南方电力现货市场环境下中长期交易模拟运行研究

Research on the Trial Operation of Mid-term and Long-term Transactions in the Southern Electricity Spot Market Environment

随着南方电力市场改革不断深化,广东电力现货市场已进入模拟运行阶段,中长期交易由原来的物理合约转变为差价合约,起到锁定价格规避风险的作用。中长期交易是构成发电收益和用电支出的主要部分。同时,对现货市场安全稳定运行具有重要意义。本文首先介绍了南方(以广东起步)电力现货市场环境下中长期交易市场的建设概况和关键机制;然后,以广东中长期模拟运行交易数据为案例,分析了模拟运行期间中长期市场总体成交量价情况、市场主体的活跃程度以及各交易品种具体交易特点;最后,总结了中长期交易模拟运行期间的特点和趋势,为电力现货市场稳定运行提供了理论依据。

As the reform in south area goes on,the electricity spot market in Guangdong has entered trial operation stage,where long-term transaction has been transformed from physical contracts to CFDs to lock the spot price and avoid risks.Long-term transaction forms the main part of generation profit and electricity expenditure and is important to the safe operation of the spot market.First,this paper introduces the construction overview and key mechanisms of the mid-term and long-term trading market in the southern(starting with Guangdong)power spot market environment.Then,it analyses the outline of settlement quantity and price,market activity of the participants and the characteristics of all transactions based on the mid-term and long-term trial operation data in Guangdong.Last,this paper concludes the benchmark and trend of mid-term and long-term trial operation and support the safe operation for the electricity spot market theoretically.