南方(以广东起步)电力现货市场“月结算”试运行关键监测指标及市场力分析  

Key Monitoring Indicators and Market Power Analysis in “Monthly Settlement” Trial Operation of Southern China Electricity Spot Market(Starting With Guangdong Province)

作　　者：和识之[1] 何翔路 娄素华[2] 李智勇[1] 陈梓煜 顾慧杰[1] 林庆标[1] HE Shizhi;HE Xianglu;LOU Suhua;LI Zhiyong;CHEN Ziyu;GU Huijie;LIN Qingbiao(Power Dispatch and Control Center of China Southern Power Grid,Guangzhou 510623,Guangdong Province,China;State Key Laboratory of Advanced Electromagnetic Engineering and Technology,Huazhong University of Science and Technology,Wuhan 430074,Hubei Province,China)

机构地区：[1]中国南方电网电力调度控制中心,广东省广州市510623 [2]强电磁工程与新技术国家重点实验室(华中科技大学),湖北省武汉市430074

出　　处：《电网技术》2023年第1期175-184,共10页Power System Technology

基　　金：国家自然科学基金项目(51977087)。

摘　　要：在我国电力现货市场建设加快发展的形势下,对已实施的双轨制现货市场进行市场监测是保证电力市场持续推进的关键环节。产业组织理论中的结构-行为-绩效(structure-conduct-performance,SCP)模型能够提供一个既深入结合具体实例,又有系统逻辑体系的产业分析框架。因此基于SCP框架,从市场结构、市场行为、市场绩效3个角度提出了适应中国特色双轨制现货市场的评价体系,并结合南方(以广东起步)电力现货市场2021年5月试运行数据,充分挖掘了市场主体行为及市场出清结果的规律特点及深层次原因,有效防范市场运营风险。最后,提出了推动南方区域电力市场建设、加快东西部间网架建设、加强市场力监测等建议,以期为中国电力现货市场发展提供借鉴。Under the situation of the accelerating development of China’s electricity spot markets, the market monitoring of the implementation of the double-track spot markets is a key link to ensure the continued advancement of the electricity markets. The SCP(Structure-ConductPerformance) model in the theory of industrial organization provides an industrial analysis framework that not only integrates concrete examples in depth, but also has a systematic logic system. Therefore, based on the SCP framework, this paper proposes an evaluation system that adapts to the dualtrack spot markets with Chinese characteristics from the three perspectives of market structure, market behavior, and market performance. Combined with the trial operation data of the southern China electricity spot market(starting with Guangdong province) in May 2021, this evaluation system excavates the regular characteristics and the deeply-rooted reasons of the behaviors of the market entities and the results of the market clearings, effectively preventing the market operation risks. Finally, this paper suggests promoting the construction of the power markets in the southern region of China, speeding up the building of the grids between the east and the west regions, and strengthen the supervision of the market power, providing a reference for the development of China’s electricity spot markets.

关 键 词：电力现货市场 结算试运行 评价体系 产业组织理论 市场力监测 

分 类 号：TM73[电气工程—电力系统及自动化]