文 | 中关村储能产业技术联盟 根据中关村储能产业技术联盟（CNESA）Da t aLi n k全球储能数据库的统计，全国各地已 陆续发布20 2 6年1月电网代理购电价格。 核心要点： 2026年1月，20地执行尖峰电价，3地执行深谷电价。 共有21个地区最大峰谷价差超过0.6元/kWh，16个地区高峰平段价差超过0.3元/kWh。 最 大 峰 谷 价 差 排 名 前 三 位 的 分 别 是 ： 广 东 珠 三 角 五 市 1.1577 元 /kWh 、 江 门 1.1510 元/kWh、海南1.1171元/kWh，其次是广东惠州、湖南、山东等地。 最大价差同比变化方面，2026年1月仅海南、天津、山东、蒙西、河北南网、蒙东、四川 等7省同比有所增长，其余省份均为下降趋势。 与 去 年 同 期 相 比 ， 28 个 省 份 最 大 价 差 呈 缩 小 态 势 ， 1 月 同 比 降 幅 较 明 显 的 是 新 疆 （-93.4%）、宁夏（-57.4%）、辽宁（-48.3%）、江苏（-45.6%）、吉林（-43.6%）， 除江苏外，其他均为供需宽裕省份，江苏下降明显的主要原因则为前几月调整了分时电价 浮动比例 ...

12月1日，四川省发展和改革委员官网发布了《四川2026年电力市场交易总体方案（征求意见稿）》及 《四川电力市场规则体系V4.0（征求意见稿）》在线意见征集情况。意见征集期间，共收到反馈意见5 条，建议内容均为分时电价政策方面。经认真研究，已采纳相关意见建议，对分时电价执行方式进行优 化调整，零售用户非现货联动电量按照现行分时电价政策执行。 国外要闻 国外要闻 01 近日，据JMK Research预测，印度将在2026财年（截至2026年3月31日的12个月）新增约 41.5GW光伏 装机容量。其中，大型电站项目约32GW，屋顶光伏约8GW，离网系统约1.5GW。2025年1月至9月期 间，印度新增大型光伏装机约 22.5GW，同比增长 70.3%；同期新增屋顶光伏约 5.8GW，同比增长 81.6%。 02 日前，毛里塔尼亚经济与发展部长与法国对外贸易和吸引投资部长级代表在努瓦克肖特签署一项优惠贷 款协议，用于建设10座配备储能系统的太阳能电站。贷款总额为3922万欧元（约合 18.17 亿新乌吉 亚）。毛方表示，该融资体现了总统加兹瓦尼推动清洁能源普及、缩小城乡差距和改善基本公共服务的 承诺。 国内要闻 ...

Core Viewpoint - The new policy implemented by Jiangsu Province aims to optimize the time-of-use electricity pricing structure for commercial and industrial users, promoting renewable energy consumption and reducing electricity costs for businesses and electric vehicle owners [1][4]. Group 1: Policy Implementation - The policy was officially implemented on June 1, 2025, following the announcement on April 25, 2025, and will affect electricity pricing from December to February, introducing a "winter electricity price" [1]. - The scope of the time-of-use pricing has been significantly expanded to include various electricity users such as public water plants, sewage treatment plants, distributed energy stations, and urban rail systems [2]. Group 2: Time-of-Use Pricing Structure - The policy introduces a new "midday valley period" for electricity pricing, with specific time slots designated as valley periods during different seasons, allowing businesses to save on electricity costs by adjusting their usage [2]. - Peak periods have been adjusted, with summer and winter peak times now set from 14:00 to 22:00, and spring and autumn peak times from 15:00 to 22:00, encouraging businesses to optimize their production schedules [2]. Group 3: Electric Vehicle Benefits - Electric vehicle owners can benefit from the policy by utilizing time-of-use pricing for charging and discharging electricity back to the grid, potentially generating revenue [4][5]. - Operators of electric vehicle charging facilities can choose to implement time-of-use pricing, aligning their charging periods with commercial users to maximize cost savings [4]. Group 4: Market Participation and Revenue Generation - The policy encourages electric vehicle operators to participate in electricity market transactions and respond to grid demand by discharging electricity back to the grid, with specific pricing structures established for peak and off-peak periods [5]. - Facilities that can independently connect to the grid and have reverse discharge capabilities can apply to participate in grid interaction, enhancing their revenue potential [5].

