一、 拓展多元主体参与，激发市场内生活力 随着 "双 碳 "目标深入推进与新型电力系统加快构建，源网荷储各环节正发生深刻变革，分布式能源、虚拟电厂、可调节 负荷 、智能微电网、新型储能等新型经营主体不断涌现，电力系统由" 源随荷 动 "向多主体互动模式转型。《基本规则》 结合改革实际，在优化市场成员"权""责"的基础上，明确其交易方式、价格机制、计量和结算模式，并对新型经营主体提 出规范要求。一是将分布式能源、虚拟电厂、智能微电网等具备电力、电量调节能力的经营主体纳入中长期市场管理范 围，赋予其同等参与市场的路径，明晰权利与义务，规范交易行为。二是当资源聚合类新型经营主体聚合的 不同 分散资源 同时具有上、下网电量时，要求区分各时段上、下网电量，分散资源按照聚合服务合同明确的电能量价格单独结算，确保 各类责任边界清晰。三是对虚拟电厂、负荷聚合商等新型经营主体的交易限额提出要求，在激发分散资源参与市场积极性 的同时，有效防控新型经营主体市场风险，充分发挥资源聚合和灵活调节潜力。 锚定改革纵深方向 筑牢统一市场根基 ——《电力中长期市场基本规则》解读 近日，国家发展改革委、国家能源局联合印发《 电力中长期市场基本 ...

◐ 9部门：鼓励企业优先使用绿色电力，助力减碳降耗。 1月4日，商务部等9部门发布的《关于实施绿色消费推进行动的通知》 指出，鼓励企业优先使用绿色电力，助力减碳降耗。支持推广智能控制系统，实现能源使用的智能化管理。鼓励优化绿色建筑设 计，充分利用自然采光和通风系统，减少能源消耗。 【更多详情】 新闻聚焦 国内新闻 ◐长江经济带布局建设24个国家碳达峰试点城市和园区。 据新华社报道，国家发改委副主任王昌林1月5日在国务院新闻办新闻 发布会上说，我国积极推动钢铁、石化化工、建材等传统产业绿色转型，在长江经济带布局建设了2 4个国家碳达峰试点城市和园 区、14个零碳园区。 ◐ 生态环境部："十四五"期间长江重要河湖排污口排查整治率超9 0%。 据新华社报道，1月5日，国务院新闻办公室举行新闻发 布会，介绍长江经济带发展十年工作进展和成效，并答记者问。生态环境部水生态环境司司长蒋火华表示，"十四五"期间，生态 环境部围绕"入河排污口怎么查？怎么治？怎么审？怎么管？"累计排查了长江河湖岸线1 6万多公里，重要河湖排污口的排查整治 率超过90%。 ◐ 新版《绿色工厂评价通则》国家标准发布。 据新华社1月5日报道，近日，中 ...

央视网消息：近日，商务部等9部门联合出台了《关于实施绿色消费推进行动的通知》（以下简称《通知》），提出7方面20条具 体举措，涵盖农产品、家电家装、餐饮住宿等多个领域，推进绿色消费。 优化绿色消费环境，提出推广节能设施设备，优先使用绿色电力。普及绿色消费理念，倡导消费者绿色出行。 《通知》聚焦民生保障领域优质供给，提出加大绿色农产品供应，推广绿色家电家装，促进汽车绿色消费。要求提升绿色服务消 费，发展绿色餐饮、绿色住宿、绿色家政，满足人民对美好生活向往的需要。 强调培育绿色消费新增长点，提出打造绿色供应链，开展供应链碳足迹评价，推广绿色采购、绿色产品、绿色包装。鼓励推广绿 色消费积分。创新绿色共享，发展绿色租赁服务，鼓励出行共享、空间共享、物品共享。同时，还强调推动绿色循环回收，引导减少 一次性塑料制品使用，推动废旧物品回收再利用，发展二手商品流通。 下一步，商务部将指导各地开展绿色消费推进行动相关工作，及时总结促进绿色消费的好经验、好做法，进一步扩大绿色消费。 ...

