12月5日消息，在第八届中国能源产业发展年会地方电网与配电网圆桌论坛上，中国国际经济交流中 心，能源与绿色低碳发展研究部部长景春梅表示，配电网的发展与国家的双碳战略以及能源发展格局紧 密相关。配电网一直在我们电力市场的结构发出配售都是重要的一环，要用能源转型和新能源消纳的主 战场来定义它。她指出，未来"得配网者，得新型电力系统之未来"。 景春梅指出，从国家战略及有关文件的表述看，配电网功能在未来要实现四大转变。与传统的配电网相 比，要从原来电能单向输送，配送的通道变为能源资源的配置平台，要从无源网络向有源网络转变，从 被动响应、上级调度，向主动自制运行转变，从原来的技术封闭、信息孤岛，向数字底座数据集成中心 转变。 配电网何以成为能源转型和新能源消纳的主战场？景春梅表示，配电网是新能源消纳的最先一公里。配 电网是分布式风光就地消纳，避免远距离输送损耗的关键环节。电力通过电网输送，最后要经过配电 网，进入到千家万户、千行万业。电动汽车数据中心、智能家居、电采暖等一些新的高弹性的负荷，这 两年集中在用户侧，90%以上通过配电网接入。配电网承载80%的停电事故，微电网、虚拟电厂和V2G 新业态均以配电网作为物理载体 ...

日前，国家发展改革委发布《输配电定价成本监审办法》《省级电网输配电价定价办法》《区域电网输 电价格定价办法》《跨省跨区专项工程输电价格定价办法》4项输配电定价办法（以下简称《办 法》），这意味着我国开启了第四监管周期输配电价改革。 《办法》进一步理顺了跨省跨区输电价格，使利用大电网平抑局部地区新能源波动成为经济可行的选 择；通过容量电价等反映真实成本的价格信号，加速"源网荷储"一体化等新模式新业态商业化进程，激 励能调节负荷的用户积极参与需求侧响应。 促进新能源就地消纳。我国现行省级电网输配电价制定时，区分电压等级和用户类别，价格形式包括单 一电量制和两部制。考虑到新能源就近消纳等新型主体的用电特性明显区别于传统工商业用电，《办 法》将其与工商业用电区分，单独探索实行单一容量制电价，并加强全流程监管。通过精准核算分摊系 统平衡成本，激励更多经营主体通过投资一体化项目完成自平衡，减少对大电网容量依赖。这样既有利 于公平分摊输配电成本，推动新能源就近消纳合理布局，也有望助力推动绿电直供、虚拟电厂、零碳园 区等新模式新业态协同发展。 自2014年新一轮输配电价改革开启以来，在"管住中间、放开两头"的改革理念下，输配 ...

Core Viewpoint - The German Federal Network Agency (BNetzA) is reforming the electricity transmission and distribution pricing framework (AgNes) to address issues arising from the energy transition and to comply with EU regulations, with the final framework expected to be implemented by 2029 [1][2]. Background of the Reform - The reform is a response to a 2021 EU court ruling that mandated independent regulatory bodies to set grid charging standards, ensuring market neutrality and regulatory independence [2]. - The energy transition in Germany has altered the operational logic of the electricity system, necessitating a new regulatory framework to resolve existing conflicts [2]. Current Issues in the Pricing Mechanism - The number of full-paying users is decreasing, leading to rising transmission and distribution prices, as the current mechanism places the entire cost burden on end-users while exempting power sources from grid connection fees [3]. - The influx of distributed solar and wind energy has reduced reliance on high-voltage electricity, distorting the cost-sharing structure and increasing high-voltage prices [4]. - The lack of incentives for flexible electricity usage and the absence of time-based pricing mechanisms hinder demand-side response and the development of flexible resources like energy storage [4]. Key Directions and Points of the Reform - The AgNes framework emphasizes cost orientation, feasibility, financial allocation, and incentive functions as its four basic principles [5]. - A new mechanism for cost-sharing from the generation side is proposed, which includes three options for sharing grid costs, potentially amounting to €16.5 billion annually [6]. - The reform advocates for a shift towards capacity-based pricing, which would more accurately reflect the costs of grid construction and maintenance [7]. - The introduction of dynamic pricing mechanisms is suggested to better manage grid loads and encourage users to adjust their consumption patterns [8]. - The reform aims to unify regional transmission prices to enhance fairness and transparency, while balancing regional equity and dynamic pricing feasibility [8]. Implications for Energy Storage and Distributed Energy - The reform plans to clarify the cost-sharing responsibilities of energy storage facilities, moving away from a full exemption policy to a model where storage pays for both energy and capacity charges [9]. - The proposal includes simplifying voltage levels and introducing bidirectional cost-sharing to better reflect the realities of distributed energy integration [10]. Insights for Other Markets - The AgNes framework offers valuable lessons for improving transmission and distribution pricing mechanisms in other countries, particularly in terms of fair cost-sharing and incentivizing efficient energy use [11]. - Emphasizing capacity and load-based pricing can help address issues of uneven peak loads and high capacity usage among certain users [12]. - The need for a refined cost-sharing mechanism that adapts to changing grid flow patterns is highlighted, suggesting a focus on marginal costs at different network nodes [12].

