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八省区列为电力现货市场试点 打通风电光伏发电进场通道

2017-09-06 07:26:43   中国经济网

9月5日,《证券日报》记者获悉,为加快建设完善电力市场体系,国家发改委办公厅和国家能源局综合司联合印发《关于开展电力现货市场建设试点工作的通知》(以下简称《通知》),选择南方(以广东起步)、蒙西、浙江、山西、山东、福建、四川、甘肃等8个地区作为第一批试点,加快组织推动电力现货市场建设工作。

国家能源局法制和体制改革司司长梁昌新此前表示,建立电力现货市场意义重大,有利于通过市场机制发现电力价格,有利于资源优化配置,有利于促进可再生能源消纳。比如,风电、光伏的边际成本是很低的,如果有现货市场,它们是有竞争优势的。当前推进电力现货市场建设具备良好条件。

电力现货市场,一般是指日前、日内、实时的电能交易市场。光大证券一位分析师表示,目前,我国电力市场主要是中长期交易,包括年度双边协商和月度集中竞价。现货市场改善新能源消纳作用明显,加强调度管理,在日前、日中市场利用通道冗余,可以进一步提升新能源消纳水平。

有关数据显示,上述8个试点省份均为用电量大省,2015年,八省区的总用电量占全国总用电量的41%。另外,这8个省份,既包括电力购买方大省,如广东、山东、浙江;也包括电力卖出方大省,如四川、山西、甘肃。既包括水电大省,如四川,水电比例占到80%以上;也包括可再生能源大省,如蒙西、甘肃。

中电联发布的统计数据显示,2017年上半年进入电力交易数据共享平台的企业包括国家电网公司、南方电网公司、内蒙古电力公司和10家大型发电集团,包括华能集团、大唐集团、华电集团、国电集团、国电投集团、神华集团、三峡集团、浙能集团、粤电集团和中核集团。

根据十大集团的统计数据,上半年,全国市场化交易电量6442亿千瓦时,交易电量占电网销售电量比重(即销售电量市场化率)达到21.7%。跨省、跨区交易电量为1733亿千瓦时,占全国市场化交易电量的26.9%。此外,上半年,大型发电集团光伏发电累计上网电量80亿千瓦时,市场交易电量18.1亿千瓦时,其中跨区、跨省交易电量达到4.4亿千瓦时,市场化率达到22.6%。

华北电力大学能源与电力经济研究咨询中心主任曾鸣近日分析称,建立电力现货市场,主要意义之一在于解决困扰多年的清洁能源如何进入市场,以及弃风、弃光的问题。

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