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Since the release of “No. 136” has caused huge waves in the new dynamic industry, attracting enthusiastic discussions and attention from the masters.
On March 18, 2025, the China Power Equipment Governance Association was jointly established by Beiyang Star Power Network and Beiyang Star Wind Power Network. manilaThe “Fourth Radio Freight Reform Conference” hosted by the New Power Freight Special Committee was grandly held in Beijing. The conference attracted more than 350 people from nearly 200 enterprises in the wind industry to the venue. The venue came from policy research units, project planning units, power generation companies, and labor companies to conduct a series of discussions on the “No. 136 Document”.
*The “Notice on Deepening the Market Transformation of New Powers on the Internet and Promoting the High-Quality Development of New Powers” (Issuing and Reform Price [2025] No. 136) jointly issued by the National Development and Reform Commission and the National Dynamics Bureau on February 9, 2025 is simply called “No. 136” text Sugar baby“.
The evolution of new power price
For a long time, the outsiders’ industry have played the most important role in the development of new power price policies. In the late stage, in order to promote new dynamic industries from scratch to existence, Sugar daddy, from small to large, the country gave many policy support, including subsidy and fixed electricity prices.
But with the continuous improvement of the new power industry, some old electric price policies have gradually exposed some problems. Relevant experts point out that fixed electricity prices are difficultThe supply and demand relationship in the market has led to low resource setting and installation effectiveness. The “No. 136” is the right time to issue Sugar baby to clearly determine these increasingly prominent contradictions and open up new ways for the high-quality development of new dynamic industries.
Related experts have shown that in order to meet the new needs of industrial development, the new power price policy has begun to slowly transform to market. Since 2016, the increase in price tags has gradually declined, leading to the transition of new dynamic projects to average prices online. By 2021, the online price of the newly built project will be implemented according to the local coal-fired power generation base price, and encourage new dynamic projects to voluntarily form online price by participating in market-based buying and selling. This sign has taken a major step forward in the new dynamic power marketization process.
Today, the penetration rate of new forces in various places has continued to improve, the construction of the power market is gradually perfect, and the participation of new forces and market scope has also expanded, with the scale and proportionPinay escort has risen rapidly, and the proportion of new power participation in the market in 2024 has exceeded 50%.
From the medium- and long-term prices in the eastern region, the medium- and long-term prices are relatively high, such as Guangdong and Jiang Su. The basic new power medium- and long-term packages are relatively close to those of the hot power, and the medium- and long-term prices of the hot power are slightly higher.ar.net/”>Sugar baby After the shutdown, the girl started to use short videos again. Song Wei asked with concern: “Sugar baby is a little bit higher, but it is also higher than in 2023 and 2024. Because the price of hot power is relatively high, the purchase and sale price in Jiangsu and Guangzhou Green is higher than the base price, exceeding nearly 15% of the span.
With the release and implementation of No. 136, all the Sugar on the Internet power principle on the new power project baby enters the power market, and the Internet price is built through market purchase and sale. The price will directly reflect the supply and demand relationship, which is conducive to the construction of a real market price. In order to connect with new and old markets and solve the investment income risks of new power enterprises, we will take a look at the future of the investment income risks of new power enterprises. At the same time, new power can be established outside the power market to continuously develop price settlement mechanisms, and the difference will be compensated when the market buys and sells prices below the power price, and the acceptance difference will be accepted when the market buys and sells prices below the power price.
<p The focus points of "No. 136" are analyzed in the focus points of "No. 136" in the year-night focus points, is it clear that all the logic of "No. 136" on the Internet power principle on the new power project has been edited? , the online price is through the market purchase and sale structure .
This means that new power generation will not only introduce the previous forms of departmental power depend on guaranteed purchases and fixed electricity prices, and will participate in the market competition.
All new power projects are Sugar baby can self-report and participate in the purchase and sale, and make fair prices and electricity application strategies based on the reasons of its own electricity generation, market expectations, etc., to actively compete for more favorable purchase and sale conditions; it can also choose to accept market-structured prices, which provides new dynamic enterprises with more market-friendly methods.
Sugar babySecondly, the new and old project planning segments are also another focus.”No. 136″ takes June 1, 2025 as the boundary and conducts new and old plans for new dynamic projects.
Related experts will understand that for old projects, the power ratio of the implementation mechanism will be determined independently within the standard model every year, but it shall not be higher than the previous year. It encourages projects to compete through equipment replacement and upgrades, and actively participate in the market competition. I have never talked about how to contact the new project. It is said that if the mechanism is advanced through the competition method, not all power in the entry mechanism project will be controlled by the entry mechanism. Sugar daddyThe subsequent implementation details are observed in each location. This door that enters the entry mechanism will receive the mechanism price, and the other door will also have to participate in the market to buy and sell. Without entering the new mechanism, all participating in the market will be purchased and sold.
In addition, the “No. 136” tree has established new forces to continuously develop price settlement mechanisms. Set up a differential price settlement mechanism outside the market, and the difference price is given when the average price of the market is lower than the mechanism price, and the difference is deducted when the power is higher than the mechanism price. The mechanical power price level, power scale, execution date, etc. shall be clearly confirmed by the provincial price competent department, the provincial power management department, the power management department, etc.
Finally, the “No. 136” canceled the request for new power supply and clearly did not allow the installation installation equipment to be used as a new power project. Song Wei answered helplessly. Prerequisites for verification, network consolidation, online access, etc. In this regard, some experts believe that under the situation where new power generation is intermittent and volatility, energy storage has a major effect on adjusting power supply and improving power stability. Enterprises will still analyze the cost-reducing benefits based on their own needs, and set up installation and energy storage equipment fairly.
The opportunities and challenges under “No. 136”
The “No. 136” has brought unprecedented challenges and also grand opportunities for new dynamic power generation owners and power station asset management enterprises.
The change in electricity prices means the uncertainty of returns has increased significantly. After the new forces have fully entered the power market, the electricity price is composed of market purchases, which has doubled the complex market environment for enterprises. Many reasons such as market supply and demand relations, power market competition, macroeconomic economic situation can have an impact on electricity prices., resulting in the company’s power generation income no longer being as stable as it used to be when it was reliant on fixed electricity prices or supplementary funds.
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