Core Insights - The first batch of competitive bidding settlement bills for new energy users in Guangdong Province has been issued, with 170 projects successfully trading in the first round, covering over 4,000 photovoltaic users [1][2] - The National Development and Reform Commission and the National Energy Administration have issued a notice to promote market-oriented pricing for new energy projects, allowing them to participate in market transactions [1][2] - The Shenzhen Power Supply Bureau has established a specialized team to support the implementation of these policies, providing comprehensive services and guidance to users [1][3] Summary by Sections New Energy Market Reform - The reform aims to ensure that all new energy projects (wind and solar) enter the electricity market, with prices determined through market transactions [1][2] - For existing projects before June 1, 2025, a mechanism price of 0.453 yuan per kilowatt-hour will be applied, providing revenue security [2][7] - New projects after this date can secure a stable price through competitive bidding, while unselected projects will be priced according to market rates [2][7] User Experience and Support - Users have reported positive experiences with the guidance provided by power supply personnel during the bidding process, highlighting the flexibility and challenges of the new market [3] - The Shenzhen Power Supply Bureau plans to continue enhancing its service model to attract more participants in the electricity market [3] Impact on the Electricity Industry - The reform is expected to drive high-quality development in the new energy sector by establishing a true market price and promoting efficient allocation of resources [5][6] - It will also facilitate the construction of a new type of power system, ensuring that various energy sources fairly share the costs of system adjustments [5][6] - The establishment of a unified national electricity market is anticipated, with market rules being refined to support this goal [6]

8月7日，山东省发展改革委、山东能源监管办、山东省能源局印发《山东省新能源上网电价市场化改革 实施方案》（以下简称《实施方案》）。紧随其后，8月8日，《山东省新能源机制电价竞价实施细则》 （以下简称《实施细则》）正式出台，这是我国首个机制电价竞价实施细则。 新能源上网电价全部由市场形成 近日，新能源大省山东连续出台多项政策文件，落实国家发展改革委、国家能源局《关于深化新能源上 网电价市场化改革 促进新能源高质量发展的通知》（发改价格〔2025〕136号，以下简称"136号文"） 要求，在深化新能源上网电价市场化改革上迈出实质性步伐。 作为绿色低碳高质量发展先行区，山东在推动新能源高质量发展上持续发力。"十四五"以来，山东新能 源和可再生能源装机规模以年均25%的速度快速增长，2024年6月便成为东部沿海首个装机破亿的省 份，光伏发电装机连续8年稳居全国首位。截至2024年底，山东新型储能在运规模达到717.7万千瓦，超 前完成"十四五"规划目标。 在全国统一电力市场加快建设的背景下，按照136号文"价格市场形成、责任公平承担、区分存量增量、 政策统筹协调"的要求，《实施方案》明确，推动新能源上网电价全部由市场 ...