随着全国统一电力市场"1+6"基础规则体系的初步建成，电力市场的"制度骨架"愈发清晰，为各类市场主体提供了统一 的"度量衡"与行动指南。 在这一背景下，虚拟电厂作为聚合分布式能源、激活用户侧灵活性的关键载体，迎来了从"试点探索"向"规模化发展"跨 越的重要契机。在统一电力市场中，虚拟电厂扮演怎样的角色？依托"1+6"基础规则体系，虚拟电厂如何在资源整合、 市场参与、商业模式创新等方面实现突破，构建"源网荷储"高效协同的能源生态？围绕这些问题，中能传媒记者专访了 天合光能数字能源中心负责人廖宇。 全国统一电力市场"1+6"基础规则体系的初步建成，对虚拟电厂的发展环境带来了哪些根本性转变？ 廖宇： 全国统一电力市场"1+6"基础规则体系的初步建成，为虚拟电厂的发展营造了规范化、市场化的全新环境，其根 本性转变主要体现在为行业确立了统一的"度量衡"，使虚拟电厂的运营与交易有了明确的规则遵循。 与体系建成前相比，虚拟电厂在多方面将发生显著变化： 一是明确主体地位。 《电力市场运行基本规则》明确了虚拟电厂的市场经营主体地位，"1+6"规则体系将其纳入计量结 算体系，为虚拟电厂提供了清晰的准入路径和公平的市场地位，为未来 ...

Core Insights - Shanghai's virtual power plant successfully implemented a demand response initiative, achieving a maximum response load of 1.1627 million kilowatts, surpassing last year's 704,300 kilowatts, marking a significant milestone in its operational capabilities [1] - The virtual power plant integrates various controllable power resources, acting as a "city power regulation pool" to alleviate electricity shortages during peak demand [2] - The initiative has expanded to include residential communities, with successful load reductions achieved through automated adjustments in community facilities [4] Group 1: Virtual Power Plant Development - The virtual power plant in Shanghai has transitioned from "technical validation" to "normal application," showcasing practical capabilities in load regulation and response speed [1] - As of August, the virtual power plant management center has connected with 49 operators, with a total declared adjustable capacity of 2.0324 million kilowatts, an increase of 81.17% compared to the end of 2024 [2] - The rapid adjustment capability of the virtual power plant has been upgraded, achieving a second-level response capacity of 546,800 kilowatts for building air conditioning and charging stations [2] Group 2: Innovative Applications - Shanghai has initiated large-scale vehicle-to-grid (V2G) applications, allowing electric vehicles to discharge power back to the grid, contributing 2,600 kilowatts during the demand response [3] - The industrial park has actively participated in the initiative, achieving cost reduction and energy savings through load adjustments, with air conditioning systems accounting for 50% of the total load [3] - The community virtual power plant response was successfully tested, with a community center reducing 80 kilowatts of load by automatically adjusting air conditioning and lighting [4] Group 3: Future Potential - Data centers are identified as a significant potential contributor to the virtual power plant, with their electricity consumption projected to reach 5 billion kilowatt-hours by 2024, nearing 3% of the city's total electricity usage [5] - Participation in the virtual power plant can yield financial subsidies, with estimates suggesting that data centers could save 1% on electricity costs annually by participating in load balancing [5] - A recent test demonstrated the feasibility of transferring computing tasks across regions to optimize power consumption, marking a potential advancement in virtual power plant technology [6]

