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迎峰度夏期间两部委发布电力交易方案,用电会更经济可靠吗
Nan Fang Du Shi Bao· 2025-07-11 14:31
Core Viewpoint - The release of the "Cross-Grid Operating Area Normalized Electricity Trading Mechanism Plan" is a significant step towards breaking the segmentation of the electricity market and optimizing resource allocation nationwide, aiming for the establishment of a unified national electricity market by 2025 [1][8]. Group 1: Electricity Supply and Demand - During the peak summer period, Guangdong is expected to experience a maximum load of 167 million kilowatts, a year-on-year increase of 6.6%, with a system electricity consumption of 2,920 billion kilowatt-hours, up 7.9% year-on-year [2]. - The plan allows for inter-provincial resource sharing, which is expected to balance electricity supply and demand in Guangdong [2]. Group 2: Market Integration and Efficiency - The plan aims to establish a normalized electricity trading mechanism across grid operating areas, promoting market interconnectivity, reducing transaction costs, and enhancing the efficiency of electricity resource allocation [2][3]. - The mechanism will enable the sharing of surplus clean energy and load adjustment capabilities across a broader range, beyond the individual operating areas of the State Grid and Southern Grid [3]. Group 3: Green Electricity Trading - Green electricity trading is a key component of the plan, with clear regulations on entry conditions, trading methods, and green certificate transfer rules [5][7]. - Currently, one-third of the electricity generated in the country is green electricity, which includes renewable sources such as wind and solar power [6]. Group 4: Impact on Industry and Foreign Investment - There is a strong demand for green electricity from foreign enterprises in the Pearl River Delta and Yangtze River Delta regions, driven by the need to enhance their green development image and comply with international carbon reduction policies [7]. - The plan is expected to facilitate the green transformation of the manufacturing industry and enhance the competitive advantage of foreign enterprises in exports [7]. Group 5: Future Outlook - The establishment of a unified national electricity market is projected to be initially completed by 2025, with the plan serving as a crucial institutional breakthrough for promoting the smooth flow of electricity resources across a larger area [8][9]. - The plan introduces a collaborative trading model involving multiple parties, ensuring the technical feasibility of transactions under the constraints of the electricity grid [8].
新华财经|我国建立跨电网经营区常态化电力交易机制 全国统一电力市场建设迈出关键一步
Xin Hua She· 2025-07-11 12:44
Core Viewpoint - The establishment of a normalized electricity trading mechanism across grid operation areas marks a significant step towards building a unified national electricity market in China [1][3]. Group 1: Mechanism Establishment - The National Development and Reform Commission and the National Energy Administration have officially established a normalized electricity trading mechanism between the State Grid and the Southern Grid [1]. - This mechanism allows for high-standard "soft connectivity" in the market, enabling market participants to register in one location and share resources nationwide [1][3]. Group 2: Trading Framework - The trading mechanism includes various types of transactions such as medium to long-term electricity trading, green electricity trading, and spot trading, organized by multiple electricity trading centers [3]. - The mechanism has already facilitated significant green electricity transactions, with over 87 million kilowatt-hours traded across regions, effectively meeting the green electricity consumption needs of key areas [3]. Group 3: Future Developments - The State Grid and Southern Grid plan to normalize trading cycles and expand transaction scales based on the established mechanism, with a goal to explore inter-provincial transmission rights trading [4]. - The aim is to achieve a preliminary establishment of a unified national electricity market by 2025, marking a milestone in China's electricity system reform over the past decade [4].
国家发展改革委 国家能源局关于跨电网经营区常态化电力交易机制方案的复函
国家能源局· 2025-07-11 09:42
Core Viewpoint - The implementation of a normalized electricity trading mechanism across power grid operating areas is a significant step towards establishing a unified national electricity market, promoting resource optimization and interconnectivity [3][4]. Group 1: Implementation and Significance - The normalized electricity trading mechanism is approved and should be organized for implementation by the State Grid Corporation and China Southern Power Grid [2][3]. - This mechanism is a key measure to break market segmentation and regional blockades, optimizing electricity resource allocation nationwide [3]. - The collaboration between the State Grid Corporation and China Southern Power Grid is essential to enhance the efficiency of inter-grid channel utilization and ensure the effective operation of the unified electricity market system [3]. Group 2: Operational Guidelines - During the peak summer period of 2025, the mechanism should be utilized to optimize electricity resource allocation and support supply security [3]. - By the end of the year, efforts should be made to unify market rules, trading varieties, and trading timing to achieve normalized trading across grids [3]. - The companies are required to fulfill their responsibilities, improve trading rules, and enhance technical platform interconnectivity and information sharing [3]. Group 3: Regulatory Support - The National Development and Reform Commission and the National Energy Administration will continue to strengthen guidance on normalized trading and improve supporting policies [4]. - There will be a focus on timely coordination to resolve issues and further enhance the national unified electricity market system [4].
