It is of great significance to further promote the large-scale utilization of new energy power generation such as wind power and photovoltaic power generation, and actively guide new energy to enter the power trading market. First of all, it is necessary to speed up the improvement of the green electricity trading market and carry out trans-regional green electricity trading on a large scale. Secondly, it is necessary to establish the main position of the new energy storage market and improve the new energy storage price system. At the same time, it is necessary to further explore the new flexible resources of the "source, network, load and storage" whole chain. In addition, we need to improve the supporting mechanism for green and low-carbon development.
Since September, the phenomenon of "power rationing" has spread to some provinces. The main reason is that coal prices continue to rise, resulting in coal power faces a "power generation loss" dilemma. On October 17, 118 cities and more than 600 wind power enterprises jointly launched the "Wind Power Partnership Action · Zero Carbon City Fumi Village" plan, and released the wind power Partnership action plan, proposing to reduce the KWH cost of high, medium and low wind speed areas on land to 0.1 yuan, 0.2 yuan and 0.3 yuan respectively in 2025. According to the estimates of relevant agencies, during the "14th Five-Year Plan" period, the cost of photovoltaic power generation will fall to 0.25 to 0.38 yuan. This means that the KWH cost of wind power and photovoltaic power generation will be basically the same or even lower than coal-fired power generation, in the context of high coal prices, tap the potential of wind power, photovoltaic power generation and other new energy "replacement", play a greater role, will become an important choice to ease the tight situation of power supply.
By the end of September, China's installed power generation capacity was 2.29 billion kilowatts, up 9.4% year on year. Among them, the installed capacity of wind power was about 300 million kilowatts, an increase of 32.8%. The installed capacity of solar power generation was about 280 million kilowatts, up 24.6 percent year-on-year. With the emergence of the technical scale effect of wind power and photovoltaic power generation, the on-grid electricity price has gradually decreased, and compared with the on-grid electricity price of coal power, it has basically been able to achieve affordable or even low-cost Internet access, which can better meet the low cost, clean and sustainable electricity needs of users. At present, the implementation of relevant new energy policies will effectively promote the development of wind power and photovoltaic power generation projects, expand the scale of the industry, reduce the cost of new energy per unit of power generation, and enhance market competitive advantages, which is conducive to promoting the transformation of the national power energy structure, reducing the power generation side's dependence on a single coal resource, and alleviating the large-scale power limiting pressure caused by insufficient thermal power generation. The participation of affordable wind power and photovoltaic power generation in the power market is conducive to promoting the clean and low-carbon transformation of the power system, ensuring the coupling and complementarity of multiple energy types such as coal, oil, natural gas and renewable energy, and forming the development demand of the overall advantages and huge space for technological innovation.
It is of great significance to further promote the large-scale utilization of new energy power generation such as wind power and photovoltaic power generation, and actively guide new energy to enter the power trading market. In the future, more targeted incentive measures and a sound supporting mechanism for development should be implemented.
First of all, it is necessary to speed up the improvement of the green electricity trading market and carry out trans-regional green electricity trading on a large scale. Break the cross-regional green electricity trading barriers, send the rich green electricity in the "three North" region to the central and eastern regions, achieve cross-regional resource allocation, ensure the consumption of green electricity, and promote the transformation of the original green certificate alternative electricity price subsidy model to green electricity direct trading.
Secondly, it is necessary to establish the main position of the new energy storage market and improve the new energy storage price system. Large-scale wind power, photovoltaic power generation and other new energy generation connected to the grid, improve the requirements for system flexibility, it is urgent to explore new energy storage key technologies, rich peak and valley time-of-use price, seasonal price and differentiated price system.
At the same time, it is necessary to further explore the new flexible resources of the whole chain of "source, network, load and storage" to support large-scale grid-connection of new energy generation. Traditional thermal power flexibility transformation is difficult to adapt to the regulatory needs of wind power, photovoltaic power generation and other new energy power generation, we must deeply explore the "source, network, load, storage" full chain of electric vehicles, demand side management, configuration of energy storage and other power system flexibility resources, through the matching flexible resource development incentive policy to clarify its market trading mechanism.
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