风电头条获悉，12月17日，国家发展改革委办公厅、国家能源局综合司发布关于建立全国统一电力市场评价制度的通知。 文件指出，全国统一电力市场评价工作应结合市场建设情况开展多维度综合评价，重点围绕电力市场运营效果、市场作用发挥、经营主体可持续 性发展、市场竞争充分度四个方面开展评价。 登录新浪财经APP 搜索【信披】查看更多考评等级 （来源：风电头条） 文件还指出，市场为储能、虚拟电厂等新业态提供发展空间，推动民营企业参与，带动相关产业链成长，促进就业和能源新质生产力提升。 市场竞争充分度评价方面，要求电力市场实现统一开放，经营主体有序竞争，对不当市场竞争、报价异常及市场力滥用行为能够有效约束，电力 市场信用机制健全，能够对市场失信行为进行惩戒。 此外，自2026年起组织开展全国统一电力市场评价，制定市场评价标准。鼓励各地因地制宜按需开展电力市场评价工作。鼓励市场运营机构充分 发挥自身优势，开展市场量化评价，及时发现并反馈电力市场建设运营相关问题。 公告如下： 以习近平新时代中国特色社会主义思想为指导，全面贯彻党的二十大和二十届历次全会精神，按照完善全国统一电力市场体系要求，围绕加快构 建新型电力系统的总体目标， ...

Core Viewpoint - The establishment of a national unified electricity market evaluation system aims to enhance the efficiency and effectiveness of the electricity market, ensuring sustainable development and promoting competition among market participants [1][5][6]. Group 1: Overall Requirements - The evaluation system is guided by Xi Jinping's thoughts and aims to align with the goals of building a new power system, focusing on safety, green transformation, and economic efficiency [6]. - The evaluation will provide a scientific and systematic framework to assess the performance of the electricity market, supporting decision-making for market construction and regulation [6]. Group 2: Evaluation Content - The evaluation will focus on four main aspects: market operation effectiveness, market role performance, sustainable development of operating entities, and market competition adequacy [7]. Market Operation Effectiveness - The evaluation will assess the progress of market construction, including the establishment of a complete set of unified market rules and the coverage of various market types [8]. - It will also evaluate the technical standards and the operational foundation of the electricity market, ensuring efficient management and accurate information disclosure [9][10]. Market Role Performance - The evaluation will measure the efficiency of electricity factor circulation, the safety benefits of power supply, environmental benefits related to renewable energy, and the overall economic benefits of the electricity market [11][12]. Sustainable Development of Operating Entities - The evaluation will focus on the operational status of market entities, the cultivation of new business models like energy storage and virtual power plants, and the overall satisfaction of market participants [13][14]. Market Competition Adequacy - The evaluation will analyze the behavior of market participants, ensuring fair competition and monitoring market concentration levels to manage risks effectively [15][16]. Group 3: Evaluation Methods - A comprehensive evaluation indicator system will be established, combining qualitative and quantitative analysis methods to reflect the multi-dimensional aspects of the market [17][18]. - The evaluation will utilize digital technologies for real-time monitoring and enhance the predictive capabilities of market assessments [20][21]. Group 4: Implementation and Organization - The evaluation work will be organized by the National Development and Reform Commission and the National Energy Administration, with collaboration from various stakeholders [24]. - Local departments are expected to take responsibility for the evaluation, ensuring that the process is independent, professional, and comprehensive [24].

Core Viewpoint - The energy sector has demonstrated strong resilience and effectiveness in ensuring energy supply during the "14th Five-Year Plan" period, with non-fossil energy consumption exceeding the 20% target, supporting stable economic growth [2] Performance Highlights - Electricity consumption is expected to exceed 10 trillion kilowatt-hours for the first time, with July and August seeing continuous monthly consumption surpassing 1 trillion kilowatt-hours, marking a global first [3] - Oil and gas production reached historical highs, with crude oil production at approximately 215 million tons and natural gas production exceeding 260 billion cubic meters, maintaining an annual increase of over 10 billion cubic meters for nine consecutive years [3] - The national electricity supply remains secure and stable, with significant improvements in oil and gas exploration and development, and an increase in energy resource complementarity [3] - The energy self-sufficiency rate increased from around 80% to over 84%, establishing the world's largest renewable energy system [3] Green Transition - The pace of green and low-carbon transformation in the energy sector is accelerating, with significant developments in renewable energy, including the completion of the first batch of wind and solar power bases and the construction of approximately 50 million kilowatts in the second and third batches [3] - By 2030, the proportion of non-fossil energy consumption is expected to reach 25%, with renewable energy generation capacity exceeding 50% [5] Infrastructure Development - Major hydropower and nuclear power projects are advancing, with national hydropower installed capacity exceeding 440 million kilowatts and 10 new nuclear power units approved for construction [4] - The construction of a unified national electricity market has made significant progress, with 28 provinces engaging in electricity spot trading, and market-based electricity transactions expected to reach 6.6 trillion kilowatt-hours, a year-on-year increase of 6.8% [4] Innovation and Future Outlook - The integration of energy and artificial intelligence is rapidly developing, with new energy storage installations surpassing 100 million kilowatts, accounting for over 40% of the global total [7] - The government is promoting the development of hydrogen energy and green fuels, with plans to establish a hydrogen energy industry development implementation plan and support various projects in the energy sector [7]