中电联:预计2025年市场化交易电量超6万亿千瓦时
Xin Hua Cai Jing· 2025-07-11 09:33
Core Viewpoint - The establishment of a unified electricity market in China is progressing steadily, with significant developments in provincial electricity spot markets and the integration of renewable energy into market transactions [1][2][3]. Group 1: Market Development - From January to May 2023, the national market-oriented electricity transaction volume reached 2.45 trillion kilowatt-hours, a year-on-year increase of 5.7%, accounting for 61.8% of the total electricity consumption [1]. - By 2024, four provincial-level spot markets will officially operate, and the southern regional electricity market will complete its first full-month settlement trial [1]. - By October 2024, inter-provincial electricity spot markets will officially operate, covering over 6,000 participants and facilitating transactions exceeding 88 billion kilowatt-hours, with 44% of the volume being clean energy [1][2]. Group 2: Policy and Regulatory Framework - The National Development and Reform Commission and the National Energy Administration have issued a notice to accelerate the construction of electricity spot markets, with six provincial-level markets expected to operate officially by mid-2025 [2]. - A foundational regulatory framework for the national unified electricity market has been established, consisting of basic operational rules and supporting regulations for market registration, measurement, settlement, and information disclosure [2]. Group 3: Renewable Energy Integration - The pace of renewable energy participation in market transactions has accelerated, with new policies promoting the entry of renewable energy into the electricity market and establishing sustainable pricing mechanisms [2]. - As of now, provincial-level detailed rules for renewable energy pricing have been issued in Inner Mongolia and Xinjiang, with Shandong and Guangdong also in the process of consultation [3]. Group 4: Talent Development - The development of a skilled workforce for electricity trading is advancing, with the publication of the first national vocational skill recognition textbook for electricity traders [3]. - A unified national examination for electricity trading professionals was conducted in May 2023, marking a new phase in professional certification for electricity trading talent [3].
中电联:预计2025年全社会用电量同比增长5%至6%
Zheng Quan Ri Bao· 2025-07-10 16:09
据中电联统计与数据中心主任侯文捷介绍,"十四五"以来,各年全社会用电量增速均高于不变价GDP增 速,我国电力弹性系数保持在1.2左右。电力弹性系数与产业结构转型、新旧动能转换、能源绿色转型 等存在密切的关系。比如,随着以互联网、大数据、云计算、人工智能为代表的数字经济高速发展,其 成为第三产业增长的重要动力。而数据中心、算力中心等支撑数字经济的核心基础设施需要消耗大量电 力,这就带来电力需求刚性增长。数据显示,2018年至2024年,互联网和相关数据服务业用电量年均增 长19.2%。 7月10日,中国电力企业联合会(以下简称"中电联")发布的《中国电力行业年度发展报告2025》(以下简 称《报告》)显示,综合考虑用电增长、电源电网投产等情况,以及气温等不确定性因素,预计2025年 全国电力供需形势呈现总体平衡态势。 从年内情况来看,今年以来,我国电力消费继续保持平稳增长态势。国家能源局6月20日发布的数据显 示,今年前5个月,全社会用电量累计39665亿千瓦时,同比增长3.4%,其中规模以上工业发电量为 37266亿千瓦时。从单月数据来看,自今年2月份以来,我国全社会用电量当月同比增速均在4%以上。 据中电联 ...