Core Viewpoint - The article discusses the significance of the newly released "Basic Rules for the Medium and Long-term Electricity Market" (referred to as "25 Rules") in the context of supporting high-quality development of renewable energy in China, especially in a spot market environment [3]. Group 1: Definition of Medium and Long-term - The term "medium and long-term" in the electricity market encompasses two dimensions: "far" and "long," where "far" refers to transactions conducted well in advance of electricity delivery, and "long" refers to transactions involving electricity over extended periods [4]. - The "25 Rules" clarify that medium and long-term trading involves electricity products or services for future periods, including various time dimensions such as years, months, and shorter intervals [4]. Group 2: Role of Medium and Long-term Market - The medium and long-term market plays a crucial role in stabilizing supply and demand relationships by allowing parties to lock in prices and revenues, thereby reducing risks associated with supply fluctuations and financial uncertainties [5]. - From a "long" perspective, the medium and long-term market facilitates trading across multiple time periods with different price levels, helping to mitigate risks associated with price volatility [5]. Group 3: Changes and Developments in New Rules - The inclusion of new types of market participants, such as energy storage and virtual power plants, enhances the market's risk management capabilities and supports innovative trading systems [8]. - The "25 Rules" provide clearer definitions of rights and obligations for market participants, detailing the information they must provide, such as power plant maintenance schedules and demand forecasts [8]. - The trading methods have been diversified to improve market liquidity, with requirements for regular and continuous trading sessions to address uncertainties arising from increased penetration of renewable energy [9]. - Green electricity trading has been incorporated into the new rules, promoting long-term green power transactions and establishing flexible contract adjustment mechanisms [9]. - The new rules emphasize market-driven pricing mechanisms and the need for coordination with spot market mechanisms, ensuring that prices reflect market conditions [10]. - The "25 Rules" aim to create a comprehensive, low-cost, transparent, and highly liquid medium and long-term market, essential for balancing supply and demand risks and price anomalies in the context of rapid renewable energy development [10].

来源：新华社 新华社北京12月27日电 题：破除卡点堵点 纵深推进全国统一大市场建设 新华社记者吴雨、刘羽佳 建设全国统一大市场是构建新发展格局的基础支撑和内在要求。 市场基础制度不断健全，市场设施互联互通持续增强，商品服务和资源要素流动更加顺畅……一年来， 纵深推进全国统一大市场建设取得积极成效，进一步夯筑中国经济应对变局、开拓新局的坚实底气。 日前召开的中央经济工作会议提出，纵深推进全国统一大市场建设，并提出"制定全国统一大市场建设 条例，深入整治'内卷式'竞争。" 记者在调研中感受到，从中央到地方，一系列旨在破除壁垒、畅通循环的举措持续落地，进一步激发超 大规模市场优势潜力，不断增强经济发展内生动力和活力。 加快破壁清障 让要素"活"起来 12月，来自青海的1876万千瓦时绿色电力，通过市场化交易，跨越数千公里直达吉林，点亮东北"夜经 济"。 青海绿电首次送达东北地区，背后是青海、北京、吉林"三网"联动，共同达成跨省跨区中长期外送电力 交易。 今年以来，全国统一电力市场建设按下"加速键"：跨经营区电力交易加速落地，南方区域电力市场开展 连续结算运行，省间现货市场更加成熟……破除壁垒、统一规则，实现电力资 ...

市场基础制度不断健全，市场设施互联互通持续增强，商品服务和资源要素流动更加顺畅……一年 来，纵深推进全国统一大市场建设取得积极成效，进一步夯筑中国经济应对变局、开拓新局的坚实底 气。 日前召开的中央经济工作会议提出，纵深推进全国统一大市场建设，并提出"制定全国统一大市场 建设条例，深入整治'内卷式'竞争。" 新华社北京12月27日电 题：破除卡点堵点 纵深推进全国统一大市场建设 新华社记者吴雨、刘羽佳 建设全国统一大市场是构建新发展格局的基础支撑和内在要求。 记者在调研中感受到，从中央到地方，一系列旨在破除壁垒、畅通循环的举措持续落地，进一步激 发超大规模市场优势潜力，不断增强经济发展内生动力和活力。 加快破壁清障 让要素"活"起来 12月，来自青海的1876万千瓦时绿色电力，通过市场化交易，跨越数千公里直达吉林，点亮东 北"夜经济"。 青海绿电首次送达东北地区，背后是青海、北京、吉林"三网"联动，共同达成跨省跨区中长期外送 电力交易。 一年来，土地要素市场化配置持续优化，农村集体经营性建设用地入市改革全面提速，房地一体宅 基地确权登记颁证加快推进，进城落户农民合法土地权益得到有效保障……存量土地资源被逐步唤 ...

