山東省2023年電(dian)(dian)力市場交易規(gui)模約4000億千瓦時(shi),包括直接參(can)與市場交易電(dian)(dian)量(liang)和電(dian)(dian)網企業代理(li)購(gou)電(dian)(dian)量(liang)。新政擬調整完善電(dian)(dian)網企業代理(li)購(gou)電(dian)(dian)用戶電(dian)(dian)價結(jie)構,其輸配電(dian)(dian)價執(zhi)行(xing)與直接交易用戶相同的電(dian)(dian)價政策,不再執(zhi)行(xing)峰谷分時(shi)電(dian)(dian)價。
日前,山東(dong)(dong)省(sheng)能源局(ju)發布《關(guan)于征求(qiu)2023年全省(sheng)電(dian)力(li)市(shi)(shi)(shi)場交易有關(guan)工作意見的通(tong)(tong)知(zhi)(征求(qiu)意見稿(gao))》(以下簡(jian)稱(cheng)《通(tong)(tong)知(zhi)》)。《通(tong)(tong)知(zhi)》指出,山東(dong)(dong)省(sheng)2023年電(dian)力(li)市(shi)(shi)(shi)場交易規模約4000億千瓦時,包括直接參與市(shi)(shi)(shi)場交易電(dian)量和電(dian)網企業(ye)代(dai)理購(gou)(gou)電(dian)量。調整完善電(dian)網企業(ye)代(dai)理購(gou)(gou)電(dian)用戶電(dian)價(jia)(jia)(jia)結(jie)構,其輸配電(dian)價(jia)(jia)(jia)執行與直接交易用戶相(xiang)同的電(dian)價(jia)(jia)(jia)政(zheng)策,不再執行峰谷分(fen)(fen)時電(dian)價(jia)(jia)(jia)。《通(tong)(tong)知(zhi)》還(huan)明確(que),將有序推動(dong)分(fen)(fen)布式(shi)新能源參與市(shi)(shi)(shi)場費(fei)用分(fen)(fen)攤,支持新能源與配建儲(chu)能聯合體(ti)參與電(dian)力(li)市(shi)(shi)(shi)場。
在業內人(ren)士(shi)看來(lai),《通知》將有助于深(shen)化電(dian)(dian)力市場建設,規范(fan)山東省電(dian)(dian)網(wang)企業代理購電(dian)(dian)與電(dian)(dian)力市場化交易“雙軌制(zhi)”的運(yun)行現狀,拉(la)大峰谷價差,引導(dao)用戶錯峰用電(dian)(dian),提高電(dian)(dian)力資源利用效率(lv)。
完善供需關系
記者注意到,《通知》提出,工商業(ye)(ye)用(yong)(yong)戶(hu)(hu)需要(yao)全部(bu)參(can)(can)與(yu)(yu)電(dian)(dian)(dian)力市(shi)(shi)場,暫未(wei)直(zhi)接參(can)(can)與(yu)(yu)電(dian)(dian)(dian)力市(shi)(shi)場的(de)用(yong)(yong)戶(hu)(hu)由(you)電(dian)(dian)(dian)網(wang)(wang)企(qi)業(ye)(ye)代理購電(dian)(dian)(dian)。已(yi)直(zhi)接參(can)(can)與(yu)(yu)市(shi)(shi)場交(jiao)易、2023年改為(wei)電(dian)(dian)(dian)網(wang)(wang)企(qi)業(ye)(ye)代理購電(dian)(dian)(dian)的(de)用(yong)(yong)戶(hu)(hu),按電(dian)(dian)(dian)網(wang)(wang)企(qi)業(ye)(ye)代理其他用(yong)(yong)戶(hu)(hu)購電(dian)(dian)(dian)價格的(de)1.5倍執(zhi)行;已(yi)直(zhi)接參(can)(can)與(yu)(yu)市(shi)(shi)場交(jiao)易,未(wei)作為(wei)批發用(yong)(yong)戶(hu)(hu)參(can)(can)與(yu)(yu)市(shi)(shi)場,也未(wei)與(yu)(yu)售電(dian)(dian)(dian)公司簽訂零(ling)售合同的(de),視為(wei)改為(wei)電(dian)(dian)(dian)網(wang)(wang)企(qi)業(ye)(ye)代理購電(dian)(dian)(dian)用(yong)(yong)戶(hu)(hu)。