中电联预计今年全社会用电量同比增5%~6%
Di Yi Cai Jing· 2025-07-10 05:50
Group 1: Economic Growth and Electricity Consumption - The growth in electricity consumption this year reflects the resilience and vitality of the national economy, indicating stable economic operations despite pressures [1][2] - From January to May, the total electricity consumption reached 3.97 trillion kWh, with a year-on-year growth of 3.4%, and monthly growth rates exceeding 4% in recent months [1][2] - The report forecasts a 5% to 6% year-on-year increase in national electricity consumption by 2025, with an overall balance in supply and demand expected [1][2] Group 2: Sectoral Electricity Consumption - In the first five months, the primary industry consumed 54.3 billion kWh, showing a significant year-on-year increase of 9.6%, driven by improvements in agricultural infrastructure [2] - The secondary industry consumed 2.59 trillion kWh, with a year-on-year growth of 2.2%, while high-tech and equipment manufacturing sectors saw a growth of 3.3% [2] - The tertiary industry consumed 740.6 billion kWh, with a notable year-on-year increase of 6.8%, particularly in the information technology and digital economy sectors [2] Group 3: Electricity Market Development - The national unified electricity market is expected to be preliminarily established by 2025, with significant progress in market construction and resource allocation [4][5] - From January to May, market-based electricity transactions reached 2.45 trillion kWh, accounting for 61.8% of total electricity consumption, with expectations to exceed 6 trillion kWh for the year [4] - The construction of provincial electricity spot markets and cross-regional trading has accelerated, enhancing the overall market framework [4][5] Group 4: Capacity Pricing Policy - The capacity pricing policy for coal-fired power plants has been implemented since 2024, providing stable revenue sources and encouraging investment in efficient coal power generation [6][7] - The average fixed cost recovery for coal power plants is estimated at 92 yuan per kW per year, with a total capacity electricity fee of 95 billion yuan expected in 2024 [6] - Recommendations for optimizing the capacity pricing policy include adjusting cost recovery ratios and clarifying fee-sharing mechanisms for cross-regional electricity transmission [6][7]
电改巨轮即将启航 面对险滩要有预案
Zheng Quan Shi Bao· 2025-07-09 18:44
Core Viewpoint - The launch of a national unified electricity market in China is set to support the "dual carbon" goals and efficient energy allocation, indicating a profound transformation in the electricity system, accompanied by new challenges [1] Group 1: Challenges and Risks - The transition to a national electricity market may lead to resource siphoning from underdeveloped regions to developed ones, raising concerns about market efficiency and regional equity [1] - New market participants face uncertainty in market signals, particularly as renewable energy projects move away from guaranteed planning electricity, making investment decisions precarious [1] Group 2: Strategies for Adaptation - Participants need to enhance market adaptability and manage price volatility, with examples including adjusting production schedules to low-price periods and optimizing costs through time-based electricity pricing [1] - Companies must shift from passive acceptance to strategic participation in the market [1] Group 3: Institutional Framework - Activating diverse stakeholders and strengthening transparent regulation are crucial for breaking the zero-sum game, requiring more users to enter the spot market and ensuring fair and transparent rule mechanisms [2] - The transformation challenges not only technology but also the wisdom of institutional design and the strategies of various participants [2] - There is a need for further linkage between renewable energy development models and electricity market prices, with all players, including renewable energy companies, contributing to the overall reduction of electricity costs [2]
行业规则颠覆性重构 电力市场“电商时代”进入倒计时
Zheng Quan Shi Bao· 2025-07-09 18:25
