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The state should adopt institutional means, Create the demand of the whole society to buy green electricity, By voluntary purchaseGreen electricityAnd green card is difficult to achieve, At present, no matter green card or green electricity, The trading volume is very low. Only create a stable demand for green electricity, Can we really form a price, New energy can hope to obtain stable benefits through its own advantages.

(source: Guoneng Longyuan energy saving Can learn)

History of new energy price policy

Price policy is the core and cornerstone of supporting the development of renewable energy power. Renewable energy in ChinaElectricity priceThe mechanism can be simply divided into two stages.

First, benchmark electricity price stage. Our country from2006 year Renewable energy law Since implementation, Wind power has been gradually established, Benchmark electricity price system for renewable energy power generation such as photovoltaic power generation. It's the resource area divided into several types, And then gradually decline the on grid electricity price policy. (The guidance prices over the years are included in the industry reports)

The second is the parity stage. Wind power generation under the condition of guaranteed capacity, The on grid electricity price can reach the benchmark price of coal-fired power and realize the parity of power generation side. 2019 year, Issued by the national development and Reform Commission About actively promoting wind power, Notice on work related to photovoltaic power generation without subsidy and parity on the Internet The pilot project of affordable Internet access was launched.

2021 year, Issued by the national development and Reform Commission about 2021 Notice on Relevant Issues of new energy on grid tariff policy in , propose: 2021 Since, For the newly filed centralized photovoltaic power station, Industrial and commercial distributed photovoltaic projects and newly approved onshore wind power projects, No subsidy from the central government, Implement parity Internet access; 2021 On grid electricity price of new projects in, According to the local benchmark price of coal-fired power generation. New projects can voluntarily participate in market-oriented transactions to form on grid electricity prices, To better reflect photovoltaic power generation, Green power value of wind power.

2022 year, Issued by the national development and Reform Commission about 2022 Newly built wind power in, Letter on the continuation of the parity on grid policy for photovoltaic power generation projects , 2022 Newly built wind power in, Photovoltaic power generation projects continue to implement the parity policy.

In terms of new energy consumption, 2016 year, Issued by the national development and Reform Commission Administrative measures for full guaranteed purchase of renewable energy power generation Proposed in, The annual power generation of renewable energy grid connected power generation projects is divided into guaranteed purchased power and market traded power. And in About wind power, Notice on the management of full guaranteed acquisition of photovoltaic power generation in, It is determined that there are some abandoned air, Annual utilization hours of wind power and photovoltaic minimum guarantee acquisition in the area with light abandonment problem.

Therefore, it can be said that the electricity of new energy is mainly divided into two parts:

First, the government purchased the part in full. The part of the national total guarantee consumption.

The second is indemnificatory consumption+Market trading part. For regions that have approved the annual utilization hours of minimum guarantee acquisition, Mainly northeast, Northwest abandoned wind, Areas with serious light loss, The corresponding electricity within the guaranteed hours shall be subject to the guidance price of the corresponding resource area, The price of the part beyond the guaranteed hours is formed by market-oriented methods. Take the state grid region as an example, 2021 year, Consumption of new energy power in the business area of State Grid 7786 Billion kwh, among, Government acquisition+Guaranteed consumption 5473 Billion kwh, Proportion 71%, This part implements the parity online price; New energy market trading electricity 2313 Billion kwh, Proportion 29%, This part of the market forms a price.

New energy inElectricity marketProblems in

Under the mode that the government fully guarantees the consumption of new energy, The benefits of new energy are guaranteed, 2021 New energy units connected to the grid before the year can be obtained "Benchmark price of coal and electricity+subsidy" , 2021 The units connected to the grid after will be connected to the grid at parity, Get only "Benchmark price of coal and electricity" . If the value of electricity is divided into "Electric energy value, Capacity value, Flexibility value and green value" Four parts. Under the electricity market mode, Conventional thermal power can obtain electricity, Capacity and ancillary services (That is, flexibility) income (Originally, these values were included when the benchmark electricity price of coal power was verified) , Compared with conventional power supply, New energy is difficult to provide capacity for the power system, Value of ancillary services, Therefore, in the power market, we can only obtain the income of electric energy.

Take Shanxi, which has opened the spot market, as an example, Wind power last year, The transaction settlement price of photovoltaic market is2 hair 6 about, The settlement price of thermal power is 3 hair 2 about, And with the rise of thermal power price, the proportion opens, The gap is still widening. It can be said that the spot market has further amplified this trend, In the face of a high proportion of new energy, the spot market under the existing mode, Extreme prices frequently appear, For example, the spot market in Gansu Province has the highest price in many periods, Minimum price clearance; Shanxi spot is in operation, There is a long-term zero price clearing situation. therefore, How to ensure its revenue and healthy development in the market, It is an issue that must be considered when new energy enters the market.

Recycling of green value of new energy

After going online at parity and entering the market, More attention should be paid to how to recycle the green value of new energy. The main value of new energy includes electric energy value and green value, Green value is also the biggest advantage of new energy over conventional energy. Our standard products traded in the electricity market, Not just electrical energy, yes "Reliable and stable electric energy" , Can provide complete "Electric energy value+Capacity value+Flexibility value" The power supply of power products can take away the complete electricity price, Obviously, new energy can only take away the part of electric energy. also, The more new energy in the market, The more scarce capacity value and flexibility value are, The higher the price will be, The more parts that conventional power can take away. therefore, The competitiveness of new energy in the power market is relatively low, We can only hope to reflect our green value, To get their own reasonable income.

The state proposed that at least2030 Years ago, All new energy should enter the power market, At the same time, we should ensure the rapid development and consumption of new energy, Then we must ensure that there are channels to obtain reasonable returns after new energy enters the power market, It can basically achieve the expected income, Otherwise, investment cannot be promoted.

proposal

The state should adopt institutional means, Create the demand of the whole society to buy green electricity, It is difficult to achieve by voluntarily purchasing green electricity and green certificates, At present, no matter green card or green electricity, The trading volume is very low. Only create a stable demand for green electricity, Can we really form a price, New energy can hope to obtain stable benefits through its own advantages.

source: Guoneng Longyuan energy saving