requestId:685ea58ad217b7.19078136.
On January 27, 2025, the National Development and Reform Commission and the National Development and Reform Bureau jointly issued the “Notice on Deepening the Market Transformation of New Powers and Promoting the High-Quality Development of New Powers” (Issuing and Reforming Price [2025] No. 136, Pinay escort, under “No. 136”). No. 136 proposes that in accordance with the overall thinking of price market structure, fair responsibility and fair acceptance, division of stock increments, and policy coordination, we will promote new forces to fully enter the power market, and establish new forces to continuously develop price settlement mechanisms. For existing projects, the electricity, electricity prices, etc. of the Nano Mechanism are properly linked to the current policies; for incremental projects, the electricity size of the Nano Mechanism is determined by the national request by various places, and the power prices of the mechanism are determined through market-based bidding methods. As a result, the new dynamic project development will face a completely different environment and economic model. How to take the lead in the new policy environment, achieve the greatest benefits, and do a good job in developing new dynamic projects, and become the focus of industry attention. This article will combine specific actual data and analyze the impacts and strategic thinking of incremental projects under the scope of No. 136.
Author’s unit: Longyuan Power Overseas Investment Co., Ltd. Text: Liu Chenguang Source: “Feng Energy”
Analysis of policy impactManila escort
New power power enters the market, forcing the construction of the power inventory market to speed up. In the short term, in the early stages of the market, due to market competition and the volatility of new power generation, the probability of downward decline of new power on the Internet is relatively large, and the stability of financial indicators such as investment acceptance period and internal rate of return will be affected, and the returns of departmental stock guaranteed projects can decline. In the long run, after the implementation of details at various provincial levels, the difference-price settlement mechanism of “refund more and supplement less” will provide “price points” for new dynamic projects, which can stabilize corporate income expectations and reduce the risks brought about by large fluctuations in market prices to a certain level. The power market will show focus on buying and selling, resource comparison, cost-sensitive infection, light difference, energy saving value, and form diversification.
1. From the perspective of market development, the construction of the power market will accelerate, and marketing will become the main differential competition among enterprises. We will develop and develop and develop the goal of power purchase and sale, and present a focus on buying and selling.>
New power and power have entered the market, marking that more than 80% of the machine capacity and nearly 80% of the power supply have completed market transformation.
1. New power market electricity price mechanism and current market development trend
Today, in areas where new power equipment accounts for a large proportion, power supply and demand are loose, and user side energy cost pressure is urgently reduced, new power has entered the market based on the total electricity volume, and there is no guaranteed power. The mechanical power price energy is difficult or the guarantee strength is minimal. Sugar daddyIn other areas, the mechanical power price mechanism is a transitional move. The degree of mechanical power price will decline year by year until the same market is average in purchases and sales. The corresponding guarantees will decrease year by year, and the guarantee date is expected to last up to 2030. At the same time, the market’s full power expansion will force the construction of the existing market to accelerate the advancement. For new forces, especially photovoltaic shocks including distributed, the risk will be different in different provinces. The document No. 136 proposes that the principle is that local governments should start continuous settlement trial operations before the end of 2025. In accordance with the construction and design plans of the existing goods markets at all provincial levels, more than 20 provinces will start conducting long-term settlement trial operations in March. Before the end of 2025, all existing goods markets will have formal operation conditions except Westward Going to the West.
From “About the step-by-step approach, I have never talked about it. After the release of the notice on accelerating the construction of the Power Supply Market (No. 813, Release and Reform [2023]), the my country Power Supply Market was “completely opened” in many provinces (regions/regions). As of now, the first batch of trial areas, including Shanxi, Guangdong, Shandong, and Gansu, and the provincial power stock market have been officially launched. Mengxi, Zhejiang, Anhui and Guangxi have started continuous settlement trial operations.
The power stock markets in provinces and regions such as Heilongjiang, Hebei Nanwang, Fujian, Jiangsu, Hubei, Hunan, Henan, Ning, Ningxia, Chongqing and the southern region have completed a full-month and above long-term settlement trial operation.
2. New power has entered the market, and new changes in buying strategy and income protection
After the new power has entered the market, the time when new power becomes an international unit in the area where new power accounts for a high proportion of new power will increase, and the impact of buying strategy on revenue will be doubled. The average price of buying and selling wins is “dominant”. Under the new mechanism, the actual expenditure of new power is the sum of market purchase and sale and the difference contract expenditure. Only by purchasing and selling the new power is the main trick in the competition of differentiated competition and the main guarantee of profit. Stations with good conditions will have sufficient advantages through market purchase and sale, and stations with inferior status and characteristics can be replenished and reduced the price gap.
The current stock price limit has been opened, and the current stock price in Gansu, Qinghai, Xinjiang, Anhui, Hunan, Guangxi, Hainan, Guizhou, Yunnan and other regions will improve significantly, and the price limit has fallen to the negative value (-0.2 yuan/kW time, Zhejiang Sugar daddy). In the future, the “negative electricity price” will become more common, and photovoltaics will be hit harder. In the short term, pyroelectric gains more benefits based on its own flexible performance. Regular resources in the market (coal, energy, etc.) will be affected by new forces entering the market. The medium- and long-term market does not have a strong requirement to request a high proportion of new power contracts, and the independence of new power purchases has increased. However, in areas where the current market prices are sluggish, new power has also faced no signing of medium- and long-term contracts, and a large number of electricity has been exposed to the current market risks (such as Shanxi in 2025, In the western region, Gansu, Xinjiang, Ningxia and other regions); the power of the mechanical power price coverage is only included in the difference price settlement, and the new power of the nano-industry mechanism will not participate in the recent market, which will reduce the impact of errors (the calculation analysis can improve the profit of 0.02~0.1 yuan/kW).
2. From the perspective of business types, Sugar daddy‘s entry into the market has become a foregone conclusion. Various power supply forms have been reshuffled, and the overall light difference has been shown in the overall light difference, energy saving value, and form diversification.
All places have been actively implemented to “accelerate the opening of various power supply participation and power supply markets”. The wind and light projects have been affected by the same rate, and the profit gap is huge, which is different. Marketing entities such as centralized new forces, distributed new forces, independent energy reserves, and virtual power plants continue to enter the market, and participate in the current purchase and sale in more and more regions through the method of reporting on quantity, or independently choose the method of reporting on quantity or not reporting on quantity. Nuclear power, hydroelectric, and pumped storage are also involved in current purchases and sales in more areas. New Power’s price marketization is being marketized, and it will accelerate the marketization process of other power supply products. According to the establishment of the Price Department of the National Development and Reform Commission, the whole country will continue to release energy storage, storage, large bases, and source network load storage, as well as a plan for market transformation of nuclear, hydroelectric and gas-electric online prices this year.
1. In the new power investment field, there is a difference in strong winds and weak lights.
After the new power market is being purchased and sold, the price of photovoltaic electricity will be affected TC:
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