Core Viewpoint - The implementation of the "Shandong Province New Energy Grid Price Marketization Reform Implementation Plan" aims to establish a comprehensive system for new energy participation in electricity market transactions, enhancing market efficiency in resource allocation [1] Pricing Mechanism - The plan stipulates that all new energy projects (wind and solar) will participate in the electricity market, with grid prices determined through market transactions [1] - A price difference settlement mechanism will be established for electricity outside the market, where the grid company will handle the price difference, which will be shared among all users [1][2] - For existing renewable projects before June 1, 2025, the mechanism price is set at 0.3949 yuan per kilowatt-hour (including tax), with a cap on the mechanism electricity volume linked to existing policies [2] Market Trading Mechanism - The plan emphasizes the connection between medium-to-long-term market prices and primary energy costs, allowing for flexible contract terms based on actual demand [3] - New energy projects can participate in spot market trading, with all electricity settled at spot market prices [3] - Capacity compensation for generation units will be based on the total demand of the Shandong power grid, ensuring effective capacity is compensated according to established standards [3] Risk Prevention Mechanism - A comprehensive electricity market information disclosure system will be established, covering various market segments and time dimensions to enhance transparency [3] - The retail electricity market will provide standardized pricing options based on actual consumption patterns, allowing users to choose from various retail packages [4] - The reform is expected to have no impact on residential and agricultural electricity prices, while commercial users may see stable or slightly reduced prices in the first year [4]

8月7日，山东省发展和改革委员会网站消息，山东省发展和改革委员会、国家能源局山东监管办公室、 山东省能源局联合印发《山东省新能源上网电价市场化改革实施方案》。《方案》明确，全省风电、太 阳能发电等新能源项目上网电量原则上全部进入电力市场，上网电价通过市场交易形成，未来将适时推 动生物质发电等其他新能源参与市场交易。参与跨省跨区交易的新能源电量，按国家相关政策执行；享 有财政补贴的项目，全生命周期合理利用小时数内的补贴标准仍按原有规定执行。 ...

8 月 7 日，关于印发《山东省新能源上网电价市场化改革实施方案》的通知发布，同时配 套发布了《山东省新能源上网电价市场化改革实施方案》政策解读及一图读懂。 其中提到：2 0 2 5年6月1日前投产的 存量新能源项目 全电量参与市场交易后,机制电价水 平按国家政策上限执行，统一明确为 每千瓦时0.3949元（含税） ，单个项目机制电量上 限原则上与现行具有保障性质的相关电量规模政策相衔接，执行期限按照全生命周期合理 利用小时数剩余小时数与投产满20年较早者执行。2025年6月1日起投产的 增量新能源项 目 ，由山东省发展改革委会同有关单位明确机制电量规模、执行期限，通过价格竞争方 式确定机制电价水平。各地不得将配置储能作为新建项目核准、并网、上网等前置条件。 优化发电侧容量补偿机制。 根据山东电网用电负荷（含备用容量）总需求， 对各类型市 场化机组的有效容量给予补偿。 按照全网回收长期边际机组固定成本原则确定容量补偿 标准，依据系统总容量需求与总有效容量，设置容量供需系数。发电机组容量电费由机组 可提供的有效容量、容量补偿电价标准以及当年容量供需系数三者乘积确定。 通知原文、政策解读及一图读懂如下： 5 7 ...

