构建信息透明、共享共赢的电力零售市场新生态 清华大学电机系 夏清 郭鸿业 北京清能互联科技有限公司战略咨询部 陈雨果 费云志 新一轮电力体制改革启动以来，我国售电侧市场建设成效卓著，已初步构建成规模位居全球前列、市场 主体多元包容、运行机制持续完善的电力零售市场体系。然而，在高比例新能源加速并网、电力现货市 场建设步入深水区的双重背景下，当前以"电量批零价差"为核心逻辑的零售市场商业模式，已逐渐难以 适配能源转型与市场深化的新形势、新要求。一方面，批零价差主导的盈利模式，天然使得用户与售电 公司陷入"零和博弈"困局，部分售电公司、居间商借助信息不对称优势谋取短期利益，不仅损害了用户 合法权益，也扰乱了市场公平秩序，倒逼地方政府不得不介入干预——部分省区已出台 "一刀切" 式的 计划手段对售电公司收益进行直接限制，这既违背了市场配置资源的核心原则，也制约了售电侧市场的 活力释放；另一方面，现行以计划方式核定的峰平谷电价机制，价格信号的时效性与精准度不足，难以 有效激励负荷侧开展精准实时互动，无法充分激活全社会量大面广的灵活性调节资源，这与新能源大规 模消纳、电力系统安全稳定运行的现实需求形成突出矛盾。在此背景下 ...

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].