集中式电力现货市场中长期合同电量、电价分时段分解的合理性分析及建议  

Rationality and reform suggestions on the decomposition of medium and long term contract electricity quantity and time-segment electricity price in centralized electricity spot market

作　　者：聂江洪 甘凌 陈念斌 NIE Jiang-hong;GAN Ling;CHEN Nian-bin(Hubei Electric Power Equipment Co.,Ltd,Wuhan,Hubei 430000)

机构地区：[1]湖北电力交易中心,湖北武汉430000

出　　处：《价格月刊》2023年第12期20-28,共9页

基　　金：湖北电力现货市场运营费用计算与分摊方法研究(编号:SGDLJYSCJS2200008)。

摘　　要：为更好地衔接中长期市场与现货市场,中国政府鼓励中长期合同分时段分解。目前,各现货市场试点省份在D-3甚至D-2日前对中长期合同进行分时段分解,一方面,中长期分解曲线与现货市场实际曲线相差较大,另一方面,即使中长期曲线与现货市场曲线分解完全一致,但这会与现货市场出现重叠。针对上述情况,笔者对集中式电力现货市场下中长期合同电量、电价分时段分解的合理性进行了分析。首先总结了中国中长期合同分时段分解的具体做法,然后从促进市场功能发挥和提高市场运营效率两个方面分析了中长期合同分解的合理性。根据分析结果,得出了集中式电力现货市场下中长期合同不应该进行分解的结论。据此,提出应以“日清月结”结算模式为基础,将年度分月、月度中长期合同不做日分时段分解而是按月与现货市场交易做差价合同结算。同时,通过模拟测算实证了建议的可行性,即中长期合同不分解具有科学性和可操作性。In order to better connect the medium and long term market with the spot market,the Chinese government encourages the decomposition of the medium and long term contract.At present,thepilot provinces in the spot market decompose themedium and long term contracts in time segments before D-3 or even D-2.On the one hand,there is a significant difference between the medium and long term decomposition curve and the actual curve of the spot market.On the other hand,even if the decomposition of the medium and long term curve is completely consistent with the curve of the spot market,it will overlap with the spot market.In view of this situation,thispaper analyzes the rationality of the decomposition of medium and long term contract electricity quantity and time-segment electricity price in the centralized spot electricity market.Firstly,this paper summarizes the specific methods of the decomposition of medium and long term contracts in China,and then analyzes the rationality of the decomposition of medium and long term contracts from two aspects:promoting the market function and improving the market operational efficiency.Based on the analysis results,it is concluded that medium and long term contracts should not be decomposed in the centralized electricity spot market.Based on this,it is proposed to use the model of“daily clearing and monthly closing”as the basis and settle accounts according to the the medium and long term contracts based on the price difference with the spot market on a monthly basis by dividingyear into months instead of daily periodical decomposition.At the same time,the feasibility of the suggestion was demonstrated through simulation calculations,which suggests that the non-decomposition of medium and long term contracts is scientific and operable.

关 键 词：集中式现货市场 中长期合同分时段分解 合理性分析 

分 类 号：F726[经济管理—产业经济]