Core Viewpoint - The meeting of the National Energy Administration emphasizes the importance of energy regulation in promoting high-quality energy development and outlines key tasks for 2026, aligning with the directives from the 20th National Congress of the Communist Party of China [3][5]. Summary by Sections Energy Regulation and Development - The meeting highlighted the significance of Xi Jinping's important instructions on energy work, which serve as fundamental guidelines for advancing energy regulation and supporting high-quality energy development [3]. - The energy regulatory framework has been strengthened, ensuring the effective implementation of major strategic policies and the establishment of a unified, competitive, and efficient electricity market system [4]. Key Achievements and Future Directions - Over the past five years, energy regulation has effectively standardized industry operations, enhanced the authority of regulatory enforcement, and addressed significant risks and conflicts [4]. - The meeting stressed the need to deepen understanding of new missions and challenges in energy regulation, aligning them with the broader goal of building an energy powerhouse [4]. 2026 Regulatory Work Plan - The 2026 energy regulatory work will focus on implementing the spirit of the 20th National Congress, enhancing regulatory effectiveness, and innovating regulatory methods to align with the construction of a strong energy nation [5]. - Key areas of focus include the construction of a new energy system, the promotion of clean and efficient use of fossil energy, and the development of clean energy industries [5]. - The meeting called for a comprehensive approach to ensure energy system safety, improve monitoring and early warning mechanisms, and enhance emergency response capabilities [5]. Organizational Structure and Participation - The meeting was attended by key members of the National Energy Administration and representatives from various departments, indicating a collaborative approach to energy regulation [6].

Core Viewpoint - The article emphasizes the achievements and future tasks of energy regulation in China, highlighting the importance of high-quality development and the implementation of policies to ensure energy supply and safety. Group 1: Achievements in Energy Regulation - The energy regulatory framework has been strengthened, with a focus on implementing the decisions of the central government and enhancing grassroots governance [2][3][4] - Significant progress has been made in establishing a unified national electricity market, with the number of market participants increasing nearly fourfold since the end of the 13th Five-Year Plan [22][23] - The scale of green electricity and green certificate trading has seen exponential growth, with an annual growth rate of nearly 180% [24] Group 2: Key Regulatory Measures - A comprehensive regulatory system has been established, including a "1+6" foundational rule system and a mechanism for cross-grid trading [9][20] - The average resolution time for public complaints has been reduced from 60 days to 6.8 working days, with 92% of issues resolved at the grassroots level [16][25] - The implementation of new policies is expected to benefit approximately 1.5 million households and save around 20 billion yuan in electricity investment over five years [14] Group 3: Future Focus Areas - The focus for 2026 includes fully implementing the spirit of the 20th National Congress and ensuring the construction of a unified electricity market [26][28] - Emphasis will be placed on enhancing energy supply security, improving the quality of electricity services, and strengthening the regulatory framework [32][33] - The regulatory approach will prioritize innovation and reform, aiming to create a new regulatory landscape that aligns with the development of a strong energy nation [34][35]

Core Viewpoint - The National Energy Administration's 2026 regulatory work meeting emphasized the importance of energy regulation in supporting high-quality energy development and aligning with national strategic goals, guided by Xi Jinping's thoughts and directives [3][4][5]. Group 1: Regulatory Framework and Achievements - The meeting highlighted the significant progress made during the "14th Five-Year Plan" period in strengthening energy regulation, ensuring the implementation of major strategic policies, and establishing a unified and competitive electricity market [4][5]. - The energy regulatory authority has enhanced its enforcement capabilities, effectively addressing major risks and conflicts, and demonstrating the effectiveness of energy regulation [4][5]. Group 2: Future Directions and Goals - For 2026, the energy regulatory work will focus on implementing the spirit of the 20th National Congress and subsequent plenary sessions, with an emphasis on building a unified national electricity market and ensuring the regulation of natural monopoly sectors [5][6]. - The meeting called for a systematic approach to accelerate the construction of a new energy system, promote the efficient use of fossil energy, and support the growth of the clean energy industry [6]. - There will be a strong focus on enhancing the safety of the energy and electricity systems, improving monitoring and early warning mechanisms, and ensuring the reliability of electricity supply [6]. Group 3: Organizational and Leadership Aspects - The meeting underscored the importance of strengthening the Party's leadership in energy regulation, enhancing organizational and personnel development, and fostering a culture of accountability and discipline within the regulatory framework [6].

