Before and After the Marketization of Electricity Prices

Publish date:2025-02-14

On February 9, 2025, the National Development and Reform Commission and the National Energy Administration jointly issued the "Notice on Deepening the Market - oriented Reform of New Energy On - grid Electricity Prices to Promote the High - Quality Development of New Energy" (No. 136 [2025] of the Development and Reform Price), injecting a "shot in the arm" into the energy storage industry from multiple dimensions such as electricity price marketization, institutional mechanisms, and safeguard measures. As an innovative enterprise deeply engaged in the industrial and commercial energy storage field, SAV Digital Energy follows the policy guidance and is driven by technology to welcome the golden age of large - scale development of energy storage together with its customers.

 

Policy Interpretation - Key Words for Enterprises to Pay Attention to

  1. Full Marketization of Electricity Prices: All wind power and photovoltaic power generation must enter the electricity market and "bid for electricity sales". Electricity prices fluctuate in real - time like stocks. Industrial and commercial enterprises need to "be smart about buying electricity" to save money.
  2. Distinctions between Old and New Projects:
    • Old Projects (put into operation before June 2025): The guaranteed electricity price is not higher than the benchmark coal - fired power price, but the proportion of market - based transactions must increase annually.
    • New Projects (put into operation after June 2025): They must participate in bidding, and the electricity price depends on market competition.
  3. Energy Storage Becomes a Necessity: The state clearly prohibits mandatory requirements for new energy to be equipped with energy storage. However, with the widening of the peak - valley electricity price difference and fluctuations in the electricity market, when industrial and commercial enterprises install their own energy storage, it's like taking control of the initiative in electricity prices.
  4. Green Certificates Can Be Traded: The price of green certificates is separated from electricity bills and can be traded independently.

 

Changes in Enterprises' Electricity Consumption Before and After the Marketization of Electricity Prices

ScenarioBeforeAfter the New PolicyEnergy Storage Response Plan
Electricity Price FluctuationsFixed peak - valley price differenceFluctuations based on real - time market pricesEnergy storage buys low and sells high automatically
Electricity Consumption CostsPassively accepting grid - set pricesCan participate in market price negotiationsNegotiation with a combination of energy storage and green electricity
Power Outage RisksRelying on the grid for protectionNeed to build self - built emergency power suppliesEnergy storage switches to power supply in seconds
Green BenefitsOnly receiving basic subsidiesGreen certificates can be traded independentlyEnergy storage increases the utilization rate of green electricity


 

Opportunities for Industrial and Commercial Energy Storage under the Guidance of the New Policy

  1. New Breakthroughs in Cost Reduction and Efficiency Increase: The investment payback period for energy storage equipment is shortened. Combined with local subsidy policies, some regions can achieve "zero - cost" energy - use upgrades.

  2. Double Insurance for Electricity - use Safety: SAV energy storage cabinets are equipped with an AI intelligent early - warning system and adopt a two - level linkage fire - fighting mechanism to ensure the safe operation of equipment around the clock, meeting the rigid requirements of the policy for energy storage safety management.

  3. Endorsement for a Green Brand: When enterprises install energy storage products in conjunction with new energy power generation, they can better achieve the consumption and utilization of green energy, improve their ESG ratings, help enterprises achieve green and low - carbon development, and contribute to the construction of a green brand image for enterprises.

Autonomy in Enterprise Electricity Consumption - Limitless Opportunities and a Green - Low - Carbon Future

With the real - time fluctuations of electricity prices after marketization, enterprises are no longer passive "consumers" paying electricity bills but can be "electricity managers" who actively operate, buying low and selling high, and taking the initiative to control electricity costs. In the future, SAV Digital Energy and its partners will continue to explore the blue - ocean opportunities in the energy storage market and work together to paint a new picture of the green and low - carbon era.