“目前《通知(zhi)》正(zheng)在征求意見中,我們已經收集到(dao)了不少業內專家的(de)(de)建議,政策完善(shan)后將于(yu)近日正(zheng)式出(chu)臺。”山東省能源局相關負責人對記者表示,分時電(dian)(dian)(dian)(dian)價(jia)取消后,電(dian)(dian)(dian)(dian)網企業代理(li)購售電(dian)(dian)(dian)(dian)的(de)(de)輸(shu)配電(dian)(dian)(dian)(dian)價(jia)將與(yu)市(shi)(shi)場直接(jie)交易的(de)(de)電(dian)(dian)(dian)(dian)價(jia)保持(chi)一(yi)致(zhi),更有(you)利于(yu)山東省深化電(dian)(dian)(dian)(dian)改。“下一(yi)步,山東省將在完善(shan)零售市(shi)(shi)場價(jia)格(ge)形(xing)成機(ji)(ji)制(zhi)方(fang)面,推動零售市(shi)(shi)場形(xing)成分時價(jia)格(ge),即參考(kao)現(xian)貨電(dian)(dian)(dian)(dian)能量市(shi)(shi)場分時電(dian)(dian)(dian)(dian)價(jia)信號,結合容量補償電(dian)(dian)(dian)(dian)價(jia)收取方(fang)式,試行零售套餐(can)分時價(jia)格(ge)約束機(ji)(ji)制(zhi)。”
山東省(sheng)能源(yuan)監管(guan)辦一位不(bu)愿具名的人士對(dui)記者(zhe)(zhe)直言,山東取消代(dai)(dai)理(li)購售(shou)電(dian)(dian)(dian)輸配電(dian)(dian)(dian)價(jia)的分(fen)時電(dian)(dian)(dian)價(jia)是(shi)在落(luo)實(shi)國家相關政策(ce)。此(ci)前(qian),山東省(sheng)代(dai)(dai)購電(dian)(dian)(dian)和市場電(dian)(dian)(dian)雖然都實(shi)行峰(feng)(feng)(feng)谷電(dian)(dian)(dian)價(jia),但(dan)二者(zhe)(zhe)政策(ce)并不(bu)一致(zhi)。取消代(dai)(dai)理(li)購售(shou)電(dian)(dian)(dian)輸配電(dian)(dian)(dian)價(jia)的分(fen)時電(dian)(dian)(dian)價(jia)也(ye)是(shi)為了拉大用戶的峰(feng)(feng)(feng)谷價(jia)差(cha),促(cu)進用戶削峰(feng)(feng)(feng)填谷,保障(zhang)山東省(sheng)高比例新能源(yuan)并網及(ji)電(dian)(dian)(dian)網安(an)全。
中國能源(yuan)研究(jiu)會配售電(dian)研究(jiu)中心副主任吳俊宏在接受記者采訪時(shi)表(biao)示,取消電(dian)網代購電(dian)輸配電(dian)價(jia)的(de)分時(shi)電(dian)價(jia)是為了更(geng)好地與現貨市場(chang)接軌。一(yi)(yi)方面有(you)利(li)于建立更(geng)貼近電(dian)力系(xi)統成(cheng)本(ben)的(de)價(jia)格機制,另一(yi)(yi)方面有(you)利(li)于引導(dao)各類用(yong)戶形成(cheng)跟(gen)隨電(dian)力系(xi)統供需(xu)平衡情況的(de)用(yong)電(dian)習慣,減少電(dian)力系(xi)統對(dui)額外輔助服(fu)務的(de)需(xu)求(qiu)。
還原電力商品屬性
業(ye)內(nei)人士(shi)認為,山東省此(ci)次發布的(de)《通知》,是踐(jian)行在全國更大范(fan)圍內(nei)還原電(dian)(dian)力(li)商品屬性(xing)的(de)具體實踐(jian),將提升電(dian)(dian)力(li)市場對高比例新(xin)能源的(de)適應性(xing)。
