With the deepening of market-oriented reform, the role of power market in promoting the high-quality development of new energy is becoming more and more prominent. On September 11, the results of Shandong New Energy Increment Project Mechanism Price Bidding entered the stage of publicity, which is the first new energy mechanism price bidding in China. In the first round of bidding, more than 3000 new energy projects participated, covering wind power and solar power. This bidding marks a key step in the reform of electricity market. During the summer peak period
this year, the load of Shandong power grid reached a record high eight times, and broke through 130 million kilowatts for the first time. Meanwhile, by the end of August this year, the installed capacity of new energy in Shandong had reached 123.67 million kilowatts.
How to balance scale and efficiency and promote high-quality development of new energy? Mechanism electricity price is an important innovation. Mechanism price bidding is similar to bidding, which can be understood from the two dimensions of "quantity" and "price". Shi Huanan, Deputy Director of Price Department of Shandong Development and Reform Commission, introduced that "quantity" can be understood as the total scale of "winning the bid", which is determined by factors such as the completion of the annual wind power and photovoltaic consumption responsibility weight. Under the total amount, according to the way of "low price priority" of quotation, the "winning bid price" takes the highest price of the shortlisted projects. This can effectively realize the reasonable growth of new energy "quantity" and the effective competition of "price". The new energy mechanism electricity price formed by this bidding in
Shandong is equivalent to a dynamic "price insurance": when the electricity market price is low, the "price insurance" will pay to ensure that the project gets the electricity price when it is shortlisted; when the electricity market price is high, the "price insurance" will recover the income of the project higher than shortlisted electricity price.
"Through the bidding mechanism, it provides a clearer market expectation for our future operation.". This price is also an important guarantee for the income of our new energy power generation enterprises. Zhao Bo, Deputy Engineer of Huaneng Jiaxiang Power Generation Co., Ltd., said. Cao Xiangyang, senior engineer of
Shandong New Power System Research Center, said that after the new energy entered the market in an all-round way, its income logic shifted from guaranteed stable income to competitive income based on market price, while the market price was mainly affected by the supply-demand relationship at different times and in different regions, and the greater the demand, the higher the price. This forces new energy enterprises to focus more on cost control and technological innovation.
In Gansu, thousands of kilometers away from Shandong, the power of the market is also continuing to emerge. Gansu is a province with a high proportion of new energy. By the end of August, the installed capacity of new energy in the province exceeded 74 million kilowatts, accounting for more than 65% of the total installed capacity of the province's power grid. Gansu electric power spot market has played a key role in power supply security, new energy consumption and resource allocation optimization since it was officially put into operation on September 5 last year.
"The spot electricity market takes 15 minutes as a trading node, and through the spot market participation mode of" quotation and quotation "on the power generation side and the user side, it realizes the bidding of coal, hydropower, new energy power and users on the same platform, and guides the organic combination of clean energy priority absorption and user's" electricity at a price "with real-time price signals. It has become a powerful measure to solve the problem of new energy consumption, restore the attributes of power commodities, and promote the large-scale optimal allocation of power resources. Yang Chunxiang, Director of Power Dispatching Center of State Grid Gansu Electric Power Company, introduced.
In 2024, through the efficient coordination of inter-provincial and intra-provincial markets, Gansu helped to consume 9.08 billion kilowatt-hours of new energy, and minute-level auxiliary frequency modulation increased 4.6 billion kilowatt-hours of new energy. The annual increment of new energy power generation accounted for 66% of the total increment of power generation, and new energy has become the main body of power generation increment in Gansu Province. Since the operation of the spot market, the utilization rate of new energy has increased by more than 30% compared with 2015 when the installed capacity has doubled, and the utilization rate of new energy has remained above 90% since September 2024.
"At present, in the daytime period of new energy development, the average output of coal-fired power units participating in the spot market is reduced to 33% of the rated output, making room for new energy generation.". The peak period of electricity load in the province gradually shifts from 6 p.m. to 11 p.m. to 12 p.m., and the user load curve is more suitable for the characteristics of new energy generation. While solving the problem of new energy consumption on the power generation side, the user side also gets more preferential electricity prices, thus providing stable support for a high proportion of new energy access. Yang Chunxiang said. "At present, Gansu has built a complete market framework of" centralized + full electricity optimization "and" day-ahead + real-time "two-wheel drive, which is the only bilateral spot market of" quantity quotation "on the user side in the country, and achieves orderly convergence with medium- and long-term, ancillary services and inter-provincial spot," said Pan Yuelong, supervisor of
China Electricity Council. It provides a systematic solution that can be used for reference and promoted for the scenario of high proportion of new energy.
浙公网安备33010802003254号