中国天然气发电发展形势分析及展望OACHSSCDCSTPCD

China's installed capacity for gas power generation continues to grow,and the supply of natural gas and electricity has formed a coordinated development trend.By the end of 2023,China's installed capacity for gas power generation reached 126 million kilowatts.The continuous and rapid growth of new energy power generation,the shift of coal power positioning from conventional main power source to basic safety and system regulation power source,and the rapid development of other peaking power sources under the support of national policies have brought opportunities and challenges to gas power.It is expected that future gas power will be based on peak regulation and the increase in electricity demand and the substantial growth of the installed scale of new energy will bring about an increase in peak regulation demand,which will bring greater room for development for gas power.Some provinces and cities have implemented the two-part tariff and gas power price linkage mechanism and China's power market reform continues to advance.The establishment of the coal power capacity tariff mechanism will promote the construction of the capacity market,which will help the long-term development of the gas power industry.It is recommended that China further clarifies the policy of supporting the gas power industry,increases the research and development of the core technology of gas power field,improves the gas power pricing mechanism and takes the differentiated pricing according to the operating characteristics of different gas units and development levels at the different regions,further improves the power market mechanism,liberalizes market price restrictions,and widen the peak-valley price differential to reflect the peak load value of gas and electricity.