本报记者 李如是 李婷 在运营商侧，北京合康新能科技股份有限公司（以下简称"合康新能"）、协鑫能源科技股份有限公司（以下简称"协鑫能 科"）、万帮数字能源股份有限公司（以下简称"万帮能源"）、天合光能股份有限公司（以下简称"天合光能"）等公司，聚焦零 星分散的电源及家用电器等，以电力电子、智能控制专长推动虚拟电厂项目落地。 在电网侧，电网公司依托数据优势与调度能力，为运营商资源接入提供支撑，带动相关公司进入虚拟电厂产业链。 当每辆电动车开始向电网"反向输电"，当屋内的空调不再只是耗电工具，而成为能赚钱的"数字资产"时，一个万亿元级的 新兴市场悄然兴起。虚拟电厂——这个听起来有些抽象的概念，正逐渐走向聚光灯下，将能源革命推向纵深。 借助数字网络，虚拟电厂将原本分散、孤立的资源聚拢为一座无形的"高塔"。这些微末的分支，经由虚拟电厂以数字指令 连接，便成为了拥有强大弹性的整体系统。这种"聚沙成塔"的模式，开创了能源治理的新范式。当每一度分布式电力都能被精 准调度，虚拟电厂就成为了新型电力系统最坚实的"数字底座"。 从"分散单兵"到"协同作战" 从上海黄浦的楼宇空调到西北戈壁的光伏电站，虚拟电厂如同一位电力系统的"智 ...

Core Insights - The article highlights the emergence of virtual power plants (VPPs) as an innovative energy management model in the context of ongoing changes in the energy sector, with Shanxi Province actively promoting their development through supportive policies [1][4]. Group 1: Definition and Functionality of Virtual Power Plants - Virtual power plants are not traditional power plants with physical infrastructure but rather act as a "power manager" that integrates distributed energy resources using advanced digital technologies [2]. - These resources include distributed solar power, small wind power installations, adjustable loads from industrial enterprises, and energy storage systems, which are managed and dispatched to achieve similar power regulation effects as traditional power plants [2]. Group 2: Current Status of Virtual Power Plants in Shanxi - Shanxi Province has made significant progress in the construction of virtual power plants, with the number of aggregated users increasing from 107 to 122 and the aggregated capacity rising from 821,800 kW to 2,013,800 kW as of February 2025 [3]. - Since the launch of market trading for virtual power plants on September 1, 2023, they have operated continuously with a high-frequency trading model, achieving a settlement volume of 384 million kWh and earning a total of 2.5936 million yuan [3]. Group 3: Policy Measures Supporting Virtual Power Plants - The province has introduced measures to optimize the construction and operational management mechanisms for virtual power plants, encouraging private enterprises to participate and streamlining the application process [4][5]. - By relaxing the capacity entry requirements and simplifying construction processes, more companies can engage in the development of virtual power plants, enhancing industry diversity and efficiency [5]. Group 4: Expanding Application Scenarios - Virtual power plants are expanding beyond traditional power regulation functions to include applications in industrial and commercial sectors, optimizing electricity usage based on market prices and production needs [6]. - They can collaborate with commercial complexes to manage non-essential power loads during peak times and integrate with electric vehicle charging facilities to enhance energy storage and grid stability [6]. Group 5: Market-Based Compensation Exploration - The exploration of market-based compensation for the effective capacity of virtual power plants is crucial for their economic viability and sustainability, incentivizing companies to enhance their operational efficiency [7]. - This compensation mechanism encourages continuous improvement in resource integration and dispatch algorithms, fostering a positive cycle that promotes the overall development of the virtual power plant industry [7].

