广东省天然气发电参与电力市场交易后的变化特点

Changes of gas power generation participating in power market exchange in Guangdong Province

广东是全国电力市场建设的先行区和天然气发电发展大省,分析广东气电进入电力市场交易后的盈利逻辑、赢利方式、发电量及其气源采购等方面变化,发现:1)气电电价形成机制由单一执行政府定价转向市场交易的多品种结算价格,不直接影响发电量和用气规模;2)多种交易品种和结算价格增加了气电收入结算种类,有利于气电获得合理回报;3)9E和9F机组通过电量转让实现双赢,一定程度上支撑气电实际发电量整体平稳;4)多交易品种结算加大了气电对气源供应方式的灵活性要求,也增加了照付不议的采购履约风险.

Guangdong is a pioneer area of power market reform and a major province of gas power generation in China.By means of analyzing the changes in the profit logic,profit-making mode,generation capacity,and gas source procurement of gas power generation in the Guangdong power market,the paper finds that:1)the formation mechanism of electricity price shifted from single government pricing to market pricing and however it does not directly affect the gas consumption scale;2)the multi-variety traded instrument and settlement price increased the types of gas power generation's revenue settlement,which is conducive to the reasonable return of gas power generation;3)9E and 9F units achieve win-win through the contract power transfer,supporting the overall stability of the actual output of gas power generation;4)the multi-variety transaction settlement increased the flexibility requirement of gas supply mode and the risk of non-negotiable purchase performance.