统计显示，2025年12月1日至2026年1月22日，全国平均气温较常年同期偏高1.3℃，为历史同期第二 高。但与此同时，冷空气过程频繁，气温多次骤降。这对电力系统构成了考验。今年入冬以来，华北、 西北、东北3个区域电网和新疆、西藏等14个省级电网负荷累计86次创历史新高。面对极端天气，中国 是如何保障平稳供电的？记者进行了采访。 这在很大程度上得益于中国对能源基础设施领域的持续投入。国家能源局发展规划司副司长邢翼腾介 绍，2025年，全国能源投资保持较快增长，年度重点项目完成投资额首次超过3.5万亿元，同比增长近 11%，增速分别高于同期基础设施、制造业12.9个、10.1个百分点。其中，内蒙古、新疆、山东、广 东、江苏5个省（区）完成投资额均超过2000亿元。总体看，能源投资主要呈现能源绿色转型新业态投 资加快释放、能源安全保障关键领域有效投资持续扩大、能源领域民营企业投资保持较快增长等特 点。"全国风电光伏新增装机超过4.3亿千瓦、累计装机规模突破18亿千瓦。其中，陆上风电投资增势良 好，重点项目完成投资额同比增长近50%。新型储能、氢能产业持续迸发增长新活力，全年重点项目完 成投资额较上一年实现翻番。 ...

Core Viewpoint - The recent notification from the National Development and Reform Commission and the National Energy Administration marks a significant shift in China's electricity market from administrative pricing to market-based pricing for industrial and commercial time-of-use electricity rates [1][3]. Group 1: Policy Changes - The notification emphasizes the need for localities to align peak and valley time-of-use pricing policies with market transaction prices, indicating that market participants will no longer follow government-mandated time-of-use pricing [1]. - Since 2025, multiple significant policies have been introduced to support the reform and development of the electricity market, creating favorable conditions for time-of-use pricing reform [3]. Group 2: Renewable Energy Integration - The policy allows for all renewable energy project output to enter the electricity market, with prices determined through market transactions, enhancing the flexibility needed for the electricity system [3]. - The acceleration of the electricity spot market's construction provides a solid technical foundation for market pricing, with 16 provinces already initiating trial operations for continuous settlement [3]. Group 3: Energy Storage Development - The rapid development of the energy storage industry is expected to drive the transformation of the time-of-use pricing mechanism, with a target of 180 million kilowatts of new energy storage capacity by 2027, attracting approximately 250 billion yuan in direct investment [4]. - Market-based time-of-use pricing will incentivize energy storage resources to be allocated efficiently, improving the stability and reliability of the electricity system [4]. Group 4: Benefits for Stakeholders - Market-based time-of-use pricing allows industrial and commercial users to adjust production plans based on electricity demand and price fluctuations, leading to reduced operational costs and enhanced competitiveness [5]. - For power generation companies, this pricing mechanism fosters a fairer competitive environment, encouraging them to optimize generation plans and invest in technology innovation [5]. - The overall electricity system will benefit from improved resource allocation and operational efficiency, reducing issues like curtailment of wind and solar energy [5]. Group 5: Future Directions - Government departments are encouraged to strengthen policy guidance and regulation, improving market rules and trading mechanisms to create a conducive environment for market pricing [6]. - Electric companies should adapt to market changes and enhance their competitiveness through technological and management innovations [6]. - Industrial and commercial users are urged to embrace green development concepts and actively participate in electricity market transactions to achieve sustainable development [6].