Core Viewpoint - The recent policy upgrade for virtual power plants in Shanghai's Lingang New Area marks a significant step towards market-oriented operations, enhancing the commercial viability of virtual power plants and promoting demand-side management in the energy transition [1][4][8]. Policy Changes - The implementation of the "Precise Response Implementation Plan for Virtual Power Plants (2025 Edition)" aims to achieve a demand-side peak-shaving capacity of 30 MW by 2025, building on the previous trial version from 2023 [1]. - The revised policy increases subsidy incentives significantly, with annual subsidies for second-level response resources raised by 33% to 40,000 yuan/MW, and additional capacity incentives for top-performing operators [1][2]. - New incentives for reactive power response have been introduced, offering 0.08 to 0.13 yuan/kWh [2]. Commercial Model Breakthrough - The new regulations allow virtual power plants to operate as independent entities in the electricity market, participating in long-term contracts, ancillary services, and spot markets, moving away from a reliance on single subsidies [4]. - The policy supports technologies like electrochemical energy storage and V2G (Vehicle-to-Grid), which further reduce operational costs for related projects [4]. Management and Operational Framework - A three-tier management structure is established, with the Lingang Virtual Power Plant Management Center overseeing operations, resource scheduling, and settlement, ensuring efficient resource integration [6]. - Strict assessment mechanisms are in place, where operators failing to meet performance standards face mandatory corrections, enhancing system reliability and market credibility [4][6]. Industry Implications - The upgrade of the Lingang policy not only enhances the commercial feasibility of virtual power plants but also signifies a market maturation phase, balancing increased subsidies with stricter assessments [8]. - The integration of technologies like electrochemical storage and V2G, along with active participation from companies like Yuanli Energy, is expected to optimize the utilization of decentralized user-side resources, contributing significantly to grid flexibility and carbon neutrality goals [8].

Core Viewpoint - Multiple regions in China, including Shanghai, Chongqing, and Qinghai, are actively deploying initiatives related to the construction and operation of virtual power plants, which is expected to enhance power supply security and support energy transition [1][2]. Policy Developments - The Qinghai Provincial Development and Reform Commission has released a draft management plan for virtual power plants, open for public consultation from July 22 to August 22 [1]. - The National Development and Reform Commission and the National Energy Administration have set a target for virtual power plants to achieve a regulatory capacity of over 20 million kilowatts by 2027, indicating a shift from pilot projects to large-scale development [2]. Market Trends - The virtual power plant industry is characterized by a clear trend towards large-scale development, with more localities issuing detailed implementation rules and standards for market participation [2]. - The competitive landscape is evolving as state-owned enterprises, listed companies, and private firms increasingly engage in the virtual power plant sector, leading to a more optimized competition structure [2]. Market Outlook - The virtual power plant market in China is projected to reach a scale of 10.2 billion yuan by 2025 and potentially exceed 100 billion yuan by 2030, driven by its role in promoting renewable energy consumption and achieving carbon neutrality goals [3]. - Current revenue models for virtual power plants are primarily based on demand response and ancillary service transactions, with the need for diversified profit models highlighted [3]. - The ongoing construction of distributed energy sources and loads is expected to create more opportunities for flexible and diverse profit models for virtual power plants [3].

Core Viewpoint - The article highlights the green development initiatives in Zhifu District, Yantai, focusing on the transformation of traditional industries and the promotion of emerging industries to achieve high-quality, low-carbon growth [4][5][6]. Group 1: Innovation and Emerging Industries - Zhifu District is leveraging its advantages to drive the transformation of old and new kinetic energy, fostering the development of emerging industries [4]. - The district's digital virtual power plant is integrating various adjustable power resources to balance supply and demand, enhancing the capacity for renewable energy consumption [4]. - The cloud storage energy technology company is innovating battery storage systems to achieve "essential safety" [4]. - The smart roll-on/roll-off terminal at Yantai Port is utilizing intelligent transfer equipment for efficient logistics operations [4]. Group 2: Economic Growth and Policy Support - Zhifu District is actively cultivating new enterprises, with plans to nurture 27 innovative small and medium-sized enterprises and 18 specialized and innovative SMEs by mid-2025 [5]. - The district is organizing companies to apply for national-level "little giant" enterprises and specialized small and medium-sized enterprises [5]. - The district has established a risk monitoring and early warning platform, covering over 40,000 enterprises, enhancing safety management through digitalization [6]. Group 3: Talent and Innovation Ecosystem - The demand for specialized and innovative talent is increasing as green industries thrive, with Zhifu District optimizing talent services and providing housing support [9]. - The district aims to attract over 12,000 young talents annually, leading the city in talent acquisition [9]. - Various competitions and innovation events are being held to stimulate green innovation [9]. Group 4: Urban Development and Cultural Integration - The district is transforming old industrial sites into creative spaces, reducing waste and environmental pressure while enhancing quality of life [11]. - New cultural and creative projects are being developed, integrating tourism and ecological resources to create new consumption hotspots [12]. - The district is promoting a multi-dimensional tourism experience by merging industrial heritage with cultural activities [12]. Group 5: Future Outlook - Zhifu District is committed to continuing its green development journey, combining innovation and upgrades to create a sustainable urban environment [13].