Core Viewpoint - The implementation of the "Shandong Province New Energy Grid Price Marketization Reform Implementation Plan" marks the official rollout of the national policy aimed at promoting high-quality development in the new energy sector in Shandong, a leading province in renewable energy development in China [1][9]. Group 1: National Policy Alignment - The core objective of the reform is to establish a market-oriented pricing mechanism that supports high-quality development of new energy, ensuring efficient allocation of power resources while maintaining industry stability and aiding in achieving carbon neutrality goals [2]. - The plan builds on existing provincial electricity market frameworks and aims to create a synchronized market pricing mechanism for new energy that resonates with national policies [2]. - Since 2021, Shandong has been advancing its electricity market by allowing centralized photovoltaic and wind power projects to enter the market early, with a significant expansion expected post-implementation of the plan [2]. Group 2: Local Adaptation and Innovation - The plan introduces innovative measures tailored to Shandong's unique challenges, such as uneven development of wind and solar energy and a concentrated market structure, providing a model that can be replicated in similar regions [4]. - A "dual-track" agency model is proposed to support distributed renewable energy projects, allowing them to participate in market transactions through aggregation and agency representation, thus lowering entry barriers and enhancing market efficiency [5]. Group 3: Market Dynamics and Competition - To prevent price manipulation in the competitive bidding process, the plan introduces a "bidding declaration sufficiency rate," requiring that at least 125% of the declared electricity volume is submitted for bidding [6]. - The reform aims to enhance competition and ensure fair pricing by allowing market forces to dictate electricity prices, even permitting negative pricing during periods of oversupply [7]. Group 4: Expected Outcomes of the Reform - The reform is expected to propel Shandong into a new phase as a strong photovoltaic province, with mechanisms in place to protect project revenues while allowing for market-driven price adjustments [7]. - The plan encourages optimal project layout and storage development, promoting a more efficient allocation of resources and addressing previous issues related to storage deployment [8]. - The competitive landscape will drive technological advancements in the photovoltaic sector, fostering a cycle of investment, innovation, and cost reduction that strengthens Shandong's position in the renewable energy industry [8].

上海有色网光伏首席分析师史真伟向经济观察报表示，目前多 晶硅价格难以继续上涨的主要原因是产业链传导存在一定压 力，下游企业对高价资源的接受能力有限。 作者： 潘俊田 封图：图虫创意 8月1日，国家发展改革委举行新闻发布会，据相关负责人介绍，中央财经委员会第六次会议对依 法依规治理企业低价无序竞争作出明确部署，国家发展改革委会同有关方面加快推进价格法修订。 选取"内卷式"竞争问题比较突出的行业领域，针对性开展成本调查，摸清生产经营情况，督促企业 自觉规范价格行为。 此前，硅料企业已经长期低于成本价进行销售。硅料头部企业均已披露现金成本和完全成本，其中 成本最低的协鑫科技截至今年一季度约为27070元/吨。 上海有色网光伏首席分析师史真伟向经济观察报表示，目前多晶硅价格难以继续上涨的主要原因是 产业链传导存在一定压力，下游企业对高价资源的接受能力有限。 史真伟说，在当前价格水平下，硅料企业大多能实现盈亏平衡，而此前则处于"卖一吨亏一吨"的状 态。 在史真伟看来，光伏产业链价格是否回暖主要取决于两个因素：一是多晶硅的供给侧结构性改革， 二是下游组件的价格传导效果。 近期，行业内传出不同版本的"硅料收储"传闻，均提及 ...

重要的消息有哪些 1．国务院办公厅印发《关于逐步推行免费学前教育的意见》，其中提出，免保育教育费对象。从2025 年秋季学期起，免除公办幼儿园学前一年在园儿童保育教育费。对在教育部门批准设立的民办幼儿园就 读的适龄儿童，参照当地同类型公办幼儿园免除水平，相应减免保育教育费。财政部、教育部将统筹考 虑学龄人口变化、财力状况等因素，研究适时完善免费学前教育政策。西藏，四川、云南、甘肃、青海 四省涉藏州县，新疆喀什、和田、阿克苏、克孜勒苏柯尔克孜四地州等地区在园儿童继续执行现行政 策。 2．中国人民银行等七部门联合印发《关于金融支持新型工业化的指导意见》。其中提出，提升科技金 融质效，支持新兴产业培育壮大和未来产业前瞻布局。支持金融机构打造多元化接力式的科技金融服务 模式，扩大科技贷款投放，加大对科技创新债券投资承销力度。推广中小企业专精特新发展评价结果运 用，强化融资增信服务。全面推行"创新积分制"，规范发展知识产权质押贷款等业务。支持新一代信息 技术、基础软件和工业软件、智能（网联）汽车、新能源、新材料、高端装备、时空信息、商业航天、 生物医药、网络和数据安全等新兴产业符合条件的企业在多层次资本市场融资。推进投 ...

