电力需求侧管理2026，Vol.28Issue(2)：108-115,8.DOI:10.3969/j.issn.1009-1831.2026.02.016
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
Analysis of the impact of generator strategies on demand-side prices in provincial spot markets under different installed-capacity structures and transmission capacities
摘要
Abstract
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.关键词
发电商策略/需求侧价格/装机结构/输电容量/社会福利Key words
generator strategy/demand-side price/installed-capacity structure/transmission capacity/social welfare分类
信息技术与安全科学引用本文复制引用
薛贵元,牛文娟,徐筝,周玉杰,王蓓蓓..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[J].电力需求侧管理,2026,28(2):108-115,8.基金项目
国网江苏省电力有限公司科技项目(J2024012) （J2024012）