Core Viewpoint - The article discusses the release of the "Basic Rules for the Medium and Long-term Electricity Market" by the National Development and Reform Commission and the National Energy Administration, emphasizing the need for a unified national electricity market and the importance of balancing long-term supply and demand in the electricity sector [1][2]. Group 1: General Principles - The rules aim to accelerate the construction of a unified national electricity market system, standardize medium and long-term trading behaviors, and protect the legitimate rights and interests of market participants [5]. - The medium and long-term electricity market is defined as a market where registered entities conduct electricity trading for future delivery periods, including various time dimensions such as years, months, and weeks [5][6]. Group 2: Overall Requirements - The rules promote the integration of medium and long-term electricity markets with spot markets, ensuring smooth transitions in trading sequences, clearing, and market settlements [8]. - There is a focus on adapting to the volatility of renewable energy output, enabling flexible continuous trading, and promoting long-term power purchase agreements to stabilize consumption [8]. Group 3: Market Participants - Market participants include generation companies, electricity users, and new types of operators, all of whom must adhere to market rules and avoid manipulating prices [12][15]. - Generation companies have rights to participate in the market, sign contracts, and receive fair access to grid services [13]. Group 4: Trading Types and Price Mechanism - Medium and long-term trading includes various delivery periods, with different trading methods such as centralized trading and bilateral negotiations [25][30]. - The pricing mechanism for the medium and long-term market is determined by market forces, with specific provisions for green electricity trading [29][30]. Group 5: Trading Organization - Cross-regional electricity trading will be organized by designated electricity trading centers, with a focus on ensuring continuous operation and timely publication of trading calendars [32][34]. - The rules stipulate that key parameters for trading must be clearly defined before trading begins, and adjustments cannot be made during the trading process [44]. Group 6: Contract Management - All market participants must sign medium and long-term trading contracts, which serve as the basis for execution and help stabilize market expectations [64]. - Green electricity trading contracts must specify the traded electricity volume and pricing, including the environmental value of green electricity [66]. Group 7: Measurement and Settlement - The settlement of the medium and long-term market will generally occur on a monthly basis, with provisions for different types of settlements [72][76]. - Green electricity trading will involve separate settlements for energy and environmental value, ensuring compliance with sustainability pricing mechanisms [78]. Group 8: Information Disclosure - Market information will be disclosed periodically, with a retention period of at least two years, ensuring transparency for all market participants [81][83]. Group 9: Technical Support System - The electricity trading platform must include various functional modules to support market operations, ensuring interoperability and data exchange among different systems [84][88].

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued the "Basic Rules for the Medium and Long-term Electricity Market," aiming to enhance the construction of the medium and long-term electricity market and the spot electricity market, ensuring a stable operation of the electricity market and accommodating the characteristics of renewable energy output fluctuations [1][5]. Group 1: Market Structure and Functionality - The medium and long-term electricity market is defined as a market where registered entities conduct transactions for electricity products or services for future delivery, covering various time frames from years to months [3][4]. - The rules emphasize the importance of integrating medium and long-term trading with spot market operations, facilitating flexible and continuous trading to stabilize long-term consumption space [5][6]. Group 2: Market Participants and Responsibilities - Market participants include power generation companies, electricity sales companies, electricity users, and new business entities, all of which must adhere to market rules and avoid price manipulation [4][5]. - Responsibilities of power generation companies include compliance with market rules, timely completion of electricity payment settlements, and provision of necessary operational information [8][9]. Group 3: Trading Mechanisms and Pricing - The medium and long-term trading includes various delivery cycles such as multi-year, annual, and monthly transactions, with specific trading methods like centralized trading and bilateral negotiations [13][15]. - Pricing mechanisms are determined by market forces, with the government setting overall principles for price formation, ensuring that prices reflect supply and demand dynamics [16][17]. Group 4: Transaction Organization and Management - The organization of cross-regional and provincial electricity trading will be managed by designated electricity trading centers, ensuring a structured approach to market operations [19][20]. - The trading platform must support continuous operations and provide functionalities for registration, transaction clearing, and market monitoring [37][38]. Group 5: Information Disclosure and Compliance - Market information must be disclosed periodically, ensuring transparency and allowing stakeholders to access relevant data for decision-making [35][36]. - Compliance with the rules is mandatory for all market participants, with penalties for violations to maintain market integrity [40][41].

