes 700 MW of wind power and 100 MW of solar power [5] - Rejing Bio developed a rapid test kit for Chikungunya virus antibodies, although it has not yet received regulatory approval for medical use [5][6] Industry Analysis - Western Mining (601168.SH) reported a 26.59% increase in revenue to 31.619 billion yuan and a 15.35% increase in net profit to 1.869 billion yuan for the first half of 2025, indicating a new expansion cycle [7] - The company achieved significant growth in the production of various minerals, including copper (9.18 million tons, +7.65%), zinc (6.29 million tons, +18.61%), and lead (3.51 million tons, +24.63%) [8] - The copper segment remains the core business, contributing 76% of revenue and 67% of gross profit, with a notable increase in both volume and price [8] - The company’s smelting production also saw improvements, with copper production rising by 49.94% to 182,200 tons in the first half of 2025 [9] - The company maintained stable profitability, with a slight decrease in gross margin from 21.06% to 19.98% but an increase in ROE from 10.45% to 11.10% [10][11] - Future revenue projections estimate 56.03 billion yuan in 2025, 58.64 billion yuan in 2026, and 60.9 billion yuan in 2027, with corresponding net profits of 3.84 billion yuan, 4.11 billion yuan, and 4.53 billion yuan [11]
广西提速电力现货市场建设
Zhong Guo Dian Li Bao· 2025-07-29 01:01
Group 1 - The maximum power load of Guangxi Power Grid reached 35.234 million kilowatts, a historical high, increasing by 2.61% compared to two years ago [1] - The average market clearing price has significantly increased, with the market clearing price rising by 49.9% and the real-time market clearing price increasing by 99.9% compared to the average of the previous 18 days [1] - The power generation capacity in the region increased by 2.74 million kilowatts compared to the average of the previous 18 days, enhancing supply capabilities [1] Group 2 - Guangxi plays a crucial role as an important hub for "West-to-East Power Transmission," actively integrating into the Southern regional electricity market and the national unified electricity market [2] - As of July 7, the average daily hydropower generation in Guangxi exceeded 12 million kilowatts, a year-on-year increase of 65%, setting a historical record for the same period [2] - During the trial operation of continuous settlement, the National Energy Group Guangxi Power Company participated in the spot market trading, emphasizing the importance of spot prices in driving production and operational decisions [2] Group 3 - The spot market effectively reflects and guides market prices, leading to a decrease in medium- and long-term trading prices, with Guangxi experiencing the largest decline nationwide [3] - The continuous settlement trial in the spot market has revealed the surplus supply situation in Guangxi's electricity market, aligning medium- and long-term trading prices with spot prices [3] Group 4 - By June 2025, Guangxi's installed capacity for renewable energy reached 53.29 million kilowatts, a year-on-year increase of 70.7%, accounting for 48.5% of the total installed capacity in the region [4] - Guangxi has actively promoted renewable energy projects to participate in the electricity market, breaking the "quantity and price guarantee" model [4] - As of now, 403 renewable energy trading units have registered and engaged in trading, with 196 renewable energy stations participating in the spot market on the day of the continuous settlement trial [4] Group 5 - Guangxi Power Grid Company has invested significant resources to develop the electricity spot market, successfully completing 12 rounds of trial operations and 88 days of cumulative operation [5] - The continuous settlement trial has demonstrated the stability of the electricity market in Guangxi, with significant results in supply assurance and price stabilization [5] - The company plans to further innovate and improve market mechanisms, promoting the full participation of centralized renewable energy in the spot market [5]
统一电力市场建设迈出关键步伐
Jing Ji Ri Bao· 2025-07-22 22:07
Core Viewpoint - The establishment of a nationwide unified electricity market system is a crucial task for deepening electricity system reform and building a unified national market, with the recent implementation of a normalized electricity trading mechanism across grid operation areas accelerating this process [1][2]. Group 1: Market Structure and Development - The electricity industry in China has transitioned from a planned electricity system to a market-oriented one, with market transactions expected to exceed 6 trillion kilowatt-hours in 2024, accounting for 63% of total electricity transactions [1]. - The separation of the State Grid and Southern Grid since the 2002 reform has led to a lack of interconnection and a normalized trading mechanism, hindering the optimal allocation of electricity resources nationwide [1][2]. Group 2: Cross-Grid Trading Mechanism - The newly established cross-grid trading mechanism allows for a unified online electricity marketplace, enabling electricity resources to flow freely across the country based on a standardized set of rules [2][3]. - The mechanism facilitates the collection of cross-grid trading demands and ensures precise matching of supply and demand through information exchange between trading centers in Beijing and Guangzhou [3]. Group 3: Green Energy Consumption - The new trading mechanism enhances the convenience of green energy consumption, allowing renewable energy projects to participate as basic trading units, thus promoting the free flow of green electricity between regions [3][4]. - The first cross-regional green electricity transaction was successfully completed in March, demonstrating the practical application of the new trading mechanism [3]. Group 4: Supply and Demand Management - The cross-grid trading mechanism has already shown initial effectiveness, with significant volumes of green electricity traded between regions, particularly during peak demand periods [6]. - The mechanism is expected to improve the utilization of transmission channels and enhance the capacity for renewable energy consumption, thereby providing more flexible supply guarantees [6]. Group 5: Future Development Directions - In 2023, the country plans to implement normalized trading across various timeframes, supporting electricity supply during peak demand periods and exploring long-term green electricity trading agreements [7]. - The ongoing physical interconnection between the State Grid and Southern Grid will further enhance resource optimization capabilities, leading to more frequent and shorter trading cycles [7].
