Core Viewpoint - The recent electricity price adjustment by the State Grid is a comprehensive reform of the pricing system, aimed at optimizing energy resource allocation and encouraging changes in electricity consumption habits [1][5][11]. Group 1: Pricing System Changes - The new pricing scheme divides the day into five distinct time periods: super peak, peak, flat, low valley, and super low valley, significantly increasing the price differences between these periods [4][11]. - During super peak hours, electricity prices can be up to five times higher than during low valley periods, emphasizing the need for consumers to adjust their usage patterns [4][6]. Group 2: Seasonal Pricing Impact - Summer and winter are identified as peak seasons for electricity usage, with prices in regions like Guangzhou rising approximately 35% during summer super peak hours compared to spring and autumn [4][11]. - High-energy-consuming devices such as air conditioners and electric vehicles contribute significantly to electricity costs during these peak seasons, necessitating careful planning of usage times [4][11]. Group 3: Tiered Pricing Structure - The new pricing model links basic electricity rates with a tiered pricing system, ensuring that basic needs are met while imposing higher costs on high-consumption users [5][11]. - Households consuming over 500 kWh per month may face costs approximately 40% higher per kWh compared to lower-tier users, highlighting the importance of energy conservation [5][11]. Group 4: Resource Optimization and Environmental Goals - The electricity price adjustment aims to alleviate pressure on the grid by shifting some peak demand to low valley periods, potentially saving hundreds of billions in infrastructure investments [6][11]. - By promoting efficient energy use and reducing waste, the initiative aligns with national goals for energy conservation and environmental protection [8][11]. Group 5: Practical Recommendations for Consumers - Consumers are advised to monitor electricity usage during different time periods, reduce the use of high-power appliances during peak hours, and take advantage of low valley periods for activities like charging electric vehicles [10][11]. - Setting air conditioning to around 26°C and preheating water heaters are practical steps to save on electricity costs while maintaining comfort [10][11].

文 | 国家发改委 8月1日上午，国家发改委召开新闻发布会，解读当前经济形势和经济工作。 国家发改委政策研究室主任蒋毅指出，面对迅速攀升的电力需求，国家发展改革委已会同 各地方和重点企业提前布局，采取一系列有力措施，扛牢能源电力保供责任。 其中包括动态精准调度。精准分析研判供需走势，坚持底线思维、极限思维，统筹考虑保 供应、促消纳和机组安全运行， 发挥煤电兜底作用，加强抽水蓄能和新型储能调用，推 动"水火风光储"等各类电源形成合力。 下一步，国家发展改革委将充分发挥煤电油气运保障工作部际协调机制作用，主要做好以 下五方面工作。一是保障源头供应。指导各地做好电煤产运需衔接和发电用气协调，保障 一次能源供应充足稳定。二是提升顶峰能力。持续加强各类常规电源运行管理，统筹新能 源发电支撑作用和火电兜底保障作用。 三是加强余缺互济。积极通过电力中长期合同、 现货市场、应急调度等方式开展跨省跨区电力调度。四是优化需求侧管理。坚持需求响应 优先、节能节电助力、有序用电保底的原则，综合运用分时电价、需求响应补贴、虚拟电 厂AI调度等方式，保障电网安全稳定运行和电力有序供应。 五是强化应急处置。紧盯重 大自然灾害和突发事件，第 ...

高温天气带动用电负荷持续攀升。近期，全国多个省份陆续调整分时电价机制，以市场化手段破解电力 供需平衡难题。 发电侧，通过价格信号引导用户用电行为与新能源出力特性相匹配，有利于破解新能源消纳问题。新能 源发电具有波动性、间歇性特征，尤其是光伏，主要发电时段较为集中，11时至14时通常是出力高峰 期，与用户用电高峰期存在时间错配，该时段电力供应远大于需求，若沿用以往的电价机制，既无法反 映真实的供需关系，又容易造成大量弃电，所以多个省份陆续把中午时段调整为低谷甚至深谷电价时 段。 用户和电网侧，通过价格信号的精准调控引导削峰填谷，有利于降低用户用电成本、保障电网安全稳定 运行。比如，海南"零点高峰"现象极具代表性。截至2024年底，海南新能源汽车保有量达40.9万辆，新 能源汽车集中在零点充电，导致电网负荷纪录频繁刷新，2023年和2024年迎峰度夏期间，在"00:00— 00:20"时段13次创新高，电网系统调节能力面临挑战。为此，从2025年4月1日起，海南省调整了分时用 电时段，原谷时段"00:00—00:20"变为平时段，而"08:00—10:00"则调整为新的谷时段，通过分时电价的 调整引导用户主动参与 ...