Core Viewpoint - The article discusses the optimization of time-of-use electricity pricing policies in Zhejiang Province, aiming to better guide users in peak shaving and valley filling, promote renewable energy consumption, and adapt to changes in electricity load dynamics [8][11]. Group 1: New Time-of-Use Pricing Structure - The new time-of-use pricing structure includes adjustments to peak and valley periods, with morning peak hours shifted to a flat period and evening peak hours moved later [2][5]. - Specific time slots for different seasons are outlined, with peak hours for spring and autumn set from 16:00 to 23:00, and for summer and winter from 18:00 to 22:00 [3][12]. Group 2: Seasonal Adjustments - The policy introduces seasonal adjustments for commercial users, with the morning period from 7:00 to 11:00 now classified as flat, and the afternoon peak period extended [5][12]. - Major holidays will have specific low and deep valley pricing periods, such as 0:00 to 9:00 set as low valley during Labor Day and National Day holidays [13][14]. Group 3: Pricing Mechanism - The pricing mechanism will be based on the grid-connected electricity price, line loss costs, and system operation costs, with a floating ratio established for peak, high, flat, low, and deep valley pricing [14][15]. - The floating ratio is set at 2.05:1.85:1:0.4:0.2 for peak, high, flat, low, and deep valley periods respectively [14]. Group 4: Electric Vehicle Charging Policies - Electric vehicle charging facilities will follow the same peak and valley pricing structure, with adjustments to low valley periods to better align with commercial electricity pricing [15][16]. - Facilities with reverse discharge capabilities can voluntarily participate in grid interaction to respond to peak shaving demands and earn revenue [16]. Group 5: Dynamic Adjustment Mechanism - A dynamic adjustment mechanism will be established to respond to changes in electricity supply and demand, allowing for timely adjustments to peak and valley periods and floating ratios [17]. - Adjustments will be communicated to the public one month in advance if necessary due to supply-demand imbalances or unusual weather conditions [17]. Group 6: Implementation and Communication - The new pricing policy will apply to commercial users, while residential and agricultural electricity pricing will remain unchanged [11][18]. - The provincial development and reform department will enhance communication and interpretation of the new pricing policy to ensure smooth implementation [19].

Core Insights - The implementation of time-of-use electricity pricing in Chongqing has significantly reduced charging costs for electric vehicle (EV) owners, with some users saving over 1300 yuan per month by charging during off-peak hours [1][2]. Group 1: Time-of-Use Pricing Structure - Chongqing's public charging stations follow a time-of-use pricing model, dividing the day into peak, high, low, and flat periods, with peak hours (12-14) seeing a 92% increase in rates compared to flat rates [2]. - Off-peak hours (0-8) offer a 62% discount, making the electricity price as low as 0.36 yuan/kWh for users who opt for time-of-use pricing [2][3]. Group 2: Adoption and Impact - As of August 18, nearly 6000 public charging stations and 367,000 private charging piles have been established in Chongqing, with over 61% of total charging occurring during off-peak hours [2]. - The promotion of time-of-use pricing has led to a significant increase in off-peak charging, with over 72% of private charging pile usage occurring during low-demand periods [2]. Group 3: User Engagement and Convenience - Users can easily apply for time-of-use pricing either online through the "State Grid" app or offline at local power supply offices, making the process accessible [3]. - Most electric vehicles now feature a "scheduled charging" function, allowing users to set charging times during off-peak hours automatically, enhancing convenience and cost savings [4]. Group 4: Future Goals and Initiatives - Chongqing aims to have over 60% of total charging electricity concentrated in off-peak hours and 80% for private charging piles, promoting a shift towards greener energy consumption [4]. - The local power company is committed to encouraging more EV users to adopt time-of-use pricing and charge during low-demand periods to further reduce electricity costs and support sustainable travel [4].

