《每日经济新闻》记者梳理发现，从东部沿海到西北内陆，新能源新增项目的最高与最低电价差距超过 一倍。新增风电项目的机制电价中，新疆最低仅0.1950元/度，而重庆、湖北、浙江等地接近0.4000元/ 度。光伏机制电价的差距更为明显，上海高达0.4155元/度，比山东（0.2250元/度）高约84.67%；北京 为0.3598元/度，比宁夏（0.2595元/度）高约38.65%；浙江为0.3929元/度，比辽宁（0.3000元/度）高约 30.97%。而新疆（2026年）则低至0.1500元/度。 各地机制电价差距较大的原因是什么？机制电价是如何制定的？实行机制电价后，新能源电厂的收益会 受到多大影响？企业的用电成本又会发生怎样的变化？围绕这些问题，记者展开了深入调查。 地域价差显著：风光电价的"南北梯度"与"品类分化" "2025年5月31日之后，我们就暂停投资新的光伏项目了。" 山东某分布式光伏项目负责人周博（化名）算了一笔账：即便他已投产的存量光伏项目，按0.3949元/ 度的燃煤标杆电价作为机制电价，回本周期也从6.5年拉长至8年。上网卖电收益明显下滑，让他决定暂 停投建光伏电站，转身投入光伏EPC（工程 ...

Core Viewpoint - The introduction of the mechanism electricity price system for renewable energy projects in China, effective from June 1, 2025, is leading to significant changes in investment strategies and project profitability in the solar and wind energy sectors. The disparity in electricity prices across different regions is causing companies to reassess their investment plans and focus on more profitable projects [1][3][4]. Group 1: Mechanism Electricity Price Implementation - The "136 Document" mandates that all new renewable energy projects must participate in market trading, replacing the previous guaranteed purchase system, which has extended the payback period for existing solar projects from 6.5 years to 8 years [1][3]. - The mechanism electricity prices for renewable energy projects vary significantly across regions, with prices for wind and solar projects showing a disparity of over 100% between the highest and lowest [2][5]. - The mechanism electricity prices for existing projects range from 0.26 to 0.45 yuan/kWh, while new projects must enter market trading with prices determined through competitive bidding [3][4]. Group 2: Regional Price Disparities - In economically developed provinces like Shanghai and Beijing, mechanism electricity prices are close to coal benchmark prices, with Shanghai at 0.4155 yuan/kWh and Beijing at 0.3598 yuan/kWh [4][5]. - In contrast, regions with abundant renewable resources, such as Gansu and Xinjiang, have significantly lower mechanism electricity prices, with Gansu's wind and solar prices as low as 0.1954 yuan/kWh and 0.1500 yuan/kWh, respectively [4][5]. - The differences in mechanism electricity prices are attributed to local resource endowments, consumption capacity, and specific policy preferences [7][8]. Group 3: Impact on Investment Strategies - The extended payback periods and reduced profitability are causing many companies to adopt a cautious approach towards new investments in renewable energy projects, particularly in the solar sector [13][14]. - Companies are now prioritizing projects that ensure stable consumption, such as those close to load centers, rather than focusing solely on the area of rooftops for solar installations [19]. - The shift in focus is also influenced by the need to secure mechanism electricity volume, leading companies to adopt low pricing strategies to ensure qualification for bidding [15][19]. Group 4: Market Dynamics and Future Outlook - The competitive bidding process for mechanism electricity prices is expected to reflect the true costs of renewable energy generation, potentially leading to lower prices in the long term [12][17]. - The transition to a market-driven pricing mechanism may initially exacerbate issues like negative electricity prices, but it is anticipated to promote more rational market behavior over time [22][23]. - The overall trend indicates that while the mechanism electricity price system poses challenges, it also opens avenues for companies to enhance their operational efficiency and adapt to market demands [20][21].