随着夏季气温逐渐升高带来用电负荷攀升，近期全国多个省份密集调整分时电价机制，运用价格 杠杆以引导错峰用电。 江苏省发布的《关于优化工商业分时电价结构促进新能源消纳降低企业用电成本支持经济社会发 展的通知》（下称《通知》）将于6月起正式实施。其中，除了扩大分时电价执行范围、优化工 商业用户分时时段等常规操作之外，还罕见地调整了工商业用户分时电价计价基础，由用户到户 电价为基础进行上下浮动调整为以工商业用户购电价格为基础，并优化峰谷浮动比例。 第一财经记者注意到，此前山东、四川等省已在今年出台政策完善分时电价机制并开始执行，江 西、安徽、贵州等省则在今年4月或5月就政策优化方案向外征求意见。从细节上来看，建立季节 性差异化分时电价机制，进一步拉大峰谷价差并扩大执行范围几乎是各省的共识。 文 | 第一财经 马晨晨 多位行业人士对第一财经记者表示，分时电价改革是大势所趋，对于不同的主体而言影响有所差 异。一方面，它能够鼓励电力用户错峰用电，减轻发电企业和电网的供电压力；同时，执行分时 电价的中小企业能够据此合理安排生产，降低用能成本。但另一方面，部分新能源发电和储能项 目或将面临投资收益率的下滑压力，需要寻求更多价值 ...

Group 1: Overview of Time-of-Use Pricing Adjustments - The recent adjustments to time-of-use pricing mechanisms across various provinces aim to encourage off-peak electricity usage and alleviate supply pressure on power generation companies and the grid [1][2] - Jiangsu Province's new policy will implement a time-of-use pricing structure based on commercial users' purchase prices, optimizing peak and valley floating ratios [1][6] - Other provinces like Shandong and Sichuan have also made significant changes to their time-of-use pricing, with Shandong introducing a five-segment pricing system [2][3] Group 2: Impact on Users and Companies - The adjustments are expected to benefit electricity users by allowing them to manage production schedules more effectively and reduce energy costs [1][4] - However, some renewable energy generation and storage projects may face pressure on investment returns, necessitating new value creation strategies [1][7] - In Shandong, the implementation of time-of-use pricing has led to a significant increase in midday load, enhancing the consumption of renewable energy by 2.3 billion kilowatt-hours [4] Group 3: Specific Changes in Pricing Mechanisms - Jiangsu's new pricing mechanism will see peak prices increase by 80% compared to flat prices, while valley prices will decrease by 65% [6][7] - The adjustments in Jiangsu have resulted in a reduction of the peak-valley price difference, impacting the profitability of user-side energy storage projects [7][8] - The frequency of adjustments in time-of-use pricing is attributed to the increasing electrification of demand and the growing share of renewable energy in the power system [3][9] Group 4: Effects on Power Generation Companies - Power generation companies are also feeling the impact of the new time-of-use pricing, with projections indicating a reduction in net profits due to the adjustments [10][11] - Companies like Xichang Electric Power have reported expected decreases in revenue due to changes in peak and valley pricing structures [11] - The adjustments may not directly alter the grid-connected electricity prices but will influence long-term agreements between supply and demand sides, affecting overall revenue for power generation companies [11]

Core Viewpoint - The implementation of time-of-use electricity pricing for personal electric vehicle charging stations in Wuhan allows residents to significantly reduce their charging costs, particularly during off-peak hours [1][3][5]. Group 1: Charging Costs and Savings - Nighttime charging costs only 0.43 yuan per kilowatt-hour, leading to savings of over 60 yuan for a full charge compared to previous costs [1][3]. - Charging during peak hours can cost as much as 1.2 yuan per kilowatt-hour, making the off-peak rate highly attractive for electric vehicle owners [3][5]. Group 2: Time-of-Use Pricing Structure - The time-of-use pricing includes four different rates: - Peak (17:00-20:00, 22:00-23:00) at 0.68 yuan per kilowatt-hour - Super Peak (20:00-22:00) at 0.78 yuan per kilowatt-hour - Flat (07:00-17:00) at 0.58 yuan per kilowatt-hour - Off-Peak (23:00-07:00) at 0.43 yuan per kilowatt-hour [5]. - If residents do not opt for time-of-use pricing, they will be charged a flat rate of 0.58 yuan per kilowatt-hour [5]. Group 3: Adoption and Installation - Residents can choose to apply for a personal charging station and select the time-of-use pricing option during the installation process [5]. - The option for time-of-use pricing will be available starting December 1, 2023, for personal charging stations in Wuhan [5].