Market Performance - The Shanghai Composite Index closed at 3473.13, with a slight increase of 0.02% [2] - The Shenzhen Component Index closed at 10435.51, down by 0.70% [2] - The CSI 300 Index closed at 3965.17, decreasing by 0.43% [2] - The ChiNext Index closed at 2130.19, down by 1.21% [2] - The STAR 50 Index closed at 978.29, with a decline of 0.66% [2] - The Beijing Stock Exchange 50 Index closed at 1401.92, down by 0.93% [2] Sector Performance - The top-performing sectors included Comprehensive (+2.57%), Utilities (+1.87%), Real Estate (+1.68%), Light Industry Manufacturing (+1.52%), and Environmental Protection (+1.10%) [3] - The worst-performing sectors were Coal (-2.04%), Pharmaceutical Biology (-0.97%), Communication (-0.77%), Home Appliances (-0.70%), and Electronics (-0.67%) [3] Concept Index Performance - The leading concept indices were Shipbuilding System (+5.23%), Biomass Power Generation (+2.83%), Virtual Power Plant (+2.62%), Cross-Border Payment (+2.36%), and Pumped Storage (+2.26%) [3] - The lagging concept indices included Recombinant Protein (-1.42%), Weight Loss Drugs (-1.10%), CRO Concept (-1.07%), AI PC (-1.02%), and AI Mobile Phones (-0.99%) [3] Market Outlook - The market experienced fluctuations with the Shanghai Composite Index managing to close slightly positive while the Shenzhen Component and ChiNext indices closed lower [5] - The report suggests that as the mid-year earnings forecasts and reports are released, the impact of earnings on individual stock performance will become significant [5] - Attention is expected to shift towards domestic policies, US-China tariffs, and potential interest rate cuts by the Federal Reserve, with the upcoming Political Bureau meeting being a key observation point [5] - Recommended sectors for attention include Non-ferrous Metals, Banking, Transportation, and Utilities [5]

Group 1 - The recent notice from the National Energy Administration emphasizes the pilot projects for virtual power plants, igniting enthusiasm in the capital market and leading to a rise in the virtual power plant concept sector [1] - Virtual power plants are seen as a core vehicle for the digital transformation of energy, presenting a historic development opportunity as the construction of new energy systems accelerates [1] - GCL-Poly Energy (002015.SZ) has established a comprehensive capability in the virtual power plant sector, from resource aggregation to market trading, serving as a benchmark for industry development [1] Group 2 - GCL-Poly Energy has formed a differentiated competitive advantage through a "technology + assets + ecosystem" three-dimensional layout, with a controllable load scale of 550MW in Jiangsu Province, accounting for 30% of the province's actual controllable load [2] - The company’s dual-driven strategy of "energy assets + energy services" has led to the integration of distributed energy, electric vehicle charging stations, user-side energy storage, and industrial loads into its virtual power plant operation platform [2] - GCL-Poly Energy is transitioning from a traditional heavy asset energy production company to a light asset, high-margin energy service company, expanding its virtual power plant business across multiple regions in the country [3]

Group 1 - The A-share virtual power plant concept saw a significant rise in early trading, with companies like Kaipu Cloud and Guoneng Rixin both increasing by over 6% [1] - Other stocks such as Tianyi Ma, Pino Technology, Airo Energy, and Jicheng Electronics also experienced gains [1] - The news highlights that the national electricity load exceeded 1.4 billion kilowatts, setting a new historical high [1]