文｜华夏能源网

jishanxi、guangdongzhihou，6yue17ri，shandongdianlixianhuoshichangzhuanruzhengshiyunxing。

shandongshengzi2021nian12yue1riqidongdianlixianhuoshichangzhangzhouqijiesuanshiyunxingyilai，jiezhi2024nian6yue16ri，yilianxubujianduanshiyunxingle929tian。

shandongshimingfuqishidexinnengyuandasheng。jushandongdianlijiaoyizhongxinpilu，jiezhi2024nian4yuedi，quanshengfengguangzhuangjihejiyijingbijin9000wanqianwa。yinci，shandongdedianjiazhengceyijuyidongdouyingxianghenda，guanzhudujigao。

zaozaishiyunyingqijiande2023nian5yue，shandongxinnengyuandianzhanjiuyinweiludelianxu22xiaoshidefudianjiaerhongdongquanguo。jinnian6yuechu，shandongyoulvxianchuixiangle6zhaowayishangfenbushiguangfurushidehaojiao（jianhuaxianengyuanwangciqianwenzhang《fenbushishangwangdianjia“xinlaohuaduan”，shandongdejintianjiushifenbushiguangfudemingtian？》）。

diejiacifanshandongdianlixianhuoshichangzhuanzheng，xinnengyuanrushibudiaojinluomigu，shandongzaixinnengyuanshichangshangdetansuoshulilexingyebiaogan。xinnengyuanrushidaodiyiweizheshenme？rushijiangduixinnengyuandeqiantumingyundailaiduodayingxiang？shandongwuyishiyigejuejiadeguancechuangkou。

入市促进绿电利用

zi2022nianyilai，zhongguofengguangzhuangjidafufangliangzengzhang，xinnengyuanfadianzhanbiyilupansheng。zhengyinweiruci，yejieduixinnengyuanrushishijishizaoyouyuqi，xinnengyuanbaoliangbaojiabaozhangxingshougoudezuofananyiweiji，xinnengyuantuixiangshichangshibirande。

baozhangxingshougouxia，xinnengyuandianlishijishishenghuozaijihuajingjide“wenshi”zhizhong。erquanmianrushihou，ziyuanyehao、beipoyeba，xinnengyuanjiubixudaodianlishichangdedahaizhongqu“youyong”le。

jiushandonglaishuo，dao“shisiwu”mofengguangzhuangjiyaotupo1yiqianwa，zheimedaguimodefengguangzhuangji，quanbubaozhangxingshougouhennanzuodao。mianduixianshi，shandongzaojiugulijizhongshixinnengyuanxianxingrushi，6zhaowayishangfenbushiguangfuyezhengzaizhuajinrushi。

neime，xinnengyuanrushiyiweizheshenme？weishenmeyaoyindaoxinnengyuanrushi？

youyulishiyuanyin，zhongguodianlishichangjianshecaiqudecixu，shixianzhongzhangqihouxianhuo。jinguanzhongzhangqishichangconglilunshangjuyouwendingdianjia、guibifengxiandeyoushi，danqueshaoxianhuoshichang，daozhidianjiawufajishifahuiziyuandiaopeidezuoyong。

zuizhijiedeyingxiangjiushidailai“lazhaxiandian”wenti。liru，2021nianxiabannianyilai，meijiabaozhang，dangnianquanguomeidianqiyedianmeicaigouchengbenewaizengjia6000yiyuan，erzhongzhangqijiaoyidedianjiabunengjishidiaozhengyisuixingjiushi，zhishimeidianqiyedamianjikuisun。weijianshaokuisun，meidianqiyefenfentingji，zhishigedifenfenlazhaxiandian。

erdianlixianhuojiaoyizejuyou“jiagefaxian”gongneng，nengshishifanyingshichanggongxuhechengbenbingjishizuochudiaozheng。yejiushishuo，ruguoxianhuoshichangzaodianjiancheng，2021nianmeidianqiyejukuidejumianshinenggouzaiyidingchengdushangdeyibimiande。