Core Viewpoint - The implementation of the new mechanism electricity pricing system has led to significant regional disparities in electricity prices for renewable energy projects, particularly in solar and wind energy, affecting investment decisions and project profitability across various provinces in China [1][2][4]. Group 1: Mechanism Pricing Changes - The "136 Document" issued by the National Development and Reform Commission and the National Energy Administration mandates that all new renewable energy projects must participate in market trading, replacing the previous guaranteed purchase system [1][4]. - The mechanism electricity prices for new projects vary significantly across regions, with the highest prices exceeding 0.40 yuan/kWh in places like Shanghai and the lowest dropping to 0.15 yuan/kWh in Xinjiang [2][7]. - The pricing for existing projects ranges from 0.26 yuan/kWh to 0.45 yuan/kWh, with higher prices generally found in economically developed provinces [4][5]. Group 2: Regional Price Disparities - The price differences for solar and wind energy are pronounced, with solar prices in Shanghai at 0.4155 yuan/kWh, significantly higher than 0.225 yuan/kWh in Shandong, representing an 84% difference [2][6]. - Factors contributing to these disparities include local resource endowments, consumption capacity, and specific policy preferences of different provinces [9][10]. - The competition among renewable energy companies in regions with abundant resources, such as Gansu, has led to lower mechanism prices due to oversupply in the market [10][12]. Group 3: Impact on Investment Strategies - The extended payback periods for solar projects, now averaging 12 to 13 years instead of the previous 8 to 9 years, have prompted many companies to pause new investments and shift focus to EPC (Engineering, Procurement, and Construction) services [1][21]. - Companies are adopting a "minimize losses" approach, often bidding low to secure participation in the mechanism pricing system, which further drives down prices [24][30]. - The upcoming changes in 2027, where non-natural person distributed solar projects will exit the mechanism pricing system, are expected to further impact investment strategies in the sector [25][26]. Group 4: Changes in Electricity Costs - The implementation of the mechanism pricing system is expected to increase system operation costs for companies, but the overall electricity prices may decrease due to intensified market competition and technological advancements [32][33]. - The transition to a fully market-based pricing system may exacerbate the occurrence of negative electricity prices, particularly during periods of oversupply, although the new pricing mechanism provides some revenue stability for renewable energy producers [34][35].

新能源上网电价市场化，对新能源尤其是光伏装机产生了冲击，今年下半年光伏装机维持低位。 21世纪经济报道记者雷椰 长期以来，我国新能源发展模式是"保量保价"，而在2025年2月，国家发展改革委、国家能源局联合印发《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，以下简称"136号文"）改变了这一模式，将新能源发电全面推向电力市场，让 价格信号引导投资，促进新能源高质量发展。 据21世纪经济报道记者梳理，目前，全国31个省（区、市）和新疆生产建设兵团已出台配套承接方案。随着各个地方136号文政策的落地，尤 其是2026年机制电价政策的明确，新能源装机也将重新出发。 21世纪经济报道记者注意到，广东、上海、山东等地在陆续发布增量项目机制电价竞价结果，不同省份机制电价水平分化明显，上海、重庆、 广东等竞价结果接近上限，山东光伏电价则接近其竞价下限。 136号文的冲击已然消减。 业内人士向21世纪经济报道记者表示，不同地区、类型新能源机制电价差异显著影响投资方向，如山东光伏电价低可能导致投资热情降低，资 本转向风电，光伏投资可能转向其他地区。对于企业而言，新能源企业需提升 ...

