中国电力市场建设路径及市场运行关键问题

Construction Path and Key Operation Issues of Electricity Market in China

中国电力市场建设取得显著进展的同时,也面临计划与市场长期并存、发展不平衡不充分、能源清洁低碳转型、市场主体多元化及利益矛盾加剧等多重挑战,需要从市场设计和路径规划方面统筹思考。分近期和中远期2个阶段设计中国电力市场建设发展的演化路径和各阶段模式,并针对计划与市场衔接、省间与省内的衔接、中长期与现货衔接、促进新能源消纳的市场机制、辅助服务和容量市场、价格机制等关键问题进行研究,提出相关措施和策略建议,为中国进一步深化电力市场建设提供技术参考。

With further deepening of electricity reform,remarkable progress has been made in construction of China’s electricity market.However,there are still multiple challenges,such as long-term coexistence of government-allocated and market-allocated electricity,insufficient and unbalanced development,clean and low-carbon transformation of energy,diversification of market participants and aggravation of interest contradictions,which need to be considered from market design and path planning as a whole.In this paper,the evolution path and models of China’s electricity market construction and development are designed in two stages:the near-term and the medium-long-term.Key issues are studied including the connection between government-allocated and marketallocated electricity,the connection between provincial and inter-provincial markets,the connection between long-term and spot markets,the market mechanism to promote new energy consumption,the auxiliary services,the capacity market,and the price mechanism.Relevant measures and strategic suggestions are put forward for further deepening the construction of electricity market in China.