Core Insights - The recent surge in electricity bills across multiple regions is attributed to extreme high temperatures and increased usage of high-power appliances, leading to monthly household electricity costs reaching 1,000 yuan or more [2][3] - The implementation of a tiered pricing system for electricity is a significant factor contributing to the anxiety over rising electricity costs, as increased consumption can push households into higher pricing tiers [3][5] - The increase in electricity consumption reflects an improvement in residents' purchasing power, indicating a shift towards higher quality economic development in China [3][5] Group 1: Factors Contributing to Increased Electricity Bills - Extreme weather conditions have led to higher usage of air conditioning and other cooling devices, significantly increasing electricity consumption [2] - The proliferation of high-power household appliances, such as central air conditioning and large-capacity refrigerators, has raised the baseline electricity load for families [2] - The rise in standby power consumption from devices like routers and set-top boxes contributes to overall electricity usage [2] Group 2: Economic and Social Implications - The tiered pricing system is designed to balance basic household electricity needs with energy conservation efforts, reflecting a necessary transition in energy pricing [3] - The record-breaking electricity consumption in July, surpassing 1 trillion kilowatt-hours, marks a significant milestone for China's energy usage and economic activity [3] - The rising electricity costs pose challenges for low-income and larger households, highlighting the need for policies that address social equity and living standards [3][5] Group 3: Recommendations for Energy Savings - Households can implement energy-saving measures such as adjusting air conditioning temperatures, choosing energy-efficient appliances, and reducing standby power consumption [4] - Utilizing mobile applications to monitor electricity usage can help families understand their consumption patterns and identify areas for savings [4] - Policy recommendations include refining the tiered pricing system and promoting subsidies for energy-efficient appliances and renewable energy sources [4][5]

Industry News - China's monthly electricity consumption has surpassed 1 trillion kilowatt-hours for the first time, reaching 1.0226 trillion kilowatt-hours in July, a year-on-year increase of 8.6% [4][4] - In July, the electricity consumption by different sectors was as follows: primary industry at 17 billion kilowatt-hours (up 20.2%), secondary industry at 593.6 billion kilowatt-hours (up 4.7%), tertiary industry at 208.1 billion kilowatt-hours (up 10.7%), and urban and rural residential electricity consumption at 203.9 billion kilowatt-hours (up 18.0%) [4][4] - In the first seven months, China's railway transported 1.196 billion tons of coal, including 816 million tons of electricity coal, contributing to a high level of coal storage for power plants [4] Company News - China Petroleum & Chemical Corporation announced the discovery of a new large shale gas field with proven reserves of 165.025 billion cubic meters, which has been approved by the Ministry of Natural Resources [5] - China Shenhua Energy's subsidiary received approval for the expansion of the Guoneng Wanzhou Power Plant, which involves an investment of 6.655 billion yuan to build two 1 million kilowatt ultra-supercritical coal-fired generating units [7] - Longyuan Power Group reported a decline in revenue for the first half of the year, with total revenue of 15.657 billion yuan, down 18.61% year-on-year, and net profit attributable to shareholders of 3.375 billion yuan, down 13.79% [7] - China XD Electric Co., Ltd. reported a 30.08% increase in net profit for the first half of the year, reaching 598 million yuan, with total revenue of 11.331 billion yuan, up 8.91% [8] Local News - Shanxi Province has released a draft for the implementation plan of the market-oriented reform of renewable energy grid prices, focusing on both existing and new renewable energy projects [9] - Jiangsu Province has expanded the scope of "time-of-use electricity pricing" to include most commercial electricity users, significantly reducing electricity costs during off-peak hours [9] International News - Former President Trump reiterated that the U.S. will not approve solar or wind projects, stating that the era of approving such projects has ended [10] - Russia's First Deputy Prime Minister indicated the potential for exporting liquefied natural gas to India, alongside ongoing oil and coal supplies [10]

