前9月中国电力市场交易电量同比增长18.9%，南方区域电力市场正式运行

中国国家能源局数据显示，2026年1至9月，全国各电力交易机构累计完成交易电量58536亿千瓦时，同比增长18.9% 1。从交易结构来看，省内交易电量达45499亿千瓦时，同比增长22%；跨省跨区交易电量为13037亿千瓦时，同比增长9.1% 1。在交易类型分布上，中长期交易电量为52189亿千瓦时，现货交易电量为6347亿千瓦时 1。此外，绿电交易电量达2492亿千瓦时，同比增长6.1% 1。同期，电网企业市场化代理购电电量为6288亿千瓦时 1。单月数据方面，2026年9月当月交易电量为6737亿千瓦时，同比增长17.5% 1。

在市场机制创新方面，全国首个区域电力市场——南方区域电力市场于2026年10月24日正式运行 1。该市场覆盖广东、广西、云南、贵州和海南五省区，实现了多省区市场的互联互通以及全类型电源的统一交易 1。统计显示，今年1至9月，南方区域电力市场累计交易电量近9000亿千瓦时，占全网售电量比例超七成 1。

Data released by the National Energy Administration of China indicates that electricity trading institutions across the country completed a cumulative transaction volume of 5,853.6 billion kilowatt-hours between January and September 2026, representing an 18.9% year-on-year increase 1. This growth was primarily driven by intra-provincial transactions, which reached 4,549.9 billion kilowatt-hours, up 22% from the previous year 1. In contrast, cross-provincial and cross-regional transactions accounted for 1,303.7 billion kilowatt-hours, reflecting a more moderate rise of 9.1% 1 1.

The overall volume comprised 5,218.9 billion kilowatt-hours from medium and long-term contracts and 634.7 billion kilowatt-hours from spot market transactions 1. Additionally, green electricity trading volumes stood at 249.2 billion kilowatt-hours, showing a steady growth rate of 6.1%, while grid enterprises handled 628.8 billion kilowatt-hours through market-based agency purchasing 1. On a monthly basis, the single-month transaction volume for September 2026 was recorded at 673.7 billion kilowatt-hours, representing a 17.5% year-on-year increase 1.

In parallel with this national trend, regional market developments have also progressed significantly. On October 24, 2026, the Southern Regional Electricity Market officially commenced operations, becoming the first regional power market in the country 1. This new market integrates five provincial-level areas: Guangdong, Guangxi, Yunnan, Guizhou, and Hainan, enabling unified trading across all types of power sources 1. Between January and September 2026, the cumulative transaction volume within the Southern Regional Electricity Market approached 900 billion kilowatt-hours, accounting for over 70% of the total sales volume across the entire network 1.