首页|绿色电力交易对电力市场的影响机理及效果

绿色电力交易对电力市场的影响机理及效果

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绿色电力交易已成为全球应对气候变化、推动绿色低碳转型的一致行动,在中国电力行业碳减排中的效果日益明显。探讨绿色电力交易市场发展情况,评估绿色电力交易对电力市场的影响,能够推动新型电力系统建设、助力实现"双碳"目标。京津冀地区是中国重要的经济中心和城市群之一,2021年已全面启动绿色电力交易,对京津冀地区绿色电力参与电力市场的研究,将为中国绿色电力市场发展提供经验和政策借鉴。因此,该研究分析绿色电力交易市场与电力市场的耦合机制,提出考虑绿色电力交易市场与电力市场耦合的非合作博弈模型和系统动力学模型,分析京津冀地区绿色电力交易对市场主体行为决策和电力市场的影响效果。结果表明:①绿电发电占比影响市场主体的行为决策,提高绿电发电占比会增加绿电厂商和电网企业利润、降低火电厂商利润和电力用户购电成本。②不考虑外购电力情景下,绿电和火电上网电价呈先下降后上升趋势,绿电在建装机容量和发电量不断增加,预计2030年绿电上网电量占比达到63%,火电在建装机容量呈现先上升后下降再上升趋势,但上升幅度小于绿电。③引入外购电力情景会降低绿电和火电上网电价;2021年1月—2024年4月火力发电量增加,而2024年5月—2030年12月火力发电量降低;2021年1月—2029年4月绿电发电量增加,2029年5月—2030年12月绿电发电量略微降低;通过对外购电力敏感性分析发现,增加外购电力可削弱其对本地区火电的抑制作用,促进绿电发展。基于上述结论,该研究提出相应政策建议:加快电源结构转型,促进绿电和火电在电力市场中的角色转变;调整火电定价模式,促进电力价值多维化;推动跨省跨区绿电交易,加快构建全国统一电力市场。
Influence mechanism and effect of green power trading on the electricity market
Green power trading has become a concerted global action to address climate change and promote green and low-carbon transformation,and its effect on carbon emission reduction in China's power sector is becoming increasingly pronounced.Exploring the development of China's green power trading market and assessing the impact of green power trading on the electricity market can pro-mote the construction of a new type of power system and help realize the goals of reaching peak carbon emissions and carbon neutrality.The Beijing-Tianjin-Hebei region,one of the important economic hubs and urban agglomerations in China,fully launched green power trading in 2021.The study of green power participation in the electricity market in the Beijing-Tianjin-Hebei region can provide experi-ence and policy references for the development of China's green power market.Therefore,this study analyzed the coupling mechanism between the green power trading market and the electricity market,proposed a non-cooperative game model considering the coupling be-tween the two markets as well as a system dynamics model,and analyzed the impact of green power trading on the behavioral decision-making of market players and on the electricity market in the Beijing-Tianjin-Hebei region.The results showed that:① The proportion of green power generation affected the behavioral decisions of market players,and increasing the proportion of green power generation increased the profits of green power manufacturers and power grid enterprises and reduced the profits of thermal power plant operators and the cost of power purchases by electricity users.② Without considering the scenario of purchasing electricity from outside,feed-in tariffs for green and thermal power were on a downward and then upward trend;the green power installed capacity under construction and generation capacity were increasing,and the green power feed-in was estimated to account for about 63%of the total power in 2030;and the thermal power installed capacity under construction showed a rising,then falling,then rising trend.However,its rate of increase was smaller than that of green power.③ Considering the scenario of purchasing electricity from outside,the green and thermal feed-in tariffs would decrease;thermal power generation would increase from January 2021 to April 2024,while thermal power generation would decrease from May 2024 to December 2030;green power generation would increase from January 2021 to April 2029 and de-crease slightly from May 2029 to December 2030.The sensitivity analysis of purchased power revealed that increasing purchased power had a weakening inhibitory effect on thermal power in the region and promoted green power development.Based on the above conclu-sions,this study puts forward the following policy recommendations:accelerating the transformation of the power supply structure and promoting the changing roles of green power and thermal power in the power market;adjusting the pricing model of thermal power and promoting the multi-dimensionalization of electricity value;and encouraging inter-provincial and inter-regional green power trading to accelerate the construction of a unified national electricity market.

green power tradingelectricity marketinfluence mechanismsensitivity analysis

刘利利、冯天天、崔茗莉、钟诚

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中国地质大学(北京)经济管理学院,北京 100083

自然资源部资源环境承载力评价重点实验室,北京 100083

绿色电力交易 电力市场 影响机理 敏感性分析

国家自然科学基金&&北京市社会科学基金国家电网冀北电力有限公司经济技术研究院技术创新成本类项目

421712787199148117YJC029SGJBJY00JJ-JS2310036

2024

中国人口·资源与环境
中国可持续发展研究会 山东省可持续发展中心 中国21世纪议程管理中心 山东师范大学

中国人口·资源与环境

CSTPCDCSSCI北大核心
影响因子:3.126
ISSN:1002-2104
年,卷(期):2024.34(4)
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