从12月12日《山东省电力零售市场价格风险防控实施细则》（鲁发改价格〔2025〕872号）正式印发， 到12月15日、16日、17日、18日连续发布四批《价格预警函》并附上价格预警用户名单，要求地方主管 部门"立即对接企业法定代表人""明确告知风险"，山东发改委等主管部门的行动之迅速、措施之具体、 指向之明确，充分展现了其将制度蓝图转化为治理实景的执行效率与坚定决心及其对营商环境的深切关 注，通过实际行动向所有市场主体传递了一个清晰信号：新规不是"纸老虎"，山东维护市场秩序、保护 用户权益是动真格的。 二、为诚信经营者营造"公平决斗场"，驱逐劣币 一个健康的市场，应奖励诚信与专业，而非投机与欺诈。过去，利用信息差进行不当营销甚至误导签约 的售电公司，对其自身而言可能短期内能牟取暴利，但这损害了市场整体信誉，严重挤压了那些依靠专 业服务、风险管理能力获取合理利润的合规售电公司的生存空间，无异于变相的劣币驱逐良币。 一、为零售用户筑起"防护堤"，破解信息不对称困局 电力零售市场长期存在的一个核心痛点，便是售电公司与海量中小用户之间的严重信息不对称。部分售 电公司利用专业壁垒，通过"虚构事实、模糊表述、隐瞒市场信息 ...

文 | 山东省发改委 1 2月1日，山东省发改委发布关于公开征求《山东省新能源可持续发展差价结算实施细则 （征求意见稿）》《山东省电力零售市场价格风险防控实施细则（征求意见稿）》意见建 议的公告。 《山东省新能源可持续发展差价结算实施细则》中明确：实施细则新能源，是指并入山东 电网的风电、太阳能发电项目(以下统称"新能源项目" )，其中2 0 2 5年5月31日及以前投产 的为存量项目，2 0 2 5年6月1日（含）起投产的为增量项目。 机制电量 存量项目机制电价 ，按照我省燃煤基准电价（ 每千瓦时0.3 9 4 9元 ，含增值税）执行。 增量项目机制电价 ，根据《山东省新能源机制电价竞价实施细则》及年度竞价通知等规 定 执 行 。 详 见 ： 正 式 发 布 ！ 山 东 " 136 号 文 " 优 化 发 电 侧 容 量 补 偿 机 制 ， 存 量 0.3949 元/ kWh 差价电费结算 差价结算费用（以下简称"差价电费"）按月计算 。计算公式为： 月度差价电费=（机制电价-结算参考价）×月度机制电量。 结算参考价： 结算参考价，现阶段风电、光伏分别按照山东电力现货市场同类型集中式 项目月度发电侧实时市场 ...

Core Insights - The article emphasizes the need for a profound transformation in China's electricity retail market, shifting from a "price difference arbitrage" model to a "value creation" model to support the new power system construction [2][11]. Group 1: Current State of the Electricity Retail Market - The number of electricity retail companies in China exceeded 4,200 by August 2025, providing purchasing options for 970,000 users, indicating a diverse competitive landscape [3]. - Various regions have introduced "menu-style" retail packages and established electricity retail trading platforms, enhancing user transaction processes and promoting standardization [4]. - The government has implemented foundational regulations and policies to ensure market stability, including capping the price difference between wholesale and retail to protect end-user interests [5]. Group 2: Challenges Facing the Retail Market - The traditional "source-following-load" power balance model is under significant pressure due to the intermittent nature of high proportions of wind and solar energy [6]. - The current retail market's core profit logic, based on "electricity quantity price difference," lacks effective incentives for aggregating decentralized resources, leading to a mismatch between potential and mechanisms [8]. - The retail market suffers from low information transparency and efficiency, which hinders user decision-making and increases reliance on intermediaries [7]. Group 3: Proposed Solutions for Market Reform - Establishing a transparent information transmission system is crucial for activating the retail market, requiring both wholesale and retail markets to share detailed operational data [12]. - A new business ecosystem centered on "value sharing" should be developed, transforming the relationship between electricity companies and users into a partnership based on mutual benefits [14]. - The retail market must break the homogenized competition pattern and adapt pricing mechanisms to better reflect the value of electricity in the context of renewable energy development [9][10]. Group 4: Future Directions - The retail market should evolve to effectively activate demand-side resources, ensuring a two-way interaction between supply and demand, which is essential for the sustainable development of the electricity market [16]. - The government should encourage electricity companies to innovate and enhance their user management capabilities, creating a virtuous cycle that benefits both users and companies [15].

Core Viewpoint - The recent 15% price increase by Snowy Hydro's Red Energy in New South Wales (NSW) is the highest among major suppliers, significantly impacting nearly 500,000 customers with an average annual bill increase of 330 AUD, which offsets the federal government's rebate for 2025-26 [1][3][4]. Price Increase Details - Red Energy's price hike of 15% surpasses AGL's increase of 13.5%, indicating that NSW is facing the most severe impact in the latest round of electricity price hikes [1][4]. - The increase will negate the federal government's planned rebate of 150 AUD for 2025-26, which has been reduced from the previous year's 300 AUD [1][3]. Customer Impact - Many customers are expected to see their annual bills rise by 1,000 AUD compared to 2021, despite previous promises from the government to reduce electricity costs by 275 AUD by 2025 [3]. - The NSW government has also reduced state subsidies, with low-income household rebates decreasing from 350 AUD to 285 AUD for 2025-26 [3]. Competitor Price Changes - Other electricity providers have also raised their prices, with AGL increasing by 13.5%, Alinta by 11.5%, Origin by 9.1%, and EnergyAustralia by 8.7% [4]. - The price increases in NSW are attributed to higher network costs and additional investments in renewable energy infrastructure [4]. Customer Reactions - Customers have expressed anger over the price increase, with some indicating they will switch suppliers due to dissatisfaction with Red Energy's decision [5][6].