不同装机结构及输电容量下发电商策略对省级现货市场需求侧价格的影响研究OA
Analysis of the impact of generator strategies on demand-side prices in provincial spot markets under different installed-capacity structures and transmission capacities
随着电力市场改革的不断推进,发电商的策略行为成为研究的热点,尤其是发电商的策略行为对市场需求侧价格的影响,其中,需求侧价格作为负荷侧电价水平的指标,按负荷节点的节点边际电价(locational marginal price,LMP)计算.基于江苏省的简化网架结构,探讨了装机结构和输电容量变化对省级现货市场中发电商合谋集团策略、需求侧价格、市场竞价行为及社会福利的影响.通过构建4个算例(案例1—案例4),分析了不同装机结构和输电容量条件下,发电商的策略选择、市场表现和需求侧价格波动.在装机结构方面,发电商市场份额分布不均时,合谋行为显著抬高需求侧价格,导致负荷需求减少,增加消费者电力负担.输电容量的限制则在系统阻塞情况下加剧了合谋行为,发电商利用阻塞线路抬高LMP,进一步提高收益并抬高市场价格.社会福利分析表明,存在合谋行为的情况下,市场福利显著低于完全竞争状态,特别是当系统发生阻塞时,福利进一步下降.结果表明,装机结构和输电容量变化都会显著影响发电商的定价策略及市场效率,政策制定者应在电网建设和能源转型过程中,采取有效措施,以避免发电商策略行为对需求侧价格的负面影响,从而提升市场的整体社会福利.
With the continuous advancement of electricity market reforms,strategic behavior by generation companies is increasingly high-lighted,especially regarding its impact on demand-side prices.The demand-side price is defined as the locational marginal price(LMP)at load nodes and is used as an indicator of the electricity price level faced by loads.A simplified network structure of Jiangsu Province is used,and the impacts of installed-capacity structure and transmission capacity on collusive strategies of generator groups,demand-side prices,bid-ding outcomes,and social welfare in a provincial spot market are investigated.Four case studies(Case 1-Case 4)are constructed,and gener-ator strategy selection,market performance,and demand-side price volatility under different installed-capacity and transmission-capacity conditions are analyzed.Under an uneven distribution of generator market shares,collusive behavior is found to significantly increase de-mand-side prices,reduce load demand,and aggravate consumers'electricity burden.When transmission capacity becomes binding,collusion is intensified under system congestion;LMPs are increased through strategic bidding around congested lines,and market prices are further ele-vated together with generators'profits.Social welfare is shown to be markedly lower under collusion than under perfect competition,and an ad-ditional welfare loss is observed when congestion occurs.Overall,changes in installed-capacity structure and transmission capacity are dem-onstrated to substantially affect generators'pricing strategies and market efficiency,and effective measures in grid development and energy transition are required to mitigate the adverse impacts of strategic behavior on demand-side prices and to improve overall social welfare.
薛贵元;牛文娟;徐筝;周玉杰;王蓓蓓
国网江苏省电力有限公司 经济技术研究院,南京 210008国网江苏省电力有限公司 经济技术研究院,南京 210008国网江苏省电力有限公司 经济技术研究院,南京 210008东南大学 电气工程学院,南京 210096东南大学 电气工程学院,南京 210096
信息技术与安全科学
发电商策略需求侧价格装机结构输电容量社会福利
generator strategydemand-side priceinstalled-capacity structuretransmission capacitysocial welfare
《电力需求侧管理》 2026 (2)
108-115,8
国网江苏省电力有限公司科技项目(J2024012)
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