8月5日，上海市发改委发布《 关于上海市贯彻落实新能源上网电价市场化改革有关事项的通知》， 并随通知同步下发了《上海市新能源可持续发展差价结算工作方案 》、《上海市新能源增量项目机 制电价竞价工作方案 》、《上海市电力市场成本调查工作方案 》。 文 | 上海市发展和改革委员会 《通知》主要内容 一是推动新能源上网电价全面由市场形成。新能源上网电量全部参与市场交易，通过市场交易形成 上网电价。健全中长期、现货市场交易和价格机制，满足新能源参与市场交易的条件。完善电网企 业代理购电机制，由电网企业以市场化方式采购新能源上网电量，作为代理购电电量来源。 二是建立新能源可持续发展价格结算机制。对于纳入机制的电量，由电网企业按照规定开展场外结 算，结算费用纳入本市系统运行费。区分存量项目和增量项目分类施策：存量项目机制电量、机制 电价妥善衔接现行政策，增量项目机制电量、机制电价通过市场化竞价方式合理确定。 三是完善市场跟踪与部门协作工作机制。加强部门协作分工，做好配套政策宣贯培训、差价协议签 订、信息平台开发等工作，确保新能源上网电价市场化改革政策平稳有序推进。 哪些新能源项目需要参与市场交易？ 2025年底前，本市集 ...

Core Viewpoint - The Shanghai Municipal Development and Reform Commission has announced a comprehensive market-oriented reform for renewable energy pricing, mandating that all renewable energy projects in Shanghai participate in market trading by the end of 2025, thereby establishing a market-driven pricing mechanism for renewable energy [1][3]. Group 1: Market Participation - All renewable energy generation, including centralized and distributed solar and wind power, as well as biomass energy, must participate in market trading by the end of 2025 [1][3]. - Renewable energy projects can either directly quote their output for market trading or aggregate their output for trading; those not participating will default to market prices [1][3]. Group 2: Trading Mechanisms - The reform aims to establish a robust medium- and long-term trading and pricing mechanism, allowing renewable energy projects to engage in annual, monthly, and intra-monthly trading cycles [1][3]. - The notification encourages long-term purchase agreements between renewable energy producers and electricity users to stabilize supply and demand relationships [1][3]. Group 3: Pricing Mechanism - A price difference settlement mechanism will be established for renewable energy participating in market trading, ensuring that the average market price is compared against a set mechanism price [4][5]. - Existing projects will have their pricing and volume determined based on current policies, while new projects will have their pricing established through competitive bidding [4][5]. Group 4: Monitoring and Coordination - The reform includes a mechanism for monitoring electricity prices and assessing price fluctuations to ensure stability in the market [5]. - There will be a focus on policy coordination to align the renewable energy pricing reform with broader energy and environmental goals [5].

新京报贝壳财经讯 上海市发展和改革委员会发布关于上海市贯彻落实新能源上网电价市场化改革有关 事项的通知，新能源上网电量全部参与市场交易。2025年底前，本市集中式光伏、集中式风电、分布式 光伏、分散式风电、生物质发电等新能源项目上网电量全部进入电力市场，通过市场交易形成上网电 价。新能源项目可报量报价直接参与市场交易，也可以聚合后参与市场交易，未直接或聚合参与市场交 易的，默认接受市场形成的价格。健全中长期市场交易和价格机制。新能源项目公平参与本市年度、月 度以及月内等周期的中长期市场交易。允许供需双方结合新能源出力特点，合理确定中长期合同的量 价、曲线等内容，并根据实际灵活调整。探索组织开展多年期交易。鼓励新能源发电企业与电力用户、 绿电需求企业签订多年期购电协议、多年期绿电交易协议，提前管理市场风险，形成稳定供求关系。 ...

Core Viewpoint - The Shanghai Municipal Development and Reform Commission has announced a notification regarding the market-oriented reform of renewable energy grid connection prices, stating that all renewable energy grid-connected electricity will participate in market trading by the end of 2025 [1] Group 1 - All grid-connected electricity from renewable energy projects, including centralized solar, centralized wind, distributed solar, distributed wind, and biomass power generation, will enter the electricity market [1] - The market trading will determine the grid connection price for renewable energy [1]