今天分享的是：2025新能源新格局：解码19省机制电价竞价结果 报告共计：11页 新能源电价区域格局明晰：华东价高、西北价低，市场化引导作用显现 2026年新一轮新能源上网电价市场化竞价结果近期在多个省份陆续公布，区域间的分化态势成为最受关注的焦点。一份覆盖全 国19个省市的梳理报告显示，各地在资源禀赋、消纳能力与电网结构上的差异，直接投射在竞价政策节奏与最终出清价格上， 一幅"资源高地未必是价格高地"的全国新能源电价新版图正逐渐清晰。 从目前已公布的结果来看，上海以风电、光伏均为0.4155元/千瓦时的出清价位居全国最高点，而甘肃省风光出清价均为0.1954 元/千瓦时，是目前全国最低水平。这种价格"两极"格局，生动反映了我国东西部在能源供需上的根本差异。华东地区如上海、 浙江等地，用电需求旺盛，但新能源可开发资源相对紧张，使得市场对有限的保障性机制电量竞争激烈，价格水涨船高。反观 以甘肃为代表的西北地区，虽坐拥丰富的风光资源，装机规模庞大，但本地消纳能力有限，电力外送通道又面临瓶颈，导致发 电侧为争夺市场份额而陷入激烈价格竞争，形成了"资源高地，价格洼地"的独特现象。 值得注意的是，不同能源品种的价格差异 ...

Group 1: Core Insights - Inner Mongolia is expected to complete investments exceeding 300 billion yuan in major energy projects by 2025, accounting for approximately 35% of the region's fixed asset investment [1] - The region aims to fulfill a coal supply task of 795 million tons by 2025, with significant expansions in coal production capacity [1] - Inner Mongolia's total installed power capacity is projected to exceed 300 million kilowatts by the end of 2025, with a total electricity generation of 860 billion kilowatt-hours [1] Group 2: Coal Sector Developments - Inner Mongolia will accelerate the release of high-quality coal production capacity, with three mining areas receiving national approval, marking the highest number and largest scale of approvals in history [1] - The region plans to add 13 new coal production capacity reserve projects, totaling 23.6 million tons [1] Group 3: Electricity Sector Advancements - By 2025, Inner Mongolia will advance the construction of 12 coal power projects with a total scale of 21.32 million kilowatts [1] - The eastern power market will initiate continuous settlement trial operations in 2025, with the western market becoming the fifth in the country to enter formal operation [1] Group 4: Renewable Energy Growth - Inner Mongolia's wind power capacity is expected to exceed 10 million kilowatts by 2025, with an annual addition of 35 million kilowatts in new energy capacity [2] - The total renewable energy capacity is projected to surpass 170 million kilowatts by the end of 2025, with an annual electricity generation of 270 billion kilowatt-hours [2] - The region will implement market-oriented pricing reforms for renewable energy, with full market entry expected by July 1, 2025 [2] Group 5: Energy Storage and Hydrogen Energy - Inner Mongolia has established over 17 million kilowatts of new energy storage capacity, with policies in place to support rapid development [2] - The region aims to produce over 10,000 tons of green hydrogen by 2025, quadrupling the production from 2024 [2] Group 6: Technological Innovations - Ten technological equipment projects in hydrogen energy, energy storage, and new power systems have been selected for the national first set of major technological equipment list, achieving the best results in history [3] - Seven projects have been selected as national pilot projects in the hydrogen energy sector, ranking first in the country [3]

主办单位：北极星电力网 北极星电力市场网 学习平台：北极星学社 近年来，新能源参与电力市场的程度不断深化，多个新能源大省陆续吹响入市"集结号"。2025年伊始， 新能源上网电价迎来改革，新能源项目上网电量全部进入电力市场，上网电价通过市场交易形成。 在全面入市的大背景下，新能源企业需要对电力市场框架和规则有全面了解，在参与市场化交易的过程 中，合理申报交易电量、价格和曲线，优化中长期合同签订，积极参与绿电、绿证交易市场，实现环境 价值变现。 培训将针对中长期交易、电力现货交易、绿电/绿证交易的当前市场政策、交易规则、交易策略、实操 演示等各阶段详细流程，为相关企业人士提供入门电力市场的全面讲解。 一、组织单位 四、培训对象 （一）新能源发电侧、售电侧、用户侧等企业的管理及相关工作人员； （二）虚拟电厂、储能、负荷聚合商等企业的管理及相关工作人员； 二、培训内容 | 培训单元 | 课程大纲 | | --- | --- | | 新能源上网电价市场化 | 1.1 新能源上网电价市场化改革解析(政策解读、机制电价) | | 改革 | 1.2 新能源上网电价市场化改革解析(未来新能源收入保障与构成) | | | 2.1 ...

