The report I interpret this time is "In-depth Analysis of Power System Reform: New Energy Consumption Accelerates Reform, Where Are the Trillion-Dollar Market Opportunities in the Power Industry?" The report has a total of 42 pages, for more important content and core views, please refer to the original report, and the full version can be obtained at the end of the article.
The purpose of this report is to comprehensively and deeply understand the reform process, current pattern and future development trend of China's power system. Through an in-depth analysis of the need for reform, its historical evolution, and the characteristics of the current system, the report further envisions the future direction of reform of the power system and reveals the huge market opportunities contained in it.
1.Background of the reform of the power system:With the advancement of the global dual carbon goals, new energy transformation has become the core task of China's power industry. The wide access of new energy sources has led to challenges to the stability of the power system, which has prompted the power industry to carry out fundamental institutional changes in investment, production, transmission and consumption. This change is expected to give rise to an incremental market of more than one trillion dollars.
2.Power System Reform History:Globally, the electricity system has undergone a shift from nationalization to marketization. China is no exception, and its power system reform can be divided into three stages: the initial reform and opening up model, the first round of reform to separate power generation from the grid, the separation of main business and auxiliary business, and the new round of reform to build the prototype of the electricity market.
3.China's current power regime:At present, China has initially established a multi-dimensional and multi-level electricity market system. This includes the completion of three rounds of T&D price approvals, the gradual transition from a planned model to a market-based pricing mechanism, and the gradual expansion from local pilot projects to the national spot market. The structure of the electricity market is basically perfect.
4.Direction of power system reform:The future reform of the power system will focus on the accurate pricing of the multi-dimensional value of electricity, especially through the market mechanism to determine the consumption cost of the system. The focus of the reform will be on the construction of the spot market and the entry of new energy into the market. It is expected that future electricity reform policies will pay more attention to the balance between "safety and economy".
5.Market Opportunity:With the deepening of the reform of the power system, it is expected to generate an incremental market of more than one trillion yuan. Thermal power, new energy, and system regulation resources will usher in major development opportunities.
Through the analysis of this report, we hope to provide readers with a comprehensive, in-depth and professional perspective to better understand and grasp the reform process and future development trend of China's power system.
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