国家电网:聚焦重点领域深化内部改革 加快建设全国统一电力市场
news flash· 2025-07-22 13:37
国家电网有限公司2025年下半年重点工作推进会在京召开。公司董事长、党组书记张智刚出席会议并讲 话。张智刚强调,当前和近期重点工作,要坚持创新驱动,系统强化创新体系建设。切实增强科技创新 的紧迫感,强化科技创新的主体责任,加强协同创新,进一步加强科技人才培育。要深化改革攻坚,激 发高质量发展动力活力。扎实推进国企改革任务落地,聚焦重点领域深化内部改革,加快建设全国统一 电力市场。要强化重点领域风险防控,纵深推进全面从严治党。要全面完成年度目标任务,确保"十四 五"圆满收官。全力服务经济社会发展大局,更好统筹发展和安全,确保完成全年目标任务。(国家电网 有限公司) ...
跨经营区常态化电力交易机制启动,“网上电力商城”来了
Xin Jing Bao· 2025-07-18 09:15
Core Viewpoint - The establishment of a normalized cross-grid electricity trading mechanism aims to enhance electricity supply security during peak summer periods and facilitate long-term green electricity trading agreements across different grid operating areas [1][2][3]. Group 1: Reasons for Establishment - The current separation between the State Grid and Southern Grid has become a critical bottleneck in building a unified national electricity market [3]. - The lack of a normalized trading mechanism between the two grids has limited the efficiency of inter-grid electricity exchanges, which primarily rely on government agreements and emergency dispatch [3][4]. - The increasing integration of renewable energy sources necessitates a more flexible and efficient electricity trading system to ensure stable supply and consumption across regions [3][5]. Group 2: Mechanism Details - The approved plan includes detailed processes for various trading types, ensuring safety checks, execution, settlement, and information disclosure for cross-grid transactions [4]. - A dual verification system is established for all cross-grid transactions to ensure the safety and reliability of the electricity grid [4][7]. - The plan promotes real-time sharing of transaction data, enhancing the convenience for market participants and reducing transaction costs [4][6]. Group 3: Innovations and Market Impact - The plan introduces a direct trading model between resource providers and consumers, allowing renewable energy projects to participate in cross-grid trading [6]. - It aims to expand the market for green electricity, facilitating the transfer of clean energy from resource-rich areas to consumption centers [6][5]. - The establishment of a collaborative mechanism between the two grids is essential for the smooth operation of the trading system, ensuring unified processes and safety standards [7][8].
《2024年度中国电力市场发展报告》
国家能源局· 2025-07-17 09:28
Core Viewpoint - The report highlights significant progress in the construction of China's unified electricity market in 2024, emphasizing the establishment of various market mechanisms and the promotion of clean energy, with a focus on achieving a unified, efficient, and sustainable future for the energy system by 2025 [4][6]. Group 1: Overview of the 2024 Electricity Market - In 2024, the total installed power generation capacity reached 3,349 million kilowatts, with an increase of 429 million kilowatts, of which wind and solar power accounted for 358 million kilowatts, representing a year-on-year growth of 33.9% [9][10]. - The total electricity generation in 2024 was 10.09 trillion kilowatt-hours, a year-on-year increase of 6.7%, with wind and solar contributing 3,660 billion kilowatt-hours, accounting for 58.1% of the total increase [11][12]. - The total electricity consumption reached 9.85 trillion kilowatt-hours, growing by 6.8% year-on-year, with an average annual growth rate of 6.6% from 2016 to 2024 [13]. Group 2: Market Progress and Achievements in 2024 - The number of market participants increased to 816,000, a year-on-year growth of 8.9%, with 35,000 power generation companies and 774,000 electricity users [17]. - The total market-based electricity trading volume reached 6.18 trillion kilowatt-hours, a 9.0% increase, accounting for 62.7% of total electricity consumption [20][22]. - Cross-provincial and cross-regional medium- and long-term trading volume reached 1.39 trillion kilowatt-hours, a year-on-year increase of 19.8% [28]. Group 3: Market Mechanism and Structure - The inter-provincial electricity spot market officially commenced operations on October 15, 2024, covering the entire national grid and promoting inter-provincial electricity mutual assistance [43]. - The inter-provincial spot market recorded a total transaction volume of 37.631 billion kilowatt-hours in 2024, with an average transaction price of 0.412 yuan per kilowatt-hour [44]. - The southern regional electricity market achieved significant progress, with over 200,000 registered market participants and a market-based electricity volume accounting for 72.5% of total sales [50]. Group 4: Regulatory and Rule System Development - The basic rule system for the electricity market was initially established, including the issuance of fundamental rules for market operation, information disclosure, and registration [73][74]. - The green electricity market saw a substantial increase, with green certificate transactions reaching 446 million, a year-on-year growth of 364% [76]. - The auxiliary service market expanded, with total costs amounting to 40.25 billion yuan, and the average cost per kilowatt-hour for users was 0.0008 yuan [68]. Group 5: Future Outlook for 2025 - The unified electricity market is expected to be initially established by 2025, serving as a platform to gather consensus and address reform challenges [6]. - The report emphasizes the need for continued efforts to enhance market efficiency and sustainability, supporting the transition to a clean, low-carbon energy system [6].