tongqidaoli，xianhuoshichangyegengnengcujinxinnengyuandexiaonaliyong。

anzhaomuqianguangfudianzhancanyudianlishichangzhongzhangqijiaoyideyaoqiu，shiyaodaichuliquxian、baojiayoubaoliangde，danshizhongsuozhouzhiguangfufadian“kantianchifan”，mouxieshiduandianliangjiaofubugou，neijiuzhihaoqushichangshanggoumaichaedianlianglailvyue，goudianjiagewangwangshi1yuanqianshenzhi1.5yuanqian——rucixialai，qibushi“kuidale”？

ruguoshuoguangfudianzhanyuceweilaiyinian、yigejidu、yigeyuedechuliquxianzuobudaojingzhun，neizhanzaijintianyucemingtian、zhanzaizheigexiaoshiyucexiayigexiaoshi，haishixiangduirongyide。xianhuojiaoyipincigao（7×24xiaoshibujianduankaishi）、zhouqiduan（xiaoshi/15fenzhong），gengfuhexinnengyuanbodongxing、nanyiyucedengtedian。

shandongxinnengyuandetedianshiguangfuzhanbigao（chao6100wanqianwa），youqishifenbushiguangfuzhanbigao（chao4300wanqianwa），shandongxinnengyuanchulidebodongxingyijichuliquxiandenanyiyuce，kongpayaokanchenggeshengzhiguan。eryoulexianhuoshichang，jiunenggoucujinshandongguangfufadiandeyouxiaoliyong。

ciwai，zaixianhuoshichangjiage“zhihuibang”xia，zaidifuhehexinnengyuanfadiangaofengshiduan，dijiaxianhuohaiyindaomeidianjizushendudiaofeng，weixinnengyuanfadiantengnuokongjian，jinershixianxinnengyuanfadiandeyouxiandiaodu，cujinxinnengyuanxiaona。

zuoweiguangfudiyidasheng，shandongtongshihaishihuodiandasheng，qiyongyou11893.2wanqianwahuodianzhuangji。

dangguangfuzhongwudafazhiji，huodianyeyaoshengcun，yeyaofadian，yaohuodianzhudongquweiguangfu“ranglu”，bukenengzongshikaoxingzhengminglingqu“yafu”，xuyaoyoupeitaodeshichanghuashouduan。youlexianhuoshichangdedianjiazhiyin，dangguangfudafadianjiazoudizhiji，huodianjianshaochulijiushiyigelixingxuanzele。

congshujushangkan，xianhuoshichangqueshishinenggoucujinguangfufadianliyong。yitongyushandongdiyipidianlixianhuoshidiandemengxidiquweili，shujuxianshi，2022niandisanjidu，mengxidiquguangfufadianliyonglvdadao99.1%，tongbishangsheng1.2gebaifendian。

负电价隐忧

jinguanxianhuoshichanggengyouliyutishengxinnengyuanliyonglv，danzaixianshizhong，xinnengyuanrushibingbushi“wanmeiwuque”de，shichangdianjiadafubodong，huiyingxiangdaoxinnengyuandeshouyi。ershandong，qunianjiucengmianlinfudianjiakunrao。

2023nian3yue13ri，shandongfagaiweiyinfa《guanyushandongdianlixianhuoshichangjiageshangxiaxianguizhiyouguanshixiangdetongzhi（zhengqiuyijiangao）》，duixianhuoshichangdiannengliangchuqingshezhijiageshangxian（1.5yuan/qianwa）hexiaxian（-0.1yuan/qianwashi），fudianjiachengweiguizeyunxudeshichangxianxiang。

qihou，2023nian“wuyi”jiaqiqijian，shandongshenglianxu22xiaoshizhangshijiande“fudianjia”，shuaxinleguoneidianlixianhuoshichangdejilu。qijian，xianhuoshichangzuididianjiachuxianzai2023nian5yue2ri17shi，wei-85yuan/zhaowashi，xiangdangyufadianshangyaoyiyidudian8.5fenqiandejiagefufeifadian。

zhisuoyihuichuxianfudianjia，yaocongzuiweichumingdedianwangjingfuhe“yaziquxian”shuoqi。

