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In the ten-year process of new power reform, the new business entities in the “dual carbon” goal and system transformation of dual-wheel drive power fields have completed the paradigm transformation from policy training to market-based operation. Under the landscape of building a new power system, the system volatility conflicts with high proportion of renewable power and Internet development and lack of structural structure of the flexible resource has spawned a decisive demand for the joint coordination of source and network load systems; while the continuous perfection of the national unified power market system and the multi-layer price transmission mechanism have built a regulatory foundation for the realization of the value discovery of new operating entities in the power field and the innovative structure of business forms. This article will follow the development and evolution of new electric reform, analyze the four stages of the development of new business entities and their evolution logic, analyze the opportunities and challenges they face, and put forward relevant development suggestions to treat readers.
Source: WeChat public number “ElectronicNew Media”
Author: Beijing Qingneng Interactive Technology Co., Ltd. Fei Yunzhi Chen Jing Chen Hugo Chen Xiaowen
Growth Picture: The development stage of new business entities in the power sector under the new power reform
Policy driving period (2015 to 2017)
2015 to 2017 is the trial exploration and development period for the transformation of the new power system. The focus task is to eliminate the traditional severity format and initially establish a market-based system. This stage focuses on establishing a market mechanism on the two sides of the trees. The medium- and long-term markets and adjustments are the construction of the market. The main body of buying and selling is the coal-fired machine and the major industrial users who choose to enter the market.
In this stage, new types of business entities in the power field have developed by following the “policy drive”.
From a single type of subject, distributed 小樹屋 photovoltaics and sparseness are both inferior. The distributed wind is built on price supplement and standard price policies; the customer can pass the power control demonstration site verification in Zhejiang, and the load can be adjusted during the trial excavation stage. From July to August 2016, Foshan, Suzhou and Beijing successively tried to start peak-cutting demand response based on fixed price.
From the perspective of the integration, since 2016, the country has gradually promoted the construction of a multi-energy interconnection integration optimization demonstration project, and has implemented multi-energy interconnection and coordinated supply based on methods such as smart micronets. In 2017, Shanghai built the world’s first commercial construction virtual power plant.
The exploration period for entering the city (2018 to 2020)
2018 to 2020 is the accelerated advancement period for the transformation of the new power system, During this stage, new types of business entities in the power field have entered the stage of “exploring the city”.
From a single type of subject, with the gradual decline in the supplementary strength and guidance price, and the proposal of competitive installation design, the country’s policy support for distributed power supplies has gradually declined, and we began to try to discover the value of distributed power supplies through market methods; User side energy storage is important in small-scale trial construction in Jiangsu Province, Beijing and other places; as the demand side response governance measures gradually become perfect, the method of adjusting the load-related participation and demand response has moved from single peak cutting to coexisting with peak cutting and valley filling, Jiangsu Province, Shanghai and other places have begun to Trying to compete to develop demand response, and the market level has also increased.
From the perspective of the integration community, taking the Internet Hebei Power Operation Area as an example, virtual power plants have developed from a pure user side type to a source network load-based integrated type, and by participating in the Beijing Power Power Help Service market as an independent third-party owner, we have realized the exploration of the transformation of invite-type virtual power plants to market-based virtual power plants.
Speed development period (2021 to 2024)
2021 to 2024 is a rapid and perfect period for the transformation of the new power system. The medium- and long-term market systems are constantly perfect, the current market entities are constantly rich, the assisted service market categories are in a row, the market entities are gradually diversified, and the price mechanism is constantly perfect. The power market system is gradually unified and standardized and rapid.
In this stage, as the market continues to expand and gain technology, new types of business entities in the power field are advancing rapidly.
From a single type of subject, with the development of power generation technology and market mechanisms, distributed power and energy savings have continued to decline. Five regular customers include various artists: hosts, comedians, actors, etc. , the user side split price mechanism is constantly perfect, and these reasons have combined with the development of distributed power supplies to double the economic operation environment, which has accelerated its development trend. However, with the development of scale expansion, distributed power generation also faces the removal of pressure; the user side energy generation in Zhejiang Province, Guangdong Province, Jiangsu Province and other places has begun to develop rapidly; the mechanism of adjusting the needs of the market, the energy market and the helping service market is accelerating the establishment of the mechanism.
From the perspective of the integration body, with the perfect power market mechanism and the outbound support policies of various places, the virtual power plant (simplified “VPP”) has advanced to the diseaseA period of rapid development. For example, the Guangzhou City “Directive Power Factory Implementation Details” clearly confirms the supplement standards, and the Shanxi Province “VPP Construction and Operation Governance Implementation Plan” system specifies the VPP market participation mechanism. Shenzhen City took the lead in breaking through this area and built the first provincial virtual power plant in China to manage the central and local integrated operation platform. It has trained more than 100 operators, integrated various resources such as charging rails, smart buildings, 時租會議 and energy storage, with a scale of more than 3.8 million kilowatts, and has launched cross-provincial assistance in service market participation and exploration, becoming a model for the development of national VPP.
Double-reversed transformation period (after 2025)
According to the “Notice on Deepening the Market Transformation of New Powers and Promoting the High-Quality Development of New Powers” (Issuance and Reform Price [2025] No. 136) issued by the National Development and Reform Commission and the National Dynamics Bureau Taiwan, the power reform has advanced and deepened the transformation period, showing three characteristics: First, the market situation is fully covered, the medium- and long-term markets, current markets, assisted service markets and capacity markets have achieved existing organic connections, and the cross-provincial and cross-regional buying and selling wall pressure is slowly eliminated; Second, the price mechanism is deeply connected, time-sharing electricity prices, adjustment electricity prices, capacity electricity prices, green certificate prices and carbon prices is a multi-dimensional guiding system; third, market efficiency is expanded and upgraded, and the power market and carbon emission rights market, green market and energy use market form a joint operation mechanism.
In this stage, the new type of business body in the power field will face a double transformation of ecological structure and innovative form.
The cat is wet and has been trapped here for many years. It seems that it is dying during this transformation period. Distributed power is moving from “passive disposal” to “active value-added”. After the marketization of distributed optical and evacuation risks, the single pure market price can be difficult to meet investment returns expectations, and the real value needs to be realized through resource aggregation, such as using virtual power plants to participate in existing arbitrage and assist services. The new energy-energy and adjustable burdens are key flexible resources. They can not only serve the wholesale market through the aggregation method, but also provide adjustment capabilities on the distribution floor to ensure the consumption of new forces on site. At the same time, virtual power plants and intelligent micronets are used as resource aggregation platforms to deeply integrate 5G, blockchain, AI and other technologies, evolve into “digital power” and obtain diversified values such as electricity, flexibility, and green through the form of “resource aggregatio TC: