<p>（第一财经）2 月 12 日——根据国务院办公厅发布的新指导方针，中国计划到 2030 年基本建立全国统一的电力市场体系，市场化交易将占总电力消费的约 70%。</p>
<p>根据昨天发布的指导方针，到 2030 年，除接受保障供应的用户外，所有类型的电源和用电用户将直接参与电力市场。</p>
<p>到 2035 年，该系统预计将全面建立，实现省际、省内交易的无缝对接，使电力资源的多维价值——包括能源、调节、环境影响和容量——在市场中得到充分体现。</p>
<p>指导方针提出了 19 项关键任务，国家发展和改革委员会的一位代表表示。这些任务包括优化全国电力资源配置、改善市场功能、促进各类商业主体的平等广泛参与、构建统一的电力市场框架以及加强政策协调。</p>
<p>该计划提出逐步从 “各省个别定价和交易” 转向 “统一定价和联合交易”。它鼓励邻近省份自愿合作或整合市场，扩大省际和区域间的电力传输，提高清洁能源交付的比例。还呼吁在中国南方建立和运营一个综合电力市场，并改善长江三角洲的电力互助机制。</p>
<p>指导方针指出，相关部门将探索建立容量市场，以补偿支持和调节资源——如火电、抽水蓄能和新能源储存——在维持电网稳定和促进可再生能源消费中的作用。对于包括沙漠地区的大规模可再生能源基地和分布式可再生能源项目，将引入差异化的市场准入路径。该计划还建议探索长期绿色电力合同，以更好地满足出口导向企业和外资公司的需求。</p>
<p>该文件进一步呼吁私营企业在电力市场中更大程度的参与。它鼓励以私营企业为主的新型市场主体，通过新型能源储存、虚拟电厂和智能微电网等创新灵活参与交易。目前通过电网代理购买电力的小型和中型商业及工业用户将逐步被允许直接参与市场。</p>
<p>在一份研究报告中，中信证券表示，容量市场可能成为下一阶段市场发展的关键焦点，并建议投资者关注基荷电源、能源储存及相关产业链的机会。</p>
<p>编辑：Emmi Laine</p>

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<p>中国计划到 2030 年建立统一的国家电力市场，市场化交易将占电力消费的 70%。该指导方针促进所有电源和用户的直接参与，排除保障供应，并列出了 19 项优化资源配置和市场功能的关键任务。该计划鼓励各省之间的合作、清洁能源的整合以及更多私营企业的参与。提议建立一个容量市场，以支持电网稳定和可再生能源消费，重点关注基载电力和能源存储的机会</p>

<p>(Yicai) Feb. 12 -- China aims to basically establish a nationwide unified power market system by 2030, with market-based transactions accounting for around 70 percent of total electricity consumption, under new guidelines released by the General Office of the State Council.</p>
<div class="lb-trans"><p>（第一财经）2 月 12 日——根据国务院办公厅发布的新指导方针，中国计划到 2030 年基本建立全国统一的电力市场体系，市场化交易将占总电力消费的约 70%。</p>
</div><p>By 2030, all types of power sources and electricity users, except those receiving guaranteed supply, will directly participate in the power market, according to the guidelines released yesterday.</p>
<div class="lb-trans"><p>根据昨天发布的指导方针，到 2030 年，除接受保障供应的用户外，所有类型的电源和用电用户将直接参与电力市场。</p>
</div><p>By 2035, the system is expected to be fully established, with seamless integration of inter-provincial, inter-regional, and intra-provincial transactions so that the multidimensional value of electricity resources -- including energy, regulation, environmental impact, and capacity -- is fully reflected by the market.</p>
<div class="lb-trans"><p>到 2035 年，该系统预计将全面建立，实现省际、省内交易的无缝对接，使电力资源的多维价值——包括能源、调节、环境影响和容量——在市场中得到充分体现。</p>
</div><p>The guidelines set out 19 key tasks, a representative of the National Development and Reform Commission said. These include optimizing electricity resource allocation nationwide, improving market functions, facilitating equal and broad participation by various business entities, building a unified power market framework, and strengthening policy coordination.</p>
<div class="lb-trans"><p>指导方针提出了 19 项关键任务，国家发展和改革委员会的一位代表表示。这些任务包括优化全国电力资源配置、改善市场功能、促进各类商业主体的平等广泛参与、构建统一的电力市场框架以及加强政策协调。</p>
</div><p>The plan proposes a gradual shift from “individual pricing and trading by each province” to “unified pricing and joint trading.” It encourages neighboring provinces to voluntarily cooperate or integrate their markets, expand inter-provincial and inter-regional power transmission, and raise the share of clean energy deliveries. It also calls for building and operating an integrated power market in southern China and improving electricity mutual assistance mechanisms in the Yangtze River Delta.</p>
<div class="lb-trans"><p>该计划提出逐步从 “各省个别定价和交易” 转向 “统一定价和联合交易”。它鼓励邻近省份自愿合作或整合市场，扩大省际和区域间的电力传输，提高清洁能源交付的比例。还呼吁在中国南方建立和运营一个综合电力市场，并改善长江三角洲的电力互助机制。</p>
</div><p>The guidelines state that authorities will explore establishing a capacity market to compensate supporting and regulating resources -- such as coal-fired power, pumped hydro storage, and new energy storage -- for their role in maintaining grid stability and facilitating renewable energy consumption. For projects including large-scale renewable energy bases in desert regions and distributed renewable energy, differentiated market access pathways will be introduced. The plan also proposes exploring long-term green electricity contracts to better meet demand from export-oriented enterprises and foreign-invested companies.</p>
<div class="lb-trans"><p>指导方针指出，相关部门将探索建立容量市场，以补偿支持和调节资源——如火电、抽水蓄能和新能源储存——在维持电网稳定和促进可再生能源消费中的作用。对于包括沙漠地区的大规模可再生能源基地和分布式可再生能源项目，将引入差异化的市场准入路径。该计划还建议探索长期绿色电力合同，以更好地满足出口导向企业和外资公司的需求。</p>
</div><p>The document further calls for greater participation by private enterprises in the power market. It encourages new types of market entities, primarily led by private firms, to flexibly engage in trading through innovations such as new energy storage, virtual power plants, and intelligent microgrids. Small and medium-sized commercial and industrial users that currently purchase electricity through grid agents will gradually be allowed to participate directly in the market.</p>
<div class="lb-trans"><p>该文件进一步呼吁私营企业在电力市场中更大程度的参与。它鼓励以私营企业为主的新型市场主体，通过新型能源储存、虚拟电厂和智能微电网等创新灵活参与交易。目前通过电网代理购买电力的小型和中型商业及工业用户将逐步被允许直接参与市场。</p>
</div><p>In a research report, CITIC Securities said the capacity market could become a key focus in the next stage of market development and suggested investors pay attention to opportunities in base-load power sources, energy storage, and related industry chains.</p>
<div class="lb-trans"><p>在一份研究报告中，中信证券表示，容量市场可能成为下一阶段市场发展的关键焦点，并建议投资者关注基荷电源、能源储存及相关产业链的机会。</p>
</div><p>Editor: Emmi Laine</p>
<div class="lb-trans"><p>编辑：Emmi Laine</p>
</div>

中国设定 2030 年实现全国统一电力市场的目标