“yaziquxian”shizhirijianguangfufadiannenglidazeng，shidejingfuhe（yongdianfuhejianquguangfufadianchulideshengyufuhe）chengxianchuliangtougao、zhongjiandidexingsi“yazi”dequxian，ersuizheguangfufadianguimojinyibutisheng，jingfuhequxianjiangyanbianchengzhongjianjidide“xiaguquxian”。

fudianjiadebenzhi，shiguangfuchulidafashijianduanguodujizhong，birujizhongzaizhongwuneijigexiaoshi，ruguoyishengguangfuzhuangjiguimotebiedadehua，zhongwushiduanguangfufadianliangyejiufeichangjuda，fuheduanyongbuleneimeduodedian，dianjiajiuzhinengsuixingjiushidafuzoudile。

dangran，suizheguangfuzhuangjidechixupansheng，weilaishandongshengfudianjiaxiaoshishuhuiruhezengzhang，muqianhaibuhaoyuce。duibinengyuanzhuanxingzouzaiqianmiandeouzhou，2020niandeguoquannianfudianjiashizhangdadaole298xiaoshidegaofeng。danshiyouyidianshiquedingde，guangfurushi，“yaziquxian”dechulitexingjiangchixuchongjididianjia。

dangqian，xibuyixiefengguangzhuangjidashengdejizhongshiguangfudianjiazaichixuxiadie，youdedifangshenzhidiezhixianhuoshichangjiagexiaxian——dibanjia0.04yuan/qianwashi。guangfuzaidianlizhongzhangqishichangyeyiyangchengxianchudidianjiazoushi，2023nian，xinnengyuandashenggansuxinnengyuancanyuzhongzhangqishichangdedianjiawei0.15yuan/qianwashi。

huoxushikaolvdaoledidianjiadeyingxiang，shandonggulijizhongshixinnengyuanchangzhanziyuanxuanzezhongzhangqijiaoyi，baoliangbaojiacanyuxianhuoshichang。canyuzhongzhangqijiaoyidejizhongshixinnengyuanchangzhanquandianliangcanyuxianhuoshichang，weicanyuzhongzhangqijiaoyidejizhongshixinnengyuanchangzhananyucechulide10%canyuxianhuoshichangchuqing。

fenbushiguangfurushifangmian，2024nian6yuechu，shandongshengnengyuanjufabu《guanyutuijinfenbushiguangfugaozhiliangfazhandetongzhiyouguanshixiangdebuchongtongzhi（zhengqiuyijiangao）》，nidui2023nian12yue19rizhihoubeiande6zhaowajiyishangfenbushigongshangyeguangfu“yudianshangwang”bufenshangwangdianliangandangyuejizhongshiguangfuxianhuoshichangjiaquanpingjundianjiajiesuan。

yejiushishuo，congjizhongshidaofenbushi，shandongyijingxiangguangfurushifachulequanmianyaoyue。

交易壁垒待打通

ruhecainenggulixinnengyuanrushidetongshi，youxiaokefudidianjiadailaidefumianyingxiangni？

fangfazhiyishikuaqupinghuaxinnengyuanchuliquxian、kuashengkuaququpinghengdianligongxu。

weilaixuyaocongshichangjizhijiaodukuozhanxinnengyuanshengjianxianhuojiaoyi，liyongbutongdiqufuhequxiandechabie，baokuokuashiqutexing，conggengdashikongcengmianpinghuaxinnengyuanfadianquxian，shixianjianfengshikeyuquehuji。