Core Insights - The announcement of the 2025 renewable energy mechanism electricity price bidding results by the State Grid Shandong Electric Power Company marks the official implementation of market-oriented reforms for renewable energy grid prices in Shandong, providing a "Shandong model" for national electricity market reforms [1] Group 1: Bidding Results - The bidding results show that the selected wind power volume is 5.967 billion kilowatt-hours with a winning price of 0.319 yuan per kilowatt-hour, while the selected solar power volume is 1.248 billion kilowatt-hours with a winning price of 0.225 yuan per kilowatt-hour [1] - The total scale of the mechanism electricity volume is 9.467 billion kilowatt-hours, with a bidding period set for deep-sea wind power at 15 years and other projects at 10 years [2] Group 2: Market Dynamics - The reform allows all renewable energy grid volumes to enter the market, shifting the revenue model from "guaranteed purchase + national subsidies" to "market-based revenue + mechanism bidding," which directly impacts project profitability based on market judgments [2] - The mechanism electricity price acts as a "dynamic price insurance" for power generation companies, providing compensation when market prices fall below the mechanism price and requiring refunds of excess profits when market prices exceed it [1] Group 3: Industry Impact - The reform is expected to guide the energy structure towards a diversified collaboration of wind, solar, and storage, promoting scientific decision-making and technological innovation within the renewable energy sector [3] - The shift from a "scale competition" to an "efficiency competition" in the renewable energy industry is anticipated, encouraging companies to focus on profitability rather than just capacity [3]

自今年1月国家发展改革委、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》发布以来，南方电网贵州电网公司迅速响应，积极推进新能源并网项目建设。南方电网贵阳供 电局动员辖区内多家110千伏风电场参与市场交易，其中110千伏长景风电场作为首批申报主体，已于12 月24日正式纳入市场出清流程，迈出了参与市场化交易的关键一步。 本报贵阳12月26日电(记者黄娴)记者从贵州省发改委获悉，由贵州省发展和改革委员会与贵州省能源局 联合印发的《贵州省深化新能源上网电价市场化改革实施方案(试行)》日前发布，提出要推动新能源上 网电量全面进入电力市场，通过市场化机制优化资源配置。该方案自2026年1月1日起实施。 贵州电力交易中心交易组织部副总经理胡吟表示，将根据省内方案和实施细则做好省内增量新能源项目 竞价工作，通过市场化竞价机制，科学合理确定新能源增量项目的机制电量和机制电价，充分发挥市场 对新能源增量项目的投资引导作用，助力新能源高质量发展。 ...

近期，山东136号文方案要求"户用非自然人分布式光伏项目自2027年起暂不纳入"机制电量"竞价范围， 正是一次看似微妙、实则深远的战略校准。这不仅是对特定一类新能源项目市场定位的重新界定，更是 山东省运用市场化工具，对新型电力系统安全、效率与结构进行系统性优化的一次精准施策。 机制电价竞价范围的重大优化 山东省发布的新能源机制电价竞价通知，明确自2027年起将"户用非自然人分布式光伏项目"暂不纳入机 制电价竞价范围，这一调整并非孤立政策，而是山东新能源电价市场化改革的关键一环。回溯政策演进 脉络，此前山东省已明确一般工商业、大型工商业分布式光伏不参与机制电价竞价，此次将户用非自然 人项目纳入同类管理，形成了覆盖主要分布式光伏类型的市场化定价体系。 根据《山东省分布式光伏发电开发建设管理实施细则》界定，户用非自然人分布式光伏的核心特征是投 资主体为非自然人，利用居民住宅或庭院建设，接入电压等级不超过10千伏(20千伏)，总装机容量上限 为6兆瓦，这一界定既区分了自然人户用项目的民生属性，也明确了其与工商业项目的差异边界。政策 调整的背后，是国家发改委《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 ...