今年3月，同力天启与天启鸿源一起同甘肃省庆阳市政府成功签署战略合作框架协议。根据协议内容， 三方将围绕储能装备制造基地和储能电站建设展开合作，一期项目包括建设储能装备生产线和独立储能 电站。项目建成后，储能电站将为庆阳"东数西算"产业园区的数据中心直供绿色电力，实现算电协同， 并在保证供电可靠性的前提下，实现部分备用电源的功用，提高算力中心绿电占比，进一步降低算力中 心能耗成本。 7月，同力天启与甘肃移动签订战略合作协议。甘肃移动作为中国移动全资子公司及国 家"东数西算"工程庆阳节点与集群的主要建设方，在庆阳"东数西算"产业园规划了140亩智算机房，具 备承载不低于16个万卡集群的强大能力。结合甘肃移动的属地资源、数字化能力与同力日升的项目全流 程经验，双方将重点开发"通信基础设施新能源化"项目。 12月26日，国家发展改革委、工业和信息化部、国家能源局发布《国家级零碳园区建设名单(第一批)》 的通知，共纳入北京经济技术开发区、甘肃庆阳东数西算产业园等52个园区，并在其中提到，各地区发 展改革委、工业和信息化主管部门、能源局要积极支持本地区国家级零碳园区建设，推动绿电直连、新 能源就近接入增量配电网等绿色电力 ...

Core Viewpoint - The article discusses the recently released "Basic Rules for the Medium and Long-term Electricity Market" by the National Development and Reform Commission and the National Energy Administration, aimed at establishing a unified national electricity market and regulating medium and long-term electricity trading behavior [2][8]. Overall Requirements - The construction of the medium and long-term electricity market and the spot electricity market will be coordinated, ensuring smooth transitions in trading sequences, clearing, and market settlements to balance long-term supply and demand [3]. - Cross-regional trading will be promoted, encouraging innovative mechanisms for inter-provincial trading and resource sharing [3][4]. - Market operators will conduct registration, trading organization, settlement, and information disclosure according to unified standards [3]. Participant Registration - Electricity users can purchase all their electricity through wholesale or retail markets but cannot participate in both simultaneously. Users not directly participating can have their electricity purchased by grid companies [5][20]. Pricing Mechanism - The overall principles for market pricing will be set by the State Council's pricing authority, with local authorities developing specific implementation details [6]. - Transaction prices will be formed by market participants, with no third-party interference, and green electricity prices will consist of energy prices and environmental values [6][7]. - The government will set price limits to prevent market manipulation and ensure fair pricing [7][39]. Trading Types and Price Mechanism - Medium and long-term trading will include various delivery periods, with green electricity trading being a significant focus, allowing for the purchase of renewable energy [34][35]. - Contracts can be transferred to third parties, and green electricity contracts must ensure traceability of environmental values [36][38]. Transaction Organization - Cross-regional transactions will be organized by designated electricity trading centers, with monthly trading calendars published by trading institutions [41][42]. - Key parameters for transactions must be clearly defined before trading begins, and adjustments cannot be made during the trading process [44]. Contract Management - All market participants must sign medium and long-term trading contracts, which will serve as the basis for execution [64][65]. - In emergencies, the electricity dispatching agency can prioritize safety in scheduling and report incidents to regulatory bodies [68]. Measurement and Settlement - Settlements will generally occur monthly, with specific reference points for pricing established based on market clearing prices [72][73]. - Green electricity transactions will have separate settlements for energy and environmental values, ensuring compliance with sustainability pricing mechanisms [78]. Information Disclosure - Market information will be disclosed periodically, with a retention period of at least two years [81][82]. Technical Support System - The electricity trading platform will include various functional modules to support market operations and ensure data interoperability among different systems [84][86].