danyishengfendexinnengyuanchulizaibutongshiduanbodongjiaoda，danshi，zaigengdadilifanweizuoouhe，birufangyan“sanbei”jihuazhonghuadongquyu，zhengtifengdianchuliquxianjiukeyishixianpinghua；zaibirujiangshandonghexinjiangdeguangfuchuliquxiankuaqupinghua，xinnengyuanjiukeyidedaogenghaodexiaona。

buguo，yaoxiangshixiangengdafanweineideziyuanyouhuapeizhi，dianlixianhuoshichangdekuashengkuaqujiaoyibileihaidaidatong。

2015nianxindiangaiyilai，zhongguodianlishichangzhubuxingchengyishengjidianlijiaoyiweizhudeshichanggeju，shengjianbileixianzhizhedianlikuaqupingheng。

2021nian4yueqi，shanxidianlixianhuoshichangzaiguoneilvxianqidonglianxudianlixianhuobujianduanjiesuanshiyunxing。2022nian8yue，shanxishengneifadianqiyeweizhongbiaoshengjianxianhuo，zaishengneishichangjunyi1.5yuan/qianwashidedinggebaojia，yuanyinzaiyuzheixieqiyexiwangshengneibuzhongbiao，bafadiannengliliujijiageshangxiangenggaodeshengjianshichang。

这一情况说明，当前省内市场与省间市场之间的衔接仍然不够充分。如果省间交易壁垒彻底打通，送端和受端能够参与的市场主体gengduo，baojiayejianggengjiaheli，dianlishichangdeyuquehujiyijidianlidekuaqupinghengyejianggengjiachongfen。

ciwai，dianlishichangpaochulaidedidianjia、lingdianjia、fudianjia，yebingfeishibunengjiayiganyude。

lvdianbujinmanzuleyongdianxuqiu，haidailailvsezhuanxingdehuanjingyijia，dangxinnengyuanjizhongdafashiduandafuyadidianjiazhiji，jianguanzheyingshiyiyuanshou。

shijishang，dianjiaganyujikeyicaiyongxingzhengshouduan，yekeyicaiyongjingjijinrongshouduan。“chajiaheyue”jishiyizhongjinrongshouduan，chajiaheyueshijianguxinnengyuancanyudianlishichanghebaozhangyidingshouyidekexingjizhi，zaiyingguoyiyouqiniandeshishijingyan。

xinnengyuanlingyuchajiaheyuejizhideyingyongdianxing，shiyingguodecfd（the contracts for difference,cfd）zhidu，zhengfushouquandeditanhetonggongsi（lccc）yukezaishengnengyuanfadianqiyeqiandingzhangqihetongquedinglvyuejiage，fadianxiangmuzhijieanzhaodianlishichangguizecanyushichangjiaoyi。

ruguoshichangdianjiadiyuhetonglvyuejia，zecfdzijinchixiangfadianqiyetigongbutiezhihetonglvyuejia，fanzhizeyoufadianqiyexiangzijinchifanhaigaochudebufen。yinci，cfdshiyizhongjiangdianlishichangjizhixiabiandongdedianjiafengxianzhuanhuanweigudinglvyuejiagedefangfa。

zhongguomuqianyeyijingtichugulixinnengyuanyichajiaheyuexingshicanyudianlishichang。biru，zhongguohongguanjingjiyanjiuyuannengyuanyanjiusuoyanjiuyuanshijingliriqianjiuzhuanwenduichajiaheyuedeshichangjilizuoletuijie。

“wuxianhuo、bushichang；bushichang、nanfengguang”。suizhefengguangzhuangjichixudabilipansheng，xinnengyuanquansuoyujihuajingji“wenshi”yijingbuzaikeneng，xinnengyuanrushiyichengbiranqushi。xianzaiyaozuodeshi，zenmeyangshejihelidejizhirangxinnengyuannenggoupingwenrushi。