Core Viewpoint - The recent issuance of four revised pricing methods for transmission and distribution by the National Development and Reform Commission marks a new phase in China's transmission and distribution pricing reform, aimed at establishing a scientific pricing mechanism to support the construction of a unified national electricity market and promote green and low-carbon energy transformation [1] Group 1: Enhancing Grid Infrastructure - The revised methods introduce an innovative capacity mechanism that allows for the exploration of two-part or single capacity pricing for cross-provincial and cross-regional projects primarily transmitting clean energy, ensuring fixed cost recovery and improving channel utilization efficiency [2] - The methods clarify the cost boundaries for pricing, excluding costs from pumped storage and new energy storage stations, while including environmental protection and water resource taxes, thereby optimizing the cost structure and highlighting the ecological value of the grid [2] Group 2: Incentivizing Grid Efficiency - The methods continue the incentive mechanism where 30% of the revenue from actual utilization hours exceeding the approved hours is shared with grid companies, promoting efficiency and supporting key areas like peak-shaving capacity and transmission channel optimization [3] Group 3: Supporting National Electricity Market Development - The methods establish a unified pricing system that ensures transparency and rationality from the cost source, clarifies the functions and pricing of various grid levels, and synchronizes adjustments over time, which is crucial for advancing the national unified electricity market [4] - The methods address rigid pricing mechanisms for cross-provincial transmission by enhancing flexibility in pricing for clean energy projects, thereby improving regional power regulation and resource allocation [4] Group 4: Promoting Clean Energy Utilization - The proposed two-part or single capacity pricing for clean energy transmission aims to reduce costs and enhance competitiveness in the unified electricity market, supporting large-scale renewable energy base power delivery [5] - The methods encourage the establishment of a nearby consumption mechanism and explore single capacity pricing for new energy consumption scenarios, fostering innovation in service models and promoting the maturity of distributed energy markets [6] - The continuation and enhancement of the excess revenue sharing mechanism, where 70% of excess revenue from cross-provincial transmission is allocated to support clean energy delivery, incentivizes renewable energy companies to improve efficiency and mitigate curtailment issues [6]

Group 1 - The core viewpoint of the article is that the recent revisions to the pricing methods for electricity transmission and distribution mark a new phase in China's electricity pricing reform, aimed at establishing a scientific pricing mechanism and supporting the transition to a unified national electricity market and a low-carbon energy system [1] Group 2 - The revised methods introduce an innovative capacity mechanism to ensure returns on grid investments, allowing for a two-part or single capacity pricing model for cross-regional projects focused on clean energy transmission, which enhances infrastructure cost recovery and promotes efficient use of transmission channels [1][2] - The methods clarify cost boundaries by excluding certain costs from pricing, such as those from pumped storage and new energy storage stations, while including environmental taxes, thereby highlighting the ecological value of the grid [2] - The continuation of incentive mechanisms allows grid companies to share 30% of the revenue from actual utilization hours exceeding the approved hours, which can be reinvested into key areas like peak-shaving capacity and transmission optimization [2] Group 3 - The methods establish a unified pricing system that supports the development of a national electricity market by ensuring transparency and reasonable pricing, clearly defining the functions and pricing of different grid levels [3] - By enhancing the flexibility of pricing for cross-regional transmission projects, the methods aim to break down inter-provincial barriers and optimize resource allocation, facilitating the consumption of clean energy across larger areas [3][4] - The methods emphasize the importance of fair cost-sharing between in-province and out-of-province users to prevent additional charges that could hinder electricity imports, thus promoting efficient energy flow from resource-rich areas to load centers [4] Group 4 - The innovative pricing mechanisms proposed are expected to lower the costs of cross-regional transmission of clean energy, enhancing its competitiveness in the unified electricity market and supporting the transition of the energy structure [5] - The methods encourage the development of distributed energy systems by exploring single capacity pricing for local consumption scenarios, which aligns with new business models in the energy sector [5] - The continuation and enhancement of the revenue-sharing mechanism, where 70% of excess revenue from cross-regional projects is allocated to support clean energy transmission, incentivizes renewable energy companies to improve efficiency and address issues of energy wastage [6]

Core Viewpoint - The recent reforms in electricity pricing, particularly in transmission and distribution, are seen as a crucial step in enhancing cost efficiency and operational decision-making for market participants and end-users [1] Group 1: Transmission and Distribution Pricing Reforms - The National Development and Reform Commission has released multiple draft guidelines for revising transmission and distribution pricing, marking a significant regulatory overhaul in China's electricity pricing system [1] - This simultaneous release of four draft guidelines is viewed as a key initiative in the fourth regulatory cycle of transmission and distribution pricing reform [1] Group 2: Enhancing Renewable Energy Consumption - The draft guidelines focus on two dimensions: domestic consumption and inter-provincial transmission, aiming to eliminate bottlenecks and facilitate the integration of renewable energy [2] - A proposed single capacity pricing model for grid companies servicing new energy projects is expected to reduce costs and encourage investment in integrated projects, promoting local consumption of renewable energy [2] - The guidelines also suggest a new pricing mechanism for inter-provincial transmission projects that primarily transport clean energy, which could enhance the flow of electricity from resource-rich western regions to load centers in the east [2] Group 3: Stabilizing Electricity Costs for Users - The draft emphasizes the need for a balanced cost-sharing mechanism among users, ensuring fair distribution of costs based on consumption while maintaining transparency in pricing [3] - Measures are proposed to stabilize electricity prices, which would support businesses in planning their energy usage and foster a competitive environment for high-energy-consuming industries [3] Group 4: Strengthening Cost Regulation for Grid Companies - The draft guidelines aim to establish a more rigorous cost auditing system for grid companies, ensuring that costs are justified and not passed on to end-users unnecessarily [4] - By eliminating unrelated costs and refining cost accounting standards, the reforms are designed to ensure that funds are allocated effectively towards critical infrastructure projects, enhancing the grid's capacity to integrate renewable energy [4]