Core Viewpoint - Shandong Province is actively implementing "Eight Major Actions" to enhance the high-level consumption of renewable energy, focusing on user participation in grid peak regulation and renewable energy consumption [1] Group 1: Price Signal Utilization - The province is utilizing price signals to guide electricity users in peak shaving and valley filling, continuing to promote market-oriented electricity pricing reforms [3] - A "five-segment time-of-use pricing" policy is being implemented, which increases the price difference between peak and valley periods for industrial and commercial electricity users [3] - For example, the charging price for electric vehicles during low-demand hours (23:00 to 07:00) is 0.385 yuan/kWh, while during peak hours (17:00 to 22:00) it is 0.767 yuan/kWh, indicating a 50% reduction in low-demand pricing [3] Group 2: Systematic Integration of User-side Regulation Resources - Shandong has established 20 virtual power plants that aggregate distributed regulation resources, achieving a total adjustable capacity of 550,000 kW [4] - The province is working on a development plan and management methods for virtual power plants to enhance their scale and coordination with the power system [4] Group 3: Encouraging Market Participation - The province supports electricity users, including those with self-owned power plants, to purchase electricity during low-price market periods [4] - There are incentives for users participating in wholesale electricity market transactions, such as not penalizing them for exceeding 50% of their total electricity consumption during low-demand periods [4] - Future policies will aim to further encourage electricity users to purchase more grid electricity during negative price periods in the spot market, enhancing renewable energy consumption [4] Group 4: Future Directions - Shandong will continue to optimize the time-of-use pricing mechanism and expand the scope of electricity market transactions [5] - There will be strong support for the development of new virtual power plant business models and enhancement of "source-network-load-storage" coordination [5] - The province aims to strengthen electricity retail market price regulation to effectively utilize the system adjustment capabilities of electricity users [5]

Core Viewpoint - The new energy storage capacity in China is experiencing explosive growth, with installed capacity expected to exceed 100GW by 2025, driven by favorable policies and market developments [2][3]. Group 1: Market Development - By the end of 2024, China's new energy storage installed capacity is projected to reach 78.3GW, surpassing pumped storage capacity for the first time [2]. - The rapid growth of new energy storage installations is accompanied by significant policy changes aimed at promoting market-oriented development [3]. Group 2: Spot Market Progress - Several provincial spot markets, including Shanxi, Shandong, and Guangdong, have transitioned to formal operation in 2024, with more regions expected to follow [5][6]. - The inter-provincial electricity spot market officially began operations in October 2024, marking a milestone in the establishment of a unified national electricity market [6]. Group 3: Pricing Mechanisms - Initial market stages allow energy storage to choose between "quantity and price reporting" or "quantity without price reporting," with a gradual shift towards the former as the market matures [9]. - Price limits vary by region, with the highest clearing price in Inner Mongolia at 5 yuan/kWh and the lowest in Gansu at 0.65 yuan/kWh, indicating a conservative pricing mechanism [9]. - The average trading price in the spot market is declining due to falling primary energy prices and rapid growth in renewable energy generation, with 2024 spot price differences concentrated between 0.2-0.3 yuan/kWh [9]. Group 4: Long-term Market Structure - The establishment of a unified national market is driving the clarification of core rules in provincial long-term markets, ensuring efficient connections between long-term and spot markets [14]. - Energy storage can effectively meet peak demand and secure revenue through long-term trading mechanisms that utilize time-based pricing [14]. Group 5: Time-of-Use Pricing - By the end of 2024, 13 provinces have officially released new time-of-use pricing policies, with adjustments made to peak and valley periods to optimize energy storage operations [16][17]. - The expansion of floating price ranges in nine provinces is expected to enhance price differentials, benefiting energy storage profitability [17]. Group 6: Future Outlook - The release of the "136 Document" in February 2025 will significantly impact the energy storage industry by transitioning from mandatory storage to market-driven investment [22]. - The document is expected to widen price differentials, allowing energy storage facilities to capitalize on market price fluctuations [22]. - Companies in the energy storage sector will need to enhance their investment, trading, and production capabilities to adapt to the evolving market landscape [23].