在中國能源研(yan)究會配售電(dian)研(yan)究中心副主任(ren)、榆林(lin)電(dian)力投資(zi)有限責任(ren)公司總(zong)經(jing)理賈(jia)豫看來,山東作為分(fen)布式新能源和煤電(dian)裝機大省,取消代購(gou)電(dian)分(fen)時輸(shu)配電(dian)價和分(fen)時容量電(dian)價有利于與電(dian)力現貨市場銜接。電(dian)力系統峰更高、谷更深的特點使得煤電(dian)機組(zu)靈活(huo)性改造、儲能、可調(diao)負荷、虛擬電(dian)廠等新業態獲得了更為積(ji)極的價格引導信號,有利于新業態的快速、蓬勃發展。
“最接近電(dian)(dian)力系(xi)統(tong)真實電(dian)(dian)力成(cheng)本的(de)(de)(de)(de)并不是(shi)已經提前制定的(de)(de)(de)(de)分時(shi)電(dian)(dian)價(jia)。在既定的(de)(de)(de)(de)分時(shi)電(dian)(dian)價(jia)機制下,用(yong)(yong)戶會受(shou)其影響而改變用(yong)(yong)電(dian)(dian)習慣,導致電(dian)(dian)力系(xi)統(tong)的(de)(de)(de)(de)峰(feng)(feng)谷(gu)時(shi)段(duan)偏(pian)離既定的(de)(de)(de)(de)峰(feng)(feng)谷(gu)分時(shi)時(shi)段(duan)。”吳俊宏表示(shi),取消(xiao)代理購售電(dian)(dian)輸配電(dian)(dian)價(jia)的(de)(de)(de)(de)分時(shi)電(dian)(dian)價(jia),由電(dian)(dian)力市場價(jia)格形(xing)成(cheng)的(de)(de)(de)(de)高峰(feng)(feng)、低谷(gu)電(dian)(dian)價(jia)會更接近真實的(de)(de)(de)(de)用(yong)(yong)電(dian)(dian)峰(feng)(feng)谷(gu)時(shi)段(duan)。
為儲能行業發展創造條件
記者(zhe)注意到,《通(tong)知》提出,鼓勵新(xin)能(neng)(neng)源(yuan)場(chang)站高比例(li)參與電(dian)力市場(chang),推動開展綠色電(dian)力交易和(he)綠證交易,充分體現新(xin)能(neng)(neng)源(yuan)的環境屬(shu)性(xing)價值,支(zhi)持新(xin)能(neng)(neng)源(yuan)與配建儲能(neng)(neng)聯合體參與電(dian)力市場(chang)。
業內人士認為(wei),未來山東省峰谷電價(jia)價(jia)差拉大將給儲能行業的發展創造條件,儲能企業可通(tong)過買低谷時的低價(jia)電、出售高(gao)價(jia)電實現盈利,形成良性發展。
吳(wu)俊宏認為,分(fen)布(bu)(bu)式新(xin)能(neng)源(yuan)參(can)(can)與(yu)電(dian)力市(shi)場(chang)(chang)費用(yong)(yong)分(fen)攤的(de)主要原因是分(fen)布(bu)(bu)式光伏越(yue)(yue)來(lai)越(yue)(yue)多,對于電(dian)力系統(tong)平(ping)衡的(de)影(ying)響也(ye)越(yue)(yue)來(lai)越(yue)(yue)大。從公平(ping)性而言(yan),其應該與(yu)一(yi)般的(de)新(xin)能(neng)源(yuan)電(dian)站有一(yi)樣的(de)義務。《通(tong)知》提(ti)出支持新(xin)能(neng)源(yuan)與(yu)配建(jian)儲能(neng)聯合體參(can)(can)與(yu)電(dian)力市(shi)場(chang)(chang),能(neng)夠進一(yi)步發揮儲能(neng)項(xiang)目的(de)實際技術作用(yong)(yong),也(ye)能(neng)夠減少新(xin)能(neng)源(yuan)電(dian)站單獨(du)參(can)(can)與(yu)市(shi)場(chang)(chang)的(de)風險。