Core Insights - 2025 is a pivotal year for achieving the "14th Five-Year Plan" goals and transitioning to the "15th Five-Year Plan," marking significant progress in the national unified electricity market system [1] Group 1: Market Development - China's electricity market transaction scale has reached the largest globally, with market transaction electricity accounting for 63.4% of total electricity consumption, and renewable energy market transactions making up 57% [1] - The establishment of a normalized trading mechanism across grid operating areas has been largely achieved, enhancing the optimization of electricity resource allocation [1] - The electricity traded under this mechanism has exceeded 22 billion kilowatt-hours, demonstrating improved inter-grid electricity support [1] Group 2: Spot Market Operations - The spot market has been fully operational, achieving comprehensive coverage of all electricity market categories, with 28 provinces conducting continuous spot trading [2] - Inter-provincial spot market transactions reached 331.4 billion kilowatt-hours from January to October, accounting for 14.8% of total spot electricity [2] - The Southern regional electricity market has transitioned to continuous operation, marking a significant breakthrough in regional economic collaboration [2] Group 3: Regulatory Framework - A basic national unified rules system has been established, facilitating the integration and resource allocation across the electricity market [3] - The foundational rule system, including mid-term, spot, and ancillary service rules, has been developed to support the standardized operation of the national unified electricity market [3] - The construction of a unified electricity market is crucial for deepening electricity system reforms and supporting high-quality economic development [3] Group 4: Energy Security and Green Transition - During peak summer demand, cross-regional transmission capacity reached a maximum of 151 million kilowatts, significantly improving energy supply stability [4] - Green electricity trading has seen an annual growth rate of nearly 180%, with over 13.5 billion green certificates traded, supporting the development of renewable energy [4] - The market has contributed to lowering energy costs, with industrial and commercial electricity prices remaining competitive internationally [5] Group 5: Resource Allocation Efficiency - From January to October 2025, cross-provincial and cross-regional trading volume reached 1.3 trillion kilowatt-hours, growing by 12.5% year-on-year [5] - The Southern regional electricity market has become the largest unified clearing electricity spot market globally, effectively addressing the mismatch between resource-rich areas and load centers [5] - The ongoing development of the electricity market system is expected to enhance the resilience of the electricity system and accelerate the green transition [5]

新华财经北京12月12日电（罗浩）沪深两市三大股指12日开盘涨跌不一，沪指小幅低开，深成指和创业 板指小幅高开。早盘期间，各股指波动回落后震荡反弹，至午间收盘时深成指和创业板指显著上涨。三 大股指午后小幅上扬，尾盘有所回落，收盘时沪指小幅上涨，深成指和创业板指显著上涨。 消息面上 工业和信息化部：加快建设绿色工厂大力培育绿色供应链积极发展绿色工业园区 12日，可控核聚变板块全日表现强势，超导概念、大基金持股、核电核能、工业气体、大飞机、特高 压、海洋经济、商业航天、有色金属、EDA概念、存储芯片等多板块均有显著上涨。商业连锁、免税 店、微盘股等板块跌幅靠前。 截至收盘，沪指报3889.35点，涨幅0.41%，成交额约9100亿元；深成指报13258.33点，涨幅0.84%，成 交额约11823亿元；创业板指报3194.36点，涨幅0.97%，成交额约5663亿元；科创综指报1611.93点，涨 幅1.77%，成交额约2480亿元；北证50指数报1447.69点，涨幅0.31%，成交额约269.5亿元。 机构观点 巨丰投顾：周五市场震荡回暖，可控核聚变板块涨幅居前。中央经济工作会议定调适度宽松的货币政 策，有利 ...

人民财讯12月12日电，华泰证券指出，全国统一电力市场建设加速推进，预计"十五五"期间电网投资有 望达到4万亿元以上，相比于"十四五"期间电网投资2.8万亿元显著提升。其中，主网建设助力全国电网 网架实现互联互通，是全国统一电力大市场搭建的重要支撑，华泰证券认为仍将是重点建设方向。 ...

近日， 国家 发展 改革委、 国家能源局 发布 《 关于优化集中式新能源发电企业市场报价的通知（试行） 》 （ 发改 能源 〔 2025 〕 1 476 号 ， 以下简称《 通知 》）。国家 能源局 有关负责同志就 此 接受 了 记者 采访 。 问： 《 通知 》 印发的背景和目的是什么？ 答： 随着全国统一电力 市场 加速 推进和 《 国家发展改革委 国家能源局关于深化新能源上网电价市场化改革 促进新能源 高质量发展的通知》（发改价格〔 2025 〕 136 号） 出台，新能源 发电企业 开始全面参与电力市场交易。 相较于传统 火电厂， 新能源场站规模较小、布局分散、位置偏远、人员配置少，客观上难以 满足 独立报价 的技术和人力资源要求 。 去年以来，发电企业通过多种渠道向我们反映了有关诉求， 希望适度放开集中式新能源集中报价限制 ， 更好 适应 新 能 源 全面 入市 要求 。 为适应新形势新变化， 我们 借鉴国外成熟电力市场经验， 结合 国内 电力市场 实际， 研究起草了《通知》 ， 探索推进 集中式新能源发电企业报价方式优化调整。 《通知》 在遵循电力市场运行基本规则、不新增经营主体等前提下，逐步放开 ...