Group 1: Market Transformation - The southern regional electricity market has initiated continuous settlement trials, marking the arrival of the "electricity e-commerce era" in China [1][2] - The national unified electricity market is nearing completion, focusing on market-driven pricing and efficient resource allocation [1][4] - The electricity market is transitioning from a planned economy to a market-driven model, with dynamic pricing based on supply and demand [2][4] Group 2: New Opportunities and Challenges - The new trading model allows for price fluctuations, creating opportunities for companies to optimize electricity costs by purchasing cheaper green energy during peak production times [2][3] - Companies are adapting by shifting production to low-cost electricity periods, potentially reducing electricity costs by over 10% [3] - The rise of renewable energy sources is reshaping the electricity market, necessitating a shift from traditional power generation models to more flexible and efficient systems [6][7] Group 3: Industry Dynamics - The electricity market is experiencing a significant transformation, with resilience becoming a key focus as renewable energy sources increase [5] - The expansion of renewable energy capacity is expected to exceed 1.4 billion kilowatts by the end of 2024, surpassing traditional coal power for the first time [6] - The competition between traditional coal power and renewable energy is intensifying, requiring coal power companies to adapt their business models to remain competitive [7][8] Group 4: Technological Innovations - Virtual power plants are emerging as a new model, aggregating decentralized resources to enhance system efficiency and stability [11][12] - Data centers are evolving to integrate energy storage and management systems, contributing to the optimization of renewable energy utilization [12] - The development of smart microgrids and virtual power plants is expected to be supported by new policies in the near future [13]
公用事业行业双周报(2025、6、20-2025、7、3):南方区域电力市场启动连续结算试运行-20250704
Dongguan Securities· 2025-07-04 09:10
Investment Rating - The report maintains an "Overweight" rating for the public utility industry, expecting the industry index to outperform the market index by over 10% in the next six months [47]. Core Insights - The public utility index increased by 1.0% over the past two weeks, underperforming the CSI 300 index by 2.2 percentage points, ranking 28th among 31 industries [6][13]. - Year-to-date, the public utility index has decreased by 0.02%, also underperforming the CSI 300 index by 0.9 percentage points, ranking 23rd among 31 industries [6][13]. - Among the sub-sectors, the heating service sector rose by 6.4%, photovoltaic power generation by 5.2%, and electric energy comprehensive services by 3.3% in the last two weeks [15]. - The report highlights significant developments in the southern regional electricity market, marking a key step towards a unified national electricity market [42]. Summary by Sections 1. Market Review - As of July 3, the public utility index has seen a 1.0% increase in the last two weeks, while the CSI 300 index has outperformed it by 2.2 percentage points [6][13]. - The sub-sectors showed mixed performance, with five sectors rising and two declining [15]. 2. Industry Valuation - The public utility sector's price-to-earnings (P/E) ratio is 18.5 times, with the photovoltaic sector at 747.3 times, indicating a significant valuation disparity [20][21]. 3. Industry Data Tracking - The average price of Shenxi Yulin block coal (Q6000) was 596 RMB/ton, up 2.4% from the previous value, while Qinhuangdao port coal (Q5500) averaged 613 RMB/ton, up 0.4% [32][33]. 4. Key Company Announcements - China Nuclear Power reported a 15.65% year-on-year increase in cumulative power generation for the first half of the year [40]. - Longyuan Power announced a 23.58% decrease in power generation for June compared to the previous year [40]. 5. Key Industry News - The southern regional electricity market's continuous settlement trial was launched, aiming to optimize electricity resource allocation across provinces [44]. - The State Council emphasized encouraging private capital participation in water and electricity infrastructure projects [44]. 6. Industry Weekly Perspective - The report suggests focusing on companies like Huadian International and Guodian Power due to the decline in average coal prices [42].
中新社丨全球最大“电力超市”到来 中国统一电力市场渐近
国家能源局· 2025-07-04 06:48
2025年过半,中国全国统一电力市场建设迈出关键一步。 6月底,中国南方区域电力市场启动连续结算试运行,从之前只是按周、按月等短期开展交易变成 可以每天不间断交易。现在,买卖双方可以在这个"电力超市"里根据需求随时跨省区买卖电力。 (来源:中国新闻网) 由此,价格"指挥棒"将发挥作用。以海南与广东联络线为例,南方区域市场结算试运行期间,联网 线路日均交互送电近1000兆瓦时,且呈现夜间海南负荷需求大、广东送电海南,中午时段海南光伏 大发、海南送电广东的特性。 统一电力市场建设,也将进一步解决中国新能源跃升发展带来的消纳需要。 华北电力大学国家能源发展战略研究院执行院长王鹏对中新社记者表示,近年来中国推动新能源跃 升式发展,但西部地区新能源大基地的风光消纳面临困难。统一电力市场有助于新能源全国范围内 合理流动,形成适合中国国情、有更强新能源消纳能力的新型电力系统,有助于能源清洁低碳转 型。 就南方电网区域电力市场来看,通过利用各省区的供需时段和调节性能差异,可以在更大范围内自 动适应新能源发电的随机性与波动性。2024年11月,在新能源大发的情况下,南方电网区域全网 新能源利用率达到99.21%。 对进一步建设 ...