"新老划段"完善抽蓄容量电价机制。 国家于2021年出台《关于进一步完善抽水蓄能价格形成机制的意见》（发改价格〔2021〕633号，以下 简称"633号文"），完善抽水蓄能两部制电价政策，细化制定抽水蓄能容量电价核定办法，打通容量电 费疏导渠道，给相关投资主体吃下"定心丸"，为抽水蓄能行业发展注入了强劲动力。2023年，相关部门 进一步出台《关于抽水蓄能电站容量电价及有关事项的通知》（发改价格〔2023〕533号），核定在运 及2025年底前拟投运的48座抽水蓄能电站容量电价。 完善发电侧容量电价机制是服务新型电力系统构建，助力能源强国建设的内在要求。两部门近日发布的 《通知》坚持立足当前与着眼长远相结合，统筹能源安全保障与绿色低碳转型，将为加快构建新型电力 系统、推进能源强国建设奠定坚实基础。 合理提高煤电容量电价标准，鼓励建立气电容量电价机制。 煤电是保障电力安全充裕供应的"压舱石"，承担兜底保供、调峰调频等多重关键功能，气电则是提升系 统调节能力的重要支撑，在保障负荷高峰时段用电和新能源消纳中发挥着关键作用。《通知》精准契合 两类电源的功能定位，通过分类施策进一步优化容量电价机制。 在煤电方面，明确各地 ...

Core Viewpoint - Gansu Province has introduced a capacity pricing mechanism for power generation, marking the first provincial-level independent capacity pricing policy in China, aimed at supporting the transformation of coal power and promoting the orderly development of new energy storage [2][3]. Group 1: Capacity Pricing Mechanism - The capacity price for coal power units and new energy storage on the grid side is set at 330 yuan per kilowatt per year, with a two-year implementation period [2]. - The mechanism includes full capacity compensation for coal power, increasing the fixed cost recovery ratio from 30% to 100%, and incorporates various energy sources like hydropower, wind, and solar into the compensation framework [3][4]. - The introduction of a capacity pricing mechanism is expected to stabilize investment returns and promote the development of energy storage, especially in the context of high penetration of renewable energy [3][4]. Group 2: Flexibility and Resource Demand - Gansu's energy resources are abundant, but the high proportion of renewable energy requires flexible adjustment resources to ensure reliable power supply during peak demand [3]. - The new pricing mechanism aims to decouple capacity pricing from energy pricing, providing a clearer boundary between energy, auxiliary services, and capacity pricing [3][4]. Group 3: Impact on Users and Market Dynamics - The capacity pricing mechanism is designed to have a minimal impact on downstream electricity costs for industrial and commercial users, as the overall electricity price is expected to decrease due to the introduction of this mechanism [6][7]. - The capacity fee will be allocated based on the monthly electricity consumption of all industrial and commercial users, with the State Grid Gansu Electric Power Company responsible for monthly calculations [5][6]. Group 4: Future Market Developments - The capacity pricing mechanism is seen as a transitional measure, with plans to establish a capacity market in the long term, allowing for better resource allocation and price discovery [8][9]. - The mechanism will encourage the participation of diverse resources in the capacity market, with a focus on effective capacity assessment and fair compensation [9][10].